THAMES CAPITAL MANAGEMENT LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$368.9B
Holdings
37
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 66,209 | $21.8B | 5.90% | |
| 2 | METAMETA PLATFORMS INC | 33,027 | $19.3B | 5.24% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 42,882 | $19.2B | 5.20% | |
| 4 | VRTVERTIV HOLDINGS CO | 164,745 | $18.7B | 5.07% | |
| 5 | NVDANVIDIA CORPORATION | 135,891 | $18.2B | 4.95% | |
| 6 | MAMASTERCARD INCORPORATED | 34,423 | $18.1B | 4.91% | |
| 7 | MSFTMICROSOFT CORP | 40,843 | $17.2B | 4.67% | |
| 8 | AGXARGAN INC | 117,384 | $16.1B | 4.36% | |
| 9 | CRMSALESFORCE INC | 47,266 | $15.8B | 4.28% | |
| 10 | VVISA INC | 49,469 | $15.6B | 4.24% | |
| 11 | AAPLAPPLE INC | 61,806 | $15.5B | 4.20% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 66,976 | $13.2B | 3.59% | |
| 13 | GEGE AEROSPACE | 77,872 | $13.0B | 3.52% | |
| 14 | BILLBILL HOLDINGS INC | 146,366 | $12.4B | 3.36% | |
| 15 | UBERUBER TECHNOLOGIES INC | 182,576 | $11.0B | 2.99% | |
| 16 | AMZNAMAZON COM INC | 47,691 | $10.5B | 2.84% | |
| 17 | APHAMPHENOL CORP NEW | 140,206 | $9.7B | 2.64% | |
| 18 | TWLOTWILIO INC | 77,683 | $8.4B | 2.28% | |
| 19 | 1GSNNOVANTA INC | 53,301 | $8.1B | 2.21% | |
| 20 | VSTVISTRA CORP | 58,289 | $8.0B | 2.18% | |
| 21 | STRLSTERLING INFRASTRUCTURE INC | 44,760 | $7.5B | 2.04% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 13,927 | $7.2B | 1.96% | |
| 23 | FIXCOMFORT SYS USA INC | 16,155 | $6.9B | 1.86% | |
| 24 | ROADCONSTRUCTION PARTNERS INC | 76,790 | $6.8B | 1.84% | |
| 25 | SMLRSEMLER SCIENTIFIC INC | 119,722 | $6.5B | 1.75% | |
| 26 | EXLSEXLSERVICE HOLDINGS INC | 143,812 | $6.4B | 1.73% | |
| 27 | CARTMAPLEBEAR INC | 143,057 | $5.9B | 1.61% | |
| 28 | WIXWIX COM LTD | 24,793 | $5.3B | 1.44% | |
| 29 | CHWYCHEWY INC | 143,715 | $4.8B | 1.30% | |
| 30 | LMBLIMBACH HLDGS INC | 52,385 | $4.5B | 1.21% | |
| 31 | TOSTTOAST INC | 121,619 | $4.4B | 1.20% | |
| 32 | AIPARTERIS INC | 293,973 | $3.0B | 0.81% | |
| 33 | PEGAPEGASYSTEMS INC | 30,450 | $2.8B | 0.77% | |
| 34 | CARGCARGURUS INC | 76,169 | $2.8B | 0.75% | |
| 35 | UFPTUFP TECHNOLOGIES INC | 7,955 | $1.9B | 0.53% | |
| 36 | KRNTKORNIT DIGITAL LTD | 35,690 | $1.1B | 0.30% | |
| 37 | ACAARCOSA INC | 10,374 | $1.0B | 0.27% |