THAMES CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$687.8M
Holdings
48
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 54,439 | $35.6M | 5.17% | |
| 2 | STTSTATE STR CORP | 262,094 | $33.8M | 4.92% | |
| 3 | NVDANVIDIA CORPORATION | 168,785 | $31.5M | 4.58% | |
| 4 | AXPAMERICAN EXPRESS CO | 80,463 | $29.8M | 4.33% | |
| 5 | VRTVERTIV HOLDINGS CO | 178,980 | $29.0M | 4.22% | |
| 6 | HUTHUT 8 CORP | 528,246 | $24.3M | 3.53% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 76,789 | $23.3M | 3.39% | |
| 8 | METAMETA PLATFORMS INC | 33,767 | $22.3M | 3.24% | |
| 9 | MSFTMICROSOFT CORP | 45,217 | $21.9M | 3.18% | |
| 10 | URIUNITED RENTALS INC | 26,964 | $21.8M | 3.17% | |
| 11 | MAMASTERCARD INCORPORATED | 38,155 | $21.8M | 3.17% | |
| 12 | MUMICRON TECHNOLOGY INC | 72,852 | $20.8M | 3.02% | |
| 13 | APHAMPHENOL CORP NEW | 152,712 | $20.6M | 3.00% | |
| 14 | GEGE AEROSPACE | 62,061 | $19.1M | 2.78% | |
| 15 | RKTROCKET COS INC | 938,659 | $18.2M | 2.64% | |
| 16 | VVISA INC | 51,568 | $18.1M | 2.63% | |
| 17 | TRVCCITIGROUP INC | 152,640 | $17.8M | 2.59% | |
| 18 | AAPLAPPLE INC | 61,806 | $16.8M | 2.44% | |
| 19 | AGXARGAN INC | 51,794 | $16.2M | 2.36% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 27,881 | $16.2M | 2.35% | |
| 21 | EVREVERCORE INC | 46,881 | $16.0M | 2.32% | |
| 22 | ONDSONDAS HLDGS INC | 1,596,709 | $15.6M | 2.27% | |
| 23 | COHRCOHERENT CORP | 83,171 | $15.3M | 2.23% | |
| 24 | CECELANESE CORP DEL | 331,276 | $14.0M | 2.04% | |
| 25 | GOOGLALPHABET INC | 40,702 | $12.7M | 1.85% | |
| 26 | APPAPPLOVIN CORP | 18,727 | $12.6M | 1.83% | |
| 27 | PRIMPRIMORIS SVCS CORP | 100,005 | $12.4M | 1.80% | |
| 28 | ASHASHLAND INC | 176,276 | $10.3M | 1.50% | |
| 29 | AMZNAMAZON COM INC | 38,810 | $9.0M | 1.30% | |
| 30 | WULFTERAWULF INC | 770,267 | $8.8M | 1.29% | |
| 31 | FIXCOMFORT SYS USA INC | 9,273 | $8.7M | 1.26% | |
| 32 | UBERUBER TECHNOLOGIES INC | 105,224 | $8.6M | 1.25% | |
| 33 | JCIJOHNSON CTLS INTL PLC | 66,704 | $8.0M | 1.16% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 13,202 | $7.6M | 1.11% | |
| 35 | CRMSALESFORCE INC | 27,755 | $7.4M | 1.07% | |
| 36 | 1GSNNOVANTA INC | 53,301 | $6.3M | 0.92% | |
| 37 | CLSCELESTICA INC | 19,655 | $5.8M | 0.84% | |
| 38 | B7SBROOKDALE SR LIVING INC | 531,255 | $5.7M | 0.83% | |
| 39 | SNDKSANDISK CORP | 22,636 | $5.4M | 0.78% | |
| 40 | VENVENTAS INC | 61,830 | $4.8M | 0.70% | |
| 41 | CHWYCHEWY INC | 141,813 | $4.7M | 0.68% | |
| 42 | WELLWELLTOWER INC | 25,195 | $4.7M | 0.68% | |
| 43 | AIPARTERIS INC | 293,973 | $4.6M | 0.66% | |
| 44 | AMPXAMPRIUS TECHNOLOGIES INC | 526,832 | $4.2M | 0.60% | |
| 45 | CECOCECO ENVIRONMENTAL CORP | 69,403 | $4.2M | 0.60% | |
| 46 | AHRAMERICAN HEALTHCARE REIT INC | 85,883 | $4.0M | 0.59% | |
| 47 | QSQUANTUMSCAPE CORP | 369,686 | $3.9M | 0.56% | |
| 48 | IDRIDAHO STRATEGIC RESOURCES | 91,929 | $3.7M | 0.54% |