THAMES CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, THAMES CAPITAL MANAGEMENT LLC held in its portfolio 48 assets valued at $687,766,844 (i.e. $687.77M).
The most valuable assets in the portfolio included: GE VERNOVA INC ($35.58M), STATE STR CORP ($33.81M), and NVIDIA CORPORATION ($31.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
THAMES CAPITAL MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GE VERNOVA INC | 54439 | 35579697 | COM |
| STATE STR CORP | 262094 | 33812747 | COM |
| NVIDIA CORPORATION | 168785 | 31478403 | COM |
| AMERICAN EXPRESS CO | 80463 | 29767287 | COM |
| VERTIV HOLDINGS CO | 178980 | 28996550 | COM CL A |
| HUT 8 CORP | 528246 | 24267621 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 76789 | 23335409 | SPONSORED ADS |
| META PLATFORMS INC | 33767 | 22289259 | CL A |
| MICROSOFT CORP | 45217 | 21867846 | COM |
| UNITED RENTALS INC | 26964 | 21822504 | COM |
| MASTERCARD INCORPORATED | 38155 | 21781926 | CL A |
| MICRON TECHNOLOGY INC | 72852 | 20792689 | COM |
| AMPHENOL CORP NEW | 152712 | 20637500 | CL A |
| GE AEROSPACE | 62061 | 19116650 | COM NEW |
| ROCKET COS INC | 938659 | 18172438 | COM CL A |
| VISA INC | 51568 | 18085413 | COM CL A |
| CITIGROUP INC | 152640 | 17811562 | COM NEW |
| APPLE INC | 61806 | 16802579 | COM |
| ARGAN INC | 51794 | 16228096 | COM |
| SPOTIFY TECHNOLOGY S A | 27881 | 16190776 | SHS |
| EVERCORE INC | 46881 | 15951260 | CLASS A |
| ONDAS HLDGS INC | 1596709 | 15583880 | COM NEW |
| COHERENT CORP | 83171 | 15350871 | COM |
| CELANESE CORP DEL | 331276 | 14006349 | COM |
| ALPHABET INC | 40702 | 12739726 | CAP STK CL A |
| APPLOVIN CORP | 18727 | 12618627 | COM CL A |
| PRIMORIS SVCS CORP | 100005 | 12414621 | COM |
| ASHLAND INC | 176276 | 10342113 | COM |
| AMAZON COM INC | 38810 | 8958124 | COM |
| TERAWULF INC | 770267 | 8850368 | COM |
| COMFORT SYS USA INC | 9273 | 8654398 | COM |
| UBER TECHNOLOGIES INC | 105224 | 8597853 | COM |
| JOHNSON CTLS INTL PLC | 66704 | 7987804 | SHS |
| THERMO FISHER SCIENTIFIC INC | 13202 | 7649899 | COM |
| SALESFORCE INC | 27755 | 7352577 | COM |
| NOVANTA INC | 53301 | 6342286 | COM |
| CELESTICA INC | 19655 | 5810215 | COM |
| BROOKDALE SR LIVING INC | 531255 | 5732241 | COM |
| SANDISK CORP | 22636 | 5373334 | COM |
| VENTAS INC | 61830 | 4784405 | COM |
| CHEWY INC | 141813 | 4686920 | CL A |
| WELLTOWER INC | 25195 | 4676444 | COM |
| ARTERIS INC | 293973 | 4556582 | COM |
| AMPRIUS TECHNOLOGIES INC | 526832 | 4156704 | COMMON STOCK |
| CECO ENVIRONMENTAL CORP | 69403 | 4153770 | COM |
| AMERICAN HEALTHCARE REIT INC | 85883 | 4041654 | COM SHS |
| QUANTUMSCAPE CORP | 369686 | 3852128 | COM CL A |
| IDAHO STRATEGIC RESOURCES | 91929 | 3704739 | COM NEW |
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