CIK 1714267
THAMES CAPITAL MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
48
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–48 of 48
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GEV | GE VERNOVA INC | 54K | $1M+ | SH |
| STT | STATE STR CORP | 262K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 169K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 80K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 179K | $1M+ | SH |
| HUT | HUT 8 CORP | 528K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 77K | $1M+ | SH |
| META | META PLATFORMS INC | 34K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 45K | $1M+ | SH |
| URI | UNITED RENTALS INC | 27K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 38K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 73K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 153K | $1M+ | SH |
| GE | GE AEROSPACE | 62K | $1M+ | SH |
| RKT | ROCKET COS INC | 939K | $1M+ | SH |
| V | VISA INC | 52K | $1M+ | SH |
| C | CITIGROUP INC | 153K | $1M+ | SH |
| AAPL | APPLE INC | 62K | $1M+ | SH |
| AGX | ARGAN INC | 52K | $1M+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 28K | $1M+ | SH |
| EVR | EVERCORE INC | 47K | $1M+ | SH |
| ONDS | ONDAS HLDGS INC | 1.6M | $1M+ | SH |
| COHR | COHERENT CORP | 83K | $1M+ | SH |
| CE | CELANESE CORP DEL | 331K | $1M+ | SH |
| GOOGL | ALPHABET INC | 41K | $1M+ | SH |
| APP | APPLOVIN CORP | 19K | $1M+ | SH |
| PRIM | PRIMORIS SVCS CORP | 100K | $1M+ | SH |
| ASH | ASHLAND INC | 176K | $1M+ | SH |
| AMZN | AMAZON COM INC | 39K | $1M+ | SH |
| WULF | TERAWULF INC | 770K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 9K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 105K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 67K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 13K | $1M+ | SH |
| CRM | SALESFORCE INC | 28K | $1M+ | SH |
| NOVT | NOVANTA INC | 53K | $1M+ | SH |
| CLS | CELESTICA INC | 20K | $1M+ | SH |
| BKD | BROOKDALE SR LIVING INC | 531K | $1M+ | SH |
| SNDK | SANDISK CORP | 23K | $1M+ | SH |
| VTR | VENTAS INC | 62K | $1M+ | SH |
| CHWY | CHEWY INC | 142K | $1M+ | SH |
| WELL | WELLTOWER INC | 25K | $1M+ | SH |
| AIP | ARTERIS INC | 294K | $1M+ | SH |
| AMPX | AMPRIUS TECHNOLOGIES INC | 527K | $1M+ | SH |
| CECO | CECO ENVIRONMENTAL CORP | 69K | $1M+ | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 86K | $1M+ | SH |
| QS | QUANTUMSCAPE CORP | 370K | $1M+ | SH |
| IDR | IDAHO STRATEGIC RESOURCES | 92K | $1M+ | SH |