THAMES CAPITAL MANAGEMENT LLC
Q3 2025 13F Holdings
- Locationroseland, NJ
- Num holdings
58
- Value ($000)
$700,842
- Date Filed10/28/2025
- Form type13F-HR
- CIK0001714267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GEV GE VERNOVA INC | COM | 36828A101 | $33.47 M | 5 % | 54,439 | ||
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $27.00 M | 4 % | 178,980 | ||
HUT 8 CORP | COM | 44812J104 | $25.08 M | 4 % | 720,587 | ||
IREN LIMITED | ORDINARY SHARES | Q4982L109 | $24.07 M | 3 % | 512,993 | ||
RKT ROCKET COS INC | COM CL A | 77311W101 | $21.43 M | 3 % | 1,106,003 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.15 M | 3 % | 40,843 | ||
META META PLATFORMS INC | CL A | 30303M102 | $20.17 M | 3 % | 27,462 | ||
BITF BITFARMS LTD | COM | 09173B107 | $19.83 M | 3 % | 7,033,331 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $19.58 M | 3 % | 34,423 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $19.46 M | 3 % | 27,881 |
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