THAMES CAPITAL MANAGEMENT LLC
Q4 2025 13F Holdings
- Locationroseland, NJ
- Num holdings
48
- Value ($000)
$687,767
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GE VERNOVA INC | COM | 36828A101 | $35.58M | 5 % | 54,439 | ||
STATE STR CORP | COM | 857477103 | $33.81M | 5 % | 262,094 | ||
NVIDIA CORPORATION | COM | 67066G104 | $31.48M | 5 % | 168,785 | ||
AMERICAN EXPRESS CO | COM | 025816109 | $29.77M | 4 % | 80,463 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | $29M | 4 % | 178,980 | ||
HUT 8 CORP | COM | 44812J104 | $24.27M | 4 % | 528,246 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $23.34M | 3 % | 76,789 | ||
META PLATFORMS INC | CL A | 30303M102 | $22.29M | 3 % | 33,767 | ||
MICROSOFT CORP | COM | 594918104 | $21.87M | 3 % | 45,217 | ||
UNITED RENTALS INC | COM | 911363109 | $21.82M | 3 % | 26,964 |
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