THAMES CAPITAL MANAGEMENT LLC
Q4 2024 13F Holdings
- Locationroseland, NJ
- Num holdings
37
- Value ($000)
$368,928
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GEV GE VERNOVA INC | COM | 36828A101 | $21.78M | 6 % | 66,209 | ||
META META PLATFORMS INC | CL A | 30303M102 | $19.34M | 5 % | 33,027 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $19.18M | 5 % | 42,882 | ||
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $18.72M | 5 % | 164,745 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $18.25M | 5 % | 135,891 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $18.13M | 5 % | 34,423 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.22M | 5 % | 40,843 | ||
AGX ARGAN INC | COM | 04010E109 | $16.09M | 4 % | 117,384 | ||
CRM SALESFORCE INC | COM | 79466L302 | $15.80M | 4 % | 47,266 | ||
V VISA INC | COM CL A | 92826C839 | $15.63M | 4 % | 49,469 |
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