THAMES CAPITAL MANAGEMENT LLC
Q1 2025 13F Holdings
- Locationroseland, NJ
- Num holdings
28
- Value ($000)
$260,437
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $18.87 M | 7 % | 34,423 | ||
GEV GE VERNOVA INC | COM | 36828A101 | $16.62 M | 6 % | 54,439 | ||
0DFC DIREXION SHS ETF TR | DLY FIN BULL NEW | 25459Y694 | $16.15 M | 6 % | 102,119 | ||
V VISA INC | COM CL A | 92826C839 | $15.94 M | 6 % | 45,489 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $15.34 M | 6 % | 27,881 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.33 M | 6 % | 40,843 | ||
META META PLATFORMS INC | CL A | 30303M102 | $14.52 M | 6 % | 25,192 | ||
CRM SALESFORCE INC | COM | 79466L302 | $13.91 M | 5 % | 51,851 | ||
AAPL APPLE INC | COM | 037833100 | $13.73 M | 5 % | 61,806 | ||
GE GE AEROSPACE | COM NEW | 369604301 | $12.42 M | 5 % | 62,061 |
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