THAMES CAPITAL MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationroseland, NJ
- CIK0001714267
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
28 | $260.44 M | MA, GEV, 0DFC, V | 13F-HR | May 13, 2025 | 000171426725000003 | ||
37 | $368.93 M | GEV, META, SPOTIFY TECHNOLOGY S A, VRT | 13F-HR | Feb 13, 2025 | 000171426725000002 | ||
38 | $321.00 M | META, MSFT, MA, GEV | 13F-HR | Nov 14, 2024 | 000171426724000009 | ||
25 | $255.38 M | MSFT, AAPL, META, MA | 13F-HR | Aug 13, 2024 | 000171426724000007 | ||
24 | $240.32 M | MSFT, META, MA, UBER | 13F-HR | May 14, 2024 | 000171426724000006 | ||
24 | $194.12 M | MSFT, TNA, AAPL, MA | 13F-HR | Feb 14, 2024 | 000171426724000004 | ||
25 | $174.99 M | AAPL, MSFT, MA, V | 13F-HR | Nov 14, 2023 | 000171426723000005 | ||
24 | $187.75 M | AAPL, MSFT, MA, V | 13F-HR | Aug 11, 2023 | 000171426723000003 | ||
19 | $142.12 M | AAPL, MSFT, MA, V | 13F-HR | May 11, 2023 | 000171426723000002 | ||
24 | $210.63 M | AAPL, MSFT, NDAQ, MA | 13F-HR | Feb 14, 2023 | 000171426723000001 | ||
27 | $201.47 M | AAPL, MSFT, NDAQ, THERMO FISHER SCIENTIFIC INC | 13F-HR | Nov 14, 2022 | 000171426722000007 | ||
24 | $249.03 M | AAPL, MSFT, SPGI, THERMO FISHER SCIENTIFIC INC | 13F-HR | Aug 11, 2022 | 000171426722000006 | ||
44 | $474.08 M | AAPL, MSFT, GOOGL, NRGU | 13F-HR | May 11, 2022 | 000171426722000005 | ||
51 | $522.24 M | AAPL, MSFT, NRGU, NDAQ | 13F-HR | Feb 14, 2022 | 000171426722000003 | ||
49 | $458.54 M | NRGU, MSFT, AAPL, MA | 13F-HR | Nov 12, 2021 | 000171426721000009 | ||
49 | $426.44 M | MSFT, AAPL, MA, V | 13F-HR | Aug 13, 2021 | 000171426721000006 | ||
55 | $433.64 M | AAPL, MSFT, MA, V | 13F-HR | May 13, 2021 | 000171426721000003 | ||
53 | $355.56 M | AAPL, MSFT, MA, V | 13F-HR | Feb 12, 2021 | 000171426721000002 | ||
44 | $283.51 M | AAPL, MSFT, V, MA | 13F-HR | Nov 13, 2020 | 000171426720000004 | ||
45 | $254.90 M | MSFT, V, AAPL, MA | 13F-HR | Aug 12, 2020 | 000171426720000003 | ||
29 | $127.47 M | MSFT, V, MA, AAPL | 13F-HR | May 13, 2020 | 000171426720000002 | ||
42 | $301.65 M | MSFT, V, MA, NKE | 13F-HR | Feb 13, 2020 | 000171426720000001 | ||
34 | $335.88 M | GPN, V, MSFT, MA | 13F-HR | Nov 13, 2019 | 000171426719000010 | ||
27 | $353.52 M | BALL, MSFT, ADBE, MA | 13F-HR | Aug 14, 2019 | 000171426719000004 | ||
30 | $355.21 M | RP, ADBE, DHR, ROP | 13F-HR | May 15, 2019 | 000171426719000003 | ||
24 | $237.35 M | MSFT, RP, WWFA, BURL | 13F-HR | Feb 13, 2019 | 000171426719000002 | ||
35 | $393.71 M | WWFA, RP, CRM, MSFT | 13F-HR | Nov 14, 2018 | 000171426718000011 | ||
30 | $291.68 M | WWFA, RP, CRM, MSFT | 13F-HR | Aug 14, 2018 | 000171426718000009 | ||
29 | $237.60 M | CRM, RP, SITE, ROP | 13F-HR | May 15, 2018 | 000171426718000004 | ||
31 | $159.15 M | SITE, V, MGM, ZTS | 13F-HR | Feb 14, 2018 | 000117266118000596 |