Thematics Asset Management
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationparis, I0
- CIK0001956031
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
126 | $1.98 B | NVDA, SNPS, NOW, CDNS | 13F-HR | May 14, 2025 | 000110465925048495 | ||
135 | $2.29 B | NVDA, NOW, SNPS, CDNS | 13F-HR | Feb 13, 2025 | 000110465925012944 | ||
131 | $2.53 B | NVDA, NOW, SNPS, NVT | 13F-HR | Nov 13, 2024 | 000110465924117705 | ||
137 | $2.45 B | NVDA, SNPS, NOW, CRWD | 13F-HR | Aug 13, 2024 | 000110465924088937 | ||
140 | $2.41 B | NVDA, NVT, SNPS, NOW | 13F-HR | May 13, 2024 | 000110465924060512 | ||
140 | $2.28 B | NOW, CRWD, SPLK, NVT | 13F-HR | Feb 13, 2024 | 000110465924019861 | ||
138 | $2.03 B | SPLK, CRWD, NOW, NVT | 13F-HR | Nov 14, 2023 | 000110465923117629 | ||
135 | $2.09 B | NOW, NVT, SPLK, STERIS PLC | 13F-HR | Aug 11, 2023 | 000110465923090483 | ||
143 | $1.84 B | THERMO FISHER SCIENTIFIC INC, CLH, NOW, SPLK | 13F-HR | May 12, 2023 | 000110465923059735 | ||
141 | $1.65 B | THERMO FISHER SCIENTIFIC INC, JOHNSON CTLS INTL PLC, SPLK, STERIS PLC | 13F-HR | Feb 13, 2023 | 000110465923019799 |