THAMES CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$441.4M
Holdings
43
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 54,439 | $28.8M | 6.53% | |
| 2 | VRTVERTIV HOLDINGS CO | 178,980 | $23.0M | 5.21% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 27,881 | $21.4M | 4.85% | |
| 4 | MSFTMICROSOFT CORP | 40,843 | $20.3M | 4.60% | |
| 5 | MAMASTERCARD INCORPORATED | 34,423 | $19.3M | 4.38% | |
| 6 | METAMETA PLATFORMS INC | 25,192 | $18.6M | 4.21% | |
| 7 | VVISA INC | 45,489 | $16.1M | 3.66% | |
| 8 | GEGE AEROSPACE | 62,061 | $16.0M | 3.62% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 65,127 | $14.8M | 3.34% | |
| 10 | UBERUBER TECHNOLOGIES INC | 157,970 | $14.7M | 3.34% | |
| 11 | NVDANVIDIA CORPORATION | 90,475 | $14.3M | 3.24% | |
| 12 | APHAMPHENOL CORP NEW | 140,206 | $13.8M | 3.14% | |
| 13 | NFLXNETFLIX INC | 9,963 | $13.3M | 3.02% | |
| 14 | AXPAMERICAN EXPRESS CO | 41,576 | $13.3M | 3.00% | |
| 15 | SMCISUPER MICRO COMPUTER INC | 260,350 | $12.8M | 2.89% | |
| 16 | AAPLAPPLE INC | 61,806 | $12.7M | 2.87% | |
| 17 | VSTVISTRA CORP | 64,684 | $12.5M | 2.84% | |
| 18 | MUMICRON TECHNOLOGY INC | 92,276 | $11.4M | 2.58% | |
| 19 | LPLALPL FINL HLDGS INC | 28,954 | $10.9M | 2.46% | |
| 20 | RKTROCKET COS INC | 716,902 | $10.2M | 2.30% | |
| 21 | CRMSALESFORCE INC | 32,695 | $8.9M | 2.02% | |
| 22 | STTSTATE STR CORP | 82,216 | $8.7M | 1.98% | |
| 23 | CARTMAPLEBEAR INC | 192,225 | $8.7M | 1.97% | |
| 24 | 1GSNNOVANTA INC | 63,767 | $8.2M | 1.86% | |
| 25 | AMZNAMAZON COM INC | 34,546 | $7.6M | 1.72% | |
| 26 | LYVLIVE NATION ENTERTAINMENT IN | 49,972 | $7.6M | 1.71% | |
| 27 | TBBBBBB FOODS INC | 264,481 | $7.3M | 1.66% | |
| 28 | CHWYCHEWY INC | 163,731 | $7.0M | 1.58% | |
| 29 | EVREVERCORE INC | 21,344 | $5.8M | 1.31% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 13,927 | $5.6M | 1.28% | |
| 31 | NBISNEBIUS GROUP N.V. | 97,431 | $5.4M | 1.22% | |
| 32 | WULFTERAWULF INC | 1,134,689 | $5.0M | 1.13% | |
| 33 | CCOCAMECO CORP | 64,183 | $4.8M | 1.08% | |
| 34 | AMRZAMRIZE LTD | 94,494 | $4.7M | 1.06% | |
| 35 | TWLOTWILIO INC | 35,799 | $4.5M | 1.01% | |
| 36 | ARMARM HOLDINGS PLC | 25,533 | $4.1M | 0.94% | |
| 37 | EXLSEXLSERVICE HOLDINGS INC | 93,276 | $4.1M | 0.93% | |
| 38 | AIPARTERIS INC | 293,973 | $2.8M | 0.63% | |
| 39 | QSQUANTUMSCAPE CORP | 415,479 | $2.8M | 0.63% | |
| 40 | ORCLORACLE CORP | 12,456 | $2.7M | 0.62% | |
| 41 | APPAPPLOVIN CORP | 7,777 | $2.7M | 0.62% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS | 9,194 | $2.7M | 0.61% | |
| 43 | SBETSHARPLINK GAMING INC | 157,748 | $1.6M | 0.35% |