Thematics Asset Management

Q2 2025 13F Holdings

  • Location
    paris, I0
  • Num holdings

    126

  • Value ($000)

    $2,223,525

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001956031
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COMMON STOCK
67066G104
$113.31M
5 %

717,225

SNPS
SNPS

SYNOPSYS INC

COMMON STOCK
871607107
$79.12M
4 %

154,320

NOW
NOW

SERVICENOW INC

COMMON STOCK
81762P102
$75.59M
3 %

73,524

CDNS
CDNS

CADENCE DESIGN SYSTEM INC

COMMON STOCK
127387108
$50.68M
2 %

164,456

SNOW
SNOW

SNOWFLAKE INC

COMMON STOCK
833445109
$44.59M
2 %

199,260

CLH
CLH

CLEAN HARBORS INC

COMMON STOCK
184496107
$44.12M
2 %

190,837

NVT
NVT

NVENT ELECTRIC PLC

COMMON STOCK
G6700G107
$43.76M
2 %

597,416

ECL
ECL

ECOLAB INC

COMMON STOCK
278865100
$41.17M
2 %

152,782

---

ELASTIC N V

COMMON STOCK
N14506104
$40.05M
2 %

474,937

AMD
AMD

ADVANCED MICRO DEVICES INC

COMMON STOCK
007903107
$39.68M
2 %

279,623

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