Thoma Capital Management LLC

Q3 2025 13F Holdings

  • Location
    towson, MD
  • Num holdings

    59

  • Value ($000)

    $174,093

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0002060298
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$39.16M
23 %

58,776

IGIB
IGIB

ISHARES TR

ISHS 5-10YR INVT
$36.84M
21 %

681,054

IVE
IVE

ISHARES TR

S&P 500 VAL ETF
$19.15M
11 %

92,717

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$12.03M
7 %

42,679

IWO
IWO

ISHARES TR

RUS 2000 GRW ETF
$10.86M
6 %

33,937

HACK
HACK

AMPLIFY ETF TR

AMPLIFY CYBERSEC
$6.54M
4 %

75,290

JPC
JPC

NUVEEN PFD & INCOME OPPORTUN

COM
$3.56M
2 %

433,571

AAPL
AAPL

APPLE INC

COM
$3.05M
2 %

11,978

MSFT
MSFT

MICROSOFT CORP

COM
$2.25M
1 %

4,349

NVDA
NVDA

NVIDIA CORPORATION

COM
$2.25M
1 %

12,073

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