THAMES CAPITAL MANAGEMENT LLC
Q2 2025 13F Holdings
- Locationroseland, NJ
- Num holdings
43
- Value ($000)
$441,401
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001714267
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GEV GE VERNOVA INC | COM | 36828A101 | $28.81M | 7 % | 54,439 | ||
VRT VERTIV HOLDINGS CO | COM CL A | 92537N108 | $22.98M | 5 % | 178,980 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | $21.39M | 5 % | 27,881 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.32M | 5 % | 40,843 | ||
MA MASTERCARD INCORPORATED | CL A | 57636Q104 | $19.34M | 4 % | 34,423 | ||
META META PLATFORMS INC | CL A | 30303M102 | $18.59M | 4 % | 25,192 | ||
V VISA INC | COM CL A | 92826C839 | $16.15M | 4 % | 45,489 | ||
GE GE AEROSPACE | COM NEW | 369604301 | $15.97M | 4 % | 62,061 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $14.75M | 3 % | 65,127 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $14.74M | 3 % | 157,970 |
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