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THAMES CAPITAL MANAGEMENT LLC

Q1 2026 13F Holdings

  • Location
    roseland, NJ
  • Num holdings

    43

  • Value ($000)

    $557,894

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001714267
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GEV

GE VERNOVA INC

COM
36828A101
$43.98M
8 %

50,384

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$41.39M
7 %

165,191

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$25.95M
5 %

76,789

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$20.26M
4 %

116,169

---

HUT 8 CORP

COM
44812J104
$19.95M
4 %

425,337

A
AGX

ARGAN INC

COM
04010E109
$19.86M
4 %

36,458

A
APH

AMPHENOL CORP

CL A
032095101
$18.41M
3 %

145,675

---

FABRINET

SHS
G3323L100
$18.04M
3 %

34,597

G
GE

GE AEROSPACE

COM NEW
369604301
$17.61M
3 %

62,061

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$17.32M
3 %

34,663

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