THAMES CAPITAL MANAGEMENT LLC

Institutional manager (13F) · CIK 1714267

13F holdings · as of 2026-03-31 · top 43 · reported portfolio $558M

#	Issuer	Value	Shares
1	GE VERNOVA INC	$44M	50,384
2	VERTIV HOLDINGS CO	$41M	165,191
3	TAIWAN SEMICONDUCTOR MANUFAC	$26M	76,789
4	NVIDIA CORPORATION	$20M	116,169
5	HUT 8 CORP	$20M	425,337
6	ARGAN INC	$20M	36,458
7	AMPHENOL CORP	$18M	145,675
8	FABRINET	$18M	34,597
9	GE AEROSPACE	$18M	62,061
10	MASTERCARD INCORPORATED	$17M	34,663
11	STATE STR CORP	$17M	136,343
12	MICRON TECHNOLOGY INC	$17M	50,227
13	APPLE INC	$16M	61,806
14	MKS INC.	$16M	67,668
15	ONDAS INC	$15M	1,614,315
16	SANDISK CORP	$14M	22,636
17	PRIMORIS SVCS CORP	$14M	100,005
18	META PLATFORMS INC	$14M	24,794
19	COMFORT SYS USA INC	$14M	10,109
20	VISA INC	$14M	45,662
21	ROCKET COS INC	$13M	932,268
22	COHERENT CORP	$13M	54,581
23	DIGITALOCEAN HLDGS INC	$13M	145,984
24	ADVANCED ENERGY INDS	$12M	38,267
25	TERAWULF INC	$11M	785,938
26	DIREXION SHARES ETF TRUST	$11M	227,953
27	BROOKDALE SR LIVING INC	$10M	757,710
28	AMPRIUS TECHNOLOGIES INC	$9M	526,832
29	LUMENTUM HLDGS INC	$9M	12,267
30	SPOTIFY TECHNOLOGY S A	$7M	14,828
31	THERMO FISHER SCIENTIFIC INC	$6M	13,202
32	STERLING INFRASTRUCTURE INC	$6M	15,662
33	APPLIED OPTOELECTRONICS INC	$6M	74,334
34	CELESTICA INC	$6M	19,655
35	SILICON MOTION TECHNOLOGY CO	$5M	46,344
36	ARTERIS INC	$5M	293,973
37	IREN LIMITED	$5M	138,364
38	MACOM TECH SOLUTIONS HLDGS I	$4M	17,960
39	UBER TECHNOLOGIES INC	$4M	53,601
40	IDAHO STRATEGIC RESOURCES	$3M	91,929
41	QUANTUMSCAPE CORP	$2M	369,686
42	JABIL INC	$2M	8,872
43	TETRA TECHNOLOGIES INC DEL	$990k	116,196

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.