Thames Capital Management
Latest statistics and disclosures from Thames Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GEV, VRT, HUT, IREN, RKT, and represent 18.70% of Thames Capital Management's stock portfolio.
- Added to shares of these 10 stocks: HUT (+$25M), IREN (+$24M), BITF (+$20M), CIFR (+$19M), BE (+$18M), ETHU (+$16M), ONDS (+$15M), PRIM (+$14M), BMNR (+$12M), RIOT (+$11M).
- Started 26 new stock positions in GOOGL, BETRW, TLN, AMPX, FIX, OPEN, CIFR, ONDS, PGY, GLXY.
- Reduced shares in these 10 stocks: SMCI (-$13M), MU (-$11M), , CART (-$8.7M), TBBB (-$7.3M), NBIS (-$7.2M), AMRZ, AXP, TWLO, ARM.
- Sold out of its positions in ARM, EXLS, IBM, LPLA, CART, MU, SBET, SMCI, TWLO, TBBB. AMRZ.
- Thames Capital Management was a net buyer of stock by $212M.
- Thames Capital Management has $701M in assets under management (AUM), dropping by 58.78%.
- Central Index Key (CIK): 0001714267
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Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ge Vernova (GEV) | 4.8 | $34M | 54k | 614.90 |
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| Vertiv Holdings Com Cl A (VRT) | 3.9 | $27M | 179k | 150.86 |
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| Hut 8 Corp (HUT) | 3.6 | $25M | NEW | 721k | 34.81 |
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| Iren Ordinary Shares (IREN) | 3.4 | $24M | NEW | 513k | 46.93 |
|
| Rocket Cos Com Cl A (RKT) | 3.1 | $21M | +54% | 1.1M | 19.38 |
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| Microsoft Corporation (MSFT) | 3.0 | $21M | 41k | 517.95 |
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| Meta Platforms Cl A (META) | 2.9 | $20M | +9% | 28k | 734.38 |
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| Bitfarms (BITF) | 2.8 | $20M | NEW | 7.0M | 2.82 |
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| Mastercard Incorporated Cl A (MA) | 2.8 | $20M | 34k | 568.81 |
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| Spotify Technology S A SHS (SPOT) | 2.8 | $20M | 28k | 698.00 |
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| Cipher Mining (CIFR) | 2.7 | $19M | NEW | 1.5M | 12.59 |
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| Ge Aerospace Com New (GE) | 2.7 | $19M | 62k | 300.82 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $18M | 65k | 279.29 |
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| Bloom Energy Corp Com Cl A (BE) | 2.6 | $18M | NEW | 214k | 84.57 |
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| Amphenol Corp Cl A (APH) | 2.5 | $17M | 140k | 123.75 |
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| NVIDIA Corporation (NVDA) | 2.4 | $17M | 91k | 186.58 |
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| Terawulf (WULF) | 2.4 | $17M | +27% | 1.4M | 11.42 |
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| Volatility Shs Tr 2x Ether Etf New (ETHU) | 2.3 | $16M | NEW | 126k | 129.86 |
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| Evercore Class A (EVR) | 2.3 | $16M | +119% | 47k | 337.32 |
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| Apple (AAPL) | 2.2 | $16M | 62k | 254.63 |
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| Visa Com Cl A (V) | 2.2 | $16M | 46k | 341.38 |
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| Uber Technologies (UBER) | 2.2 | $16M | 158k | 97.97 |
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| Ondas Hldgs Com New (ONDS) | 2.2 | $15M | NEW | 2.0M | 7.72 |
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| Primoris Services (PRIM) | 2.0 | $14M | NEW | 100k | 137.33 |
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| Applovin Corp Com Cl A (APP) | 1.7 | $12M | +114% | 17k | 718.54 |
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| Netflix (NFLX) | 1.7 | $12M | 10k | 1198.92 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 1.7 | $12M | NEW | 229k | 51.93 |
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| Riot Blockchain (RIOT) | 1.6 | $11M | NEW | 589k | 19.03 |
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| Argan (AGX) | 1.6 | $11M | NEW | 41k | 270.05 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $9.9M | NEW | 41k | 243.10 |
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| State Street Corporation (STT) | 1.4 | $9.5M | 82k | 116.01 |
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| Vistra Energy (VST) | 1.3 | $9.3M | -26% | 48k | 195.92 |
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| American Express Company (AXP) | 1.3 | $9.2M | -33% | 28k | 332.16 |
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| Cameco Corporation (CCJ) | 1.3 | $9.0M | +66% | 107k | 83.86 |
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| Quantumscape Corp Com Cl A (QS) | 1.2 | $8.5M | +65% | 687k | 12.32 |
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| Live Nation Entertainment (LYV) | 1.2 | $8.2M | 50k | 163.40 |
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| Better Home & Finance Holdin *w Exp 08/22/202 (BETRW) | 1.2 | $8.1M | NEW | 145k | 56.14 |
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| Opendoor Technologies (OPEN) | 1.1 | $7.8M | NEW | 981k | 7.97 |
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| salesforce (CRM) | 1.1 | $7.7M | 33k | 237.00 |
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| Comfort Systems USA (FIX) | 1.1 | $7.7M | NEW | 9.3k | 825.18 |
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| Amazon (AMZN) | 1.1 | $7.4M | -2% | 34k | 219.57 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $6.4M | -5% | 13k | 485.02 |
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| Talen Energy Corp (TLN) | 0.8 | $5.9M | NEW | 14k | 425.38 |
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| Galaxy Digital Cl A (GLXY) | 0.8 | $5.8M | NEW | 170k | 33.81 |
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| Chewy Cl A (CHWY) | 0.8 | $5.7M | -13% | 142k | 40.45 |
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| Amprius Technologies Common Stock (AMPX) | 0.8 | $5.5M | NEW | 527k | 10.52 |
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| Novanta (NOVT) | 0.8 | $5.3M | -16% | 53k | 100.15 |
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| Emcor (EME) | 0.7 | $5.1M | NEW | 7.8k | 649.54 |
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| Celestica (CLS) | 0.7 | $4.8M | NEW | 20k | 246.38 |
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| Oracle Corporation (ORCL) | 0.7 | $4.6M | +31% | 16k | 281.24 |
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| Idaho Strategic Resources Com New (IDR) | 0.6 | $4.3M | NEW | 128k | 33.79 |
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| Pagaya Technologies Cl A New (PGY) | 0.6 | $4.1M | NEW | 138k | 29.69 |
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| Babcock & Wilcox Enterpr (BW) | 0.6 | $4.0M | NEW | 1.4M | 2.90 |
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| Bakkt Holdings *w Exp 10/25/202 (BKKT.WS) | 0.6 | $3.9M | NEW | 116k | 33.65 |
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| Nebius Group Shs Class A (NBIS) | 0.5 | $3.7M | -66% | 33k | 112.27 |
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| CECO Environmental (CECO) | 0.5 | $3.6M | NEW | 69k | 51.20 |
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| Arteris (AIP) | 0.4 | $3.0M | 294k | 10.10 |
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| Corning Incorporated (GLW) | 0.1 | $729k | NEW | 8.9k | 82.03 |
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Past Filings by Thames Capital Management
SEC 13F filings are viewable for Thames Capital Management going back to 2017
- Thames Capital Management 2025 Q3 filed Oct. 28, 2025
- Thames Capital Management 2025 Q2 filed Aug. 11, 2025
- Thames Capital Management 2025 Q1 filed May 13, 2025
- Thames Capital Management 2024 Q4 filed Feb. 13, 2025
- Thames Capital Management 2024 Q3 filed Nov. 14, 2024
- Thames Capital Management 2024 Q2 filed Aug. 13, 2024
- Thames Capital Management 2024 Q1 filed May 14, 2024
- Thames Capital Management 2023 Q3 filed Nov. 14, 2023
- Thames Capital Management 2023 Q2 filed Aug. 11, 2023
- Thames Capital Management 2023 Q1 filed May 11, 2023
- Thames Capital Management 2022 Q4 filed Feb. 14, 2023
- Thames Capital Management 2022 Q3 filed Nov. 14, 2022
- Thames Capital Management 2022 Q2 filed Aug. 11, 2022
- Thames Capital Management 2022 Q1 filed May 11, 2022
- Thames Capital Management 2021 Q4 filed Feb. 14, 2022
- Thames Capital Management 2021 Q3 filed Nov. 12, 2021