Thames Capital Management as of Dec. 31, 2024
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ge Vernova (GEV) | 5.9 | $22M | 66k | 328.93 | |
| Meta Platforms Cl A (META) | 5.2 | $19M | 33k | 585.51 | |
| Spotify Technology S A SHS (SPOT) | 5.2 | $19M | 43k | 447.38 | |
| Vertiv Holdings Com Cl A (VRT) | 5.1 | $19M | 165k | 113.61 | |
| NVIDIA Corporation (NVDA) | 4.9 | $18M | 136k | 134.29 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $18M | 34k | 526.57 | |
| Microsoft Corporation (MSFT) | 4.7 | $17M | 41k | 421.50 | |
| Argan (AGX) | 4.4 | $16M | 117k | 137.04 | |
| salesforce (CRM) | 4.3 | $16M | 47k | 334.33 | |
| Visa Com Cl A (V) | 4.2 | $16M | 50k | 316.04 | |
| Apple (AAPL) | 4.2 | $16M | 62k | 250.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $13M | 67k | 197.49 | |
| Ge Aerospace Com New (GE) | 3.5 | $13M | 78k | 166.79 | |
| Bill Com Holdings Ord (BILL) | 3.4 | $12M | 146k | 84.71 | |
| Uber Technologies (UBER) | 3.0 | $11M | 183k | 60.32 | |
| Amazon (AMZN) | 2.8 | $11M | 48k | 219.39 | |
| Amphenol Corp Cl A (APH) | 2.6 | $9.7M | 140k | 69.45 | |
| Twilio Cl A (TWLO) | 2.3 | $8.4M | 78k | 108.08 | |
| Novanta (NOVT) | 2.2 | $8.1M | 53k | 152.77 | |
| Vistra Energy (VST) | 2.2 | $8.0M | 58k | 137.87 | |
| Sterling Construction Company (STRL) | 2.0 | $7.5M | 45k | 168.45 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $7.2M | 14k | 520.23 | |
| Comfort Systems USA (FIX) | 1.9 | $6.9M | 16k | 424.06 | |
| Construction Partners Com Cl A (ROAD) | 1.8 | $6.8M | 77k | 88.46 | |
| Semler Scientific (SMLR) | 1.8 | $6.5M | 120k | 54.00 | |
| ExlService Holdings (EXLS) | 1.7 | $6.4M | 144k | 44.38 | |
| Maplebear (CART) | 1.6 | $5.9M | 143k | 41.42 | |
| Wix SHS (WIX) | 1.4 | $5.3M | 25k | 214.55 | |
| Chewy Cl A (CHWY) | 1.3 | $4.8M | 144k | 33.49 | |
| Limbach Hldgs (LMB) | 1.2 | $4.5M | 52k | 85.54 | |
| Toast Cl A (TOST) | 1.2 | $4.4M | 122k | 36.45 | |
| Arteris (AIP) | 0.8 | $3.0M | 294k | 10.19 | |
| Pegasystems (PEGA) | 0.8 | $2.8M | 31k | 93.20 | |
| Cargurus Com Cl A (CARG) | 0.8 | $2.8M | 76k | 36.54 | |
| UFP Technologies (UFPT) | 0.5 | $1.9M | 8.0k | 244.51 | |
| Kornit Digital SHS (KRNT) | 0.3 | $1.1M | 36k | 30.95 | |
| Arcosa (ACA) | 0.3 | $1.0M | 10k | 96.74 |
