Thames Capital Management as of March 31, 2025
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 7.2 | $19M | 34k | 548.12 | |
| Ge Vernova (GEV) | 6.4 | $17M | 54k | 305.28 | |
| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 6.2 | $16M | 102k | 158.13 | |
| Visa Com Cl A (V) | 6.1 | $16M | 46k | 350.46 | |
| Spotify Technology S A SHS (SPOT) | 5.9 | $15M | 28k | 550.03 | |
| Microsoft Corporation (MSFT) | 5.9 | $15M | 41k | 375.39 | |
| Meta Platforms Cl A (META) | 5.6 | $15M | 25k | 576.36 | |
| salesforce (CRM) | 5.3 | $14M | 52k | 268.36 | |
| Apple (AAPL) | 5.3 | $14M | 62k | 222.13 | |
| Ge Aerospace Com New (GE) | 4.8 | $12M | 62k | 200.15 | |
| Vertiv Holdings Com Cl A (VRT) | 4.5 | $12M | 161k | 72.20 | |
| Uber Technologies (UBER) | 4.4 | $12M | 158k | 72.86 | |
| NVIDIA Corporation (NVDA) | 3.8 | $9.8M | 91k | 108.38 | |
| Amphenol Corp Cl A (APH) | 3.5 | $9.2M | 140k | 65.59 | |
| Direxion Shs Etf Tr Daily Regional (DPST) | 3.3 | $8.6M | 100k | 86.58 | |
| Amazon (AMZN) | 3.3 | $8.6M | 45k | 190.26 | |
| Twilio Cl A (TWLO) | 2.8 | $7.3M | 75k | 97.91 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $6.9M | 14k | 497.60 | |
| Novanta (NOVT) | 2.6 | $6.8M | 53k | 127.87 | |
| Maplebear (CART) | 2.5 | $6.5M | 162k | 39.89 | |
| Chewy Cl A (CHWY) | 2.0 | $5.3M | 164k | 32.51 | |
| ExlService Holdings (EXLS) | 1.7 | $4.4M | 93k | 47.21 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $3.3M | 79k | 41.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $2.3M | 14k | 166.00 | |
| Arteris (AIP) | 0.8 | $2.0M | 294k | 6.91 | |
| UFP Technologies (UFPT) | 0.6 | $1.6M | 8.0k | 201.71 | |
| Sap Se Spon Adr (SAP) | 0.5 | $1.3M | 4.8k | 268.44 | |
| Fold Hldgs Com Cl A (FLD) | 0.2 | $489k | 79k | 6.20 |
