Thames Capital Management as of June 30, 2025
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 43 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ge Vernova (GEV) | 6.5 | $29M | 54k | 529.15 | |
| Vertiv Holdings Com Cl A (VRT) | 5.2 | $23M | 179k | 128.41 | |
| Spotify Technology S A SHS (SPOT) | 4.8 | $21M | 28k | 767.34 | |
| Microsoft Corporation (MSFT) | 4.6 | $20M | 41k | 497.41 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $19M | 34k | 561.94 | |
| Meta Platforms Cl A (META) | 4.2 | $19M | 25k | 738.09 | |
| Visa Com Cl A (V) | 3.7 | $16M | 46k | 355.05 | |
| Ge Aerospace Com New (GE) | 3.6 | $16M | 62k | 257.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $15M | 65k | 226.49 | |
| Uber Technologies (UBER) | 3.3 | $15M | 158k | 93.30 | |
| NVIDIA Corporation (NVDA) | 3.2 | $14M | 91k | 157.99 | |
| Amphenol Corp Cl A (APH) | 3.1 | $14M | 140k | 98.75 | |
| Netflix (NFLX) | 3.0 | $13M | 10k | 1339.13 | |
| American Express Company (AXP) | 3.0 | $13M | 42k | 318.98 | |
| Super Micro Computer Com New (SMCI) | 2.9 | $13M | 260k | 49.01 | |
| Apple (AAPL) | 2.9 | $13M | 62k | 205.17 | |
| Vistra Energy (VST) | 2.8 | $13M | 65k | 193.81 | |
| Micron Technology (MU) | 2.6 | $11M | 92k | 123.25 | |
| Lpl Financial Holdings (LPLA) | 2.5 | $11M | 29k | 374.97 | |
| Rocket Cos Com Cl A (RKT) | 2.3 | $10M | 717k | 14.18 | |
| salesforce (CRM) | 2.0 | $8.9M | 33k | 272.69 | |
| State Street Corporation (STT) | 2.0 | $8.7M | 82k | 106.34 | |
| Maplebear (CART) | 2.0 | $8.7M | 192k | 45.24 | |
| Novanta (NOVT) | 1.9 | $8.2M | 64k | 128.93 | |
| Amazon (AMZN) | 1.7 | $7.6M | 35k | 219.39 | |
| Live Nation Entertainment (LYV) | 1.7 | $7.6M | 50k | 151.28 | |
| Bbb Foods Cl A Com (TBBB) | 1.7 | $7.3M | 265k | 27.76 | |
| Chewy Cl A (CHWY) | 1.6 | $7.0M | 164k | 42.62 | |
| Evercore Class A (EVR) | 1.3 | $5.8M | 21k | 270.02 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $5.6M | 14k | 405.46 | |
| Nebius Group Shs Class A (NBIS) | 1.2 | $5.4M | 97k | 55.33 | |
| Terawulf (WULF) | 1.1 | $5.0M | 1.1M | 4.38 | |
| Cameco Corporation (CCJ) | 1.1 | $4.8M | 64k | 74.23 | |
| Amrize SHS (AMRZ) | 1.1 | $4.7M | 95k | 49.55 | |
| Twilio Cl A (TWLO) | 1.0 | $4.5M | 36k | 124.36 | |
| Arm Holdings Sponsored Ads (ARM) | 0.9 | $4.1M | 26k | 161.74 | |
| ExlService Holdings (EXLS) | 0.9 | $4.1M | 93k | 43.79 | |
| Arteris (AIP) | 0.6 | $2.8M | 294k | 9.53 | |
| Quantumscape Corp Com Cl A (QS) | 0.6 | $2.8M | 416k | 6.72 | |
| Oracle Corporation (ORCL) | 0.6 | $2.7M | 13k | 218.63 | |
| Applovin Corp Com Cl A (APP) | 0.6 | $2.7M | 7.8k | 350.08 | |
| International Business Machines (IBM) | 0.6 | $2.7M | 9.2k | 294.78 | |
| Sharplink Gaming Com New (SBET) | 0.4 | $1.6M | 158k | 9.93 |
