Thames Capital Management as of Dec. 31, 2025
Portfolio Holdings for Thames Capital Management
Thames Capital Management holds 48 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ge Vernova (GEV) | 5.2 | $36M | 54k | 653.57 | |
| State Street Corporation (STT) | 4.9 | $34M | 262k | 129.01 | |
| NVIDIA Corporation (NVDA) | 4.6 | $32M | 169k | 186.50 | |
| American Express Company (AXP) | 4.3 | $30M | 81k | 369.95 | |
| Vertiv Holdings Com Cl A (VRT) | 4.2 | $29M | 179k | 162.01 | |
| Hut 8 Corp (HUT) | 3.5 | $24M | 528k | 45.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $23M | 77k | 303.89 | |
| Meta Platforms Cl A (META) | 3.2 | $22M | 34k | 660.09 | |
| Microsoft Corporation (MSFT) | 3.2 | $22M | 45k | 483.62 | |
| United Rentals (URI) | 3.2 | $22M | 27k | 809.32 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $22M | 38k | 570.88 | |
| Micron Technology (MU) | 3.0 | $21M | 73k | 285.41 | |
| Amphenol Corp Cl A (APH) | 3.0 | $21M | 153k | 135.14 | |
| Ge Aerospace Com New (GE) | 2.8 | $19M | 62k | 308.03 | |
| Rocket Cos Com Cl A (RKT) | 2.6 | $18M | 939k | 19.36 | |
| Visa Com Cl A (V) | 2.6 | $18M | 52k | 350.71 | |
| Citigroup Com New (C) | 2.6 | $18M | 153k | 116.69 | |
| Apple (AAPL) | 2.4 | $17M | 62k | 271.86 | |
| Argan (AGX) | 2.4 | $16M | 52k | 313.32 | |
| Spotify Technology S A SHS (SPOT) | 2.4 | $16M | 28k | 580.71 | |
| Evercore Class A (EVR) | 2.3 | $16M | 47k | 340.25 | |
| Ondas Hldgs Com New (ONDS) | 2.3 | $16M | 1.6M | 9.76 | |
| Coherent Corp (COHR) | 2.2 | $15M | 83k | 184.57 | |
| Celanese Corporation (CE) | 2.0 | $14M | 331k | 42.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $13M | 41k | 313.00 | |
| Applovin Corp Com Cl A (APP) | 1.8 | $13M | 19k | 673.82 | |
| Primoris Services (PRIM) | 1.8 | $12M | 100k | 124.14 | |
| Ashland (ASH) | 1.5 | $10M | 176k | 58.67 | |
| Amazon (AMZN) | 1.3 | $9.0M | 39k | 230.82 | |
| Terawulf (WULF) | 1.3 | $8.9M | 770k | 11.49 | |
| Comfort Systems USA (FIX) | 1.3 | $8.7M | 9.3k | 933.29 | |
| Uber Technologies (UBER) | 1.3 | $8.6M | 105k | 81.71 | |
| Johnson Ctls Intl SHS (JCI) | 1.2 | $8.0M | 67k | 119.75 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $7.6M | 13k | 579.45 | |
| salesforce (CRM) | 1.1 | $7.4M | 28k | 264.91 | |
| Novanta (NOVT) | 0.9 | $6.3M | 53k | 118.99 | |
| Celestica (CLS) | 0.8 | $5.8M | 20k | 295.61 | |
| Brookdale Senior Living (BKD) | 0.8 | $5.7M | 531k | 10.79 | |
| Sandisk Corp (SNDK) | 0.8 | $5.4M | 23k | 237.38 | |
| Ventas (VTR) | 0.7 | $4.8M | 62k | 77.38 | |
| Chewy Cl A (CHWY) | 0.7 | $4.7M | 142k | 33.05 | |
| Welltower Inc Com reit (WELL) | 0.7 | $4.7M | 25k | 185.61 | |
| Arteris (AIP) | 0.7 | $4.6M | 294k | 15.50 | |
| Amprius Technologies Common Stock (AMPX) | 0.6 | $4.2M | 527k | 7.89 | |
| CECO Environmental (CECO) | 0.6 | $4.2M | 69k | 59.85 | |
| American Healthcare Reit Com Shs (AHR) | 0.6 | $4.0M | 86k | 47.06 | |
| Quantumscape Corp Com Cl A (QS) | 0.6 | $3.9M | 370k | 10.42 | |
| Idaho Strategic Resources Com New (IDR) | 0.5 | $3.7M | 92k | 40.30 |
