The Analysis of THAMES CAPITAL MANAGEMENT LLC's Holdings
Currently, THAMES CAPITAL MANAGEMENT LLC holds 48 types of securities in its portfolio with a total value $687.8M. In the most recent quarter, they have increased their positions in STT (+179.9K shares, valued at $23.2M), URI (+27.0K shares, valued at $21.8M), MU (+72.9K shares, valued at $20.8M); decreased their positions in N/A (-192.3K shares, valued at $8.8M), WULF (-678.8K shares, valued at $7.8M), UBER (-52.7K shares, valued at $4.3M); initiated new positions in URI (+27.0K shares, valued at $21.8M), MU (+72.9K shares, valued at $20.8M), N/A (+152.6K shares, valued at $17.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GEV GE VERNOVA INC54.4K shares0.00%2025-12-312026-02-10
STT STATE STR CORP262.1K shares218.79%2025-12-312026-02-10 NVDA NVIDIA CORPORATION168.8K shares86.55%2025-12-312026-02-10 AXP AMERICAN EXPRESS CO80.5K shares189.60%2025-12-312026-02-10 VRT VERTIV HOLDINGS CO179.0K shares0.00%2025-12-312026-02-10 HUT 8 CORP HUT 8 CORP528.2K shares-26.69%2025-12-312026-02-10 TSM TAIWAN SEMICONDUCTOR MFG LTD76.8K shares17.91%2025-12-312026-02-10 META META PLATFORMS INC33.8K shares22.96%2025-12-312026-02-10 MSFT MICROSOFT CORP45.2K shares10.71%2025-12-312026-02-10 URI UNITED RENTALS INC27.0K sharesnew addition2025-12-312026-02-10 MA MASTERCARD INCORPORATED38.2K shares10.84%2025-12-312026-02-10 MU MICRON TECHNOLOGY INC72.9K sharesnew addition2025-12-312026-02-10 APH AMPHENOL CORP NEW152.7K shares8.92%2025-12-312026-02-10 GE AEROSPACE GE AEROSPACE62.1K shares0.00%2025-12-312026-02-10 RKT ROCKET COS INC938.7K shares-15.13%2025-12-312026-02-10 V VISA INC51.6K shares13.36%2025-12-312026-02-10 CITIGROUP INC CITIGROUP INC152.6K sharesnew addition2025-12-312026-02-10 AAPL APPLE INC61.8K shares0.00%2025-12-312026-02-10 AGX ARGAN INC51.8K shares25.16%2025-12-312026-02-10 SPOT SPOTIFY TECHNOLOGY S A27.9K shares0.00%2025-12-312026-02-10 EVR EVERCORE INC46.9K shares0.00%2025-12-312026-02-10 ONDS ONDAS HLDGS INC1.6M shares-18.67%2025-12-312026-02-10 COHERENT CORP COHERENT CORP83.2K sharesnew addition2025-12-312026-02-10 CE CELANESE CORP DEL331.3K sharesnew addition2025-12-312026-02-10 ALPHABET INC ALPHABET INC40.7K shares0.00%2025-12-312026-02-10 APP APPLOVIN CORP18.7K shares12.12%2025-12-312026-02-10 PRIM PRIMORIS SVCS CORP100.0K shares0.00%2025-12-312026-02-10 ASH ASHLAND INC176.3K sharesnew addition2025-12-312026-02-10 AMZN AMAZON COM INC38.8K shares15.11%2025-12-312026-02-10 WULF TERAWULF INC770.3K shares-46.84%2025-12-312026-02-10 FIX COMFORT SYS USA INC9.3K shares0.00%2025-12-312026-02-10 UBER UBER TECHNOLOGIES INC105.2K shares-33.39%2025-12-312026-02-10 JCI JOHNSON CTLS INTL PLC66.7K sharesnew addition2025-12-312026-02-10 TMO THERMO FISHER SCIENTIFIC INC13.2K shares0.00%2025-12-312026-02-10 CRM SALESFORCE INC27.8K shares-15.11%2025-12-312026-02-10 NOVT NOVANTA INC53.3K shares0.00%2025-12-312026-02-10 BKD BROOKDALE SR LIVING INC531.3K sharesnew addition2025-12-312026-02-10 SNDK SANDISK CORP22.6K sharesnew addition2025-12-312026-02-10 VTR VENTAS INC61.8K sharesnew addition2025-12-312026-02-10 CHWY CHEWY INC141.8K shares0.00%2025-12-312026-02-10 WELL WELLTOWER INC25.2K sharesnew addition2025-12-312026-02-10 AIP ARTERIS INC294.0K shares0.00%2025-12-312026-02-10 AMPX AMPRIUS TECHNOLOGIES INC526.8K shares0.00%2025-12-312026-02-10 CECO CECO ENVIRONMENTAL CORP69.4K shares0.00%2025-12-312026-02-10 AHR AMERICAN HEALTHCARE REIT INC85.9K sharesnew addition2025-12-312026-02-10 QS QUANTUMSCAPE CORP369.7K shares-46.17%2025-12-312026-02-10 IDR IDAHO STRATEGIC RESOURCES91.9K shares-27.97%2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available