THAMES CAPITAL MANAGEMENT LLC
43 holdingsFiling period: 2026-03-31Current AUM: $695.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 50.4K | $44.0M | $49.9M | 7.18% | -4,055 | 2026-03-31 |
| 2 | VRT | VERTIV HOLDINGS CO | 165.2K | $41.4M | $39.9M | 5.74% | -13,789 | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 76.8K | $25.9M | $31.0M | 4.47% | -- | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 116.2K | $20.3M | $23.3M | 3.36% | -52,616 | 2026-03-31 |
| 5 | HUT | HUT 8 CORP | 425.3K | $20.0M | $45.8M | 6.59% | -102,909 | 2026-03-31 |
| 6 | AGX | ARGAN INC | 36.5K | $19.9M | $20.8M | 2.99% | -15,336 | 2026-03-31 |
| 7 | APH | AMPHENOL CORP | 145.7K | $18.4M | $23.4M | 3.37% | -7,037 | 2026-03-31 |
| 8 | — | FABRINET | 34.6K | $18.0M | $18.0M | 2.60% | -- | 2026-03-31 |
| 9 | GE | GE AEROSPACE | 62.1K | $17.6M | $22.3M | 3.22% | -- | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 34.7K | $17.3M | $19.9M | 2.86% | -3,492 | 2026-03-31 |
| 11 | STT | STATE STR CORP | 136.3K | $17.3M | $25.1M | 3.61% | -125,751 | 2026-03-31 |
| 12 | MU | MICRON TECHNOLOGY INC | 50.2K | $17.0M | $41.3M | 5.95% | -22,625 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 61.8K | $15.7M | $19.1M | 2.75% | -- | 2026-03-31 |
| 14 | MKSI | MKS INC. | 67.7K | $15.6M | $20.1M | 2.90% | -- | 2026-03-31 |
| 15 | ONDS | ONDAS INC | 1.61M | $14.6M | $12.1M | 1.74% | +17.6K | 2026-03-31 |
| 16 | SNDK | SANDISK CORP | 22.6K | $14.4M | $27.5M | 3.96% | -- | 2026-03-31 |
| 17 | PRIM | PRIMORIS SVCS CORP | 100.0K | $14.3M | $8.4M | 1.21% | -- | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 24.8K | $14.2M | $13.8M | 1.99% | -8,973 | 2026-03-31 |
| 19 | FIX | COMFORT SYS USA INC | 10.1K | $13.9M | $17.5M | 2.52% | +836 | 2026-03-31 |
| 20 | V | VISA INC | 45.7K | $13.8M | $16.7M | 2.41% | -5,906 | 2026-03-31 |
| 21 | RKT | ROCKET COS INC | 932.3K | $13.3M | $12.0M | 1.73% | -6,391 | 2026-03-31 |
| 22 | COHR | COHERENT CORP | 54.6K | $13.0M | $14.3M | 2.06% | -28,590 | 2026-03-31 |
| 23 | DOCN | DIGITALOCEAN HLDGS INC | 146.0K | $12.5M | $17.2M | 2.47% | -- | 2026-03-31 |
| 24 | AEIS | ADVANCED ENERGY INDS | 38.3K | $12.3M | $11.1M | 1.59% | -- | 2026-03-31 |
| 25 | WULF | TERAWULF INC | 785.9K | $11.3M | $13.9M | 2.00% | +15.7K | 2026-03-31 |
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