THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONDS | 1.61M | $14.59M |
 | RKT | 932K | $13.28M |
 | WULF | 786K | $11.34M |
 | BKD | 758K | $10.37M |
 | AMPX | 527K | $8.88M |
 | HUT | 425K | $19.95M |
 | QS | 370K | $2.36M |
 | AIP | 294K | $4.83M |
 | VRT | 165K | $41.39M |
 | DOCN | 146K | $12.52M |
 | APH | 146K | $18.41M |
 | IREN | 138K | $4.74M |
 | STT | 136K | $17.26M |
 | TTI | 116K | $989.99K |
 | NVDA | 116K | $20.26M |
 | PRIM | 100K | $14.30M |
 | TSM | 77K | $25.95M |
 | AAOI | 74K | $6.29M |
 | MKSI | 68K | $15.55M |
 | GE | 62K | $17.61M |
Ondas Holdings Inc.
ONDS
Shares Held
1.61M
Value
$14.59M
Rocket Companies, Inc.
RKT
Shares Held
932K
Value
$13.28M
TeraWulf Inc.
WULF
Shares Held
786K
Value
$11.34M
Brookdale Senior Living Inc.
BKD
Shares Held
758K
Value
$10.37M
Amprius Technologies, Inc.
AMPX
Shares Held
527K
Value
$8.88M
Hut 8 Corp.
HUT
Shares Held
425K
Value
$19.95M
QuantumScape Corporation
QS
Shares Held
370K
Value
$2.36M
Arteris, Inc.
AIP
Shares Held
294K
Value
$4.83M
Vertiv Holdings Co
VRT
Shares Held
165K
Value
$41.39M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
146K
Value
$12.52M
Amphenol Corporation
APH
Shares Held
146K
Value
$18.41M
IREN Limited
IREN
Shares Held
138K
Value
$4.74M
State Street Corporation
STT
Shares Held
136K
Value
$17.26M
TETRA Technologies, Inc.
TTI
Shares Held
116K
Value
$989.99K
NVIDIA Corporation
NVDA
Shares Held
116K
Value
$20.26M
Primoris Services Corporation
PRIM
Shares Held
100K
Value
$14.30M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
77K
Value
$25.95M
Applied Optoelectronics, Inc.
AAOI
Shares Held
74K
Value
$6.29M
MKS Inc.
MKSI
Shares Held
68K
Value
$15.55M
GE Aerospace
GE
Shares Held
62K
Value
$17.61M