THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BITF | 7.03M | $19.83M |
 | ONDS | 1.96M | $15.16M |
 | CIFR | 1.51M | $19.07M |
 | WULF | 1.45M | $16.55M |
 | BW | 1.39M | $4.03M |
 | RKT | 1.11M | $21.43M |
 | OPEN | 981K | $7.82M |
 | HUT | 721K | $25.08M |
 | QS | 687K | $8.46M |
 | RIOT | 589K | $11.21M |
 | AMPX | 527K | $5.54M |
 | IREN | 513K | $24.07M |
 | AIP | 294K | $2.97M |
 | BE | 214K | $18.09M |
 | VRT | 179K | $27.00M |
 | GLXY | 170K | $5.76M |
 | UBER | 158K | $15.48M |
 | BETRW | 145K | $8.15M |
 | CHWY | 142K | $5.74M |
 | APH | 140K | $17.35M |
Bitfarms Ltd.
BITF
Shares Held
7.03M
Value
$19.83M
Ondas Holdings Inc.
ONDS
Shares Held
1.96M
Value
$15.16M
Cipher Mining Inc.
CIFR
Shares Held
1.51M
Value
$19.07M
TeraWulf Inc.
WULF
Shares Held
1.45M
Value
$16.55M
Babcock & Wilcox Enterprises, Inc.
BW
Shares Held
1.39M
Value
$4.03M
Rocket Companies, Inc.
RKT
Shares Held
1.11M
Value
$21.43M
Opendoor Technologies Inc.
OPEN
Shares Held
981K
Value
$7.82M
Hut 8 Corp.
HUT
Shares Held
721K
Value
$25.08M
QuantumScape Corporation
QS
Shares Held
687K
Value
$8.46M
Riot Platforms, Inc.
RIOT
Shares Held
589K
Value
$11.21M
Amprius Technologies, Inc.
AMPX
Shares Held
527K
Value
$5.54M
IREN Limited
IREN
Shares Held
513K
Value
$24.07M
Arteris, Inc.
AIP
Shares Held
294K
Value
$2.97M
Bloom Energy Corporation
BE
Shares Held
214K
Value
$18.09M
Vertiv Holdings Co
VRT
Shares Held
179K
Value
$27.00M
Galaxy Digital
GLXY
Shares Held
170K
Value
$5.76M
Uber Technologies, Inc.
UBER
Shares Held
158K
Value
$15.48M
Better Home & Finance Holding Company
BETRW
Shares Held
145K
Value
$8.15M
Chewy, Inc.
CHWY
Shares Held
142K
Value
$5.74M
Amphenol Corporation
APH
Shares Held
140K
Value
$17.35M