THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ONDS | 1.60M | $15.58M |
 | RKT | 939K | $18.17M |
 | WULF | 770K | $8.85M |
 | BKD | 531K | $5.73M |
 | HUT | 528K | $24.27M |
 | AMPX | 527K | $4.16M |
 | QS | 370K | $3.85M |
 | CE | 331K | $14.01M |
 | AIP | 294K | $4.56M |
 | STT | 262K | $33.81M |
 | VRT | 179K | $29.00M |
 | ASH | 176K | $10.34M |
 | NVDA | 169K | $31.48M |
 | APH | 153K | $20.64M |
 | C | 153K | $17.81M |
 | CHWY | 142K | $4.69M |
 | UBER | 105K | $8.60M |
 | PRIM | 100K | $12.41M |
 | AHR | 86K | $4.04M |
 | COHR | 83K | $15.35M |
Ondas Holdings Inc.
ONDS
Shares Held
1.60M
Value
$15.58M
Rocket Companies, Inc.
RKT
Shares Held
939K
Value
$18.17M
TeraWulf Inc.
WULF
Shares Held
770K
Value
$8.85M
Brookdale Senior Living Inc.
BKD
Shares Held
531K
Value
$5.73M
Hut 8 Corp.
HUT
Shares Held
528K
Value
$24.27M
Amprius Technologies, Inc.
AMPX
Shares Held
527K
Value
$4.16M
QuantumScape Corporation
QS
Shares Held
370K
Value
$3.85M
Celanese Corporation
CE
Shares Held
331K
Value
$14.01M
Arteris, Inc.
AIP
Shares Held
294K
Value
$4.56M
State Street Corporation
STT
Shares Held
262K
Value
$33.81M
Vertiv Holdings Co
VRT
Shares Held
179K
Value
$29.00M
Ashland Inc.
ASH
Shares Held
176K
Value
$10.34M
NVIDIA Corporation
NVDA
Shares Held
169K
Value
$31.48M
Amphenol Corporation
APH
Shares Held
153K
Value
$20.64M
Citigroup Inc.
C
Shares Held
153K
Value
$17.81M
Chewy, Inc.
CHWY
Shares Held
142K
Value
$4.69M
Uber Technologies, Inc.
UBER
Shares Held
105K
Value
$8.60M
Primoris Services Corporation
PRIM
Shares Held
100K
Value
$12.41M
American Healthcare REIT, Inc.
AHR
Shares Held
86K
Value
$4.04M
Coherent, Inc.
COHR
Shares Held
83K
Value
$15.35M