THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PGY | 138K | $4.09M |
 | CCJ | 107K | $8.98M |
 | PRIM | 100K | $13.73M |
 | NVDA | 90K | $16.88M |
 | STT | 82K | $9.54M |
 | TSM | 65K | $18.19M |
 | GE | 62K | $18.67M |
 | AAPL | 62K | $15.74M |
 | GEV | 54K | $33.47M |
 | NOVT | 53K | $5.34M |
 | LYV | 50K | $8.17M |
 | VST | 48K | $9.34M |
 | EVR | 47K | $15.81M |
 | V | 45K | $15.53M |
 | AGX | 41K | $11.18M |
 | MSFT | 41K | $21.15M |
 | GOOGL | 41K | $9.89M |
 | MA | 34K | $19.58M |
 | AMZN | 34K | $7.40M |
 | CRM | 33K | $7.75M |
Pagaya Technologies Ltd.
PGY
Shares Held
138K
Value
$4.09M
Cameco Corporation
CCJ
Shares Held
107K
Value
$8.98M
Primoris Services Corporation
PRIM
Shares Held
100K
Value
$13.73M
NVIDIA Corporation
NVDA
Shares Held
90K
Value
$16.88M
State Street Corporation
STT
Shares Held
82K
Value
$9.54M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
65K
Value
$18.19M
GE Aerospace
GE
Shares Held
62K
Value
$18.67M
Apple Inc.
AAPL
Shares Held
62K
Value
$15.74M
GE Vernova Inc.
GEV
Shares Held
54K
Value
$33.47M
Novanta Inc.
NOVT
Shares Held
53K
Value
$5.34M
Live Nation Entertainment, Inc.
LYV
Shares Held
50K
Value
$8.17M
Vistra Corp.
VST
Shares Held
48K
Value
$9.34M
Evercore Inc.
EVR
Shares Held
47K
Value
$15.81M
Visa Inc.
V
Shares Held
45K
Value
$15.53M
Argan, Inc.
AGX
Shares Held
41K
Value
$11.18M
Microsoft Corporation
MSFT
Shares Held
41K
Value
$21.15M
Alphabet Inc.
GOOGL
Shares Held
41K
Value
$9.89M
Mastercard Incorporated
MA
Shares Held
34K
Value
$19.58M
Amazon.com, Inc.
AMZN
Shares Held
34K
Value
$7.40M
Salesforce, Inc.
CRM
Shares Held
33K
Value
$7.75M