THAMES CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPOT | 28K | $19.46M |
 | AXP | 28K | $9.23M |
 | META | 27K | $20.17M |
 | CLS | 20K | $4.84M |
 | APP | 17K | $12.00M |
 | ORCL | 16K | $4.60M |
 | TLN | 14K | $5.89M |
 | TMO | 13K | $6.40M |
 | NFLX | 10K | $11.94M |
 | FIX | 9K | $7.65M |
 | GLW | 9K | $729.08K |
 | EME | 8K | $5.06M |
Spotify Technology S.A.
SPOT
Shares Held
28K
Value
$19.46M
American Express Company
AXP
Shares Held
28K
Value
$9.23M
Meta Platforms, Inc.
META
Shares Held
27K
Value
$20.17M
Celestica Inc.
CLS
Shares Held
20K
Value
$4.84M
AppLovin Corporation
APP
Shares Held
17K
Value
$12.00M
Oracle Corporation
ORCL
Shares Held
16K
Value
$4.60M
Talen Energy Corporation
TLN
Shares Held
14K
Value
$5.89M
Thermo Fisher Scientific Inc.
TMO
Shares Held
13K
Value
$6.40M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$11.94M
Comfort Systems USA, Inc.
FIX
Shares Held
9K
Value
$7.65M
Corning Incorporated
GLW
Shares Held
9K
Value
$729.08K
EMCOR Group, Inc.
EME
Shares Held
8K
Value
$5.06M