Thames Capital Management LLC Top Holdings and 13F Report (2025) About Thames Capital Management LLCInvestment ActivityThames Capital Management LLC has $441.40 million in total holdings as of June 30, 2025.Thames Capital Management LLC owns shares of 43 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 37.79% of the portfolio was purchased this quarter.About 9.94% of the portfolio was sold this quarter.This quarter, Thames Capital Management LLC has purchased 28 new stocks and bought additional shares in 4 stocks.Thames Capital Management LLC sold shares of 3 stocks and completely divested from 6 stocks this quarter.Largest Holdings GE VERNOVA INC $28,806,397Vertiv $22,982,822Spotify Technology $21,394,207Microsoft $20,315,717Mastercard $19,343,661 Largest New Holdings this Quarter 64110L106 - Netflix $13,341,752 Holding025816109 - American Express $13,261,912 Holding86800U302 - SUPER MICRO COMPUTER INC $12,759,754 Holding92840M102 - Vistra $12,536,406 Holding595112103 - Micron Technology $11,373,017 Holding Largest Purchases this Quarter Netflix 9,963 shares (about $13.34M)American Express 41,576 shares (about $13.26M)SUPER MICRO COMPUTER INC 260,350 shares (about $12.76M)Vistra 64,684 shares (about $12.54M)Taiwan Semiconductor Manufacturing 51,471 shares (about $11.66M) Largest Sales this Quarter Salesforce 19,156 shares (about $5.22M)Twilio 38,799 shares (about $4.83M)Amazon.com 10,708 shares (about $2.35M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThames Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGE VERNOVA INC$28,806,3970.0%54,4396.5%COMVRTVertiv$22,982,822$2,273,114 ▲11.0%178,9805.2%Computer and TechnologySPOTSpotify Technology$21,394,2070.0%27,8814.8%Computer and TechnologyMSFTMicrosoft$20,315,7170.0%40,8434.6%Computer and TechnologyMAMastercard$19,343,6610.0%34,4234.4%Business ServicesMETAMeta Platforms$18,593,9630.0%25,1924.2%Computer and TechnologyVVisa$16,150,8690.0%45,4893.7%Business ServicesGEGE Aerospace$15,973,8810.0%62,0613.6%AerospaceTSMTaiwan Semiconductor Manufacturing$14,750,614$11,657,667 ▲376.9%65,1273.3%Computer and TechnologyUBERUber Technologies$14,738,6010.0%157,9703.3%Computer and TechnologyNVDANVIDIA$14,294,1450.0%90,4753.2%Computer and TechnologyAPHAmphenol$13,845,3430.0%140,2063.1%Computer and TechnologyNFLXNetflix$13,341,752$13,341,752 ▲New Holding9,9633.0%Consumer DiscretionaryAXPAmerican Express$13,261,912$13,261,912 ▲New Holding41,5763.0%FinanceSUPER MICRO COMPUTER INC$12,759,754$12,759,754 ▲New Holding260,3502.9%COM NEWAAPLApple$12,680,7370.0%61,8062.9%Computer and TechnologyVSTVistra$12,536,406$12,536,406 ▲New Holding64,6842.8%UtilitiesMUMicron Technology$11,373,017$11,373,017 ▲New Holding92,2762.6%Computer and TechnologyLPLALPL Financial$10,856,881$10,856,881 ▲New Holding28,9542.5%FinanceRKTRocket Companies$10,165,670$10,165,670 ▲New Holding716,9022.3%FinanceCRMSalesforce$8,915,600$5,223,650 ▼-36.9%32,6952.0%Computer and TechnologySTTState Street$8,742,849$8,742,849 ▲New Holding82,2162.0%FinanceMAPLEBEAR INC$8,696,259$1,379,322 ▲18.9%192,2252.0%COMNOVTNovanta$8,221,479$1,349,381 ▲19.6%63,7671.9%Computer and TechnologyAMZNAmazon.com$7,579,047$2,349,228 ▼-23.7%34,5461.7%Retail/WholesaleLYVLive Nation Entertainment$7,559,764$7,559,764 ▲New Holding49,9721.7%Consumer DiscretionaryBBB FOODS INC$7,341,993$7,341,993 ▲New Holding264,4811.7%CL A COMCHWYChewy$6,978,2150.0%163,7311.6%Retail/WholesaleEVREvercore$5,763,307$5,763,307 ▲New Holding21,3441.3%FinanceTMOThermo Fisher Scientific$5,646,8410.0%13,9271.3%MedicalYNDXYandex$5,390,857$5,390,857 ▲New Holding97,4311.2%Computer and TechnologyWULFTeraWulf$4,969,938$4,969,938 ▲New Holding1,134,6891.1%FinanceCCJCameco$4,764,304$4,764,304 ▲New Holding64,1831.1%Basic MaterialsAMRIZE LTD$4,682,178$4,682,178 ▲New Holding94,4941.1%SHSTWLOTwilio$4,451,964$4,825,044 ▼-52.0%35,7991.0%Computer and TechnologyARM HOLDINGS PLC$4,129,707$4,129,707 ▲New Holding25,5330.9%SPONSORED ADSEXLSExlService$4,084,5560.0%93,2760.9%Computer and TechnologyAIPArteris$2,801,5630.0%293,9730.6%Computer and TechnologyQSQuantumScape$2,792,019$2,792,019 ▲New Holding415,4790.6%Auto/Tires/TrucksORCLOracle$2,723,255$2,723,255 ▲New Holding12,4560.6%Computer and TechnologyAPPLOVIN CORP$2,722,572$2,722,572 ▲New Holding7,7770.6%COM CL AIBMInternational Business Machines$2,710,207$2,710,207 ▲New Holding9,1940.6%Computer and TechnologySHARPLINK GAMING INC$1,566,438$1,566,438 ▲New Holding157,7480.4%COM NEWFASDirexion Daily Financial Bull 3X Shares$0$16,148,077 ▼-100.0%00.0%FinanceDPSTDirexion Daily Regional Banks Bull 3x Shares$0$8,649,082 ▼-100.0%00.0%ETFHOODRobinhood Markets$0$3,285,774 ▼-100.0%00.0%FinanceUFPTUFP Technologies$0$1,604,603 ▼-100.0%00.0%IndustrialsSAPSAP$0$1,286,901 ▼-100.0%00.0%Computer and TechnologyEMLDFTAC Emerald Acquisition$0$489,075 ▼-100.0%00.0%Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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