Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
THAMES CAPITAL MANAGEMENT LLC (CIK 1714267) reported $557.9M across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GEV ($44.0M, 7.88%), VRT ($41.4M, 7.42%), TSM ($26.0M, 4.65%), NVDA ($20.3M, 3.63%), HUT ($20.0M, 3.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | $44.0M | 7.88% | 50,384 | Trimmed |
| 2 | VRT | VERTIV HOLDINGS CO | $41.4M | 7.42% | 165,191 | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.0M | 4.65% | 76,789 | Hold |
| 4 | NVDA | NVIDIA CORPORATION | $20.3M | 3.63% | 116,169 | Trimmed |
| 5 | HUT | HUT 8 CORP | $20.0M | 3.58% | 425,337 | Trimmed |
| 6 | AGX | ARGAN INC | $19.9M | 3.56% | 36,458 | Trimmed |
| 7 | APH | AMPHENOL CORP | $18.4M | 3.30% | 145,675 | Trimmed |
| 8 | FN | FABRINET | $18.0M | 3.23% | 34,597 | New |
| 9 | GE | GE AEROSPACE | $17.6M | 3.16% | 62,061 | Hold |
| 10 | MA | MASTERCARD INCORPORATED | $17.3M | 3.10% | 34,663 | Trimmed |
| 11 | STT | STATE STR CORP | $17.3M | 3.09% | 136,343 | Trimmed |
| 12 | MU | MICRON TECHNOLOGY INC | $17.0M | 3.04% | 50,227 | Trimmed |
| 13 | AAPL | APPLE INC | $15.7M | 2.81% | 61,806 | Hold |
| 14 | MKSI | MKS INC. | $15.6M | 2.79% | 67,668 | New |
| 15 | ONDS | ONDAS INC | $14.6M | 2.62% | 1.6M | Added |
| 16 | SNDK | SANDISK CORP | $14.4M | 2.58% | 22,636 | Hold |
| 17 | PRIM | PRIMORIS SVCS CORP | $14.3M | 2.56% | 100,005 | Hold |
| 18 | META | META PLATFORMS INC | $14.2M | 2.54% | 24,794 | Trimmed |
| 19 | FIX | COMFORT SYS USA INC | $13.9M | 2.50% | 10,109 | Added |
| 20 | V | VISA INC | $13.8M | 2.47% | 45,662 | Trimmed |
| 21 | RKT | ROCKET COS INC | $13.3M | 2.38% | 932,268 | Trimmed |
| 22 | COHR | COHERENT CORP | $13.0M | 2.33% | 54,581 | Trimmed |
| 23 | DOCN | DIGITALOCEAN HLDGS INC | $12.5M | 2.24% | 145,984 | New |
| 24 | AEIS | ADVANCED ENERGY INDS | $12.3M | 2.21% | 38,267 | New |
| 25 | WULF | TERAWULF INC | $11.3M | 2.03% | 785,938 | Added |
Source: SEC Form 13F filings · as of 2026-03-31