Thames Capital Management LLC Top Holdings and 13F Report (2025) About Thames Capital Management LLCInvestment ActivityThames Capital Management LLC has $368.93 million in total holdings as of December 31, 2024.Thames Capital Management LLC owns shares of 37 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 26.01% of the portfolio was purchased this quarter.About 18.58% of the portfolio was sold this quarter.This quarter, Thames Capital Management LLC has purchased 38 new stocks and bought additional shares in 9 stocks.Thames Capital Management LLC sold shares of 3 stocks and completely divested from 11 stocks this quarter.Largest Holdings GE VERNOVA INC $21,778,126Meta Platforms $19,337,639Spotify Technology $19,184,549Vertiv $18,716,679NVIDIA $18,248,802 Largest New Holdings this Quarter Twilio $8,395,979 HoldingVistra $8,036,304 HoldingComfort Systems USA $6,850,689 HoldingConstruction Partners $6,792,843 HoldingSemler Scientific $6,464,988 Holding Largest Purchases this Quarter Argan 87,038 shares (about $11.93M)Twilio 77,683 shares (about $8.40M)Vistra 58,289 shares (about $8.04M)Comfort Systems USA 16,155 shares (about $6.85M)Construction Partners 76,790 shares (about $6.79M) Largest Sales this Quarter Amazon.com 20,529 shares (about $4.50M)MAPLEBEAR INC 55,246 shares (about $2.29M)Uber Technologies 8,110 shares (about $489.20K) 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$21,778,1260.0%66,2095.9%COMMETAMeta Platforms$19,337,6390.0%33,0275.2%Computer and TechnologySPOTSpotify Technology$19,184,5490.0%42,8825.2%Business ServicesVRTVertiv$18,716,6790.0%164,7455.1%Computer and TechnologyNVDANVIDIA$18,248,802$2,085,389 ▲12.9%135,8914.9%Computer and TechnologyMAMastercard$18,126,1190.0%34,4234.9%Business ServicesMSFTMicrosoft$17,215,3250.0%40,8434.7%Computer and TechnologyAGXArgan$16,086,303$11,927,687 ▲286.8%117,3844.4%ConstructionCRMSalesforce$15,802,442$2,697,374 ▲20.6%47,2664.3%Computer and TechnologyVVisa$15,634,1830.0%49,4694.2%Business ServicesAAPLApple$15,477,4590.0%61,8064.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$13,227,090$5,492,394 ▲71.0%66,9763.6%Computer and TechnologyGEGeneral Electric$12,988,271$1,205,558 ▲10.2%77,8723.5%TransportationBILLBILL$12,398,664$6,481,840 ▲109.5%146,3663.4%Computer and TechnologyUBERUber Technologies$11,012,984$489,195 ▼-4.3%182,5763.0%Computer and TechnologyAMZNAmazon.com$10,462,928$4,503,857 ▼-30.1%47,6912.8%Retail/WholesaleAPHAmphenol$9,737,3070.0%140,2062.6%Computer and TechnologyTWLOTwilio$8,395,979$8,395,979 ▲New Holding77,6832.3%Computer and TechnologyNOVTNovanta$8,142,7940.0%53,3012.2%Computer and TechnologyVSTVistra$8,036,304$8,036,304 ▲New Holding58,2892.2%UtilitiesSTRLSterling Infrastructure$7,539,822$4,668,592 ▲162.6%44,7602.0%ConstructionTMOThermo Fisher Scientific$7,245,2430.0%13,9272.0%MedicalFIXComfort Systems USA$6,850,689$6,850,689 ▲New Holding16,1551.9%ConstructionROADConstruction Partners$6,792,843$6,792,843 ▲New Holding76,7901.8%ConstructionSMLRSemler Scientific$6,464,988$6,464,988 ▲New Holding119,7221.8%MedicalEXLSExlService$6,382,377$3,557,457 ▲125.9%143,8121.7%Business ServicesMAPLEBEAR INC$5,925,421$2,288,289 ▼-27.9%143,0571.6%COMWIXWix.com$5,319,338$5,319,338 ▲New Holding24,7931.4%Computer and TechnologyCHWYChewy$4,813,015$1,441,075 ▲42.7%143,7151.3%Retail/WholesaleLMBLimbach$4,481,013$4,481,013 ▲New Holding52,3851.2%ConstructionTOSTToast$4,433,013$4,433,013 ▲New Holding121,6191.2%Computer and TechnologyAIPArteris$2,995,5850.0%293,9730.8%Computer and TechnologyPEGAPegasystems$2,837,940$2,837,940 ▲New Holding30,4500.8%Computer and TechnologyCARGCarGurus$2,783,215$2,783,215 ▲New Holding76,1690.8%Auto/Tires/TrucksUFPTUFP Technologies$1,945,0770.0%7,9550.5%IndustrialsKRNTKornit Digital$1,104,6060.0%35,6900.3%IndustrialsACAArcosa$1,003,5810.0%10,3740.3%ConstructionWWayfair$0$10,888,864 ▼-100.0%00.0%Retail/WholesaleDKNGDraftKings$0$9,768,405 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$7,815,285 ▼-100.0%00.0%Computer and TechnologyABNBAirbnb$0$7,589,705 ▼-100.0%00.0%Consumer DiscretionaryBLDRBuilders FirstSource$0$7,185,615 ▼-100.0%00.0%Retail/WholesaleKWEBKraneShares CSI China Internet ETF$0$5,564,379 ▼-100.0%00.0%ManufacturingFNFabrinet$0$4,134,153 ▼-100.0%00.0%Computer and TechnologyRHRH$0$3,089,799 ▼-100.0%00.0%Consumer StaplesSOXLDirexion Daily Semiconductors Bull 3x Shares$0$2,030,385 ▼-100.0%00.0%ETFGNRCGenerac$0$1,903,859 ▼-100.0%00.0%IndustrialsATIATI$0$1,282,665 ▼-100.0%00.0%Basic MaterialsShowing 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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