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Disclosery

13F-HR filed by THAMES CAPITAL MANAGEMENT LLC

THAMES CAPITAL MANAGEMENT LLC filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-14, with 38 holding rows worth $320,995,340.

Accession
0001714267-24-000009
Filer
CIK 1714267
Filed
2024-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 38 entries on the cover page, a total value of $320,995,340 stated on the cover page (in dollars after the unit check, H1), rows summing to $320,995,340 with VALUE read as dollars as filed, 13F file number 028-18486. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
META PLATFORMS INC CL A30303M102COM33,027$18,905,976dollars as filed
Microsoft Corp594918104COM40,843$17,574,743dollars as filed
MasterCard, Inc57636Q104COM34,423$16,998,077dollars as filed
GE Vernova Inc.36828A101COM66,209$16,881,971dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock164,745$16,390,480dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK42,882$15,803,303dollars as filed
NVIDIA Corp67066G104COM120,362$14,616,761dollars as filed
Apple Inc037833100COM61,806$14,400,798dollars as filed
Uber Technologies90353T100COM190,686$14,331,960dollars as filed
Visa Inc92826C839COM49,469$13,601,502dollars as filed
General Electric Company369604301COM70,644$13,322,046dollars as filed
Amazon.com, Inc023135106COM68,220$12,711,433dollars as filed
WAYFAIR INC94419L101CL A193,821$10,888,864dollars as filed
Salesforce.com, Inc79466L302COM39,198$10,728,885dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A249,194$9,768,405dollars as filed
NOVANTA INC67000B104COM53,301$9,536,615dollars as filed
AMPHENOL CORP NEW032095101COM140,206$9,135,823dollars as filed
Thermo Fisher Scientific Inc.883556102COM13,927$8,614,824dollars as filed
MAPLEBEAR INC COM565394103Stock198,303$8,078,864dollars as filed
Broadcom Inc.11135F101COM45,306$7,815,285dollars as filed
Airbnb, Inc. Class A009066101COM59,851$7,589,705dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock37,066$7,185,615dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS39,165$6,801,786dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET163,562$5,564,379dollars as filed
FABRINET SHSG3323L100Stock17,485$4,134,153dollars as filed
BILL HOLDINGS INC090043100COM69,848$3,685,180dollars as filed
RH74967X103COM9,239$3,089,799dollars as filed
ARGAN INC04010E109COM30,346$3,077,995dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK100,685$2,949,064dollars as filed
UFP TECHNOLOGIES INC902673102COM7,955$2,519,349dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock17,045$2,471,866dollars as filed
EXLSERVICE HLDGS INC COM302081104Stock63,653$2,428,362dollars as filed
ARTERIS INC04302A104COM293,973$2,269,472dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF55,354$2,030,385dollars as filed
GENERAC HLDGS INC368736104COM11,983$1,903,859dollars as filed
ATI INC COM01741R102Stock19,170$1,282,665dollars as filed
ARCOSA INC COM039653100Stock10,374$983,040dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS35,690$922,051dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001714267-24-000009this filing2024-11-14acceptance time not in the bulk data set