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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 2026-03-31, filed 2026-05-12, with 43 holding rows worth $557,894,136.

Accession
0001714267-26-000002
Filer
CIK 1714267
Filed
2026-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 43 entries on the cover page, a total value of $557,894,136 stated on the cover page (in dollars after the unit check, H1), rows summing to $557,894,136 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
GE Vernova Inc.36828A101COM50,384$43,980,194dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock165,191$41,393,561dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS76,789$25,950,843dollars as filed
NVIDIA Corp67066G104COM116,169$20,259,874dollars as filed
HUT 8 CORP44812J104COM425,337$19,952,559dollars as filed
ARGAN INC04010E109COM36,458$19,856,850dollars as filed
AMPHENOL CORP NEW032095101COM145,675$18,406,036dollars as filed
FABRINET SHSG3323L100Stock34,597$18,043,027dollars as filed
General Electric Company369604301COM62,061$17,611,050dollars as filed
MasterCard, Inc57636Q104COM34,663$17,319,715dollars as filed
STATE STR CORP COM857477103Stock136,343$17,255,570dollars as filed
Micron Technology,Inc.595112103COM50,227$16,968,690dollars as filed
Apple Inc037833100COM61,806$15,685,745dollars as filed
MKS INC. COM55306N104Stock67,668$15,550,783dollars as filed
ONDAS HLDGS INC68236H204COM NEW1,614,315$14,593,408dollars as filed
SanDisk Corporation80004C200COM22,636$14,381,556dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock100,005$14,304,715dollars as filed
META PLATFORMS INC CL A30303M102COM24,794$14,185,391dollars as filed
COMFORT SYS USA INC COM199908104Stock10,109$13,940,210dollars as filed
Visa Inc92826C839COM45,662$13,800,883dollars as filed
ROCKET COS INC77311W101COM CL A932,268$13,284,819dollars as filed
COHERENT CORP COM19247G107Stock54,581$13,001,740dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock145,984$12,522,508dollars as filed
ADVANCED ENERGY INDS COM007973100Stock38,267$12,349,144dollars as filed
TERAWULF INC88080T104COM785,938$11,341,085dollars as filed
DIREXION SHARES ETF TRUST25459W458DAI SEM BUL ETF227,953$10,921,228dollars as filed
BROOKDALE SR LIVING INC112463104COM757,710$10,365,473dollars as filed
AMPRIUS TECHNOLOGIES INC COMMON STOCK03214Q108Stock526,832$8,882,388dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock12,267$8,620,757dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK14,828$7,190,245dollars as filed
Thermo Fisher Scientific Inc.883556102COM13,202$6,489,179dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock15,662$6,378,663dollars as filed
APPLIED OPTOELECTRONICS INC03823U102COM74,334$6,287,913dollars as filed
CELESTICA INC COM15101Q207Stock19,655$5,536,420dollars as filed
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR46,344$5,203,968dollars as filed
ARTERIS INC04302A104COM293,973$4,832,916dollars as filed
IRENLTDFQ4982L109STOK138,364$4,743,118dollars as filed
MACOM TECH SOLUTIONS HLDGS INC COM55405Y100Stock17,960$3,988,377dollars as filed
Uber Technologies90353T100COM53,601$3,855,520dollars as filed
IDAHO STRATEGIC RESOURCES645827205COM NEW91,929$2,952,759dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock369,686$2,358,597dollars as filed
JABIL INC COM466313103Stock8,872$2,356,669dollars as filed
TETRA TECHNOLOGIES INC DEL88162F105COM116,196$989,990dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001714267-26-000002this filing2026-05-12acceptance time not in the bulk data set