THAMES CAPITAL MANAGEMENT LLC: WULF position timeline

THAMES CAPITAL MANAGEMENT LLC held 1,090,203 WULF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,090,203 shares

   Change vs previous 13F +304,265 shares

   2.21% of the 13F portfolio, value $26,928,014.

   13F-HR 0001714267-26-000003 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 785,938 shares

   Change vs previous 13F +15,671 shares

   2.03% of the 13F portfolio, value $11,341,085.

   13F-HR 0001714267-26-000002 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 770,267 shares

   Change vs previous 13F -678,824 shares

   1.29% of the 13F portfolio, value $8,850,368.

   13F-HR 0001714267-26-000001 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,449,091 shares

   Change vs previous 13F +314,402 shares

   2.36% of the 13F portfolio, value $16,548,619.

   13F-HR 0001714267-25-000009 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,134,689 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $4,969,938.

   13F-HR 0001714267-25-000006 filed by THAMES CAPITAL MANAGEMENT LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).