The Analysis of THAMES CAPITAL MANAGEMENT LLC's Holdings
Currently, THAMES CAPITAL MANAGEMENT LLC holds 58 types of securities in its portfolio with a total value $700.8M. In the most recent quarter, they have increased their positions in HUT (+720.6K shares, valued at $25.1M), IREN (+513.0K shares, valued at $24.1M), BITF (+7.0M shares, valued at $19.8M); decreased their positions in NBIS (-64.3K shares, valued at $7.2M), AXP (-13.8K shares, valued at $4.6M), VST (-17.0K shares, valued at $3.3M); initiated new positions in HUT (+720.6K shares, valued at $25.1M), IREN (+513.0K shares, valued at $24.1M), BITF (+7.0M shares, valued at $19.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GEV GE VERNOVA INC54.4K shares0.00%2025-09-302025-10-28
VRT VERTIV HOLDINGS CO179.0K shares0.00%2025-09-302025-10-28 HUT HUT 8 CORP720.6K sharesnew addition2025-09-302025-10-28 IREN IREN LIMITED513.0K sharesnew addition2025-09-302025-10-28 RKT ROCKET COS INC1.1M shares54.28%2025-09-302025-10-28 MSFT MICROSOFT CORP40.8K shares0.00%2025-09-302025-10-28 META META PLATFORMS INC27.5K shares9.01%2025-09-302025-10-28 BITF BITFARMS LTD7.0M sharesnew addition2025-09-302025-10-28 MA MASTERCARD INCORPORATED34.4K shares0.00%2025-09-302025-10-28 SPOT SPOTIFY TECHNOLOGY S A27.9K shares0.00%2025-09-302025-10-28 CIFR CIPHER MINING INC1.5M sharesnew addition2025-09-302025-10-28 GE GE AEROSPACE62.1K shares0.00%2025-09-302025-10-28 TSM TAIWAN SEMICONDUCTOR MFG LTD65.1K shares0.00%2025-09-302025-10-28 BE BLOOM ENERGY CORP213.9K sharesnew addition2025-09-302025-10-28 APH AMPHENOL CORP NEW140.2K shares0.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION90.5K shares0.00%2025-09-302025-10-28 WULF TERAWULF INC1.4M shares27.71%2025-09-302025-10-28 ETHU VOLATILITY SHS TR125.6K sharesnew addition2025-09-302025-10-28 EVR EVERCORE INC46.9K shares119.64%2025-09-302025-10-28 AAPL APPLE INC61.8K shares0.00%2025-09-302025-10-28 V VISA INC45.5K shares0.00%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC158.0K shares0.00%2025-09-302025-10-28 ONDS ONDAS HLDGS INC2.0M sharesnew addition2025-09-302025-10-28 PRIM PRIMORIS SVCS CORP100.0K sharesnew addition2025-09-302025-10-28 APP APPLOVIN CORP16.7K shares114.76%2025-09-302025-10-28 NFLX NETFLIX INC10.0K shares0.00%2025-09-302025-10-28 BMNR BITMINE IMMERSION TECNOLOGIE228.5K sharesnew addition2025-09-302025-10-28 RIOT RIOT PLATFORMS INC588.9K sharesnew addition2025-09-302025-10-28 AGX ARGAN INC41.4K sharesnew addition2025-09-302025-10-28 GOOGL ALPHABET INC40.7K sharesnew addition2025-09-302025-10-28 STT STATE STR CORP82.2K shares0.00%2025-09-302025-10-28 VST VISTRA CORP47.6K shares-26.34%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO27.8K shares-33.17%2025-09-302025-10-28 CCJ CAMECO CORP107.1K shares66.81%2025-09-302025-10-28 QS QUANTUMSCAPE CORP686.7K shares65.28%2025-09-302025-10-28 LYV LIVE NATION ENTERTAINMENT IN50.0K shares0.00%2025-09-302025-10-28 BETRW BETTER HOME & FINANCE HOLDIN145.1K sharesnew addition2025-09-302025-10-28 OPEN OPENDOOR TECHNOLOGIES INC980.8K sharesnew addition2025-09-302025-10-28 CRM SALESFORCE INC32.7K shares0.00%2025-09-302025-10-28 FIX COMFORT SYS USA INC9.3K sharesnew addition2025-09-302025-10-28 AMZN AMAZON COM INC33.7K shares-2.40%2025-09-302025-10-28 TMO THERMO FISHER SCIENTIFIC INC13.2K shares-5.21%2025-09-302025-10-28 TLN TALEN ENERGY CORP13.8K sharesnew addition2025-09-302025-10-28 GLXY GALAXY DIGITAL INC.170.4K sharesnew addition2025-09-302025-10-28 CHWY CHEWY INC141.8K shares-13.39%2025-09-302025-10-28 AMPX AMPRIUS TECHNOLOGIES INC526.8K sharesnew addition2025-09-302025-10-28 NOVT NOVANTA INC53.3K shares-16.41%2025-09-302025-10-28 EME EMCOR GROUP INC7.8K sharesnew addition2025-09-302025-10-28 CLS CELESTICA INC19.7K sharesnew addition2025-09-302025-10-28 ORCL ORACLE CORP16.3K shares31.18%2025-09-302025-10-28 IDR IDAHO STRATEGIC RESOURCES127.6K sharesnew addition2025-09-302025-10-28 PGY PAGAYA TECHNOLOGIES LTD137.8K sharesnew addition2025-09-302025-10-28 BW BABCOCK & WILCOX ENTERPRISES1.4M sharesnew addition2025-09-302025-10-28 BKKT.WS BAKKT HOLDINGS INC115.6K sharesnew addition2025-09-302025-10-28 NBIS NEBIUS GROUP N.V.33.1K shares-66.04%2025-09-302025-10-28 CECO CECO ENVIRONMENTAL CORP69.4K sharesnew addition2025-09-302025-10-28 AIP ARTERIS INC294.0K shares0.00%2025-09-302025-10-28 GLW CORNING INC8.9K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available