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Thames Capital Management LLC

All holdings · as of Dec 31, 2025

48 positions

CompanyClassValueShares% of portfolio
IDAHO STRATEGIC RESOURCES INC—$3.70M91,9290.5%
QuantumScape Corp—$3.85M369,6860.6%
American Healthcare REIT, Inc.—$4.04M85,8830.6%
CECO ENVIRONMENTAL CORPCECOCommon Stock$4.15M69,4030.6%
Amprius Technologies, Inc.—$4.16M526,8320.6%
Arteris, Inc.AIPCommon Stock$4.56M293,9730.7%
Welltower, Inc.—$4.68M25,1950.7%
Chewy, Inc.—$4.69M141,8130.7%
Ventas, Inc.—$4.78M61,8300.7%
Sandisk Corp—$5.37M22,6360.8%
Brookdale Senior Living Inc.—$5.73M531,2550.8%
CELESTICA INCCLSCommon Stock$5.81M19,6550.8%
Novanta Inc—$6.34M53,3010.9%
Salesforce Inc—$7.35M27,7551.1%
THERMO FISHER SCIENTIFIC INC.—$7.65M13,2021.1%
Johnson Controls International plc—$7.99M66,7041.2%
Uber Technologies, Inc—$8.60M105,2241.3%
Comfort Systems USA Inc—$8.65M9,2731.3%
TERAWULF INC.—$8.85M770,2671.3%
Amazon.com Inc—$8.96M38,8101.3%
ASHLAND INC.—$10.34M176,2761.5%
Primoris Services Corp—$12.41M100,0051.8%
AppLovin Corp—$12.62M18,7271.8%
Alphabet Inc.—$12.74M40,7021.9%
Celanese Corp—$14.01M331,2762.0%
COHERENT CORP—$15.35M83,1712.2%
Ondas Inc.—$15.58M1,596,7092.3%
Evercore Inc—$15.95M46,8812.3%
SPOTIFY TECHNOLOGY S A—$16.19M27,8812.4%
Argan, Inc.—$16.23M51,7942.4%
Apple Inc.—$16.80M61,8062.4%
CITIGROUP INC—$17.81M152,6402.6%
Visa Inc—$18.09M51,5682.6%
Rocket Companies, Inc.—$18.17M938,6592.6%
GENERAL ELECTRIC CO—$19.12M62,0612.8%
AMPHENOL CORP /DE—$20.64M152,7123.0%
MICRON TECHNOLOGY INC—$20.79M72,8523.0%
Mastercard Inc—$21.78M38,1553.2%
United Rentals Inc—$21.82M26,9643.2%
MICROSOFT CORP—$21.87M45,2173.2%
Meta Platforms Inc—$22.29M33,7673.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$23.34M76,7893.4%
Hut 8 Corp.—$24.27M528,2463.5%
Vertiv Holdings Co—$29.00M178,9804.2%
AMERICAN EXPRESS CO—$29.77M80,4634.3%
NVIDIA Corp—$31.48M168,7854.6%
STATE STREET CORPORATION—$33.81M262,0944.9%
GE Vernova Inc.—$35.58M54,4395.2%
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