Notify me when THAMES CAPITAL MANAGEMENT LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 48 | $687,766,844 | +$211,597,436 | -$246,413,874 | -$34,816,438 | GEV, STT, NVDA, AXP, VRT | 13F-HR | 10 Feb 2026, 10:59 |
| Q3 2025 | 58 | $700,841,567 | +$302,667,994 | -$90,264,333 | +$212,403,661 | GEV, VRT, HUT, IREN, RKT | 13F-HR | 28 Oct 2025, 10:57 |
| Q2 2025 | 43 | $441,401,261 | +$166,814,264 | -$43,861,434 | +$122,952,830 | GEV, VRT, SPOT, MSFT, MA | 13F-HR | 11 Aug 2025, 09:01 |
| Q1 2025 | 28 | $260,436,673 | +$32,485,165 | -$126,019,586 | -$93,534,421 | MA, GEV, FAS, V, SPOT | 13F-HR | 13 May 2025, 09:04 |
| Q4 2024 | 37 | $368,927,713 | +$95,952,688 | -$68,534,456 | +$27,418,232 | GEV, META, SPOT, VRT, NVDA | 13F-HR | 13 Feb 2025, 08:58 |
| Q3 2024 | 38 | $320,995,340 | +$93,778,479 | -$47,511,786 | +$46,266,693 | META, MSFT, MA, GEV, VRT | 13F-HR | 14 Nov 2024, 08:54 |
| Q2 2024 | 25 | $255,379,128 | +$59,670,727 | -$26,518,545 | +$33,152,182 | MSFT, AAPL, META, MA, AMZN | 13F-HR | 13 Aug 2024, 10:37 |
| Q1 2024 | 24 | $240,323,786 | +$55,366,302 | -$42,123,159 | +$13,243,143 | MSFT, META, MA, UBER, AAPL | 13F-HR | 14 May 2024, 11:20 |
| Q4 2023 | 24 | $194,116,295 | +$37,987,673 | -$40,594,811 | -$2,607,138 | MSFT, TNA, AAPL, MA, V | 13F-HR | 14 Feb 2024, 09:34 |
| Q3 2023 | 25 | $174,987,377 | +$30,434,893 | -$35,448,605 | -$5,013,712 | AAPL, MSFT, MA, V, META | 13F-HR | 14 Nov 2023, 09:42 |
| Q2 2023 | 24 | $187,747,055 | +$44,069,062 | -$13,198,128 | +$30,870,934 | AAPL, MSFT, MA, V, NOVT | 13F-HR | 11 Aug 2023, 09:14 |
| Q1 2023 | 19 | $142,119,363 | +$32,805,371 | -$121,536,724 | -$88,731,353 | AAPL, MSFT, MA, V, NOVT | 13F-HR | 11 May 2023, 09:30 |
| Q4 2022 | 24 | $210,628,627 | +$36,948,639 | -$41,631,920 | -$4,683,281 | AAPL, MSFT, NDAQ, MA, TMO | 13F-HR | 14 Feb 2023, 10:46 |
| Q3 2022 | 27 | $201,467,000 | +$46,153,452 | -$68,695,704 | -$22,542,252 | AAPL, MSFT, NDAQ, TMO, DHR | 13F-HR | 14 Nov 2022, 07:48 |
| Q2 2022 | 24 | $249,033,000 | +$76,604,394 | -$254,055,327 | -$177,450,933 | AAPL, MSFT, SPGI, TMO, MA | 13F-HR | 11 Aug 2022, 08:54 |
| Q1 2022 | 44 | $474,078,000 | +$142,763,738 | -$203,379,084 | -$60,615,346 | AAPL, MSFT, GOOGL, NRGU, MA | 13F-HR | 11 May 2022, 10:57 |
| Q4 2021 | 51 | $522,240,000 | +$104,093,318 | -$80,615,345 | +$23,477,973 | AAPL, MSFT, NRGU, NDAQ, TMO | 13F-HR | 14 Feb 2022, 10:41 |
| Q3 2021 | 49 | $458,539,000 | +$145,991,955 | -$123,545,622 | +$22,446,333 | NRGU, MSFT, AAPL, MA, TMO | 13F-HR | 12 Nov 2021, 09:10 |
| Q2 2021 | 49 | $426,441,000 | +$89,463,887 | -$128,217,584 | -$38,753,697 | MSFT, AAPL, MA, V, VRT | 13F-HR | 13 Aug 2021, 14:48 |
| Q1 2021 | 55 | $433,637,000 | +$103,512,632 | -$38,922,686 | +$64,589,946 | AAPL, MSFT, MA, V, TMO | 13F-HR | 13 May 2021, 12:25 |
| Q4 2020 | 53 | $355,562,000 | +$73,694,076 | -$40,506,780 | +$33,187,296 | AAPL, MSFT, MA, V, TMO | 13F-HR | 12 Feb 2021, 09:25 |
| Q3 2020 | 44 | $283,507,000 | +$83,666,644 | -$67,753,998 | +$15,912,646 | AAPL, MSFT, V, MA, TMO | 13F-HR | 13 Nov 2020, 10:23 |
| Q2 2020 | 45 | $254,900,000 | +$104,173,284 | -$9,208,979 | +$94,964,305 | MSFT, V, AAPL, MA, TMO | 13F-HR | 12 Aug 2020, 14:26 |
| Q1 2020 | 29 | $127,472,000 | +$41,973,534 | -$191,315,839 | -$149,342,305 | MSFT, V, MA, AAPL, TMO | 13F-HR | 13 May 2020, 10:39 |
| Q4 2019 | 42 | $301,649,000 | +$115,800,248 | -$172,624,601 | -$56,824,353 | MSFT, V, MA, NKE, NXPI | 13F-HR | 13 Feb 2020, 11:14 |
| Q3 2019 | 34 | $335,882,000 | +$170,650,837 | -$190,408,983 | -$19,758,146 | GPN, V, MSFT, MA, CHTR | 13F-HR | 13 Nov 2019, 16:41 |
| Q2 2019 | 27 | $353,525,000 | +$57,700,994 | -$79,348,371 | -$21,647,377 | BALL, MSFT, ADBE, MA, DHR | 13F-HR | 14 Aug 2019, 08:42 |
| Q1 2019 | 30 | $355,207,000 | +$127,998,380 | -$51,249,502 | +$76,748,878 | RP, ADBE, DHR, ROP, MSFT | 13F-HR | 15 May 2019, 13:01 |
| Q4 2018 | 24 | $237,351,000 | +$89,259,202 | -$211,045,587 | -$121,786,385 | MSFT, RP, WWE, BURL, CRM | 13F-HR | 13 Feb 2019, 13:20 |
| Q3 2018 | 35 | $393,712,000 | +$149,513,450 | -$76,688,061 | +$72,825,389 | WWE, RP, CRM, MSFT, NOW | 13F-HR | 14 Nov 2018, 07:53 |
| Q2 2018 | 30 | $291,679,000 | +$124,821,778 | -$91,725,156 | +$33,096,622 | WWE, RP, CRM, MSFT, SITE | 13F-HR | 14 Aug 2018, 07:38 |
| Q1 2018 | 28 | $235,803,000 | +$135,020,614 | -$69,543,081 | +$65,477,533 | CRM, RP, SITE, ROP, XPO | 13F-HR | 15 May 2018, 11:56 |
| Q4 2017 | 31 | $159,149,000 | $0 | $0 | $0 | SITE, V, MGM, ZTS, BIO | 13F-HR | 14 Feb 2018, 09:17 |