Thames Capital Management LLC Purchases and Sells in Q3 2025

Thames Capital Management LLC

$566 Million
Q3 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WULF	314K + 27.71%	$4.63 - $11.7 $1.46M - $3.68M	1.45M $17M
RKT	389K + 54.28%	$13.31 - $21.16 $5.18M - $8.23M	1.11M $21.4M
EVR	25.5K + 119.64%	$276.5 - $362.79 $7.06M - $9.26M	46.9K $15.8M
APP	8.93K + 114.76%	$335.1 - $718.54 $2.99M - $6.41M	16.7K $12M
QS	271K + 65.28%	$6.36 - $14.64 $1.73M - $3.97M	687K $8.46M
CCJ	42.9K + 66.81%	$70.47 - $86.89 $3.02M - $3.73M	107K $8.98M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IREN	513K New	$15.1 - $47.14 $7.75M - $24.2M	513K $23.5M
BITF	7.03M New	$0.84 - $3.2 $5.91M - $22.5M	7.03M $20M
CIFR	1.51M New	$4.72 - $14.15 $7.15M - $21.4M	1.51M $19.1M
BE	214K New	$22.13 - $86.27 $4.73M - $18.5M	214K $18.1M
ONDS	1.96M New	$1.75 - $7.88 $3.44M - $15.5M	1.96M $15.3M
PRIM	100K New	$79.61 - $137.33 $7.96M - $13.7M	100K $13.7M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	-13.8K - 33.17%	$294.27 - $342.31 $4.06M - $4.72M	27.8K $9.23M
VST	-17K - 26.34%	$182.0 - $217.92 $3.1M - $3.71M	47.6K $9.34M
NOVT	-10.5K - 16.41%	N/A	53.3K $8.41M
CHWY	-21.9K - 13.39%	$34.27 - $42.33 $751K - $928K	142K $5.74M
AMZN	-830 - 2.4%	$211.65 - $238.24 $176K - $198K	33.7K $7.4M
NEBIUS GROUP N.V.	-64.3K - 66.04%	N/A	33.1K $0

Activity Summary All Purchases 34 New Holdings 26 Increased Positions 8 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Thames Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thames Capital Management LLC with notifications on news.