Thames Capital Management LLC Portfolio Holdings

Thames Capital Management LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $566 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iris Energy LTD with a value of $23.5M, Rocket Companies, Inc. with a value of $21.4M, Microsoft Corp with a value of $21.2M, Meta Platforms, Inc. with a value of $20.2M, and Bitfarms LTD with a value of $20M.

Examining the 13F form we can see an increase of $204M in the current position value, from $362M to 566M.

Thames Capital Management LLC is based out at New York, NY

Below you can find more details about Thames Capital Management LLC portfolio as well as his latest detailed transactions.