Thames Capital Management LLC - Q42025 Holdings

Thames Capital Management LLC holds 48 stocks with a total portfolio value of $ 687.77M as of Q42025. In Q42025, Thames Capital Management LLC added 12 new positions, increased stakes in 12 stocks, reduced 8 holdings, and fully exited 22 positions. The largest holding is Ge Vernova Inc (GEV), representing 5.17% of the total portfolio.