# EDGAR Filing Document

**Accession Number:** 0001714267
**File Stem:** 0001714267-25-000009
**Filing Date:** 2025-10
**Character Count:** 9700
**Document Hash:** 005e98c1033e64ac1c454d19127e86ee
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001714267-25-000009.hdr.sgml**: 20251028

**ACCESSION NUMBER**: 0001714267-25-000009

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251028

**DATE AS OF CHANGE**: 20251028

**EFFECTIVENESS DATE**: 20251028

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** THAMES CAPITAL MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001714267

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18486
- **FILM NUMBER:** 251422164

**BUSINESS ADDRESS:**
- **STREET 1:** 103 EISENHOWER PARKWAY
- **STREET 2:** 3RD FLOOR
- **CITY:** ROSELAND
- **STATE:** NJ
- **ZIP:** 07068
- **BUSINESS PHONE:** 973-200-6725

**MAIL ADDRESS:**
- **STREET 1:** 103 EISENHOWER PARKWAY
- **STREET 2:** 3RD FLOOR
- **CITY:** ROSELAND
- **STATE:** NJ
- **ZIP:** 07068

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** THAMES CAPITAL MANAGEMENT LLC<br>**Address:** 103 Eisenhower Parkway<br>3rd Floor<br>Roseland, NJ 07068

**Form 13F File Number:** 028-18486

**CRD Number (if applicable):** 000288755

**SEC File Number (if applicable):** 801-113654

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steven DiMartino<br>**Title:** Chief Financial Officer<br>**Phone:** 973-200-6725

**Signature, Place, and Date of Signing:**

Steven DiMartino  Roseland, NJ  10-27-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $700841567

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9894656 | 40702 | SH |  | SOLE | N/A | 40702 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 7403022 | 33716 | SH |  | SOLE | N/A | 33716 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 9228733 | 27784 | SH |  | SOLE | N/A | 27784 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 17350493 | 140206 | SH |  | SOLE | N/A | 140206 | 0 | 0 |
| AMPRIUS TECHNOLOGIES INC | COMMON STOCK | 03214Q108 |  | 5542273 | 526832 | SH |  | SOLE | N/A | 526832 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 15737662 | 61806 | SH |  | SOLE | N/A | 61806 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 12001055 | 16702 | SH |  | SOLE | N/A | 16702 | 0 | 0 |
| ARGAN INC | COM | 04010E109 |  | 11175479 | 41383 | SH |  | SOLE | N/A | 41383 | 0 | 0 |
| ARTERIS INC | COM | 04302A104 |  | 2969127 | 293973 | SH |  | SOLE | N/A | 293973 | 0 | 0 |
| BABCOCK  WILCOX ENTERPRISES | COM | 05614L209 |  | 4032908 | 1390658 | SH |  | SOLE | N/A | 1390658 | 0 | 0 |
| BAKKT HOLDINGS INC | *W EXP 10/25/202 | 05759B115 |  | 3889166 | 115577 | SH |  | SOLE | N/A | 115577 | 0 | 0 |
| BETTER HOME  FINANCE HOLDIN | *W EXP 08/22/202 | 08774B110 |  | 8148047 | 145138 | SH |  | SOLE | N/A | 145138 | 0 | 0 |
| BITFARMS LTD | COM | 09173B107 |  | 19833993 | 7033331 | SH |  | SOLE | N/A | 7033331 | 0 | 0 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 11867615 | 228531 | SH |  | SOLE | N/A | 228531 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 18089608 | 213901 | SH |  | SOLE | N/A | 213901 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 8978219 | 107062 | SH |  | SOLE | N/A | 107062 | 0 | 0 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 |  | 3553434 | 69403 | SH |  | SOLE | N/A | 69403 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 4842599 | 19655 | SH |  | SOLE | N/A | 19655 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 |  | 5736336 | 141813 | SH |  | SOLE | N/A | 141813 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 19069620 | 1514664 | SH |  | SOLE | N/A | 1514664 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 7651894 | 9273 | SH |  | SOLE | N/A | 9273 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 729083 | 8888 | SH |  | SOLE | N/A | 8888 | 0 | 0 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 5060566 | 7791 | SH |  | SOLE | N/A | 7791 | 0 | 0 |
| EVERCORE INC | CLASS A | 29977A105 |  | 15813899 | 46881 | SH |  | SOLE | N/A | 46881 | 0 | 0 |
| GALAXY DIGITAL INC. | CL A | 36317J209 |  | 5759804 | 170358 | SH |  | SOLE | N/A | 170358 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 18669190 | 62061 | SH |  | SOLE | N/A | 62061 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 |  | 33474541 | 54439 | SH |  | SOLE | N/A | 54439 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 25083633 | 720587 | SH |  | SOLE | N/A | 720587 | 0 | 0 |
| IDAHO STRATEGIC RESOURCES | COM NEW | 645827205 |  | 4312685 | 127632 | SH |  | SOLE | N/A | 127632 | 0 | 0 |
| IREN LIMITED | ORDINARY SHARES | Q4982L109 |  | 24074761 | 512993 | SH |  | SOLE | N/A | 512993 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 |  | 8165425 | 49972 | SH |  | SOLE | N/A | 49972 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 19580147 | 34423 | SH |  | SOLE | N/A | 34423 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 20167544 | 27462 | SH |  | SOLE | N/A | 27462 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 21154632 | 40843 | SH |  | SOLE | N/A | 40843 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 3714677 | 33087 | SH |  | SOLE | N/A | 33087 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 11944840 | 9963 | SH |  | SOLE | N/A | 9963 | 0 | 0 |
| NOVANTA INC | COM | 67000B104 |  | 5338095 | 53301 | SH |  | SOLE | N/A | 53301 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 16880826 | 90475 | SH |  | SOLE | N/A | 90475 | 0 | 0 |
| ONDAS HLDGS INC | COM NEW | 68236H204 |  | 15156344 | 1963257 | SH |  | SOLE | N/A | 1963257 | 0 | 0 |
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 |  | 7817048 | 980809 | SH |  | SOLE | N/A | 980809 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 4595462 | 16340 | SH |  | SOLE | N/A | 16340 | 0 | 0 |
| PAGAYA TECHNOLOGIES LTD | CL A NEW | M7S64L123 |  | 4090629 | 137778 | SH |  | SOLE | N/A | 137778 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 13733687 | 100005 | SH |  | SOLE | N/A | 100005 | 0 | 0 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 |  | 8460218 | 686706 | SH |  | SOLE | N/A | 686706 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 11207585 | 588943 | SH |  | SOLE | N/A | 588943 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 21434338 | 1106003 | SH |  | SOLE | N/A | 1106003 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 7748715 | 32695 | SH |  | SOLE | N/A | 32695 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 19460938 | 27881 | SH |  | SOLE | N/A | 27881 | 0 | 0 |
| STATE STR CORP | COM | 857477103 |  | 9537878 | 82216 | SH |  | SOLE | N/A | 82216 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 18189320 | 65127 | SH |  | SOLE | N/A | 65127 | 0 | 0 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 5891088 | 13849 | SH |  | SOLE | N/A | 13849 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 16548619 | 1449091 | SH |  | SOLE | N/A | 1449091 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 6403234 | 13202 | SH |  | SOLE | N/A | 13202 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 15476321 | 157970 | SH |  | SOLE | N/A | 157970 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 27000923 | 178980 | SH |  | SOLE | N/A | 178980 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 15529035 | 45489 | SH |  | SOLE | N/A | 45489 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 9335196 | 47648 | SH |  | SOLE | N/A | 47648 | 0 | 0 |
| VOLATILITY SHS TR | 2X ETHER ETF NEW | 92864M798 |  | 16304702 | 125556 | SH |  | SOLE | N/A | 125556 | 0 | 0 |

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