# EDGAR Filing Document

**Accession Number:** 0001714267
**File Stem:** 0001714267-25-000005
**Filing Date:** 2025-8
**Character Count:** 13872
**Document Hash:** 44d92752f5eac91dc52680dd5203a570
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001714267-25-000005.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001714267-25-000005

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**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:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18486
- **FILM NUMBER:** 251197013

**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 N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001714267

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Thames Capital Management LLC

**Address:** 103 Eisenhower Parkway, Roseland, X1 07068

**Telephone number:** 01-973-200-6725

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-18486

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                             | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Amazon.com Inc.               | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE<br>EXECUTIVE COMPENSATION                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          45254 |                0 | FOR         |                                    45254 | FOR                         |  |
| Amphenol Corp.                | 032095101 | 05/15/2025     | Advisory Vote to Approve Compensation of<br>Named Executive Officers.                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         140206 |                0 | FOR         |                                   140206 | FOR                         |  |
| Apple Inc.                    | 37833100  | 02/25/2025     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          61806 |                0 | FOR         |                                    61806 | FOR                         |  |
| Bill Holdings                 | 90043100  | 12/05/2024     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         108547 |                0 | FOR         |                                   108547 | FOR                         |  |
| Construction Partners Inc.    | 21044C107 | 03/20/2025     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          76790 |                0 | FOR         |                                    76790 | FOR                         |  |
| Exlservice Holdings, Inc.     | 302081104 | 06/17/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          93276 |                0 | FOR         |                                    93276 | FOR                         |  |
| Fabrinet                      | G3323L100 | 12/12/2024     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          43316 |                0 | FOR         |                                    43316 | FOR                         |  |
| GE Vernova Inc.               | 36828A101 | 05/14/2025     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").<br>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation.                                                             | SECTION 14A SAY-ON-PAY VOTES |          54439 |                0 | FOR         |                                    54439 | FOR                         |  |
| General Electric Co.          | 369604301 | 05/06/2025     | Advisory Approval of Our Named<br>Executives' Compensation.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          62061 |                0 | FOR         |                                    62061 | FOR                         |  |
| Lam Research                  | 512807108 | 11/05/2024     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          12939 |                0 | FOR         |                                    12939 | FOR                         |  |
| Maplebear Inc.                | 565394103 | 05/22/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         161736 |                0 | FOR         |                                   161736 | FOR                         |  |
| Mastercard Inc.               | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive<br>compensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          34423 |                0 | FOR         |                                    34423 | FOR                         |  |
| Meta Platforms Inc.           | 30303M102 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").<br>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation.                                                             | SECTION 14A SAY-ON-PAY VOTES |          25192 |                0 | FOR         |                                    25192 | FOR                         |  |
| Microsoft Corp.               | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").<br>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation.                                                             | SECTION 14A SAY-ON-PAY VOTES |          40843 |                0 | FOR         |                                    40843 | FOR                         |  |
| Novanta Inc.                  | 67000B104 | 05/29/2025     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").<br>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation.                                                             | SECTION 14A SAY-ON-PAY VOTES |          53301 |                0 | FOR         |                                    53301 | FOR                         |  |
| NVIDIA Corp.                  | 67066G104 | 06/25/2025     | Advisory approval of our executive<br>compensation.<br>Advisory approval of a stockholder proposal<br>to replace the supermajority voting<br>provisions in our charter and bylaws with a<br>simple majority voting standard. | SECTION 14A SAY-ON-PAY VOTES |          90475 |                0 | FOR         |                                    90475 | FOR                         |  |
| Salesforce Inc.               | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal<br>2025 compensation of our named executive<br>officers.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          32695 |                0 | FOR         |                                    32695 | FOR                         |  |
| Thermo Fisher Scientific Inc. | 883556102 | 05/21/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          13927 |                0 | FOR         |                                    13927 | FOR                         |  |
| Twilio Inc.                   | 90138F102 | 06/10/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          35799 |                0 | FOR         |                                    35799 | FOR                         |  |
| Uber Technologies Inc.        | 90353T100 | 05/05/2025     | Advisory vote to approve 2025 named<br>executive officer compensation.                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         157970 |                0 | FOR         |                                   157970 | FOR                         |  |
| UFP Technologies Inc.         | 902673102 | 06/04/2025     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").<br>Advisory Vote on the Frequency of Advisory Vote on Executive Compensation.                                                             | SECTION 14A SAY-ON-PAY VOTES |           7955 |                0 | FOR         |                                     7955 | FOR                         |  |
| Vertiv Holdings Co.           | 92537N108 | 06/18/2025     | An advisory vote to approve named<br>executive officer compensation.                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         178980 |                0 | FOR         |                                   178980 | FOR                         |  |
| Visa Inc.                     | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the<br>compensation paid to our named executive<br>officers.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          49469 |                0 | FOR         |                                    49469 | FOR                         |  |
| Vistra Corp.                  | 92840M102 | 04/30/2025     | Advisory vote to approve executive<br>compensation.                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          63913 |                0 | FOR         |                                    63913 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Thames Capital Management LLC

**By (Signature):** Steven Dimartino

**By (Printed Signature):** Steven Dimartino

**By (Title):** Chief Financial Officer

**Date:** 08/08/2025