0001714267-22-000003.txt : 20220214 0001714267-22-000003.hdr.sgml : 20220214 20220214104129 ACCESSION NUMBER: 0001714267-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THAMES CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001714267 IRS NUMBER: 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: 22626929 BUSINESS ADDRESS: STREET 1: 420 LEXINGTON AVENUE STREET 2: SUITE 2235 CITY: NEW YORK STATE: NY ZIP: 10170 BUSINESS PHONE: 973-200-6725 MAIL ADDRESS: STREET 1: THE GRAYBAR BUILDING STREET 2: 420 LEXINGTON AVENUE, SUITE 2235 CITY: NEW YORK STATE: NY ZIP: 10170 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001714267 XXXXXXXX 12-31-2021 12-31-2021 THAMES CAPITAL MANAGEMENT LLC

The Graybar Building 420 Lexington Avenue, Suite 2235 New York NY 10170

13F HOLDINGS REPORT 028-18486 N Steven DiMartino 973-200-6725 Steven DiMartino New York NY 2-4-2022 0 51 522240 INFORMATION TABLE 2 Form13FInfoTable.xml THAMES CAPITAL MANAGEMENT LLC INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 16126 112064 SH SOLE N/A 112064 0 0 ALPHABET INC CAP STK CL A 02079K305 2819 973 SH SOLE N/A 973 0 0 AMAZON COM INC COM 023135106 16235 4869 SH SOLE N/A 4869 0 0 AMPHENOL CORP NEW CL A 032095101 12642 144542 SH SOLE N/A 144542 0 0 APPLE INC COM 037833100 32286 181820 SH SOLE N/A 181820 0 0 AVANTOR INC COM 05352A100 8860 210254 SH SOLE N/A 210254 0 0 BALL CORP COM 058498106 9453 98194 SH SOLE N/A 98194 0 0 BANK OF MONTREAL BIG OIL 3X LEV 06367V105 30037 184977 SH SOLE N/A 184977 0 0 BARK INC COM 68622E104 746 176802 SH SOLE N/A 176802 0 0 BLACKSTONE INC COM 09260D107 8593 66412 SH SOLE N/A 66412 0 0 BOYD GAMING CORP COM 103304101 3199 48794 SH SOLE N/A 48794 0 0 C3 AI INC CL A 12468P104 807 25824 SH SOLE N/A 25824 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 5694 60878 SH SOLE N/A 60878 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 14055 259129 SH SOLE N/A 259129 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 8143 12490 SH SOLE N/A 12490 0 0 CHEGG INC COM 163092109 2245 73131 SH SOLE N/A 73131 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 10486 5998 SH SOLE N/A 5998 0 0 COUPA SOFTWARE INC COM 22266L106 3557 22504 SH SOLE N/A 22504 0 0 EQUIFAX INC COM 294429105 1679 5734 SH SOLE N/A 5734 0 0 FORD MTR CO DEL COM 345370860 18692 899971 SH SOLE N/A 899971 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 14568 93393 SH SOLE N/A 93393 0 0 HYATT HOTELS CORP COM CL A 448579102 8124 84715 SH SOLE N/A 84715 0 0 INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 3017 135851 SH SOLE N/A 135851 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 2104 72764 SH SOLE N/A 72764 0 0 IQVIA HLDGS INC COM 46266C105 16810 59582 SH SOLE N/A 59582 0 0 KRANESHARES TR GLOBAL CARB STRA 500767678 15272 300037 SH SOLE N/A 300037 0 0 MASTERCARD INCORPORATED CL A 57636Q104 17607 49001 SH SOLE N/A 49001 0 0 MICROSOFT CORP COM 594918104 31133 92570 SH SOLE N/A 92570 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 7754 80742 SH SOLE N/A 80742 0 0 NASDAQ INC COM 631103108 19994 95205 SH SOLE N/A 95205 0 0 NORDSON CORP COM 655663102 6069 23775 SH SOLE N/A 23775 0 0 NOVANTA INC COM 67000B104 10726 60830 SH SOLE N/A 60830 0 0 NVIDIA CORPORATION COM 67066G104 6937 23588 SH SOLE N/A 23588 0 0 NXP SEMICONDUCTORS N V COM N6596X109 16335 71713 SH SOLE N/A 71713 0 0 PALO ALTO NETWORKS INC COM 697435105 5609 10074 SH SOLE N/A 10074 0 0 PROGYNY INC COM 74340E103 6192 122982 SH SOLE N/A 122982 0 0 QUANTA SVCS INC COM 74762E102 7023 61255 SH SOLE N/A 61255 0 0 QUANTUMSCAPE CORP COM CL A 74767V109 641 28890 SH SOLE N/A 28890 0 0 RED ROCK RESORTS INC CL A 75700L108 3609 65603 SH SOLE N/A 65603 0 0 SALESFORCE COM INC COM 79466L302 11783 46365 SH SOLE N/A 46365 0 0 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3645 15046 SH SOLE N/A 15046 0 0 STARBUCKS CORP COM 855244109 12021 102768 SH SOLE N/A 102768 0 0 TAPESTRY INC COM 876030107 2254 55512 SH SOLE N/A 55512 0 0 TASKUS INC CLASS A COM 87652V109 2760 51142 SH SOLE N/A 51142 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 19250 28850 SH SOLE N/A 28850 0 0 UNITEDHEALTH GROUP INC COM 91324P102 6057 12063 SH SOLE N/A 12063 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 15002 600809 SH SOLE N/A 600809 0 0 VISA INC COM CL A 92826C839 15040 69400 SH SOLE N/A 69400 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 9619 107291 SH SOLE N/A 107291 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 10662 166988 SH SOLE N/A 166988 0 0 ZOETIS INC CL A 98978V103 8269 33884 SH SOLE N/A 33884 0 0