THAMES CAPITAL MANAGEMENT LLC

Hedge Fund • Long/Short

THAMES CAPITAL MANAGEMENT LLC is a Long/Short Hedge Fund based in Roseland, NJ led by Jay Scott Genzer, managing $696.8M across 57 long positions as of Q3 2025 with GEV as the largest holding (5% allocation).

Managing PartnerJay Scott Genzer

Portfolio Value: $696.8M
Positions: 57
Top Holding: GEV at 4.8%
Last Reported: Q3 2025

Address103 Eisenhower Parkway, 3rd Floor, Roseland, NJ, 07068, United States

Top Holdings

Largest long holdings in THAMES CAPITAL MANAGEMENT LLC's portfolio (33.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 General Electric GEV	Renewable Utilities Utilities	$33.5M	4.80%	—	0.02% 54.4K shares	Q2 2024 Held for 1y 5m
2 Vertiv Holdings Co VRT	Electrical Equipment & Parts Industrials	$27.0M	3.88%	—	0.05% 179.0K shares	Q4 2019 Held for 5y 11m
3 Hut 8 Mining Corp. HUT	Financial - Capital Markets Financial Services	$25.1M	3.60%	+$25.1M New	0.68% 720.6K shares	Q3 2025 Held for 2 months
4 Iris Energy IREN	Financial - Capital Markets Financial Services	$24.1M	3.46%	+$24.1M New	0.19% 513.0K shares	Q3 2025 Held for 2 months
5 Rocket Companies RKT	Financial - Mortgages Financial Services	$21.4M	3.08%	+$7.5M Bought	0.05% 1.1M shares	Q2 2025 Held for 5 months
6 Microsoft MSFT	Software - Infrastructure Technology	$21.2M	3.04%	—	0.00% 40.8K shares	Q1 2018 Held for 7y 8m
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$20.2M	2.89%	+$1.7M Bought	0.00% 27.5K shares	Q2 2023 Held for 2y 5m
8 Bitfarms BITF	Financial - Capital Markets Financial Services	$19.8M	2.85%	+$19.8M New	1.27% 7.0M shares	Q3 2025 Held for 2 months
9 Mastercard MA	Financial - Credit Services Financial Services	$19.6M	2.81%	—	0.00% 34.4K shares	Q4 2017 Held for 7y 11m
10 Spotify Technology SPOT	Internet Content & Information Communication Services	$19.5M	2.79%	—	0.01% 27.9K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in THAMES CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$696.8M

Prior: $441.4M

Q/Q Change

+57.85%

+$255.3M

Net Flows % of MV

+25.78%

Turnover Ratio

27.9%

New Purchases

22 stocks

$234.0M

Added To

8 stocks

+$35.9M

Sold Out Of

11 stocks

$72.7M

Reduced Holdings

7 stocks

-$17.6M

Increased Positions

Position	Shares Δ	Change
1 Hut 8 Mining Corp. HUT	New	0 → 720.6K +$25.1M
2 Iris Energy IREN	New	0 → 513.0K +$24.1M
3 Bitfarms BITF	New	0 → 7.0M +$19.8M
4 Cipher Mining Inc. CIFR	New	0 → 1.5M +$19.1M
5 Bloom Energy BE	New	0 → 213.9K +$18.1M

Decreased Positions

Position	Shares Δ	Change
1 Super Micro Computer, Inc. SMCI	Sold	260.4K → 0 −$12.8M
2 Micron Technology MU	Sold	92.3K → 0 −$11.4M
3 LPL Financial Holdings LPLA	Sold	29.0K → 0 −$10.9M
4 Maplebear Inc. CART	Sold	192.2K → 0 −$8.7M
5 BBB Foods TBBB	Sold	264.5K → 0 −$7.3M