THAMES CAPITAL MANAGEMENT LLC

Position in KEEL — Keel Infrastructure Corp.

CIK 1714267 Roseland, NJ

Position in KEEL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,795,365

+$961,372 QoQ

Shares Held

3,622,886

-48.5% QoQ

Ownership

0.587%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#30

of 281 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $60,206,254 across 4 Information Technology Services names. KEEL ranks #1 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEEL	Keel Infrastructure Corp. This page	3,622,886	$20,795,365
2	CIFR	Cipher Digital Inc.	595,538	$14,590,681
3	PENG	Penguin Solutions, Inc.	185,128	$14,071,579
4	APLD	Applied Digital Corp.	288,167	$10,748,629

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,795,365	3,622,886	-48.5%	Shares	Sole	2026-08-12
2025-09-30	$19,833,993	7,033,331	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.