THAMES CAPITAL MANAGEMENT LLC

Position in VRT — Vertiv Holdings Co

CIK 1714267 Roseland, NJ

Position in VRT

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

Position Value

$40,928,396

-$465,164 QoQ

Shares Held

122,240

-26.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

3.44%

of 13F equity value

Holder Rank

#219

of 2,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $89,394,551 across 3 Electrical Equipment & Parts names. VRT ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	122,240	$40,928,396
2	AEIS	Advanced Energy Industries Inc	70,220	$26,182,931
3	FPS	Forgent Power Solutions, Inc.	398,912	$22,283,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,928,396	122,240	-26.0%	Shares	Sole	2026-08-12
2026-03-31	$41,393,560	165,191	-7.7%	Shares	Sole	2026-05-12
2025-12-31	$28,996,549	178,980	0.0%	Shares	Sole	2026-02-10
2025-09-30	$27,000,922	178,980	0.0%	Shares	Sole	2025-10-28
2025-06-30	$22,982,821	178,980	+11.0%	Shares	Sole	2025-08-11
2025-03-31	$11,644,271	161,278	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$18,716,679	164,745	0.0%	Shares	Sole	2025-02-13
2024-09-30	$16,390,480	164,745	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$13,806,097	159,479	0.0%	Shares	Sole	2024-08-13
2024-03-31	$13,024,649	159,479	+20.8%	Shares	Sole	2024-05-14
2023-12-31	$6,338,326	131,966	+118.0%	Shares	Sole	2024-02-14
2023-09-30	$2,252,236	60,544	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,499,674	60,544	0.0%	Shares	Sole	2023-08-11
2023-03-31	$866,384	60,544	0.0%	Shares	Sole	2023-05-11
2022-12-31	$827,031	60,544	0.0%	Shares	Sole	2023-02-14
2022-09-30	$588,487	60,544	-82.3%	Shares	Sole	2022-11-14
2022-06-30	$2,819,575	343,014	-49.2%	Shares	Sole	2022-08-11
2022-03-31	$9,460,038	675,717	+12.5%	Shares	Sole	2022-05-11
2021-12-31	$15,002,200	600,809	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$14,498,976	601,867	+5.1%	Shares	Sole	2021-11-12
2021-06-30	$15,632,143	572,606	0.0%	Shares	Sole	2021-08-13
2021-03-31	$11,452,120	572,606	+9.5%	Shares	Sole	2021-05-13
2020-12-31	$9,761,348	522,836	0.0%	Shares	Sole	2021-02-12
2020-09-30	$9,055,519	522,836	+204.6%	Shares	Sole	2020-11-13
2020-06-30	$2,327,180	171,621	0.0%	Shares	Sole	2020-08-12
2020-03-31	$1,484,521	171,621	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.