THAMES CAPITAL MANAGEMENT LLC

Position in WULF — Terawulf Inc.

CIK 1714267 Roseland, NJ

Position in WULF

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,341,085

+$2,490,718 QoQ

Shares Held

785,938

+2.0% QoQ

Ownership

0.159%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

THAMES CAPITAL MANAGEMENT LLC holds $36,036,760 across 3 Capital Markets names. WULF ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	425,337	$19,952,558
2	WULF	Terawulf Inc. This page	785,938	$11,341,085
3	IREN	IREN Ltd	138,364	$4,743,117

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,341,085	785,938	+2.0%	Shares	Sole	2026-05-12
2025-12-31	$8,850,367	770,267	-46.8%	Shares	Sole	2026-02-10
2025-09-30	$16,548,619	1,449,091	+27.7%	Shares	Sole	2025-10-28
2025-06-30	$4,969,937	1,134,689	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.