Titan Wealth (CI) Ltd

CIK

2109452

Location

ST PETER PORT, Y7

Portfolio Value

Small $210,820,309

Diversification

Diversified

Filing Date

Global Rank

#3,746 / 8,232 ▲ 141

Top Industry

Software - Infrastructure 12.8%

3Y Alpha vs SPY

+1.8%

Period ended 2 months ago

Filed May 15, 2026 · 30d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.6%

SPY

+9.1%

Annualised alpha

+1.8%

Max drawdown

−8.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

45 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

+0.0 pts

Top 5

25.8%

−1.1 pts

Top 10

46.0%

−2.0 pts

HHI

380

Diversified−10

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$75,701,502	12
Healthcare	12.3%	$25,838,868	6
Industrials	10.9%	$22,902,212	4
Energy	10.7%	$22,563,051	3
Consumer Cyclical	10.5%	$22,067,105	5
Financial Services	9.3%	$19,618,983	5
Communication Services	7.2%	$15,140,016	4
Basic Materials	2.9%	$6,202,394	2
Unclassified	0.2%	$423,667	2
Consumer Defensive	0.2%	$362,511	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	+27,852	147,542	$9,007,439
EW	Edwards Lifesciences Corp	+18,339	101,900	$8,160,152
UBER	Uber Technologies, Inc	+16,500	89,796	$6,459,026
AMZN	Amazon Com Inc	+4,002	55,297	$11,516,706
ABBV	AbbVie Inc.	+3,754	39,416	$8,572,585
UNH	Unitedhealth Group Inc	+3,713	25,813	$6,984,739
CRWD	CrowdStrike Holdings, Inc.	+2,865	19,958	$7,791,802
COIN	Coinbase Global, Inc.	+2,169	19,815	$3,459,897
JPM	Jpmorgan Chase & Co	+2,064	29,121	$8,566,233
META	Meta Platforms, Inc.	+1,586	18,314	$10,477,988
GOOGL	Alphabet Inc.	+910	3,210	$923,067
AVGO	Broadcom Inc.	+513	24,362	$7,540,282
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
ANET	Arista Networks, Inc.	−19,896	60,139	$7,383,866
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−13,984	30,473	$10,298,350
EBAY	Ebay Inc	−10,174	70,910	$6,454,228
LLY	ELI LILLY & Co	−7,143	1,423	$1,308,832
XOM	Exxon Mobil Corp	−6,381	77,170	$13,092,662
MSFT	Microsoft Corp	−4,475	20,233	$7,489,649
LHX	L3harris Technologies, Inc. /De/	−4,215	24,537	$8,468,945
RIO	Rio Tinto PLC	−3,450	5,000	$466,450
BP	Bp PLC	−2,150	9,850	$462,950
NVDA	Nvidia Corp	−1,830	49,381	$8,612,046
MELI	Mercadolibre Inc	−1,745	411	$710,627
IBKR	Interactive Brokers Group, Inc.	−1,485	109,972	$7,375,822
CAT	Caterpillar Inc	−1,454	9,695	$6,868,519
KLAC	Kla Corp	−1,182	5,576	$8,210,158
LMT	Lockheed Martin Corp	−150	11,469	$6,931,748
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	57,066	$8,347,614
MOS	Mosaic Co	224,939	$5,735,944
PDD	PDD Holdings Inc.	33,024	$3,374,392
NFLX	Netflix Inc	34,797	$3,345,731
ORCL	Oracle Corp	21,870	$3,217,295
SUNB	Sunbelt Rentals Holdings, Inc.	9,725	$633,000
COST	Costco Wholesale Corp /New	50	$49,821
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	39,073	$8,367,873
ADBE	Adobe Inc.	14,015	$4,905,109
SNPS	Synopsys Inc	2,445	$1,148,465
MU	Micron Technology Inc	3,600	$1,027,476
SE	Sea Ltd	2,815	$359,109
V	Visa Inc.	125	$43,838
ALNY	Alnylam Pharmaceuticals, Inc.	105	$41,753
AME	Ametek Inc/	179	$36,750
CDNS	Cadence Design Systems Inc	110	$34,383
VRSK	Verisk Analytics, Inc.	143	$31,987
HON	Honeywell International Inc	160	$31,214
REGN	Regeneron Pharmaceuticals, Inc.	37	$28,559
ABNB	Airbnb, Inc.	170	$23,072
BIO	Bio-Rad Laboratories, Inc.	70	$21,209
BRKR	Bruker Corp	355	$16,724
ETSY	Etsy Inc	260	$14,414
NKE	NIKE, Inc.	150	$9,556
SOLS	Solstice Advanced Materials Inc.	40	$1,943
BALL	BALL Corp	4	$211
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $210,820,309 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Reduced	77,170	-6,381	$13,092,662	+30.2%	6.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	55,297	+4,002	$11,516,706	−2.7%	5.46%
META	Meta Platforms, Inc. Communication Services	Added	18,314	+1,586	$10,477,988	−5.1%	4.97%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	30,473	-13,984	$10,298,350	−23.8%	4.88%
BKR	Baker Hughes Co Energy	Added	147,542	+27,852	$9,007,439	+65.3%	4.27%
NVDA	Nvidia Corp Technology	Reduced	49,381	-1,830	$8,612,046	−9.8%	4.09%
ABBV	AbbVie Inc. Healthcare	Added	39,416	+3,754	$8,572,585	+5.2%	4.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	29,121	+2,064	$8,566,233	−1.7%	4.06%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	24,537	-4,215	$8,468,945	+0.3%	4.02%
PLTR	Palantir Technologies Inc. Technology	NEW	57,066	NEW	$8,347,614	NEW	3.96%
KLAC	Kla Corp Technology	Reduced	5,576	-1,182	$8,210,158	−0.0%	3.89%
EW	Edwards Lifesciences Corp Healthcare	Added	101,900	+18,339	$8,160,152	+14.6%	3.87%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	19,958	+2,865	$7,791,802	−2.8%	3.70%
AVGO	Broadcom Inc. Technology	Added	24,362	+513	$7,540,282	−8.6%	3.58%
MSFT	Microsoft Corp Technology	Reduced	20,233	-4,475	$7,489,649	−37.3%	3.55%
ANET	Arista Networks, Inc. Technology	Reduced	60,139	-19,896	$7,383,866	−29.6%	3.50%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	109,972	-1,485	$7,375,822	+2.9%	3.50%
UNH	Unitedhealth Group Inc Healthcare	Added	25,813	+3,713	$6,984,739	−4.3%	3.31%
LMT	Lockheed Martin Corp Industrials	Reduced	11,469	-150	$6,931,748	+23.3%	3.29%
CAT	Caterpillar Inc Industrials	Reduced	9,695	-1,454	$6,868,519	+7.5%	3.26%
UBER	Uber Technologies, Inc Technology	Added	89,796	+16,500	$6,459,026	+7.8%	3.06%
EBAY	Ebay Inc Consumer Cyclical	Reduced	70,910	-10,174	$6,454,228	−8.6%	3.06%
MOS	Mosaic Co Basic Materials	NEW	224,939	NEW	$5,735,944	NEW	2.72%
COIN	Coinbase Global, Inc. Financial Services	Added	19,815	+2,169	$3,459,897	−13.3%	1.64%
PDD	PDD Holdings Inc. Consumer Cyclical	NEW	33,024	NEW	$3,374,392	NEW	1.60%
NFLX	Netflix Inc Communication Services	NEW	34,797	NEW	$3,345,731	NEW	1.59%
ORCL	Oracle Corp Technology	NEW	21,870	NEW	$3,217,295	NEW	1.53%
LLY	ELI LILLY & Co Healthcare	Reduced	1,423	-7,143	$1,308,832	−85.8%	0.62%
GOOGL	Alphabet Inc. Communication Services	Added	3,210	+910	$923,067	+28.2%	0.44%
JNJ	Johnson & Johnson Healthcare	Held	3,192	0	$780,252	+18.1%	0.37%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	411	-1,745	$710,627	−83.6%	0.34%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	9,725	NEW	$633,000	NEW	0.30%
RIO	Rio Tinto PLC Basic Materials	Reduced	5,000	-3,450	$466,450	−31.0%	0.22%
BP	Bp PLC Energy	Reduced	9,850	-2,150	$462,950	+11.1%	0.22%
DIS	Walt Disney Co Communication Services	Held	4,080	0	$393,230	−15.3%	0.19%
DEO	Diageo PLC Consumer Defensive	Held	4,200	0	$312,690	−13.7%	0.15%
SPY	Spdr S&P 500 ETF Trust	Held	435	0	$282,897	−4.6%	0.13%
CRM	Salesforce, Inc. Technology	Held	1,215	0	$226,804	−29.5%	0.11%
PGR	Progressive Corp/Oh/ Financial Services	Held	1,050	0	$208,152	−12.9%	0.10%
IBIT	iShares Bitcoin Trust ETF	Held	3,664	0	$140,770	−22.6%	0.07%
AAPL	Apple Inc. Technology	Held	491	0	$124,610	−6.6%	0.06%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	50	NEW	$49,821	NEW	0.02%
TMDX	TransMedics Group, Inc. Healthcare	Held	325	0	$32,308	−18.3%	0.02%
TSLA	Tesla, Inc. Consumer Cyclical	Held	30	0	$11,152	−17.3%	0.01%
AJG	Arthur J. Gallagher & Co. Financial Services	Held	41	0	$8,879	−16.3%	0.00%