Titan Wealth (CI) Ltd

CIK

2109452

Location

ST PETER PORT, Y7

Portfolio Value

Micro $362,511

Diversification

Diversified

Filing Date

Global Rank

#4,076 / 8,586 ▲ 39

Top Industry

Software - Infrastructure 12.8%

3Y Alpha vs SPY

-3.5%

Period ended 3 months ago

Filed May 15, 2026 · 32d

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

+10.6%

SPY

+11.2%

Annualised alpha

-2.1%

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

2 positions · $362,511 total · Consumer Defensive only · 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	History
DEO	Diageo PLC Consumer Defensive	Held	4,200	0	$312,690	−13.7%	86.26%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	50	NEW	$49,821	NEW	13.74%