TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Top Portfolio Positions
46 positions ·
$524,001,153 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CIEN |
Ciena Corp
Technology
|
118,312 | $45,932,267 | 8.77% | |
| NVDA |
Nvidia Corp
Technology
|
202,615 | $35,336,056 | 6.74% | |
| UEC |
Uranium Energy Corp
Energy
|
2,254,084 | $30,430,134 | 5.81% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
283,500 | $26,643,330 | 5.08% | |
| MSFT |
Microsoft Corp
Technology
|
69,269 | $25,641,305 | 4.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
120,551 | $25,107,156 | 4.79% | |
| MA |
Mastercard Inc
Financial Services
|
49,827 | $24,896,558 | 4.75% | |
| SPGI |
S&P Global Inc.
Financial Services
|
57,864 | $24,611,873 | 4.70% | |
| TDG |
TransDigm Group INC
Industrials
|
21,199 | $24,568,793 | 4.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
41,626 | $23,815,483 | 4.54% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BMA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,027,164 | 13,276 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,134,753 | 12,586 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,969 | 8,039 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $587,517 | 8,368 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $607,477 | 8,045 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||