TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

CIK
1845930
City
NEW YORK
State / Country
NY

Top Portfolio Positions

46 positions · $524,001,153 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 DNN

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $6,224,999 1,763,456
2025-12-31 $5,011,160 1,883,895
2025-09-30 $5,165,864 1,878,496
2025-06-30 $3,570,328 1,961,719
2025-03-31 $2,206,799 1,697,538
2024-12-31 $4,929,692 2,738,718
2024-09-30 $4,603,498 2,515,573
2024-06-30 $5,288,986 2,657,782
2024-03-31 $5,465,138 2,802,635
2023-12-31 $5,198,599 2,937,062
2023-09-30 $3,603,307 2,183,823
2023-06-30 $3,245,928 2,596,743
2023-03-31 $2,626,450 2,409,588
2022-12-31 $2,923,382 2,542,072
2022-09-30 $3,163,898 2,658,738
2022-06-30 $5,903,524 6,086,108
2022-03-31 $8,228,689 5,142,931
2021-12-31 $8,732,771 6,374,286
2021-09-30 $11,884,997 8,085,032