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 |
|---|---|---|---|---|
| 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% |
Holdings in SUPV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $912,522 | 96,768 | Shares | Sole | 2026-05-07 | |
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