Titan Global Capital Management USA LLC
Net buyer this quarter
$790M
61
+$6.52M
39.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $40.6M | 5.15% | 0.00% | +0.2% | Q3 2023 |
 CIEN | $39.4M | 5.00% | 0.06% | -32.0% | Q1 2025 |
 GOOG | $36M | 4.56% | Not reported | 0.0% | Q4 2020 |
 MU | $33.8M | 4.28% | 0.00% | -48.9% | Q1 2025 |
 AMZN | $29.1M | 3.69% | 0.00% | +1.3% | Q4 2020 |
 TDG | $28.4M | 3.60% | 0.04% | +0.6% | Q4 2020 |
 MSFT | $27.5M | 3.48% | 0.00% | +6.3% | Q4 2020 |
 SCHW | $26.3M | 3.34% | 0.02% | +0.7% | Q4 2020 |
 MA | $25.8M | 3.26% | 0.00% | +0.7% | Q4 2020 |
 UEC | $25.3M | 3.21% | 0.48% | +5.4% | Q1 2025 |
 AVGO | $24.4M | 3.10% | 0.00% | +12.4% | Q4 2024 |
 SPGI | $23.7M | 3.00% | 0.02% | +0.6% | Q1 2022 |
 META | $23.6M | 2.98% | Not reported | +0.5% | Q4 2020 |
 UBER | $19.8M | 2.51% | 0.01% | +0.7% | Q4 2020 |
 IBIT | $18.8M | 2.39% | 0.04% | -4.5% | Q1 2024 |
 LITE | $17.5M | 2.22% | 0.02% | +0.3% | Q1 2026 |
 LSCC | $15.5M | 1.97% | 0.07% | New | Q2 2026 |
 FCX | $15.3M | 1.93% | 0.02% | New | Q2 2026 |
 TXN | $14.8M | 1.88% | 0.01% | New | Q2 2026 |
 TMO | $14.8M | 1.87% | 0.01% | +0.8% | Q1 2022 |
| ETHA | $14.5M | 1.84% | 0.30% | -3.3% | Q4 2024 |
 P | $14.3M | 1.81% | 0.05% | +4.7% | Q1 2026 |
 FICO | $9.7M | 1.23% | 0.04% | +0.5% | Q2 2025 |
 GE | $8.03M | 1.02% | 0.00% | -23.0% | Q4 2023 |
 CRS | $7.81M | 0.99% | 0.03% | -0.1% | Q2 2025 |
 RTX | $6.63M | 0.84% | 0.00% | -16.8% | Q1 2022 |
 COHR | $5.77M | 0.73% | 0.01% | +0.5% | Q1 2026 |
 DNN | $5.42M | 0.69% | 0.20% | +0.4% | Q3 2021 |
 NOW | $5.38M | 0.68% | 0.01% | +7.0% | Q4 2020 |
 MCO | $5.17M | 0.65% | 0.01% | +0.6% | Q1 2022 |
 AEVA | $4.58M | 0.58% | 0.23% | -0.3% | Q2 2025 |
 FCNCA | $4.45M | 0.56% | Not reported | Not reported | Q3 2024 |
 VIAV | $4.26M | 0.54% | 0.04% | New | Q2 2026 |
 NXE | $4.22M | 0.53% | 0.07% | +0.6% | Q3 2021 |
 CCJ | $3.86M | 0.49% | 0.01% | +1.7% | Q3 2021 |
 XMTR | $3.11M | 0.39% | 0.07% | +0.4% | Q1 2026 |
 GLD | $2.92M | 0.37% | 0.00% | -34.4% | Q3 2024 |
 ADI | $2.78M | 0.35% | 0.00% | +1.5% | Q1 2022 |
 V | $2.62M | 0.33% | 0.00% | +1.7% | Q4 2020 |
 AMBQ | $2.61M | 0.33% | 0.12% | New | Q2 2026 |
 HIMX | $2.61M | 0.33% | 0.05% | New | Q2 2026 |
 PENG | $2.44M | 0.31% | 0.06% | New | Q2 2026 |
 NU | $2.27M | 0.29% | Not reported | +2.4% | Q1 2024 |
 TSEM | $2.17M | 0.27% | 0.01% | New | Q2 2026 |
 VIST | $1.98M | 0.25% | 0.03% | -39.6% | Q2 2023 |
 ASML | $1.83M | 0.23% | 0.00% | +1.5% | Q2 2021 |
 ADTN | $1.72M | 0.22% | 0.15% | New | Q2 2026 |
 NOK | $1.49M | 0.19% | 0.00% | New | Q2 2026 |
 OKTA | $1.47M | 0.19% | Not reported | -66.3% | Q2 2023 |
 MELI | $1.35M | 0.17% | 0.00% | -25.3% | Q2 2021 |
| Q1 2026 | |||||
| CIEN | $45.9M | 6.84% | 0.08% | -29.4% | Q1 2025 |
| NVDA | $35.3M | 5.27% | 0.00% | +0.9% | Q3 2023 |
| UEC | $30.4M | 4.53% | 0.46% | -21.6% | Q1 2025 |
| GOOG | $29.2M | 4.36% | Not reported | +1.6% | Q4 2020 |
| SCHW | $26.6M | 3.97% | 0.02% | +0.5% | Q4 2020 |
| MSFT | $25.6M | 3.82% | 0.00% | +6.0% | Q4 2020 |
| AMZN | $25.1M | 3.74% | 0.00% | +2.8% | Q4 2020 |
| MA | $24.9M | 3.71% | 0.00% | +0.9% | Q4 2020 |
| SPGI | $24.6M | 3.67% | 0.02% | +0.6% | Q1 2022 |
| TDG | $24.6M | 3.66% | 0.04% | +1.2% | Q4 2020 |
| META | $23.8M | 3.55% | Not reported | +3.7% | Q4 2020 |
| IBIT | $22.8M | 3.39% | 0.04% | -4.5% | Q1 2024 |
| ETHA | $20M | 2.98% | 0.29% | +2.6% | Q4 2024 |
| UBER | $19.6M | 2.93% | 0.01% | +3.2% | Q4 2020 |
| MU | $19.3M | 2.88% | 0.01% | -40.2% | Q1 2025 |
| AVGO | $17.8M | 2.66% | 0.00% | +3.1% | Q4 2024 |
| TMO | $14.4M | 2.14% | 0.01% | +0.9% | Q1 2022 |
| LITE | $14.3M | 2.14% | 0.03% | New | Q1 2026 |
| P | $10.2M | 1.53% | 0.05% | New | Q1 2026 |
| FICO | $8.63M | 1.29% | 0.03% | +1.1% | Q2 2025 |
| RTX | $8.1M | 1.21% | 0.00% | +1.9% | Q1 2022 |
| GE | $7.91M | 1.18% | 0.00% | +2.3% | Q4 2023 |
| DNN | $6.22M | 0.93% | 0.20% | -6.4% | Q3 2021 |
| NOW | $5.29M | 0.79% | 0.00% | -51.1% | Q4 2020 |
| GLD | $5.19M | 0.77% | 0.00% | +3.0% | Q3 2024 |
| NXE | $5.18M | 0.77% | 0.07% | -10.8% | Q3 2021 |
| CRS | $5M | 0.74% | 0.03% | +2.2% | Q2 2025 |
| MCO | $4.95M | 0.74% | 0.01% | +2.5% | Q1 2022 |
| CCJ | $4.05M | 0.60% | 0.01% | +3.5% | Q3 2021 |
| FCNCA | $4.03M | 0.60% | Not reported | +2.1% | Q3 2024 |
| VIST | $3.89M | 0.58% | 0.05% | +4.6% | Q2 2023 |
| COHR | $3.47M | 0.52% | 0.01% | New | Q1 2026 |
 CP | $3.36M | 0.50% | 0.00% | -25.4% | Q2 2022 |
 SSNC | $2.65M | 0.39% | 0.02% | +2.7% | Q4 2020 |
| OKTA | $2.52M | 0.38% | Not reported | +2.5% | Q2 2023 |
| NU | $2.38M | 0.35% | Not reported | +6.3% | Q1 2024 |
| V | $2.27M | 0.34% | 0.00% | +5.6% | Q4 2020 |
| ADI | $2.19M | 0.33% | 0.00% | +4.5% | Q1 2022 |
| AEVA | $2.1M | 0.31% | 0.25% | +95.1% | Q2 2025 |
| MELI | $1.84M | 0.27% | 0.00% | +5.8% | Q2 2021 |
| XMTR | $1.31M | 0.20% | 0.07% | New | Q1 2026 |
 PAM | $1.2M | 0.18% | 0.00% | +6.4% | Q1 2025 |
| ASML | $1.2M | 0.18% | 0.00% | +4.9% | Q2 2021 |
 YPF | $1.13M | 0.17% | 0.01% | +5.0% | Q1 2025 |
 BMA | $1.03M | 0.15% | 0.00% | +5.5% | Q1 2025 |
 SUPV | $912K | 0.14% | Not reported | +5.7% | Q1 2025 |
 ORCL | $517K | 0.08% | 0.00% | +8.4% | Q4 2023 |
| Q4 2025 | |||||
| CIEN | $39.2M | 5.61% | 0.12% | -17.0% | Q1 2025 |
| NVDA | $37.5M | 5.37% | 0.00% | +0.3% | Q3 2023 |
| UEC | $33.6M | 4.81% | 0.59% | +7.1% | Q1 2025 |
| MSFT | $31.6M | 4.53% | 0.00% | -0.3% | Q4 2020 |
| GOOG | $31.5M | 4.51% | Not reported | +50.8% | Q4 2020 |
| IBIT | $30.8M | 4.41% | 0.04% | +2.1% | Q1 2024 |
| SPGI | $30.1M | 4.30% | 0.02% | -0.7% | Q1 2022 |
| MA | $28.2M | 4.04% | 0.00% | -0.6% | Q4 2020 |
| SCHW | $28.2M | 4.03% | 0.02% | -0.8% | Q4 2020 |
| TDG | $27.9M | 3.99% | 0.04% | -0.4% | Q4 2020 |
| ETHA | $27.6M | 3.95% | 0.23% | -1.4% | Q4 2024 |
| MU | $27.3M | 3.91% | 0.01% | -5.5% | Q1 2025 |
| AMZN | $27.1M | 3.88% | 0.00% | +6.3% | Q4 2020 |
| META | $26.5M | 3.79% | Not reported | -0.5% | Q4 2020 |
| UBER | $21.6M | 3.10% | 0.01% | 0.0% | Q4 2020 |
| AVGO | $19.3M | 2.77% | 0.00% | -8.4% | Q4 2024 |
| TMO | $16.8M | 2.40% | 0.01% | -0.8% | Q1 2022 |
| NOW | $15.9M | 2.27% | 0.01% | -0.6% | Q4 2020 |
| FICO | $13.5M | 1.94% | 0.03% | +42.6% | Q2 2025 |
| GE | $8.39M | 1.20% | 0.00% | -0.6% | Q4 2023 |
| RTX | $7.56M | 1.08% | 0.00% | -0.8% | Q1 2022 |
| MCO | $5.66M | 0.81% | 0.01% | -0.6% | Q1 2022 |
| DNN | $5.01M | 0.72% | 0.21% | +0.3% | Q3 2021 |
| GLD | $4.64M | 0.66% | 0.00% | -3.9% | Q3 2024 |
| NXE | $4.6M | 0.66% | 0.08% | -0.1% | Q3 2021 |
| FCNCA | $4.5M | 0.64% | Not reported | -0.7% | Q3 2024 |
| CP | $4.22M | 0.60% | 0.01% | -0.3% | Q2 2022 |
| CRS | $3.91M | 0.56% | 0.02% | +26.0% | Q2 2025 |
| SSNC | $3.33M | 0.48% | 0.02% | -0.4% | Q4 2020 |
| CCJ | $3.29M | 0.47% | 0.01% | +1.9% | Q3 2021 |
| OKTA | $2.7M | 0.39% | Not reported | -0.1% | Q2 2023 |
| NU | $2.61M | 0.37% | Not reported | +1.7% | Q1 2024 |
| V | $2.49M | 0.36% | 0.00% | -21.0% | Q4 2020 |
| VIST | $2.39M | 0.34% | 0.05% | +17.5% | Q2 2023 |
| MELI | $2.03M | 0.29% | 0.00% | +1.9% | Q2 2021 |
| ADI | $1.79M | 0.26% | 0.00% | +21.8% | Q1 2022 |
| BMA | $1.13M | 0.16% | 0.00% | +56.6% | Q1 2025 |
| PAM | $1.13M | 0.16% | 0.00% | +44.2% | Q1 2025 |
| AEVA | $1.09M | 0.16% | 0.13% | -0.1% | Q2 2025 |
| SUPV | $1.08M | 0.15% | Not reported | +75.9% | Q1 2025 |
 ESTC | $1.05M | 0.15% | 0.01% | -0.2% | Q4 2020 |
| ASML | $926K | 0.13% | 0.00% | +1.4% | Q2 2021 |
| YPF | $844K | 0.12% | 0.01% | +20.1% | Q1 2025 |
| ORCL | $632K | 0.09% | 0.00% | -16.4% | Q4 2023 |
| Q3 2025 | |||||
| IBIT | $39.5M | 5.82% | 0.05% | -1.1% | Q1 2024 |
| ETHA | $39.3M | 5.78% | 0.31% | -5.3% | Q4 2024 |
| NVDA | $37.4M | 5.50% | 0.00% | -4.5% | Q3 2023 |
| UEC | $35.8M | 5.27% | 0.58% | -16.6% | Q1 2025 |
| MSFT | $34M | 5.00% | 0.00% | -4.0% | Q4 2020 |
| META | $29.6M | 4.36% | Not reported | -4.2% | Q4 2020 |
| CIEN | $29.4M | 4.33% | 0.14% | -4.9% | Q1 2025 |
| MA | $28.3M | 4.16% | 0.00% | -15.5% | Q4 2020 |
| SPGI | $28.2M | 4.15% | 0.02% | -4.3% | Q1 2022 |
| TDG | $27.7M | 4.08% | 0.04% | -4.1% | Q4 2020 |
| SCHW | $27.1M | 3.99% | 0.02% | -4.4% | Q4 2020 |
| UBER | $25.9M | 3.82% | 0.01% | -3.9% | Q4 2020 |
| AMZN | $24.2M | 3.57% | 0.00% | -4.2% | Q4 2020 |
| AVGO | $20.1M | 2.96% | 0.00% | -4.5% | Q4 2024 |
| NOW | $19.2M | 2.82% | 0.01% | -3.9% | Q4 2020 |
| MU | $17M | 2.50% | 0.01% | -3.9% | Q1 2025 |
| GOOG | $16.2M | 2.39% | Not reported | -4.9% | Q4 2020 |
| TMO | $14.1M | 2.08% | 0.01% | -16.3% | Q1 2022 |
 TMUS | $11.1M | 1.63% | 0.00% | -33.8% | Q2 2022 |
| FICO | $8.39M | 1.23% | 0.02% | -3.4% | Q2 2025 |
| GE | $8.24M | 1.21% | 0.00% | -4.0% | Q4 2023 |
| RTX | $6.95M | 1.02% | 0.00% | -4.0% | Q1 2022 |
| MCO | $5.31M | 0.78% | 0.01% | -3.5% | Q1 2022 |
| DNN | $5.17M | 0.76% | 0.21% | -4.2% | Q3 2021 |
| NXE | $4.48M | 0.66% | 0.09% | -3.9% | Q3 2021 |
| GLD | $4.34M | 0.64% | 0.00% | -20.9% | Q3 2024 |
| CP | $4.28M | 0.63% | 0.01% | -3.4% | Q2 2022 |
| FCNCA | $3.78M | 0.56% | Not reported | -3.5% | Q3 2024 |
| SSNC | $3.4M | 0.50% | 0.02% | -3.7% | Q4 2020 |
| V | $3.07M | 0.45% | 0.00% | -4.7% | Q4 2020 |
| CCJ | $2.96M | 0.44% | 0.01% | -4.7% | Q3 2021 |
| OKTA | $2.87M | 0.42% | Not reported | -3.3% | Q2 2023 |
| NU | $2.45M | 0.36% | Not reported | +13.3% | Q1 2024 |
| CRS | $2.42M | 0.36% | 0.02% | -3.6% | Q2 2025 |
| MELI | $2.31M | 0.34% | 0.00% | -4.4% | Q2 2021 |
 GPK | $1.87M | 0.28% | 0.03% | -3.3% | Q2 2023 |
| VIST | $1.44M | 0.21% | 0.04% | -4.3% | Q2 2023 |
| ADI | $1.33M | 0.20% | 0.00% | +42.7% | Q1 2022 |
| AEVA | $1.19M | 0.18% | 0.14% | +24.0% | Q2 2025 |
| ESTC | $1.18M | 0.17% | 0.01% | -49.7% | Q4 2020 |
| ORCL | $1.09M | 0.16% | 0.00% | -4.9% | Q4 2023 |
| ASML | $827K | 0.12% | 0.00% | -6.7% | Q2 2021 |
| PAM | $533K | 0.08% | 0.00% | -4.4% | Q1 2025 |
| YPF | $472K | 0.07% | 0.00% | -4.3% | Q1 2025 |
| BMA | $340K | 0.05% | 0.00% | -3.9% | Q1 2025 |
| SUPV | $257K | 0.04% | Not reported | -3.8% | Q1 2025 |