TITAN GLOBAL CAPITAL MANAGEMENT USA LLC — 13F holdings

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC reported 78 holdings worth $790M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. IVV ISHARES TR — $88.2M (11.2%)
2. NVDA NVIDIA CORPORATION — $40.6M (5.1%)
3. CIEN CIENA CORP — $39.4M (5.0%)
4. GOOG ALPHABET INC — $36.0M (4.6%)
5. MU MICRON TECHNOLOGY INC — $33.8M (4.3%)
6. AMZN AMAZON COM INC — $29.1M (3.7%)
7. TDG TRANSDIGM GROUP INC — $28.4M (3.6%)
8. MSFT MICROSOFT CORP — $27.5M (3.5%)
9. SCHW SCHWAB CHARLES CORP — $26.3M (3.3%)
10. MA MASTERCARD INCORPORATED — $25.8M (3.3%)