Titan Investment Solutions Ltd — 13F holdings

Titan Investment Solutions Ltd reported 74 holdings worth $894M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $46.2M (5.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $43.2M (4.8%)
3. LLY ELI LILLY & CO — $41.2M (4.6%)
4. AMZN AMAZON COM INC — $40.3M (4.5%)
5. MSFT MICROSOFT CORP — $35.6M (4.0%)
6. JPM JPMorgan Chase & Co. — $32.7M (3.7%)
7. GOOGL ALPHABET INC — $31.3M (3.5%)
8. AVGO BROADCOM INC — $29.8M (3.3%)
9. AAPL APPLE INC — $27.3M (3.1%)
10. RACE FERRARI N V — $26.9M (3.0%)