Titiun Yejiel — 13F holdings

Titiun Yejiel reported 40 holdings worth $115M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. AAPL APPLE INC — $9.29M (8.1%)
  2. MSFT MICROSOFT CORP — $7.98M (6.9%)
  3. WRB BERKLEY W R CORP — $7.50M (6.5%)
  4. AMD ADVANCED MICRO DEVICES INC — $7.20M (6.3%)
  5. AXP AMERICAN EXPRESS CO — $5.83M (5.1%)
  6. SMH VANECK ETF TRUST — $5.39M (4.7%)
  7. MU MICRON TECHNOLOGY INC — $5.16M (4.5%)
  8. GOOGL ALPHABET INC — $4.83M (4.2%)
  9. XBI SPDR SERIES TRUST — $3.88M (3.4%)
  10. MA MASTERCARD INCORPORATED — $3.77M (3.3%)