Titan Wealth (CI) Ltd — 13F Holdings & Portfolio

CIK 2109452 · latest 13F-HR filed 2026-08-12

Titan Wealth (CI) Ltd manages $269.3M in 13F-reported U.S. long-equity assets across 51 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (5.08%), AMZN (5.00%), KLAC (4.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 5, added to 31, and trimmed 9.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
20 NEW STREET
ST PETER PORT GY1 2PF
Phone
01481888000
Filing Manager
Titan Wealth (CI) Ltd
ST PETER PORT, Y7
Signatory
Josh Lewis
Funds Operations Officer
Loading holdings…
AUM

$269.3M

Long-equity book

Holdings

51

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+5 / −5 / ↑31 / ↓9

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP$4.4M +53.5%
  • ORACLE CORP$3.8M +117.9%
  • CROWDSTRIKE HLDGS INC$3.5M +44.5%
  • NETFLIX INC$3.0M +90.9%
  • ARISTA NETWORKS INC$2.6M +35.4%
Show all 31 →

Top Trims

  • LOCKHEED MARTIN CORP-$6.0M -86.9%
  • EXXON MOBIL CORP-$1.9M -14.7%
  • PALANTIR TECHNOLOGIES INC-$1.7M -20.9%
  • META PLATFORMS INC-$1.3M -12.5%
  • JOHNSON & JOHNSON-$121.8K -15.6%
Show all 9 →

New Positions

  • SERVICENOW INC$8.4M
  • REDDIT INC$5.5M
  • SPACE EXPLORATION TECHN CORP$36.7K
  • BLACKROCK SCIENCE & TECHNOLO$21.5K
  • S&P GLOBAL INC$13.0K
Show all 5 →

Exited Positions

  • PDD HOLDINGS INC$3.4M
  • ELI LILLY & CO$1.3M
  • MERCADOLIBRE INC$710.6K
  • BP PLC$463.1K
  • PROGRESSIVE CORP$208.2K
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $13.7M 5.08% 38,731 SH
2 AMAZON COM INC AMZN 023135106 $13.5M 5.00% 56,550 SH
3 KLA CORP KLAC 482480100 $12.6M 4.68% 41,783 SH
4 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $12.5M 4.64% 26,170 SH
5 CROWDSTRIKE HLDGS INC CRWD 22788C105 $11.3M 4.18% 14,752 SH
6 EXXON MOBIL CORP XOM 30231G102 $11.2M 4.15% 81,687 SH
7 BAKER HUGHES COMPANY BKR 05722G100 $10.2M 3.77% 183,158 SH
8 ARISTA NETWORKS INC ANET 040413205 $10.0M 3.71% 58,841 SH
9 JPMORGAN CHASE & CO. JPM 46625H100 $10.0M 3.71% 30,527 SH
10 BROADCOM INC AVGO 11135F101 $9.9M 3.67% 26,163 SH
11 ABBVIE INC ABBV 00287Y109 $9.7M 3.62% 38,717 SH
12 NVIDIA CORPORATION NVDA 67066G104 $9.3M 3.46% 46,540 SH
13 CATERPILLAR INC CAT 149123101 $9.3M 3.44% 8,695 SH
14 EDWARDS LIFESCIENCES CORP EW 28176E108 $9.2M 3.42% 101,900 SH
15 META PLATFORMS INC META 30303M102 $9.2M 3.41% 16,283 SH
16 MICROSOFT CORP MSFT 594918104 $9.0M 3.33% 24,053 SH
17 UNITEDHEALTH GROUP INC UNH 91324P102 $8.7M 3.22% 20,843 SH
18 L3HARRIS TECHNOLOGIES INC LHX 502431109 $8.5M 3.15% 29,214 SH
19 RTX CORPORATION RTX 75513E105 $8.4M 3.14% 44,534 SH
20 SERVICENOW INC NOW 81762P102 $8.4M 3.13% 84,921 SH
21 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $8.2M 3.06% 94,711 SH
22 EBAY INC. EBAY 278642103 $7.3M 2.71% 65,216 SH
23 ORACLE CORP ORCL 68389X105 $7.0M 2.60% 47,844 SH
24 MOSAIC CO NEW MOS 61945C103 $6.8M 2.52% 319,916 SH
25 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $6.6M 2.45% 56,600 SH
26 NETFLIX INC NFLX 64110L106 $6.4M 2.37% 89,435 SH
27 UBER TECHNOLOGIES INC UBER 90353T100 $6.3M 2.33% 87,092 SH
28 REDDIT INC RDDT 75734B100 $5.5M 2.06% 31,901 SH
29 COINBASE GLOBAL INC COIN 19260Q107 $4.5M 1.65% 30,448 SH
30 ALPHABET INC GOOGL 02079K305 $1.2M 0.43% 3,240 SH
31 LOCKHEED MARTIN CORP LMT 539830109 $908.4K 0.34% 1,785 SH
32 SUNBELT RENTALS HO-COM STK USD0.01 (DI) SUNB 866966104 $709.3K 0.26% 9,725 SH
33 JOHNSON & JOHNSON JNJ 478160104 $658.4K 0.24% 2,592 SH
34 RIO TINTO PLC RIO 767204100 $474.7K 0.18% 5,000 SH
35 DISNEY WALT CO DIS 254687106 $404.1K 0.15% 4,200 SH
36 SALESFORCE INC CRM 79466L302 $376.1K 0.14% 2,400 SH
37 DIAGEO PLC DEO 25243Q205 $337.6K 0.13% 4,200 SH
38 SPDR S&P 500 ETF TR SPY 78462F103 $324.7K 0.12% 435 SH
39 ISHARES TR IYM 464287838 $269.4K 0.10% 1,500 SH
40 ISHARES TR IJK 464287606 $164.6K 0.06% 1,400 SH
41 APPLE INC AAPL 037833100 $142.0K 0.05% 491 SH
42 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $121.9K 0.05% 3,664 SH
43 ISHARES TR IXJ 464287325 $93.0K 0.03% 945 SH
44 COSTCO WHSL CORP NEW COST 22160K105 $46.8K 0.02% 50 SH
45 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $36.7K 0.01% 215 SH
46 TRANSMEDICS GROUP INC TMDX 89377M109 $21.6K 0.01% 325 SH
47 BLACKROCK SCIENCE & TECHNOLO BST 09258G104 $21.5K 0.01% 420 SH
48 S&P GLOBAL INC SPGI 78409V104 $13.0K 0.00% 32 SH
49 TESLA INC TSLA 88160R101 $12.6K 0.00% 30 SH
50 GALLAGHER ARTHUR J & CO AJG 363576109 $9.4K 0.00% 41 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $269.3M 51 0002109452-26-000010
2026-03-31 2026-05-15 $231.5M 51 0002109452-26-000009
2025-12-31 2026-02-17 $260.1M 66 0002109452-26-000007