Titan Investment Management LLC

CIK 2112547 · View on SEC EDGAR ↗

Portfolio value
$135.1M
#7,709 of 9,443 by 13F value · top 81.6%
Positions
38
As of
June 30, 2026

Portfolio value QoQ: +19.2% 13F does not disclose cash

Top 10 holdings weight
62.10%
Top 25 holdings weight
91.83%
Positions above 1%
29
Effective number of positions
18.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.68% Est. buys $8,390,026 · sells $5,805,937

New positions
4
Increased
30
Decreased
4
Closed
3
On this page

Sector breakdown

Technology
37.0%
Industrials
14.2%
Communication Services
9.5%
Health Care
6.7%
Financial Services
5.9%
Consumer Staples
4.2%
Retail
2.9%
Financials
2.1%
Consumer Discretionary
1.7%
Consumer products
0.9%
Communications
0.4%
Other/Unmapped
14.6%

Full portfolio 38 positions

Type Streak 8Q trend
NVDA NVIDIA Corporation - Common Stock $17,907,830 13.26% 89,499 $2,301,997 Up ×2
DELL Dell Technologies Inc. Class C Common Stock $13,980,801 10.35% 32,403 $8,880,384 Up ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $9,526,089 7.05% 19,947 $4,451,094 Up ×1
BIL $8,167,185 6.05% 89,122 $1,075,203 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $7,806,839 5.78% 21,845 $1,581,368 Up ×2
MSFT Microsoft Corporation - Common Stock $6,969,319 5.16% 18,684 $2,491 Down ×1
JBL Jabil Inc. Common Stock $5,563,212 4.12% 14,432 $1,764,605 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $5,028,209 3.72% 8,927 $-89,180 Down ×1
VRT Vertiv Holdings, LLC Class A Common Stock $4,474,277 3.31% 13,363 $1,290,375 Up ×2
VCIT Vanguard Intermediate-Term Corporate Bond ETF $4,446,596 3.29% 53,800 $361,948 Up ×2
PWR Quanta Services, Inc. Common Stock $4,220,906 3.13% 5,862 $1,120,590 Up ×2
VGSH Vanguard Short-Term Treasury ETF $3,754,719 2.78% 64,514 $146,588 Up ×2
MS Morgan Stanley Common Stock $3,689,791 2.73% 17,651 $1,347,137 Up ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $3,481,301 2.58% 8,376 $1,271,425 Up ×2
FITB Fifth Third Bancorp - Common Stock $2,817,689 2.09% 49,986 $521,729 Up ×1
V Visa Inc. $2,689,639 1.99% 7,839 $342,803 Up ×2
LMT Lockheed Martin Corporation Common Stock $2,525,981 1.87% 4,958 $-415,231 Up ×2
VRSK Verisk Analytics, Inc. - Common Stock $2,396,547 1.77% 13,349 $-112,415 Up ×1
MCK McKesson Corporation Common Stock $2,334,053 1.73% 3,089 $-318,729 Up ×1
PM Philip Morris International Inc Common Stock $2,325,258 1.72% 12,853 $262,211 Up ×1
TSLA Tesla, Inc. - Common Stock $2,310,356 1.71% 5,493 $160,897 Down ×1
HD Home Depot, Inc. (The) Common Stock $2,230,943 1.65% 6,326 $167,204 Up ×2
PEP PepsiCo, Inc. - Common Stock $1,904,931 1.41% 14,069 $-221,522 Up ×2
BMY Bristol-Myers Squibb Company Common Stock $1,841,234 1.36% 31,955 $-13,663 Up ×1
AZO AutoZone, Inc. Common Stock $1,626,733 1.20% 509 $-75,668 Up ×2
HSY The Hershey Company Common Stock $1,437,711 1.06% 8,194 $-223,885 Up ×1
IDXX IDEXX Laboratories, Inc. - Common Stock $1,419,282 1.05% 2,696 $-79,279 Up ×2
CBOE $1,411,652 1.05% 5,817 $-188,364 Up ×1
APO Apollo Global Management, Inc. (New) Common Stock $1,352,047 1.00% 11,428 $647,984 Up ×1
VGLT Vanguard Long-Term Treasury ETF $1,268,643 0.94% 22,991 $43,748 Up ×2
CL Colgate-Palmolive Company Common Stock $1,184,246 0.88% 12,917 $108,217 Up ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $707,020 0.52% 6,060 $-171,977 Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF $661,377 0.49% 11,214 $21,503 Up ×1
ANET Arista Networks, Inc. Common Stock $562,473 0.42% 3,311 Up ×1
CRDO Credo Technology Group Holding Ltd - Ordinary Shares $326,068 0.24% 1,199 Up ×1
ALAB Astera Labs, Inc. - Common Stock $271,457 0.20% 562 Up ×1
MU Micron Technology, Inc. - Common Stock $223,932 0.17% 194 Up ×1
FSK FS KKR Capital Corp. Common Stock $213,639 0.16% 20,347 $-418,207 Down ×2

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ANET $562,473 3,311 0.42%
CRDO $326,068 1,199 0.24%
ALAB $271,457 562 0.20%
MU $223,932 194 0.17%

Top movers (QoQ)

Security Action Shares Δ Value Δ
DELL Bought more +1K +$8.9M
TSM Bought more +5K +$4.5M
NVDA Bought more +16 +$2.3M
JBL Bought more +132 +$1.8M
GOOGL Bought more +196 +$1.6M
MS Bought more +3K +$1.3M
VRT Bought more +657 +$1.3M
UNH Bought more +209 +$1.3M
PWR Bought more +215 +$1.1M
BIL Bought more +12K +$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
KLAC March 31, 2026 2,994 $3,638,060 -87.4%
ABNB March 31, 2026 19,647 $2,666,491 46.4%
CLX June 30, 2026 24,076 $2,494,996 10.5%
VZ March 31, 2026 52,263 $2,128,676 -1.5%
PAYX March 31, 2026 14,723 $1,651,600 32.5%
VRSN June 30, 2026 6,089 $1,512,360 10.2%
AAL March 31, 2026 97,747 $1,498,462 27.4%
PYPL June 30, 2026 26,051 $1,178,299 44.1%
VCLT March 31, 2026 8,395 $636,761
VUG March 31, 2026 740 $360,935 No longer tracked
VTV March 31, 2026 1,611 $307,714 No longer tracked