TITAN GLOBAL CAPITAL MANAGEMENT USA LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$634.1B

Holdings

59

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (59 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
72,030$44.7B7.05%
2
IBITISHARES BITCOIN TRUST ETF
615,233$37.7B5.94%
3
MSFTMICROSOFT CORP
68,247$33.9B5.35%
4
T7DTRANSDIGM GROUP INC
21,951$33.4B5.26%
5
NVDANVIDIA CORPORATION
209,789$33.1B5.23%
6
MAMASTERCARD INCORPORATED
58,817$33.1B5.21%
7
SPGIS&P GLOBAL INC
60,512$31.9B5.03%
8
METAMETA PLATFORMS INC
42,100$31.1B4.90%
9
SCHWSCHWAB CHARLES CORP
297,283$27.1B4.28%
10
UBERUBER TECHNOLOGIES INC
275,470$25.7B4.05%
11
AMZNAMAZON COM INC
115,241$25.3B3.99%
12
ETHAISHARES ETHEREUM TR
1,317,322$25.1B3.96%
13
NOWSERVICENOW INC
21,693$22.3B3.52%
14
U6ZURANIUM ENERGY CORP
3,217,324$21.9B3.45%
15
AVGOBROADCOM INC
63,835$17.6B2.78%
16
CIENCIENA CORP
212,382$17.3B2.72%
17
TMUST-MOBILE US INC
69,794$16.6B2.62%
18
TMOTHERMO FISHER SCIENTIFIC INC
34,871$14.1B2.23%
19
MUMICRON TECHNOLOGY INC
105,417$13.0B2.05%
20
GOOGALPHABET INC
70,043$12.4B1.96%
21
FICOFAIR ISAAC CORP
5,806$10.6B1.67%
22
VIGVANGUARD SPECIALIZED FUNDS
47,240$9.7B1.52%
23
GEGE AEROSPACE
28,516$7.3B1.16%
24
RTXRTX CORPORATION
43,235$6.3B1.00%
25
MCOMOODYS CORP
11,545$5.8B0.91%
26
VWOVANGUARD INTL EQUITY INDEX F
100,928$5.0B0.79%
27
CPCANADIAN PACIFIC KANSAS CITY
59,503$4.7B0.74%
28
GQ9SPDR GOLD TR
15,417$4.7B0.74%
29
FCNCAFIRST CTZNS BANCSHARES INC N
2,186$4.3B0.67%
30
NXENEXGEN ENERGY LTD
520,871$3.6B0.57%
31
DMLDENISON MINES CORP
1,961,719$3.6B0.56%
32
GDXJVANECK ETF TRUST
50,066$3.4B0.53%
33
VVISA INC
9,445$3.4B0.53%
34
SSNCSS&C TECHNOLOGIES HLDGS INC
39,734$3.3B0.52%
35
OKTAOKTA INC
32,355$3.2B0.51%
36
CRSCARPENTER TECHNOLOGY CORP
10,215$2.8B0.45%
37
CCOCAMECO CORP
37,062$2.8B0.43%
38
MLB1MERCADOLIBRE INC
1,033$2.7B0.43%
39
EWJISHARES INC
33,556$2.5B0.40%
40
AEVAAEVA TECHNOLOGIES INC
66,146$2.5B0.39%
41
ESTCELASTIC N V
27,714$2.3B0.37%
42
KWEBKRANESHARES TRUST
66,861$2.3B0.36%
43
VTIPVANGUARD MALVERN FDS
44,853$2.3B0.36%
44
VISTVISTA ENERGY S.A.B. DE C.V.
43,761$2.1B0.33%
45
GPKGRAPHIC PACKAGING HLDG CO
99,012$2.1B0.33%
46
NUNU HLDGS LTD
135,294$1.9B0.29%
47
VCITVANGUARD SCOTTSDALE FDS
19,983$1.7B0.26%
48
GDXVANECK ETF TRUST
29,542$1.5B0.24%
49
VTEBVANGUARD MUN BD FDS
21,146$1.0B0.16%
50
EMBISHARES TR
10,584$980.3M0.15%
51
URNMSPROTT FDS TR
19,699$944.1M0.15%
52
ADIANALOG DEVICES INC
3,799$904.2M0.14%
53
ORCLORACLE CORP
4,076$891.2M0.14%
54
ASMLASML HOLDING N V
915$732.9M0.12%
55
PAMPAMPA ENERGIA S A
9,275$643.4M0.10%
56
YPFYPF SOCIEDAD ANONIMA
20,308$638.6M0.10%
57
BMABANCO MACRO SA
8,368$587.5M0.09%
58
SUPVGRUPO SUPERVIELLE S.A.
54,048$572.3M0.09%
59
GBILGOLDMAN SACHS ETF TR
5,149$515.6M0.08%