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TITAN GLOBAL CAPITAL MANAGEMENT USA LLC Historic Quarter Change: USA Stocks, Added

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, TITAN GLOBAL CAPITAL MANAGEMENT USA LLC opened 29 positions, added to 131, reduced 269 and sold out of 22.

  • Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 57,572.
  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 202,615.
  • Q2 2026: Stock UEC; Country of operation —; Class COM; Shares before 2,254,084.
  • Q2 2026: Stock P; Country of operation United States; Class CL A; Shares before 173,471.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1845930), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AVGO
BROADCOM INC
United StatesCOM57,57264,721+7,149$17,818,961$24,448,182+$6,629,2212026-08-13
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM202,615203,106+491$35,335,892$40,639,339+$5,303,4472026-08-13
Q2 2026UEC
URANIUM ENERGY CORP
COM2,254,0842,375,276+121,192$30,430,016$25,320,334-$5,109,6822026-08-13
Q2 2026P
EVERPURE INC
United StatesCL A173,471181,650+8,179$10,241,622$14,312,065+$4,070,4432026-08-13
Q2 2026AMZN
AMAZON COM INC
United StatesCOM120,551122,107+1,556$25,107,082$29,102,805+$3,995,7232026-08-13
Q2 2026TDG
TRANSDIGM GROUP INC
United StatesCOM21,19921,333+134$24,568,483$28,415,658+$3,847,1752026-08-13
Q2 2026LITE
LUMENTUM HLDGS INC
United StatesCOM20,39420,447+53$14,332,223$17,544,615+$3,212,3922026-08-13
Q2 2026COHR
COHERENT CORP
United StatesCOM14,54914,626+77$3,465,721$5,769,463+$2,303,7422026-08-13
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM69,26973,607+4,338$25,641,251$27,456,651+$1,815,4002026-08-13
Q2 2026XMTR
XOMETRY INC
United StatesCLASS A COM32,13432,252+118$1,312,289$3,112,921+$1,800,6322026-08-13
Q2 2026FICO
FAIR ISAAC CORP
United StatesCOM8,0848,122+38$8,629,362$9,704,018+$1,074,6562026-08-13
Q2 2026NXE
NEXGEN ENERGY LTD
COM446,353449,013+2,660$5,177,641$4,216,175-$961,4662026-08-13
Q2 2026SPGI
S&P GLOBAL INC
United StatesCOM57,86458,190+326$24,611,609$23,698,235-$913,3742026-08-13
Q2 2026MA
MASTERCARD INCORPORATED
United StatesCL A49,82750,150+323$24,896,259$25,756,694+$860,4352026-08-13
Q2 2026DNN
DENISON MINES CORP
COM1,763,4561,769,758+6,302$6,224,942$5,415,402-$809,5402026-08-13
Q2 2026ASML
ASML HLDG NV
N Y REGISTRY SHS908922+14$1,198,888$1,834,265+$635,3772026-08-13
Q2 2026ADI
ANALOG DEVICES INC
United StatesCOM6,8997,003+104$2,194,899$2,781,469+$586,5702026-08-13
Q2 2026TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM29,20229,435+233$14,353,411$14,757,559+$404,1482026-08-13
Q2 2026V
VISA INC
United StatesCOM CL A7,5087,639+131$2,269,044$2,620,820+$351,7762026-08-13
Q2 2026SCHW
SCHWAB CHARLES CORP
United StatesCOM283,500285,384+1,884$26,643,225$26,332,273-$310,9522026-08-13
Q2 2026META
META PLATFORMS INC
United StatesCL A41,62641,818+192$23,815,540$23,555,518-$260,0222026-08-13
Q2 2026MCO
MOODYS CORP
United StatesCOM11,35511,418+63$4,953,443$5,171,247+$217,8042026-08-13
Q2 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM273,129274,908+1,779$19,646,067$19,837,237+$191,1702026-08-13
Q2 2026CCJ
CAMECO CORP
COM37,25837,881+623$4,046,536$3,858,558-$187,9782026-08-13
Q2 2026NU
NU HLDGS LTD
ORD SHS CL A165,692169,690+3,998$2,380,954$2,267,017-$113,9372026-08-13
Q2 2026NOW
SERVICENOW INC
United StatesCOM50,64054,165+3,525$5,294,351$5,377,410+$83,0592026-08-13

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