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Titan Investment Management LLC Historic Quarter Change: USA Stocks, New

Titan Investment Management LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Titan Investment Management LLC opened 9 positions, added to 44, reduced 10 and sold out of 8.

  • Q2 2026: Stock ANET; Country of operation United States; Class COM SHS; Shares before 0.
  • Q2 2026: Stock CRDO; Country of operation Cayman Islands; Class ORDINARY SHARES; Shares before 0.
  • Q2 2026: Stock ALAB; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2112547), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ANET
ARISTA NETWORKS INC
United StatesCOM SHS03,311+3,311$0$562,473+$562,4732026-08-03
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI
Cayman IslandsORDINARY SHARES01,199+1,199$0$326,068+$326,0682026-08-03
Q2 2026ALAB
ASTERA LABS INC
United StatesCOM0562+562$0$271,457+$271,4572026-08-03
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM0194+194$0$223,932+$223,9322026-08-03
Q1 2026VRSK
VERISK ANALYTICS INC
United StatesCOM013,222+13,222$0$2,508,962+$2,508,9622026-04-28
Q1 2026HSY
HERSHEY CO
United StatesCOM07,993+7,993$0$1,661,596+$1,661,5962026-04-28
Q1 2026CBOE
CBOE GLOBAL MKTS INC
United StatesCOM05,693+5,693$0$1,600,016+$1,600,0162026-04-28
Q1 2026CL
COLGATE PALMOLIVE CO
United StatesCOM012,625+12,625$0$1,076,029+$1,076,0292026-04-28
Q1 2026APO
APOLLO GLOBAL MGMT INC
United StatesCOM06,319+6,319$0$704,063+$704,0632026-04-28

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