Stock Taper 
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Instruments Incorporated | TXN | 49.75K | $14.83M |
 Meta Platforms, Inc. | META | 41.82K | $23.56M |
 Cameco Corporation | CCJ | 37.88K | $3.86M |
 RTX Corporation | RTX | 34.95K | $6.63M |
 Xometry, Inc. | XMTR | 32.25K | $3.11M |
 Penguin Solutions, Inc. | PENG | 32.07K | $2.44M |
 Vista Energy, S.A.B. de C.V. | VIST | 31.1K | $1.98M |
 Ambiq Micro, Inc. | AMBQ | 29.55K | $2.61M |
 Thermo Fisher Scientific Inc. | TMO | 29.43K | $14.76M |
 Micron Technology, Inc. | MU | 29.25K | $33.77M |
 GE Aerospace | GE | 21.47K | $8.03M |
 TransDigm Group Incorporated | TDG | 21.33K | $28.42M |
 Lumentum Holdings Inc. | LITE | 20.45K | $17.54M |
 SS&C Technologies Holdings, Inc. | SSNC | 15.08K | $935.55K |
 Coherent, Inc. | COHR | 14.63K | $5.77M |
 Canadian Pacific Kansas City Ltd. | CP | 13.85K | $1.2M |
 Carpenter Technology Corporation | CRS | 12.66K | $7.81M |
 Moody's Corporation | MCO | 11.42K | $5.17M |
 Okta, Inc. | OKTA | 10.8K | $1.47M |
 Tower Semiconductor Ltd. | TSEM | 8.31K | $2.17M |