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Portfolio (Quarterly) Guide ↗

TITAN GLOBAL CAPITAL MANAGEMENT USA LLC

· CIK 0001845930
13F Portfolio $790M AUM 78 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 78 New
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK ETF TRUST 19,157.0 $1.4M 0.18% NEW $75.45 +29.0%
62 MELI MERCADOLIBRE INC Consumer Cyclical 796.0 $1.4M 0.17% NEW $1697.62 +12.4%
63 BMA BANCO MACRO S A Financial Services 13,443.0 $1.2M 0.16% NEW $92.58 -18.7%
64 CANADIAN PACIFIC KANSAS CITY 13,847.0 $1.2M 0.15% NEW $86.64
65 PAM PAMPA ENERGIA SA Utilities 13,910.0 $1.1M 0.14% NEW $82.13 -3.5%
66 YPF YPF SOCIEDAD ANONIMA Energy 24,794.0 $1.1M 0.14% NEW $45.47 +10.1%
67 SUPV GRUPO SUPERVIELLE S.A. Financial Services 98,097.0 $948K 0.12% NEW $9.66 -20.8%
68 SSNC SS&C TECH HLDGS Technology 15,078.0 $936K 0.12% NEW $62.05 +32.6%
69 VOO VANGUARD INDEX FDS 1,293.0 $888K 0.11% NEW $686.58 +3.0%
70 VTI VANGUARD INDEX FDS 2,006.0 $742K 0.09% NEW $370.08 +2.7%
71 SGOV ISHARES TR 6,400.0 $644K 0.08% NEW $100.67 -0.1%
72 TSLA TESLA INC Consumer Cyclical 1,184.0 $498K 0.06% NEW $420.76 -16.6%
73 AAPL APPLE INC Technology 1,488.0 $431K 0.06% NEW $289.45 +9.5%
74 SPYM SPDR SERIES TRUST 3,963.0 $348K 0.04% NEW $87.88 +3.0%
75 VUG VANGUARD INDEX FDS 4,015.0 $346K 0.04% NEW $86.13 +2.1%
76 SMTC SEMTECH CORP Technology 2,108.0 $341K 0.04% NEW $161.85 -22.5%
77 GOOGL ALPHABET INC Communication Services 835.0 $299K 0.04% NEW $357.52 -3.6%
78 COMP COMPASS INC Technology 14,470.0 $178K 0.02% NEW $12.33 +3.8%
Page 4 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.2%
Financial Services 20.5%
Communication Services 9.5%
Industrials 8.6%
Energy 6.7%
Consumer Cyclical 5.6%
Basic Materials 2.4%
Healthcare 2.3%
Utilities 0.2%