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Portfolio (Quarterly) Guide ↗

Titiun Yejiel

· CIK 0002118914
13F Portfolio $115M AUM 40 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 9 Added 2 Reduced 29 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORP Technology 12,118.0 $2.4M 2.10% -35K -74.0% $200.09 +6.5%
2 TSLA TESLA INC Consumer Cyclical 5,200.0 $2.2M 1.90% -4K -42.2% $420.60 -16.7%

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 45.8%
Financial Services 32.4%
Communication Services 8.1%
Consumer Cyclical 6.9%
Healthcare 4.9%
Industrials 1.9%