StockDriftsStockDriftsTop 48 Titan Wealth (ci) LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.08% | 38.7K | $13.7M | -5.91%(-2.43K) | $279.41(+25.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5% | 56.5K | $13.5M | +2.27%(+1.25K) | $224.67(+22.38%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.68% | 41.8K | $12.6M | -25.07%(-13.98K) | $114.68(+77.64%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4.64% | 26.2K | $12.5M | -14.12%(-4.30K) | $291.59(+45.28%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.18% | 14.8K | $11.3M | -26.08%(-5.21K) | $472.39(-53.39%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 4.15% | 81.7K | $11.2M | +5.85%(+4.52K) | $118.62(+34.67%) | 2026-06-30 | |
| BKR | BAKER HUGHES COMPANY | 3.77% | 183.2K | $10.2M | +24.14%(+35.62K) | $50.20(+28.01%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 3.71% | 58.8K | $10.0M | -2.16%(-1.30K) | $138.37(+38.81%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO. | 3.71% | 30.5K | $10.0M | +4.83%(+1.41K) | $317.49(+13.86%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.67% | 26.2K | $9.9M | +7.39%(+1.80K) | $343.95(+22.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.16% |
Titan Wealth (ci) LTD reports $269.30M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.1%), AMZN (5.0%) and KLAC (4.7%). The top 20 holdings account for 75.83% of reported assets. Its disclosed equity book has returned +8.03% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Titan Wealth (ci) LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109452). View Titan Wealth (ci) LTD’s 13F filings on SEC