Filed: 2/13/2026ACC: 0002103356-26-000001
📋 What this filing means
TITAN INVESTMENT SOLUTIONS LTD filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $830.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$830.87M
Total AUM (reported)
3.29M
Total Shares
Allocation by class
COM$572.41M68.9%
SPONSORED ADS$56.37M6.8%
CL A$47.79M5.8%
CAP STK CL A$40.14M4.8%
CAP STK CL C$31.47M3.8%
COM CL A$21.10M2.5%
CL B NEW$21.03M2.5%
Portfolio Concentration
Top 3$152.76M18.4%
4–10$251.43M30.3%
11–25$296.60M35.7%
Rest$130.07M15.7%
Top 3 weight
18.4%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 3.29M
Sole
Full voting authority
3.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole38
Shared0
Other19
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
NVIDIA Corp
SOLEShares280.83K
TypeSH
Market value$52.37M
6.30%
Sole
280.83K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd
SOLEShares166.82K
TypeSH
Market value$50.70M
6.10%
Sole
166.82K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares102.75K
TypeSH
Market value$49.69M
5.98%
Sole
102.75K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares44.13K
TypeSH
Market value$47.43M
5.71%
Sole
44.13K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares192.53K
TypeSH
Market value$44.44M
5.35%
Sole
192.53K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares128.23K
TypeSH
Market value$40.14M
4.83%
Sole
128.23K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares94.77K
TypeSH
Market value$32.80M
3.95%
Sole
94.77K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares100.29K
TypeSH
Market value$31.47M
3.79%
Sole
100.29K
Shared
0.00
None
0.00
Uber Technologies Inc
SOLEShares345.54K
TypeSH
Market value$28.23M
3.40%
Sole
345.54K
Shared
0.00
None
0.00
Cboe Global Markets Inc
SOLEShares107.27K
TypeSH
Market value$26.92M
3.24%
Sole
107.27K
Shared
0.00
None
0.00
Moody's Corp
SOLEShares50.02K
TypeSH
Market value$25.55M
3.08%
Sole
50.02K
Shared
0.00
None
0.00
Booking Holdings Inc
SOLEShares4.74K
TypeSH
Market value$25.38M
3.05%
Sole
4.74K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares41.88K
TypeSH
Market value$23.91M
2.88%
Sole
41.88K
Shared
0.00
None
0.00
McKesson Corp
SOLEShares28.11K
TypeSH
Market value$23.06M
2.77%
Sole
28.11K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares83.25K
TypeSH
Market value$22.05M
2.65%
Sole
83.25K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares41.84K
TypeSH
Market value$21.03M
2.53%
Sole
41.84K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares31.82K
TypeSH
Market value$21.00M
2.53%
Sole
31.82K
Shared
0.00
None
0.00
Fortinet Inc
SOLEShares238.26K
TypeSH
Market value$18.92M
2.28%
Sole
238.26K
Shared
0.00
None
0.00
Linde PLC
SOLEShares43.28K
TypeSH
Market value$18.45M
2.22%
Sole
43.28K
Shared
0.00
None
0.00
Intuit Inc
SOLEShares27.29K
TypeSH
Market value$18.07M
2.18%
Sole
27.29K
Shared
0.00
None
0.00
MSCI Inc
SOLEShares31.43K
TypeSH
Market value$18.03M
2.17%
Sole
31.43K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares116.67K
TypeSH
Market value$17.87M
2.15%
Sole
116.67K
Shared
0.00
None
0.00
S&P Global Inc
SOLEShares29.72K
TypeSH
Market value$15.53M
1.87%
Sole
29.72K
Shared
0.00
None
0.00
Philip Morris International Inc
SOLEShares89.85K
TypeSH
Market value$14.41M
1.73%
Sole
89.85K
Shared
0.00
None
0.00
Visa Inc
SOLEShares38.01K
TypeSH
Market value$13.33M
1.60%
Sole
38.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 280.83K | SH | $52.37M 6.30% | 280.83K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company LtdSOLE | SPONSORED ADS | 166.82K | SH | $50.70M 6.10% | 166.82K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 102.75K | SH | $49.69M 5.98% | 102.75K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | COM | 44.13K | SH | $47.43M 5.71% | 44.13K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 192.53K | SH | $44.44M 5.35% | 192.53K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 128.23K | SH | $40.14M 4.83% | 128.23K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 94.77K | SH | $32.80M 3.95% | 94.77K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 100.29K | SH | $31.47M 3.79% | 100.29K | 0.00 | 0.00 |
Uber Technologies IncSOLE | COM | 345.54K | SH | $28.23M 3.40% | 345.54K | 0.00 | 0.00 |
Cboe Global Markets IncSOLE | COM | 107.27K | SH | $26.92M 3.24% | 107.27K | 0.00 | 0.00 |
Moody's CorpSOLE | COM | 50.02K | SH | $25.55M 3.08% | 50.02K | 0.00 | 0.00 |
Booking Holdings IncSOLE | COM | 4.74K | SH | $25.38M 3.05% | 4.74K | 0.00 | 0.00 |
Mastercard IncSOLE | CL A | 41.88K | SH | $23.91M 2.88% | 41.88K | 0.00 | 0.00 |
McKesson CorpSOLE | COM | 28.11K | SH | $23.06M 2.77% | 28.11K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 83.25K | SH | $22.05M 2.65% | 83.25K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | CL B NEW | 41.84K | SH | $21.03M 2.53% | 41.84K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 31.82K | SH | $21.00M 2.53% | 31.82K | 0.00 | 0.00 |
Fortinet IncSOLE | COM | 238.26K | SH | $18.92M 2.28% | 238.26K | 0.00 | 0.00 |
Linde PLCSOLE | SHS | 43.28K | SH | $18.45M 2.22% | 43.28K | 0.00 | 0.00 |
Intuit IncSOLE | COM | 27.29K | SH | $18.07M 2.18% | 27.29K | 0.00 | 0.00 |
MSCI IncSOLE | COM | 31.43K | SH | $18.03M 2.17% | 31.43K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 116.67K | SH | $17.87M 2.15% | 116.67K | 0.00 | 0.00 |
S&P Global IncSOLE | COM | 29.72K | SH | $15.53M 1.87% | 29.72K | 0.00 | 0.00 |
Philip Morris International IncSOLE | COM | 89.85K | SH | $14.41M 1.73% | 89.85K | 0.00 | 0.00 |
Visa IncSOLE | COM CL A | 38.01K | SH | $13.33M 1.60% | 38.01K | 0.00 | 0.00 |
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