Titan Investment Solutions Ltd

LONDON, X0 · CIK 2103356 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$893.7m reported value +14.4% vs Q1 2026

60positions

39.7%in top 10

9 new 40 added 10 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	230,685	$46.2m5.17%	5.17%	Added +4.1k	+4,114 1.8%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	90,448	$43.2m4.83%	4.83%	Reduced -35.2k	-35,170 -28.0%
3	ELI LILLY & CO COM LLY	LLY	34,361	$41.2m4.61%	4.61%	Reduced -7.3k	-7,290 -17.5%
4	AMAZON COM INC COM AMZN	AMZN	169,248	$40.3m4.51%	4.51%	Added +7.7k	+7,654 4.7%
5	MICROSOFT CORP COM MSFT	MSFT	95,314	$35.6m3.98%	3.98%	Reduced -4.6k	-4,604 -4.6%
6	JPMORGAN CHASE & CO COM JPM	JPM	99,954	$32.7m3.66%	3.66%	Added +5.0k	+4,963 5.2%
7	ALPHABET INC CAP STK CL A GOOGL	GOOGL	87,475	$31.3m3.50%	3.50%	Added +673	+673 0.8%
8	BROADCOM INC COM AVGO	AVGO	78,832	$29.8m3.33%	3.33%	Added +2.5k	+2,548 3.3%
9	APPLE INC COM AAPL	AAPL	94,272	$27.3m3.05%	3.05%	Added +3.1k	+3,114 3.4%
10	FERRARI N V COM RACE	RACE	72,335	$26.9m3.01%	3.01%	Added +2.2k	+2,196 3.1%
11	PROCTER AND GAMBLE CO COM PG	PG	179,544	$26.3m2.95%	2.95%	Added +4.1k	+4,052 2.3%
12	WASTE MGMT INC DEL COM WM	WM	113,585	$25.3m2.83%	2.83%	Added +3.8k	+3,783 3.5%
13	CUMMINS INC COM CMI	CMI	35,487	$25.3m2.83%	2.83%	Added +506	+506 1.4%
14	LOCKHEED MARTIN CORP COM LMT	LMT	49,529	$25.2m2.82%	2.82%	Reduced -1.2k	-1,187 -2.3%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	71,078	$25.1m2.81%	2.81%	Reduced -30.0k	-29,985 -29.7%
16	VISA INC COM CL A V	V	72,397	$24.8m2.78%	2.78%	Added +2.4k	+2,365 3.4%
17	ARISTA NETWORKS INC COM SHS ANET	ANET	140,685	$23.9m2.67%	2.67%	Added +5.4k	+5,432 4.0%
18	LINDE PLC SHS LIN	LIN	42,863	$22.2m2.49%	2.49%	Added +649	+649 1.5%
19	FASTENAL CO COM FAST	FAST	447,468	$21.5m2.40%	2.40%	Added +15.0k	+15,005 3.5%
20	BOOKING HOLDINGS INC COM BKNG	BKNG	119,693	$21.3m2.39%	2.39%	Added +3.9k	+3,893 3.4%
21	MCKESSON CORP COM MCK	MCK	28,186	$21.3m2.38%	2.38%	Added +811	+811 3.0%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	41,041	$20.5m2.30%	2.30%	Added +177	+177 0.4%
23	LAM RESEARCH CORP COM NEW LRCX	LRCX	46,861	$20.3m2.27%	2.27%	Added +3.7k	+3,694 8.6%
24	JOHNSON & JOHNSON COM JNJ	JNJ	71,734	$18.2m2.04%	2.04%	Added +35.5k	+35,531 98.1%
25	META PLATFORMS INC CL A META	META	31,330	$17.6m1.97%	1.97%	Added +1.2k	+1,172 3.9%
26	PEPSICO INC COM PEP	PEP	128,327	$17.4m1.94%	1.94%	Added +4.3k	+4,332 3.5%
27	EMCOR GROUP INC COM EME	EME	20,419	$16.9m1.90%	1.90%	New
28	PHILIP MORRIS INTL INC COM PM	PM	90,285	$16.3m1.83%	1.83%	Added +2.6k	+2,602 3.0%
29	UBER TECHNOLOGIES INC COM UBER	UBER	190,438	$13.7m1.54%	1.54%	Reduced -68.8k	-68,771 -26.5%
30	MONSTER BEVERAGE CORP NEW COM MNST	MNST	137,613	$13.2m1.48%	1.48%	Added +76.9k	+76,945 126.8%
31	S&P GLOBAL INC COM SPGI	SPGI	30,036	$11.6m1.29%	1.29%	Added +1.3k	+1,258 4.4%
32	EDWARDS LIFESCIENCES CORP COM EW	EW	101,132	$9.1m1.02%	1.02%	New
33	STRYKER CORPORATION COM SYK	SYK	29,020	$9.1m1.02%	1.02%	Added +2.3k	+2,319 8.7%
34	ORACLE CORP COM ORCL	ORCL	52,095	$7.6m0.85%	0.85%	Added +46.4k	+46,388 812.8%
35	NETFLIX INC COM NFLX	NFLX	97,175	$6.9m0.78%	0.78%	Reduced -9.4k	-9,408 -8.8%
36	MONOLITHIC PWR SYS INC COM MPWR	MPWR	4,855	$6.7m0.75%	0.75%	Reduced -4.9k	-4,855 -50.0%
37	GILEAD SCIENCES INC COM GILD	GILD	50,544	$6.4m0.71%	0.71%	Unchanged
38	BLACKROCK INC COM BLK	BLK	6,356	$6.1m0.68%	0.68%	New
39	SERVICENOW INC COM NOW	NOW	57,016	$5.7m0.63%	0.63%	New
40	EOG RES INC COM EOG	EOG	35,469	$4.6m0.51%	0.51%	New
41	AGNICO EAGLE MINES LTD COM AEM	AEM	16,908	$3.7m0.42%	0.42%	New
42	EXXON MOBIL CORP COM XOM	XOM	23,464	$3.2m0.36%	0.36%	Added +6.2k	+6,182 35.8%
43	BAKER HUGHES COMPANY CL A BKR	BKR	56,729	$3.1m0.35%	0.35%	Added +24.8k	+24,784 77.6%
44	KLA CORP COM NEW KLAC	KLAC	10,204	$3.1m0.34%	0.34%	Reduced -1.0k	-1,006 -9.0%
45	ANGLOGOLD ASHANTI PLC COM SHS AU	AU	33,913	$2.7m0.31%	0.31%	Added +16.4k	+16,357 93.2%
46	ABBVIE INC COM ABBV	ABBV	10,681	$2.7m0.30%	0.30%	Added +2.1k	+2,086 24.3%
47	UNITEDHEALTH GROUP INC COM UNH	UNH	6,323	$2.6m0.29%	0.29%	Added +152	+152 2.5%
48	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	15,772	$2.6m0.29%	0.29%	New
49	PAN AMERN SILVER CORP COM PAAS	PAAS	39,987	$2.5m0.28%	0.28%	Added +21.1k	+21,073 111.4%
50	CAMECO CORP COM CCJ	CCJ	17,385	$2.5m0.28%	0.28%	Added +6.3k	+6,277 56.5%
51	RTX CORPORATION COM RTX	RTX	12,580	$2.4m0.27%	0.27%	New
52	CATERPILLAR INC COM CAT	CAT	2,221	$2.4m0.26%	0.26%	Added +206	+206 10.2%
53	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	8,018	$2.3m0.26%	0.26%	Added +3.3k	+3,304 70.1%
54	MOSAIC CO NEW COM MOS	MOS	108,267	$2.3m0.26%	0.26%	Added +49.7k	+49,685 84.8%
55	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	25,469	$2.2m0.25%	0.25%	Added +1.7k	+1,692 7.1%
56	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	17,434	$2.0m0.23%	0.23%	Added +4.8k	+4,804 38.0%
57	REDDIT INC CL A RDDT	RDDT	10,987	$1.9m0.21%	0.21%	New
58	EBAY INC. COM EBAY	EBAY	16,970	$1.9m0.21%	0.21%	Added +3.4k	+3,438 25.4%
59	COINBASE GLOBAL INC COM CL A COIN	COIN	10,294	$1.5m0.17%	0.17%	Added +4.9k	+4,933 92.0%
60	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,323	$824.8k0.09%	0.09%	Reduced -335	-335 -7.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CBOE GLOBAL MKTS INC CBOE	CBOE	105,268	$29.6m105.3k shares
RESMED INC RMD	RMD	31,523	$7.1m31.5k shares
ALLEGION PLC ALLE	ALLE	34,329	$5.0m34.3k shares
ALIBABA GROUP HLDG LTD BABA	BABA	38,699	$4.9m38.7k shares
PDD HOLDINGS INC PDD	PDD	8,839	$903.2k8.8k shares