Titiun Yejiel

PUNTA DEL ESTE, X3 · CIK 2118914 · 13F filing filed 2026-05-04

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.

$98.8m reported value +21.6% vs Q4 2025

55positions

51.1%in top 10

9 new 9 added 4 reduced 5 sold out vs Q4 2025

Options: 0 call positions (— notional), 2 put positions ($446.6k notional) – listed below, not included above.

Holdings, Q1 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	APPLE INC COM AAPL	AAPL	32,111	$8.1m8.25%	8.25%	Added +8.6k	+8,611 36.6%
2	MICROSOFT CORP COM MSFT	MSFT	21,393	$7.9m8.02%	8.02%	Added +9.4k	+9,393 78.3%
3	BERKLEY W R CORP COM WRB	WRB	106,321	$7.0m7.13%	7.13%	Added +65.8k	+65,821 162.5%
4	AMERICAN EXPRESS CO COM AXP	AXP	17,231	$5.2m5.28%	5.28%	Added +6.2k	+6,231 56.6%
5	SPDR GOLD TR GOLD SHS GLD	GLD	9,963	$4.3m4.34%	4.34%	Added +6.9k	+6,933 228.8%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,506	$3.9m3.93%	3.93%	New
7	MASTERCARD INCORPORATED CL A MA	MA	7,335	$3.7m3.71%	3.71%	Added +4.0k	+3,955 117.0%
8	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	5	$3.6m3.63%	3.63%	Unchanged
9	SPDR SER TR S&P BIOTECH XBI	XBI	26,502	$3.4m3.43%	3.43%	New
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,992	$3.4m3.39%	3.39%	Added +4.5k	+4,492 179.7%
11	INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV PKW	PKW	25,000	$3.3m3.32%	3.32%	Unchanged
12	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	8,214	$3.1m3.19%	3.19%	Unchanged
13	AMAZON COM INC COM AMZN	AMZN	15,093	$3.1m3.18%	3.18%	Added +9.1k	+9,093 151.6%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,241	$2.6m2.61%	2.61%	Added +3.6k	+3,641 227.6%
15	ARGAN INC COM AGX	AGX	4,393	$2.4m2.42%	2.42%	New
16	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	50,000	$2.4m2.42%	2.42%	Unchanged
17	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	30,000	$2.4m2.41%	2.41%	Unchanged
18	NVIDIA CORPORATION COM NVDA	NVDA	12,118	$2.1m2.14%	2.14%	Reduced -34.5k	-34,510 -74.0%
19	META PLATFORMS INC CL A META	META	3,491	$2.0m2.02%	2.02%	New
20	ISHARES SILVER TR ISHARES SLV	SLV	29,018	$2.0m2.00%	2.00%	New
21	CISCO SYS INC COM CSCO	CSCO	25,000	$1.9m1.96%	1.96%	Unchanged
22	ISHARES TR 7-10 YR TRSY BD IEF	IEF	20,034	$1.9m1.94%	1.94%	Unchanged
23	VERTIV HOLDINGS CO COM CL A VRT	VRT	7,590	$1.9m1.93%	1.93%	Reduced -1.1k	-1,060 -12.2%
24	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,000	$1.8m1.81%	1.81%	Unchanged
25	LUMENTUM HLDGS INC COM LITE	LITE	2,547	$1.8m1.81%	1.81%	New
26	UNION PAC CORP COM UNP	UNP	5,800	$1.4m1.42%	1.42%	Unchanged
27	VISA INC COM CL A V	V	4,300	$1.3m1.32%	1.32%	Unchanged
28	ISHARES TR U.S. MED DVC ETF IHI	IHI	23,063	$1.2m1.25%	1.25%	Unchanged
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,000	$1.2m1.24%	1.24%	New
30	ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS PPLT	PPLT	6,757	$1.2m1.22%	1.22%	New
31	ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM PALL	PALL	8,461	$1.1m1.15%	1.15%	New
32	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,900	$930.3k0.94%	0.94%	Unchanged
33	ISHARES TR 20 YR TR BD ETF TLT	TLT	10,387	$900.4k0.91%	0.91%	Unchanged
34	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	19,500	$749.2k0.76%	0.76%	Reduced -43.0k	-43,000 -68.8%
35	ABBVIE INC COM ABBV	ABBV	3,300	$717.7k0.73%	0.73%	Unchanged
36	JOHNSON & JOHNSON COM JNJ	JNJ	2,500	$611.1k0.62%	0.62%	Unchanged
37	ISHARES TR MSCI USA MIN VOL USMV	USMV	3,605	$334.3k0.34%	0.34%	Unchanged
38	ISHARES ETHEREUM TR SHS ETHA	ETHA	20,000	$316.6k0.32%	0.32%	Reduced -50.0k	-50,000 -71.4%
39	AGNICO EAGLE MINES LTD COM AEM	AEM	1,190	$241.5k0.24%	0.24%	Unchanged
40	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	15,425	$173.2k0.18%	0.18%	Unchanged
41	MAIN STR CAP CORP COM MAIN	MAIN	3,000	$158.9k0.16%	0.16%	Unchanged
42	WESTERN ASSET EMERGING MKTS COM XEMDX	XEMDX	12,000	$117.8k0.12%	0.12%	Unchanged
43	ARES CAPITAL CORP COM ARCC	ARCC	6,000	$108.1k0.11%	0.11%	Unchanged
44	VERALTO CORP COM SHS VLTO	VLTO	1,066	$94.3k0.10%	0.10%	Unchanged
45	ALTRIA GROUP INC COM MO	MO	1,400	$92.4k0.09%	0.09%	Unchanged
46	FRANCO NEV CORP COM FNV	FNV	329	$81.3k0.08%	0.08%	Unchanged
47	ROYAL GOLD INC COM RGLD	RGLD	308	$78.4k0.08%	0.08%	Unchanged
48	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	7,000	$77.4k0.08%	0.08%	Unchanged
49	SIXTH STREET SPECIALTY LENDI COM TSLX	TSLX	4,000	$73.5k0.07%	0.07%	Unchanged
50	SEABRIDGE GOLD INC COM COM		2,343	$66.4k0.07%	0.07%	Unchanged
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	100	$65.0k0.07%	0.07%	Unchanged
52	BLACKSTONE SECD LENDING FD COMMON STOCK BXSL	BXSL	2,000	$47.4k0.05%	0.05%	Unchanged
53	GOLUB CAP BDC INC COM GBDC	GBDC	2,800	$35.4k0.04%	0.04%	Unchanged
54	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	33	$3.5k0.00%	0.00%	Unchanged
55	TENAX THERAPEUTICS INC COM NEW TENX	TENX	1	$160.00%	0.00%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	9,000	$4.0m9.0k shares
SELECT SECTOR SPDR TR XLV	XLV	21,970	$3.4m22.0k shares
CELESTICA INC CLS	CLS	7,193	$2.1m7.2k shares
BITMINE IMMERSION TECNOLOGIE BMNR	BMNR	40,100	$1.1m40.1k shares
COINBASE GLOBAL INC COIN	COIN	1,000	$226.1k1.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES ETHEREUM TR ETHA · Put	ETHA	Put	20,000	$239.0k20.0k shares	Added
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	6,000	$207.6k6.0k shares	New