Titiun Yejiel
PUNTA DEL ESTE, X3 · CIK 2118914 · 13F filing filed 2026-08-06
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.
$115.0m
reported value
+16.4% vs Q1 2026
39positions
52.7%in top 10
5 new
1 added
1 reduced
21 sold out
vs Q1 2026
Options: 0 call positions (— notional), 1 put positions ($217.3k notional) – listed below, not included above.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| APPLE INC AAPL | $9.3m8.08% | Unchanged |
| MICROSOFT CORP MSFT | $8.0m6.94% | Unchanged |
| BERKLEY W R CORP WRB | $7.5m6.52% | Unchanged |
| ADVANCED MICRO DEVICES INC AMD | $7.2m6.26% | Added +6.4k |
| AMERICAN EXPRESS CO AXP | $5.8m5.07% | Unchanged |
| VANECK ETF TRUST SMH | $5.4m4.69% | Unchanged |
| MICRON TECHNOLOGY INC MU | $4.9m4.30% | New |
| ALPHABET INC GOOGL | $4.8m4.20% | Unchanged |
| SPDR SER TR XBI | $3.9m3.38% | Reduced -2.0k |
| MASTERCARD INCORPORATED MA | $3.8m3.28% | Unchanged |
| BERKSHIRE HATHAWAY INC DEL BRK.A | $3.7m3.26% | Unchanged |
| SPDR GOLD TR GLD | $3.7m3.19% | Unchanged |
| AMAZON COM INC AMZN | $3.6m3.13% | Unchanged |
| INVESCO EXCHANGE TRADED FD T PKW | $3.5m3.08% | Unchanged |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $3.5m3.04% | Unchanged |
| WESTERN DIGITAL CORP WDC | $3.5m3.03% | New |
| CISCO SYS INC CSCO | $2.9m2.55% | Unchanged |
| THERMO FISHER SCIENTIFIC INC TMO | $2.6m2.29% | Unchanged |
| NVIDIA CORPORATION NVDA | $2.4m2.11% | Unchanged |
| VANGUARD SCOTTSDALE FDS VCSH | $2.4m2.06% | Unchanged |
| TESLA INC TSLA | $2.2m1.90% | New |
| VANGUARD INDEX FDS VOO | $2.1m1.79% | Unchanged |
| SPROTT ASSET MANAGEMENT LP CEF | $2.0m1.75% | Unchanged |
| META PLATFORMS INC META | $2.0m1.71% | Unchanged |
| ISHARES TR IEF | $1.9m1.65% | Unchanged |
| UNION PAC CORP UNP | $1.6m1.37% | Unchanged |
| ISHARES SILVER TR SLV | $1.6m1.35% | Unchanged |
| VISA INC V | $1.5m1.28% | Unchanged |
| ISHARES TR IHI | $1.1m0.99% | Unchanged |
| VANGUARD INDEX FDS VTI | $1.1m0.93% | Unchanged |
| ALPS ETF TR AMLP | $954.8k0.83% | New |
| ABRDN PALLADIUM ETF TRUST PALL | $934.1k0.81% | Unchanged |
| ISHARES TR TLT | $897.6k0.78% | Unchanged |
| ABBVIE INC ABBV | $830.4k0.72% | Unchanged |
| JOHNSON & JOHNSON JNJ | $634.9k0.55% | Unchanged |
| ISHARES BITCOIN TRUST SHS BEN INT | $632.5k0.55% | New |
| ISHARES TR USMV | $347.7k0.30% | Unchanged |
| NUVEEN AMT FREE QLTY MUN INC XNEAX | $181.1k0.16% | Unchanged |
| WESTERN ASSET EMERGING MKTS XEMDX | $128.9k0.11% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ARGAN INC AGX | $2.4m4.4k shares |
| VERTIV HOLDINGS CO VRT | $1.9m7.6k shares |
| LUMENTUM HLDGS INC LITE | $1.8m2.5k shares |
| ABRDN PLATINUM ETF TRUST PPLT | $1.2m67.6k shares |
| ISHARES BITCOIN TRUST ETF IBIT | $749.2k19.5k shares |
| ISHARES ETHEREUM TR ETHA | $316.6k20.0k shares |
| AGNICO EAGLE MINES LTD AEM | $241.5k1.2k shares |
| MAIN STR CAP CORP MAIN | $158.9k3.0k shares |
| ARES CAPITAL CORP ARCC | $108.1k6.0k shares |
| VERALTO CORP VLTO | $94.3k1.1k shares |
| ALTRIA GROUP INC MO | $92.4k1.4k shares |
| FRANCO NEV CORP FNV | $81.3k329 shares |
| ROYAL GOLD INC RGLD | $78.4k308 shares |
| BLUE OWL CAPITAL CORPORATION OBDC | $77.4k7.0k shares |
| SIXTH STREET SPECIALTY LENDI TSLX | $73.5k4.0k shares |
| SEABRIDGE GOLD INC | $66.4k2.3k shares |
| SPDR S&P 500 ETF TR SPY | $65.0k100 shares |
| BLACKSTONE SECD LENDING FD BXSL | $47.4k2.0k shares |
| GOLUB CAP BDC INC GBDC | $35.4k2.8k shares |
| CORE NATURAL RESOURCES INC CNR | $3.5k33 shares |
| TENAX THERAPEUTICS INC TENX | $161 shares |
Options (notional value)
| Underlying | Notional | Change |
|---|---|---|
| MICRON TECHNOLOGY INC MU · Put | $217.3k1.0k shares | New |