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Titan Investment Management LLC

SEC Form 13F institutional filer · CIK 0002112547

13F-HR · 29 reported holdings · 2026-03-31

Reported long-US-equity value

$0.09B

Top-10 concentration

61.2%

Titan Investment Management LLC — $89.4M AUM allocation strategy

Titan Investment Management LLC files SEC Form 13F and reports $89.4M of long US equity value across 29 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 35.2%, followed by Industrials 13.1% and Communication Services 12.7%.

The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Titan Investment Management LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$89.4M

total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

61% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$CLX$MS$GOOG

+$CLX +10K sh · +$1.08M+$MS +8.85K sh · +$1.39M+$GOOG +6.29K sh · +$1.42M

Biggest trims (shares)

$FITB$PLTR$MCK

−$FITB −8.98K sh · −$438K−$PLTR −5.14K sh · −$1.1M−$MCK −1.23K sh · −$867K

Added from nil (new positions)

$VRSK$HSY$CL$APO

4 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$KLAC$ABNB$VZ$PAYX

$KLAC ($3.64M last qtr)$ABNB ($2.67M last qtr)$VZ ($2.13M last qtr)$PAYX ($1.65M last qtr)

Sector allocation (share of reported value)

Information Technology 35%Industrials 13%Communication Services 13%Financials 8%Consumer Staples 7%Health Care 5%Consumer Discretionary 5%Other holdings 14%SECTORS
  • $XLKInformation Technology35.2%
  • $XLIIndustrials13.1%
  • $XLCCommunication Services12.7%
  • $XLFFinancials7.8%
  • $XLPConsumer Staples7.4%
  • $XLVHealth Care5.4%
  • $XLYConsumer Discretionary4.8%
  • Other holdings13.5%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 17%Interactive Media & Services 13%Systems Software 8%Technology Hardware, Storage & Peripherals 6%Electronic Manufacturing Services 4%Electrical Components & Equipment 4%Construction & Engineering 3%Aerospace & Defense 3%Other holdings 42%INDUSTRIES
  • Semiconductors17.5%
  • Interactive Media & Services12.7%
  • Systems Software7.8%
  • Technology Hardware, Storage & Peripherals5.7%
  • Electronic Manufacturing Services4.2%
  • Electrical Components & Equipment3.5%
  • Construction & Engineering3.5%
  • Aerospace & Defense3.3%
  • Other holdings41.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation89.5K$15.6M+4.23K17.5%
$MSFTMicrosoft Corporation18.8K$6.97M+5297.8%
$GOOGAlphabet Inc. Class C Capital Stock21.6K$6.23M+6.29K7.0%
$METAMeta Platforms Inc8.94K$5.12M+2.33K5.7%
$DELLDell Technologies Inc31.1K$5.1M+5.36K5.7%
$JBLJabil Inc14.3K$3.8M+1.07K4.3%
$VRTVertiv Holdings LLC12.7K$3.18M+2783.6%
$PWRQuanta Services Inc5.65K$3.1M+6043.5%
$LMTLockheed Martin Corporation4.87K$2.94M+1543.3%
$MCKMcKesson Corporation3.07K$2.65M-1.23K3.0%

…and 19 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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