# EDGAR Filing Document

**Accession Number:** 0001845930
**File Stem:** 0001062993-26-000729
**Filing Date:** 2026-2
**Character Count:** 9403
**Document Hash:** 7988322e01ceeee7f957b00775d0bb72
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-26-000729.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001062993-26-000729

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
- **CENTRAL INDEX KEY:** 0001845930

**ORGANIZATION NAME:**
- **EIN:** 821290059
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20950
- **FILM NUMBER:** 26614097

**BUSINESS ADDRESS:**
- **STREET 1:** 508 LAGUARDIA PLACE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10012
- **BUSINESS PHONE:** 6468639446

**MAIL ADDRESS:**
- **STREET 1:** 508 LAGUARDIA PLACE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10012

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TITAN GLOBAL CAPITAL MANAGEMENT USA LLC<br>**Address:** 508 LAGUARDIA PLACE<br>NEW YORK, NY 10012

**Form 13F File Number:** 028-20950

**CRD Number (if applicable):** 000290111

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Niki Dillman<br>**Title:** Senior Compliance Manager<br>**Phone:** (973) 490-4042

**Signature, Place, and Date of Signing:**

Niki Dillman  Lexington, KY  02-09-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 57

**Form 13F Information Table Value Total:** $698297831

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AEVA TECHNOLOGIES INC | COM NEW | 00835Q202 |  | 1087409 | 81887 | SH |  | SOLE |  | 81887 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 31497994 | 100376 | SH |  | SOLE |  | 100376 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 27081949 | 117330 | SH |  | SOLE |  | 117330 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1790564 | 6603 | SH |  | SOLE |  | 6603 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 926445 | 866 | SH |  | SOLE |  | 866 | 0 | 0 |
| BANCO MACRO SA | SPON ADR B | 05961W105 |  | 1134735 | 12586 | SH |  | SOLE |  | 12586 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 19328938 | 55848 | SH |  | SOLE |  | 55848 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 3294590 | 36011 | SH |  | SOLE |  | 36011 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 4221801 | 57339 | SH |  | SOLE |  | 57339 | 0 | 0 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 3906406 | 12408 | SH |  | SOLE |  | 12408 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 39189246 | 167569 | SH |  | SOLE |  | 167569 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 5011104 | 1883895 | SH |  | SOLE |  | 1883895 | 0 | 0 |
| ELASTIC N V | ORD SHS | N14506104 |  | 1050743 | 13929 | SH |  | SOLE |  | 13929 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 |  | 13512807 | 7993 | SH |  | SOLE |  | 7993 | 0 | 0 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 |  | 4496118 | 2095 | SH |  | SOLE |  | 2095 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 8389201 | 27235 | SH |  | SOLE |  | 27235 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 1171220 | 11719 | SH |  | SOLE |  | 11719 | 0 | 0 |
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | 40054A108 |  | 1081754 | 91523 | SH |  | SOLE |  | 91523 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 30822871 | 620804 | SH |  | SOLE |  | 620804 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 65276338 | 95302 | SH |  | SOLE |  | 95302 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 11412740 | 94964 | SH |  | SOLE |  | 94964 | 0 | 0 |
| ISHARES ETHEREUM TR | SHS | 46438R105 |  | 27588566 | 1229988 | SH |  | SOLE |  | 1229988 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1298995 | 13492 | SH |  | SOLE |  | 13492 | 0 | 0 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 |  | 1985139 | 24587 | SH |  | SOLE |  | 24587 | 0 | 0 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 |  | 2069003 | 60765 | SH |  | SOLE |  | 60765 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 28201082 | 49400 | SH |  | SOLE |  | 49400 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 2028099 | 1007 | SH |  | SOLE |  | 1007 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 26490394 | 40132 | SH |  | SOLE |  | 40132 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 27319276 | 95720 | SH |  | SOLE |  | 95720 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 31600462 | 65342 | SH |  | SOLE |  | 65342 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 5658117 | 11076 | SH |  | SOLE |  | 11076 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 4602818 | 500313 | SH |  | SOLE |  | 500313 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 2610175 | 155927 | SH |  | SOLE |  | 155927 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 37466370 | 200893 | SH |  | SOLE |  | 200893 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 2702726 | 31257 | SH |  | SOLE |  | 31257 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 631641 | 3241 | SH |  | SOLE |  | 3241 | 0 | 0 |
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 |  | 1132172 | 12792 | SH |  | SOLE |  | 12792 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 7558874 | 41216 | SH |  | SOLE |  | 41216 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 30061239 | 57524 | SH |  | SOLE |  | 57524 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 28170955 | 281964 | SH |  | SOLE |  | 281964 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 15871603 | 103608 | SH |  | SOLE |  | 103608 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4643445 | 11717 | SH |  | SOLE |  | 11717 | 0 | 0 |
| SPROTT FDS TR | URANIUM MINERS E | 85208P303 |  | 1439122 | 26219 | SH |  | SOLE |  | 26219 | 0 | 0 |
| SS TECHNOLOGIES HLDGS INC | COM | 78467J100 |  | 3331937 | 38115 | SH |  | SOLE |  | 38115 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 16767133 | 28936 | SH |  | SOLE |  | 28936 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 27865081 | 20954 | SH |  | SOLE |  | 20954 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 21626920 | 264680 | SH |  | SOLE |  | 264680 | 0 | 0 |
| URANIUM ENERGY CORP | COM | 916896103 |  | 33589349 | 2875810 | SH |  | SOLE |  | 2875810 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 1946469 | 22695 | SH |  | SOLE |  | 22695 | 0 | 0 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 4748107 | 41731 | SH |  | SOLE |  | 41731 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9883718 | 183850 | SH |  | SOLE |  | 183850 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2615373 | 31229 | SH |  | SOLE |  | 31229 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 2887873 | 58388 | SH |  | SOLE |  | 58388 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 489913 | 9742 | SH |  | SOLE |  | 9742 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 2493333 | 7110 | SH |  | SOLE |  | 7110 | 0 | 0 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 |  | 2393803 | 49195 | SH |  | SOLE |  | 49195 | 0 | 0 |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 |  | 843576 | 23330 | SH |  | SOLE |  | 23330 | 0 | 0 |

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