account_balance
Investment manager · 13F filer · SEC CIK 2118914
Titiun Yejiel
Reported value$123Mas of Sep 30, 2026
Positions42 7 new, 4 sold out
Top 10 weight51.8%MSFT alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
11.1%Added +25%
AAPLApple Inc.
8.7%
WRBW. R. Berkley Corp
5.8%
TSLATesla, Inc.
4.4%Added +192%
AXPAmerican Express Co
4.2%
SMHVaneck Semiconductor ETF
4.1%
GOOGLAlphabet Inc.
3.8%
PLTRPalantir Technologies Inc.
3.4%New
MAMastercard Inc
3.3%
GLDSPDR Gold Trust
3.1%
AMZNAmazon.com Inc
3.0%
XOPSPDR S&P Oil & Gas Exploration & Production ETF
3.0%New
MSFTMicrosoft Corp
11.1%Added +25%
AAPLApple Inc.
8.7%
WRBW. R. Berkley Corp
5.8%
TSLATesla, Inc.
4.4%+192%
AXPAmerican Express Co
4.2%
SMHVaneck Semiconductor ETF
4.1%
GOOGLAlphabet Inc.
3.8%
PLTRPalantir Technologies Inc.
3.4%
MAMastercard Inc
3.3%
GLD3.1%AMZN3.0%XOP3.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 11.1% Added +25%AAPL Apple Inc. 8.7% HeldWRB W. R. Berkley Corp 5.8% HeldTSLA Tesla, Inc. 4.4% Added +192%AXP American Express Co 4.2% Held
SMH Vaneck Semiconductor ETF 4.1% Held
GOOGL Alphabet Inc. 3.8% HeldPLTR Palantir Technologies Inc. 3.4% NewMA Mastercard Inc 3.3% HeldGLD SPDR Gold Trust 3.1% HeldAMZN Amazon.com Inc 3.0% HeldXOP SPDR S&P Oil & Gas Exploration & Production ETF 3.0% New
What changed
Biggest moves since Jun 30, 2026
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