Tran Capital Management, L.P. - Q42025 Holdings

Tran Capital Management, L.P. holds 73 stocks with a total portfolio value of $ 834.85M as of Q42025. In Q42025, Tran Capital Management, L.P. added 7 new positions, increased stakes in 18 stocks, reduced 26 holdings, and fully exited 5 positions. The largest holding is Nvidia Corp (NVDA), representing 7.30% of the total portfolio.