Tran Capital Management, L.P. - Q32026 Holdings

Tran Capital Management, L.P. holds 67 stocks with a total portfolio value of $ 872.86M as of Q32026. In Q32026, Tran Capital Management, L.P. added 6 new positions, increased stakes in 8 stocks, reduced 37 holdings, and fully exited 5 positions. The largest holding is Arm Holdings PLC Sponsored Adr (ARM), representing 7.87% of the total portfolio.