Tran Capital Management, L.P. - Q12026 Holdings

Tran Capital Management, L.P. holds 71 stocks with a total portfolio value of $ 728.33M as of Q12026. In Q12026, Tran Capital Management, L.P. added 8 new positions, increased stakes in 16 stocks, reduced 24 holdings, and fully exited 10 positions. The largest holding is Nvidia Corp (NVDA), representing 6.33% of the total portfolio.