Tran Capital Management, L.P. - Q22026 Holdings

Tran Capital Management, L.P. holds 66 stocks with a total portfolio value of $ 868.69M as of Q22026. In Q22026, Tran Capital Management, L.P. added 7 new positions, increased stakes in 12 stocks, reduced 34 holdings, and fully exited 12 positions. The largest holding is Arm Holdings PLC Sponsored Adr (ARM), representing 9.86% of the total portfolio.