TRAN CAPITAL MANAGEMENT, L.P.: 13F holdings
CIK 10092622026Q2
| Positions | 66 |
|---|---|
| Reported value | $868.7m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ARM ARM HOLDINGS PLC SPONSORED ADR | 241,540 | $85.6m | 9.9% |
| PANW PALO ALTO NETWORKS INC | 203,058 | $69.2m | 8.0% |
| NVDA NVIDIA CORP | 291,411 | $58.3m | 6.7% |
| AMZN AMAZON COM INC | 175,984 | $41.9m | 4.8% |
| GOOGL ALPHABET INC CAP STK CL A | 107,489 | $38.4m | 4.4% |
| FERG FERGUSON ENTERPRISES INC COM | 160,769 | $38.2m | 4.4% |
| GEV GE VERNOVA LLC | 30,201 | $35.5m | 4.1% |
| DHR DANAHER CORP DEL | 186,081 | $35.4m | 4.1% |
| MSFT MICROSOFT CORP | 92,904 | $34.7m | 4.0% |
| TLN TALEN ENERGY CORP | 89,430 | $34.4m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1009262")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.