Tran Capital Management
$869M 13F equity value
78 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tran Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ARM | ARM HOLDINGS PLC SPONSORED ADR | 241,540 | $86M | 9.9% |
| PANW | PALO ALTO NETWORKS INC | 203,058 | $69M | 8.0% |
| NVDA | NVIDIA CORP | 291,411 | $58M | 6.7% |
| AMZN | AMAZON COM INC | 175,984 | $42M | 4.8% |
| GOOGL | ALPHABET INC CAP STK CL A | 107,489 | $38M | 4.4% |
| FERG | FERGUSON ENTERPRISES INC COM | 160,769 | $38M | 4.4% |
| GEV | GE VERNOVA LLC | 30,201 | $35M | 4.1% |
| DHR | DANAHER CORP DEL | 186,081 | $35M | 4.1% |
| MSFT | MICROSOFT CORP | 92,904 | $35M | 4.0% |
| TLN | TALEN ENERGY CORP | 89,430 | $34M | 4.0% |
Track Tran Capital Management's 13F portfolio: $869M in reported holdings, 78 positions. Top holdings and quarterly changes on SentiSense.
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