TRAN CAPITAL MANAGEMENT, L.P. - Portfolio Stock Holdings

TRAN CAPITAL MANAGEMENT, L.P. disclosed 78 stock positions in a recent SEC 13F filing. $868,694,034 of stock holdings were filed, with the largest holdings including ARM, PANW, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $890,294,385 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.