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

TRAN CAPITAL MANAGEMENT, L.P. disclosed 72 stock positions in a recent SEC 13F filing. $872,855,452 of stock holdings were filed, with the largest holdings including ARM, NVDA, and PANW. This filing represented positions held on Sept. 30, 2026, and was filed today.

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.