TRAN CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 358K | $66.74M |
 | ATI | 289K | $23.54M |
 | AMZN | 272K | $59.70M |
 | CSGP | 266K | $22.41M |
 | DHR | 180K | $35.65M |
 | PANW | 175K | $35.69M |
 | FERG | 169K | $37.95M |
 | TLN | 162K | $68.83M |
 | SCHW | 161K | $15.40M |
 | SPSC | 148K | $15.37M |
 | NKE | 126K | $8.81M |
 | MSFT | 124K | $64.35M |
 | TSM | 124K | $34.55M |
 | BLDR | 102K | $12.39M |
 | GOOGL | 91K | $22.21M |
 | VEEV | 83K | $24.74M |
 | CRM | 80K | $18.88M |
 | AER | 75K | $9.13M |
 | COF | 57K | $12.18M |
 | ELF | 56K | $7.44M |
NVIDIA Corporation
NVDA
Shares Held
358K
Value
$66.74M
ATI Inc.
ATI
Shares Held
289K
Value
$23.54M
Amazon.com, Inc.
AMZN
Shares Held
272K
Value
$59.70M
CoStar Group, Inc.
CSGP
Shares Held
266K
Value
$22.41M
Danaher Corporation
DHR
Shares Held
180K
Value
$35.65M
Palo Alto Networks, Inc.
PANW
Shares Held
175K
Value
$35.69M
Ferguson plc
FERG
Shares Held
169K
Value
$37.95M
Talen Energy Corporation
TLN
Shares Held
162K
Value
$68.83M
The Charles Schwab Corporation
SCHW
Shares Held
161K
Value
$15.40M
SPS Commerce, Inc.
SPSC
Shares Held
148K
Value
$15.37M
NIKE, Inc.
NKE
Shares Held
126K
Value
$8.81M
Microsoft Corporation
MSFT
Shares Held
124K
Value
$64.35M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
124K
Value
$34.55M
Builders FirstSource, Inc.
BLDR
Shares Held
102K
Value
$12.39M
Alphabet Inc.
GOOGL
Shares Held
91K
Value
$22.21M
Veeva Systems Inc.
VEEV
Shares Held
83K
Value
$24.74M
Salesforce, Inc.
CRM
Shares Held
80K
Value
$18.88M
AerCap Holdings N.V.
AER
Shares Held
75K
Value
$9.13M
Capital One Financial Corporation
COF
Shares Held
57K
Value
$12.18M
e.l.f. Beauty, Inc.
ELF
Shares Held
56K
Value
$7.44M