Stock Taper 
TRAN CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Redwood Trust, Inc. | RWT | 628.27K | $2.98M |
 QXO, Inc. | QXO | 386.21K | $6.67M |
 International Flavors & Fragrances Inc. | IFF | 327.39K | $25.94M |
 NVIDIA Corporation | NVDA | 291.41K | $58.31M |
 Arm Holdings plc American Depositary Shares | ARM | 241.54K | $85.64M |
 Netflix, Inc. | NFLX | 221.96K | $15.85M |
 Palo Alto Networks, Inc. | PANW | 203.06K | $69.25M |
 Phillips 66 | PSX | 189.1K | $31.97M |
 Danaher Corporation | DHR | 186.08K | $35.44M |
 Amazon.com, Inc. | AMZN | 175.98K | $41.94M |
 Ferguson plc | FERG | 160.77K | $38.16M |
 Crocs, Inc. | CROX | 158.88K | $19.17M |
 Alcon Inc. | ALC | 147.63K | $9.91M |
 CF Industries Holdings, Inc. | CF | 123.49K | $13.37M |
 Alphabet Inc. | GOOGL | 107.49K | $38.41M |
 Microsoft Corporation | MSFT | 92.9K | $34.66M |
 ATI Inc. | ATI | 89.99K | $17.74M |
 Talen Energy Corporation | TLN | 89.43K | $34.36M |
 BWX Technologies, Inc. | BWXT | 78.53K | $15.29M |
 Tyler Technologies, Inc. | TYL | 77.44K | $22.65M |