Stock Taper 
TRAN CAPITAL MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Bio-Techne Corporation | TECH | 4K | $282.6K |
 Bloom Energy Corporation | BE | 3.38K | $1.02M |
 Tesla, Inc. | TSLA | 3.03K | $1.27M |
 Advanced Micro Devices, Inc. | AMD | 3.01K | $1.75M |
 Air Products and Chemicals, Inc. | APD | 2.34K | $686.92K |
 T-Mobile US, Inc. | TMUS | 2.25K | $377.06K |
 Texas Instruments Incorporated | TXN | 2K | $596.14K |
 Vertiv Holdings Co | VRT | 1.63K | $546.43K |
 Fair Isaac Corporation | FICO | 1.23K | $1.47M |
 The Sherwin-Williams Company | SHW | 806 | $277.52K |
 JPMorgan Chase & Co. | JPM | 764 | $250.07K |
 Berkshire Hathaway Inc. | BRK-B | 500 | $250.19K |
 Axon Enterprise, Inc. | AXON | 433 | $242.74K |
 Eli Lilly and Company | LLY | 230 | $275.87K |