Tran Capital Management, L.P. Purchases and Sells in Q3 2025

Tran Capital Management, L.P.

$707 Million
Q3 2025

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MKL	8.03K + 2961.99%	$1898.34 - $2031.8 $15.2M - $16.3M	8.3K $15.9M
BLDR	98.8K + 2930.38%	$116.91 - $149.21 $11.5M - $14.7M	102K $12.4M
FICO	5.73K + 54.63%	$1311.26 - $1869.83 $7.51M - $10.7M	16.2K $24.3M
THC	1.03K + 2.92%	$148.38 - $203.04 $153K - $210K	36.5K $7.41M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATI	289K New	$71.34 - $95.52 $20.6M - $27.6M	289K $23.5M
SPSC	148K New	$103.88 - $142.5 $15.3M - $21M	148K $15.4M
ELF	56.1K New	$99.92 - $146.67 $5.61M - $8.23M	56.1K $7.44M
AVTR	55.4K New	$11.18 - $14.21 $619K - $787K	55.4K $691K
SGOV	2.5K New	$100.37 - $100.74 $251K - $252K	2.5K $251K
QXO INC	36K New	N/A	36K $0

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMUS	-98.6K - 90.39%	$226.02 - $259.01 $22.3M - $25.5M	10.5K $2.51M
SHW	-26.2K - 82.54%	$330.88 - $375.23 $8.68M - $9.85M	5.55K $1.92M
META	-9.64K - 15.85%	$695.21 - $791.73 $6.7M - $7.64M	51.2K $37.6M
INTU	-3.12K - 7.59%	$646.03 - $807.39 $2.02M - $2.52M	38K $25.9M
CRM	-12.5K - 13.52%	$231.66 - $273.65 $2.89M - $3.41M	79.7K $18.9M
PGR	-16.4K - 36.99%	$238.61 - $264.3 $3.91M - $4.33M	27.9K $6.9M

Activity Summary All Purchases 10 New Holdings 6 Increased Positions 4 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tran Capital Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Tran Capital Management, L.P. with notifications on news.