Tran Capital Management, L.P. Portfolio Holdings
Tran Capital Management, L.P.
- $897 Million
- Q1 2024
Tran Capital Management, L.P. has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $897 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.9M, Amazon Com Inc with a value of $65.6M, Aer Cap Holdings N.V. with a value of $56.1M, Ferguson PLC with a value of $53.6M, and Danaher Corp with a value of $51.5M.
Examining the 13F form we can see an increase of $40.4M in the current position value, from $857M to 897M.
Below you can find more details about Tran Capital Management, L.P. portfolio as well as his latest detailed transactions.