Tran Capital Management
Tran Capital Management Midcap Equity Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Tran Capital Management for every strategy.
Also held
Its investment theses
- Arm HoldingsJun 2026Arm Holdings powers most mobile devices and is increasingly leveraged for AI data center workloads, with its new Arm AGI CPU seen as an inflection point in its growth.
- Palo Alto NetworksJun 2026Palo Alto Networks benefits from growing cybersecurity demand, a successful platformization strategy, and strong positioning to win in AI-driven security.
- Bloom EnergyJun 2026Bloom Energy provides on-site solid oxide fuel cells that solve AI power bottlenecks, with improving economics, Oracle validation, and rapid revenue growth.
- TSMCJun 2026TSMC is expected to benefit from rising data center compute demand for AI training and inference.