Tran Capital Management
Tran Capital Management Multi-Cap Growth
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 8 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 exposed to AI data center workloads, with its new AGI CPU seen as an inflection point for growth.
- Palo Alto NetworksJun 2026Palo Alto Networks is benefiting from secular cybersecurity demand and its platformization strategy, positioning it to gain share over time.
- Taiwan Semiconductor Manufacturing CompanyJun 2026Taiwan Semiconductor Manufacturing Company is central to AI chip production, with unmatched scale, strong demand, rising margins, and durable growth potential.