Tran Capital Management
Tran Capital Management Multi-Cap Growth
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 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.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD+10.5%index +10.2%
- 1Y+14.9%index +22.3%
- 3Y · /yr+16.8%index +20.6%
- 5Y · /yr+6.1%index +13.4%
- 10Y · /yr+11.6%index +15.5%
Index: S&P 500 Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | |
|---|---|---|---|---|---|
| Tran Capital Management Multi-Cap Growth | +10.5% | +14.9% | +16.8% | +6.1% | +11.6% |
| S&P 500 Index | +10.2% | +22.3% | +20.6% | +13.4% | +15.5% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →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.
- 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.