Tran Capital Management
Tran Capital Management Partners Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 3 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+14.2%
- 1Y+20.2%index +22.3%
- 3Y · /yr+18.1%index +20.6%
- 5Y · /yr+7.4%index +13.4%
Index: S&P 500® Index
| YTD | 1Y | 3Yper year | 5Yper year | |
|---|---|---|---|---|
| Tran Capital Management Partners Strategy | +14.2% | +20.2% | +18.1% | +7.4% |
| S&P 500® Index | — | +22.3% | +20.6% | +13.4% |
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 →What it bought and sold
When markets sold off earlier this year, we held conviction in our portfolio companies and selectively added to our positions.
Also held
Its investment theses
- Palo Alto NetworksJun 2026Palo Alto Networks sells cybersecurity platforms and is viewed as a long-term share gainer thanks to platformization and secular security demand.
- Talen EnergyJun 2026Talen Energy owns nuclear power assets and is positioned to benefit from rising AI-driven demand for reliable carbon-free electricity.