TRAN CAPITAL MANAGEMENT, L.P.

Position in NVDA — Nvidia Corp

CIK 1009262 SAN RAFAEL, CA

Position in NVDA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$58,308,426

+$12,198,985 QoQ

Shares Held

291,411

+10.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.82%

of 13F equity value

Holder Rank

#1,050

of 5,893 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Technology · as of Jun 30, 2026

TRAN CAPITAL MANAGEMENT, L.P. holds $193,172,249 across 6 Semiconductors names. NVDA ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARM	Arm Holdings PLC /Uk	241,540	$85,642,837
2	NVDA	Nvidia Corp This page	291,411	$58,308,426
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	68,614	$32,767,987
4	MU	Micron Technology Inc	12,221	$14,106,578
5	AMD	Advanced Micro Devices Inc	3,013	$1,750,281
6	TXN	Texas Instruments Inc	2,000	$596,140

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,308,426	291,411	+10.2%	Shares	Sole	2026-07-15
2026-03-31	$46,109,441	264,389	-19.1%	Shares	Sole	2026-04-14
2025-12-31	$60,953,235	326,827	-8.6%	Shares	Sole	2026-01-20
2025-09-30	$66,736,680	357,684	-6.7%	Shares	Sole	2025-10-23
2025-06-30	$60,556,145	383,291	-2.2%	Shares	Sole	2025-07-14
2025-03-31	$42,460,574	391,775	-8.2%	Shares	Sole	2025-04-15
2024-12-31	$57,325,715	426,880	-4.6%	Shares	Sole	2025-01-21
2024-09-30	$54,315,861	447,265	-1.2%	Shares	Sole	2024-10-15
2024-06-30	$55,918,280	452,633	+130.1%	Shares	Sole	2024-07-17
2022-03-31	$53,676,746	196,719	+6.6%	Shares	Sole	2022-04-28
2021-12-31	$54,262,412	184,497	-2.2%	Shares	Sole	2022-01-25
2021-09-30	$39,079,905	188,646	+296.3%	Shares	Sole	2021-10-18
2021-06-30	$38,087,160	47,603	-8.1%	Shares	Sole	2021-07-16
2021-03-31	$27,649,134	51,784	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.