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TRAN CAPITAL MANAGEMENT, L.P. → MSFT

TRAN CAPITAL MANAGEMENT, L.P. MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$46.8M
Q3 2026
Peak value
$64.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$64.4M
Q4 2025$58.1M
Q1 2026$34.8M
Q2 2026$34.7M
Q3 2026$46.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$46.8M91.3K——
Q2 2026$34.7M92.9K——
Q1 2026$34.8M94.0K——
Q4 2025$58.1M120.2K——
Q3 2025$64.4M124.2K——

Other funds holding MSFT

Other TRAN CAPITAL MANAGEMENT, L.P. positions

ARM

ARM HOLDINGS PLC SPONSORED ADR

$85.6M
PANW

PALO ALTO NETWORKS INC

$69.2M
TLN

TALEN ENERGY CORP

$68.8M
ARM

ARM HOLDINGS PLC SPONSORED ADR

$68.7M
NVDA

NVIDIA CORP

$66.7M
NVDA

NVIDIA CORP

$65.4M
NVDA

NVIDIA CORP

$61M
TLN

TALEN ENERGY CORP

$60M