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TRAN CAPITAL MANAGEMENT, L.P. → NVDA

TRAN CAPITAL MANAGEMENT, L.P. NVDA Position History

NVIDIA Corporation

Quarters held
5
Latest value
$65.4M
Q3 2026
Peak value
$66.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$66.7M
Q4 2025$61M
Q1 2026$46.1M
Q2 2026$58.3M
Q3 2026$65.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$65.4M286.2K——
Q2 2026$58.3M291.4K——
Q1 2026$46.1M264.4K——
Q4 2025$61M326.8K——
Q3 2025$66.7M357.7K——

Other funds holding NVDA

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
MSFT

MICROSOFT CORP

$64.4M
TLN

TALEN ENERGY CORP

$60M
AMZN

AMAZON COM INC

$59.7M
AMZN

AMAZON COM INC

$59.5M