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TRAN CAPITAL MANAGEMENT, L.P.: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on NVDA, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 291,411 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,411 shares
    Change vs previous 13F +27,022 shares

    6.71% of the 13F portfolio, value $58,308,430.

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 264,389 shares
    Change vs previous 13F -62,438 shares

    6.33% of the 13F portfolio, value $46,109,356.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 326,827 shares
    Change vs previous 13F -30,857 shares

    7.3% of the 13F portfolio, value $60,953,145.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 357,684 shares
    Change vs previous 13F -25,607 shares

    7.98% of the 13F portfolio, value $66,736,589.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 383,291 shares
    Change vs previous 13F -8,484 shares

    7.13% of the 13F portfolio, value $60,556,068.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 391,775 shares
    Change vs previous 13F -35,105 shares

    5.71% of the 13F portfolio, value $42,460,628.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 426,880 shares
    Change vs previous 13F -20,385 shares

    6.5% of the 13F portfolio, value $57,325,782.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 447,265 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $54,315,921.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).