Latest Trigran Investments, Inc. Stock Portfolio
$545Million | No. of Holdings #17
Trigran Investments, Inc. Performance
2026 Q2+39.73%
YTD+23.40%
2025-11.39%
About Trigran Investments, Inc. and 13F Hedge Fund Stock Holdings
Trigran Investments, Inc. is a hedge fund based in Northbrook, IL. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trigran Investments, Inc. reported an equity portfolio of $545.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Trigran Investments, Inc. are MTRN, NPO, SYNA. The fund has invested 12% of it's portfolio in MATERION CORP and 10.8% of portfolio in ENPRO INC. <br><br> The fund managers got completely rid off OOMA INC (OOMA) and AVANOS MED INC (AVNS) stocks. They significantly reduced their stock positions in EXTREME NETWORKS INC (EXTR), HARMONIC INC (HLIT) and SYNAPTICS INC (SYNA). Trigran Investments, Inc. opened new stock positions in CALIX INC (CALX) and MSA SAFETY INC (MSA). The fund showed a lot of confidence in some stocks as they added substantially to AMPLITUDE INC (AMPL), CORE & MAIN INC (CNM) and SONOS INC (SONO).
Trigran Investments, Inc. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$545Million
as of Aug 12, 2026Trigran Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Trigran Investments, Inc. made a return of 39.73% in the last quarter. In trailing 12 months, it's portfolio return was 36.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| calix inc | 16,495,700 |
| msa safety inc | 10,620,400 |
New stocks bought by Trigran Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| amplitude inc | 510 |
| core & main inc | 196 |
| sonos inc | 15.02 |
| barrett business svcs inc | 8.35 |
| hayward hldgs inc | 4.75 |
| techtarget inc | 0.75 |
Additions to existing portfolio by Trigran Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| extreme networks inc | -47.06 |
| harmonic inc | -41.00 |
| synaptics inc | -39.78 |
| materion corp | -34.17 |
| gentherm inc | -13.66 |
| enpro inc | -7.98 |
| berkshire hathaway inc del | -4.58 |
| red violet inc | -0.99 |
Trigran Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ooma inc | -13,433,500 |
| avanos med inc | -1,338,520 |
Trigran Investments, Inc. got rid off the above stocks
Sector Distribution
Trigran Investments, Inc. has about 44% of it's holdings in Technology sector.
- Technology
- Industrials
- Basic Materials
- Consumer Cyclical
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Technology | 44 |
| Industrials | 29.1 |
| Basic Materials | 12 |
| Consumer Cyclical | 7.3 |
| Healthcare | 5.1 |
| Communication Services | 2.3 |
Market Cap. Distribution
Trigran Investments, Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- SMALL-CAP
- MICRO-CAP
| Category | % |
|---|---|
| MID-CAP | 57 |
| SMALL-CAP | 40.5 |
| MICRO-CAP | 2.3 |
Stocks belong to which Index?
About 86.6% of the stocks held by Trigran Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 86.6 |
| Others | 13.4 |
Trigran Investments, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Trigran Investments, Inc.
Trigran Investments, Inc. has 17 stocks in it's portfolio. About 80% of the portfolio is in top 10 stocks. TTGT proved to be the most loss making stock for the portfolio. MTRN was the most profitable stock for Trigran Investments, Inc. last quarter.
$545.28MTotal Value
19.00Positions
12 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amplitude Inc Amplitude IncAMPL Trigran Investments, Inc.'s holding in Amplitude Inc over time | 3.26% | 2,321,210 | $17.76M 3.26% | 510%increased 510 percentadded | |
 Avanos Med Inc Avanos Med Inc AVNS Trigran Investments, Inc.'s holding in Avanos Med Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Barrett Business Svcs Inc Trigran Investments, Inc.'s holding in Barrett Business Svcs Inc over time | 5.07% | 778,356 | $27.65M 5.07% | 8.35%increased 8.35 percentadded | |
| 3.02% | 442,008 | $16.50M 3.02% | Newnew position | ||
 Core & Main Inc Trigran Investments, Inc.'s holding in Core & Main Inc over time | 4.18% | 472,746 | $22.81M 4.18% | 196.64%increased 196.64 percentadded | |
 Extreme Networks Inc Trigran Investments, Inc.'s holding in Extreme Networks Inc over time | 8.95% | 1,507,320 | $48.79M 8.95% | 47.06%decreased 47.06 percentreduced | |
 Hayward Hldgs Inc Trigran Investments, Inc.'s holding in Hayward Hldgs Inc over time | 7.1% | 2,237,540 | $38.73M 7.1% | 4.75%increased 4.75 percentadded | |
 Harmonic Inc Harmonic IncHLIT Trigran Investments, Inc.'s holding in Harmonic Inc over time | 5.68% | 1,897,840 | $30.99M 5.68% | 41%decreased 41 percentreduced | |
 Mimedx Group Inc Mimedx Group IncMDXG Trigran Investments, Inc.'s holding in Mimedx Group Inc over time | 5.07% | 7,173,770 | $27.62M 5.07% | 0.02%decreased 0.02 percentreduced | |
 Msa Safety Inc Trigran Investments, Inc.'s holding in Msa Safety Inc over time | 1.95% | 60,834 | $10.62M 1.95% | Newnew position | |
 Materion Corp Materion CorpMTRN Trigran Investments, Inc.'s holding in Materion Corp over time | 11.99% | 219,877 | $65.39M 11.99% | 34.17%decreased 34.17 percentreduced | |
| 10.82% | 156,472 | $58.98M 10.82% | 7.98%decreased 7.98 percentreduced | ||
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Red Violet Inc Red Violet IncRDVT Trigran Investments, Inc.'s holding in Red Violet Inc over time | 7.01% | 600,169 | $38.24M 7.01% | 0.99%decreased 0.99 percentreduced | |
| 7.1% | 2,862,920 | $38.74M 7.1% | 15.02%increased 15.02 percentadded | ||
 Synaptics Inc Synaptics IncSYNA Trigran Investments, Inc.'s holding in Synaptics Inc over time | 9% | 394,893 | $49.06M 9% | 39.78%decreased 39.78 percentreduced | |
 Gentherm Inc Gentherm IncTHRM Trigran Investments, Inc.'s holding in Gentherm Inc over time | 7.28% | 1,164,210 | $39.71M 7.28% | 13.66%decreased 13.66 percentreduced | |
 Techtarget Inc Techtarget IncTTGT Trigran Investments, Inc.'s holding in Techtarget Inc over time | 2.3% | 3,487,310 | $12.55M 2.3% | 0.75%increased 0.75 percentadded | |
Cl B New Berkshire Hathaway Inc DelBerkshire Hathaway Inc Del | 0.21% | 2,290 | $1.15M 0.21% | 4.58%decreased 4.58 percentreduced | |
