Latest Trigran Investments, Inc. Stock Portfolio
$418Million– No. of Holdings #17
Trigran Investments, Inc. Performance:
2026 Q1: -11.69%YTD: -11.69%2025: -11.39%
Performance for 2026 Q1 is -11.69%, and YTD is -11.69%, and 2025 is -11.39%.
About Trigran Investments, Inc. and 13F Hedge Fund Stock Holdings
Trigran Investments, Inc. is a hedge fund based in Northbrook, IL. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Trigran Investments, Inc. reported an equity portfolio of $418.2 Millions as of 31 Mar, 2026.
The top stock holdings of Trigran Investments, Inc. are MTRN, SYNA, EXTR. The fund has invested 11.6% of it's portfolio in MATERION CORP and 11% of portfolio in SYNAPTICS INC.
The fund managers got completely rid off HACKETT GROUP INC (HCKT) and ANIKA THERAPEUTICS INC (ANIK) stocks. They significantly reduced their stock positions in OOMA INC (OOMA), MATERION CORP (MTRN) and TECHTARGET INC (TTGT). Trigran Investments, Inc. opened new stock positions in AMPLITUDE INC (AMPL) and AVANOS MED INC (AVNS). The fund showed a lot of confidence in some stocks as they added substantially to CORE & MAIN INC (CNM), EXTREME NETWORKS (EXTR) and MIMEDX GROUP INC (MDXG).
The top stock holdings of Trigran Investments, Inc. are MTRN, SYNA, EXTR. The fund has invested 11.6% of it's portfolio in MATERION CORP and 11% of portfolio in SYNAPTICS INC.
The fund managers got completely rid off HACKETT GROUP INC (HCKT) and ANIKA THERAPEUTICS INC (ANIK) stocks. They significantly reduced their stock positions in OOMA INC (OOMA), MATERION CORP (MTRN) and TECHTARGET INC (TTGT). Trigran Investments, Inc. opened new stock positions in AMPLITUDE INC (AMPL) and AVANOS MED INC (AVNS). The fund showed a lot of confidence in some stocks as they added substantially to CORE & MAIN INC (CNM), EXTREME NETWORKS (EXTR) and MIMEDX GROUP INC (MDXG).
Trigran Investments, Inc. Equity Portfolio Value
Last Reported on: 13 May, 2026
Trigran Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Trigran Investments, Inc. made a return of -11.69% in the last quarter. In trailing 12 months, it's portfolio return was -5.45%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| amplitude inc | 2,595,190 |
| avanos med inc | 1,338,520 |
New stocks bought by Trigran Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| core & main inc | 88.24 |
| extreme networks | 24.59 |
| mimedx group inc | 16.42 |
| hayward hldgs inc | 13.66 |
| barrett business svcs inc | 10.74 |
| red violet inc | 4.29 |
Additions to existing portfolio by Trigran Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ooma inc | -52.61 |
| materion corp | -27.09 |
| techtarget inc | -26.9 |
| gentherm inc | -7.84 |
| synaptics inc | -5.32 |
| enpro inc | -5.03 |
| sonos inc | -2.09 |
| harmonic inc | -0.14 |
Trigran Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| hackett group inc | -10,242,100 |
| anika therapeutics inc | -1,618,320 |
Trigran Investments, Inc. got rid off the above stocks
Sector Distribution
Trigran Investments, Inc. has about 41.8% of it's holdings in Technology sector.
- Technology
- Industrials
- Basic Materials
- Consumer Cyclical
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Technology | 41.8 |
| Industrials | 23.9 |
| Basic Materials | 11.6 |
| Consumer Cyclical | 9 |
| Healthcare | 7.1 |
| Communication Services | 6.4 |
Market Cap. Distribution
Trigran Investments, Inc. has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- MID-CAP
- MICRO-CAP
- LARGE-CAP
| Category | % |
|---|---|
| SMALL-CAP | 55.1 |
| MID-CAP | 39.6 |
| MICRO-CAP | 3.2 |
| LARGE-CAP | 1.9 |
Stocks belong to which Index?
About 91% of the stocks held by Trigran Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 91 |
| Others | 9 |
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 85.5% of the portfolio is in top 10 stocks. MDXG proved to be the most loss making stock for the portfolio. MTRN was the most profitable stock for Trigran Investments, Inc. last quarter.
Last Reported on: 13 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMPL | amplitude inc | 0.62 | 380,526 | 2,595,190 | new | |||
| ANIK | anika therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVNS | avanos med inc | 0.32 | 95,540 | 1,338,520 | new | |||
| BBSI | barrett business svcs inc | 5.01 | 718,390 | 20,962,600 | added | 10.74 | ||
| CNM | core & main inc | 1.88 | 159,368 | 7,872,780 | added | 88.24 | ||
| EXTR | extreme networks | 10.27 | 2,847,370 | 42,938,500 | added | 24.59 | ||
| HAYW | hayward hldgs inc | 6.84 | 2,136,100 | 28,581,100 | added | 13.66 | ||
| HCKT | hackett group inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HLIT | harmonic inc | 6.91 | 3,216,840 | 28,887,200 | reduced | -0.14 | ||
| MDXG | mimedx group inc | 6.78 | 7,175,110 | 28,341,700 | added | 16.42 | ||
| MTRN | materion corp | 11.55 | 333,985 | 48,310,900 | reduced | -27.09 | ||
| NPO | enpro inc | 10.19 | 170,043 | 42,621,300 | reduced | -5.03 | ||
| OOMA | ooma inc | 3.21 | 923,264 | 13,433,500 | reduced | -52.61 | ||
| RDVT | red violet inc | 5.02 | 606,156 | 20,973,000 | added | 4.29 | ||
| SONO | sonos inc | 7.98 | 2,489,160 | 33,354,800 | reduced | -2.09 | ||
| SYNA | synaptics inc | 10.98 | 655,711 | 45,926,000 | reduced | -5.32 | ||
| THRM | gentherm inc | 8.96 | 1,348,370 | 37,457,700 | reduced | -7.84 | ||
| TTGT | techtarget inc | 3.21 | 3,461,210 | 13,429,500 | reduced | -26.9 | ||
| berkshire hathaway inc del | 0.28 | 2,400 | 1,150,080 | unchanged | 0.00 | |||