Trigran Investments, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Trigran Investments, Inc. reported 20 stock positions worth $956.3 million. Its top holding was Techtarget (TTGT) at 9.9% of the portfolio, followed by Gentherm (THRM, 9.7%) and Synaptics (SYNA, 9.4%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 11 and reduced 6. The biggest buy was Extreme Networks (EXTR, shares +53%) and the biggest sale Sonos (SONO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001336800
- Portfolio Value
- $956.3M (Q2 2024)
- SEC Filing
- 0001062993-24-015030 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $956.3M
| TTGT Techtarget Holdings Inc. | 9.89% | 3,033,449 | $94.6M | Add +12.6% |
| THRM Gentherm Inc. | 9.71% | 1,883,400 | $92.9M | Add +2.4% |
| SYNA Synaptics Inc. | 9.37% | 1,015,640 | $89.6M | Reduce -10.6% |
| MTRN Materion Corp. | 8.61% | 761,392 | $82.3M | Add +9.4% |
| HLIT Harmonic Inc. | 8.18% | 6,644,900 | $78.2M | Reduce -3.7% |
| SONO Sonos Inc. | 8.15% | 5,278,440 | $77.9M | Reduce -13.0% |
| RDVT Red Violet Inc. | 5.67% | 2,133,456 | $54.2M | Reduce -1.2% |
| ANIK Anika Therapeutics Inc. | 5.66% | 2,136,232 | $54.1M | Add +3.1% |
| SSTK Shutterstock Inc. | 5.40% | 1,334,636 | $51.7M | Add +0.1% |
| SRDX Surmodics Inc. | 4.59% | 1,043,676 | $43.9M | Reduce -55.7% |
| HCKT The Hackett Group Inc. | 4.32% | 1,900,786 | $41.3M | Add +3.9% |
| OOMA Ooma Inc. | 4.27% | 4,111,118 | $40.8M | Add +0.7% |
| CALX Calix Inc. | 3.74% | 1,008,276 | $35.7M | Add +18.5% |
| EXTR Extreme Networks Inc. | 3.33% | 2,366,409 | $31.8M | Add +53.0% |
| NPO Enpro Inc. | 3.30% | 216,568 | $31.5M | Add +102.5% |
| MDXG Mimedx Group Inc. | 3.25% | 4,478,746 | $31.0M | Add +37.5% |
| HAYW Hayward Holdings Inc. | 1.53% | 1,188,568 | $14.6M | New |
| BCOV Brightcove | 0.86% | 3,486,746 | $8.3M | Reduce -6.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 3,150 | $1.3M | No change |
| BBSI Barrett Business SVCS Inc. | 0.06% | 18,228 | $597K | New |
Portfolio Sells Q1 2024 → Q2 2024
| SONO Sonos Inc. | Reduce -13.0% | 8.15% | −3.06 |
| SRDX Surmodics Inc. | Reduce -55.7% | 4.59% | −2.12 |
| SYNA Synaptics Inc. | Reduce -10.6% | 9.37% | −1.38 |
| ATEN A10 Networks Inc. | Sold out | 0.00% | −1.14 |
| NEOG Neogen Corp. | Sold out | 0.00% | −1.12 |
| HLIT Harmonic Inc. | Reduce -3.7% | 8.18% | −0.81 |
| BCOV Brightcove | Reduce -6.3% | 0.86% | +0.16 |
| RDVT Red Violet Inc. | Reduce -1.2% | 5.67% | +1.57 |
Portfolio Buys Q1 2024 → Q2 2024
| EXTR Extreme Networks Inc. | Add +53.0% | 3.33% | +1.60 |
| NPO Enpro Inc. | Add +102.5% | 3.30% | +1.55 |
| HAYW Hayward Holdings Inc. | New | 1.53% | +1.53 |
| TTGT Techtarget Holdings Inc. | Add +12.6% | 9.89% | +1.25 |
| CALX Calix Inc. | Add +18.5% | 3.74% | +1.00 |
| OOMA Ooma Inc. | Add +0.7% | 4.27% | +0.89 |
| MDXG Mimedx Group Inc. | Add +37.5% | 3.25% | +0.81 |
| ANIK Anika Therapeutics Inc. | Add +3.1% | 5.66% | +0.56 |
| BBSI Barrett Business SVCS Inc. | New | 0.06% | +0.06 |
| HCKT The Hackett Group Inc. | Add +3.9% | 4.32% | +0.01 |
| MTRN Materion Corp. | Add +9.4% | 8.61% | −0.28 |
| SSTK Shutterstock Inc. | Add +0.1% | 5.40% | −0.52 |
| THRM Gentherm Inc. | Add +2.4% | 9.71% | −0.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $545.3M | MTRN, NPO, SYNA, EXTR, THRM |
| Q1 2026 | 17 | $418.2M | MTRN, SYNA, EXTR, NPO, THRM |
| Q4 2025 | 17 | $507.6M | MTRN, THRM, SYNA, SONO, MDXG |
| Q3 2025 | 17 | $551.6M | MTRN, THRM, MDXG, SONO, EXTR |
| Q2 2025Amended | 16 | $575.9M | MTRN, THRM, SYNA, MDXG, SONO |
| Q1 2025 | 16 | $679.6M | SYNA, TTGT, MTRN, THRM, MDXG |
| Q4 2024 | 18 | $869.5M | SYNA, THRM, TTGT, MDXG, MTRN |
| Q3 2024 | 20 | $913.5M | TTGT, THRM, HLIT, MTRN, SYNA |
| Q2 2024 | 20 | $956.3M | TTGT, THRM, SYNA, MTRN, HLIT |
| Q1 2024 | 20 | $1.0B | SONO, SYNA, THRM, HLIT, MTRN |