Trigran Investments, Inc. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 20 US equity positions worth $913.5m in its Q3 2024 13F filing. The largest position was TTGT at 10.2% of the reported book, followed by THRM and HLIT.
What did Trigran Investments, Inc. own in Q3 2024? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TTGT TECHTARGET INC | Technology | 10.2% | $93.0m | 3,804,824 | – | |
| 2 | THRM GENTHERM INC | Consumer Cyclical | 9.5% | $86.4m | 1,855,480 | – | |
| 3 | HLIT HARMONIC INC | Technology | 9.1% | $82.7m | 5,675,945 | – | |
| 4 | MTRN MATERION CORP | Basic Materials | 8.8% | $79.9m | 714,622 | – | |
| 5 | SYNA SYNAPTICS INC | Technology | 8.6% | $78.6m | 1,012,575 | – | |
| 6 | SONO SONOS INC | Technology | 6.5% | $59.2m | 4,817,635 | – | |
| 7 | RDVT RED VIOLET INC | 6.0% | $54.4m | 1,911,987 | – | ||
| 8 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 5.7% | $52.5m | 2,124,460 | – | |
| 9 | NPO ENPRO INC | Industrials | 5.1% | $46.8m | 288,765 | – | |
| 10 | MDXG MIMEDX GROUP INC | Healthcare | 5.0% | $45.5m | 7,690,369 | – | |
| 11 | OOMA OOMA INC | Technology | 4.8% | $43.6m | 3,824,279 | – | |
| 12 | EXTR EXTREME NETWORKS | Technology | 3.8% | $34.4m | 2,289,817 | – | |
| 13 | CALX CALIX INC | Technology | 3.2% | $28.8m | 742,313 | – | |
| 14 | HCKT HACKETT GROUP INC | Technology | 3.1% | $28.3m | 1,078,837 | – | |
| 15 | SSTK SHUTTERSTOCK INC | Communication Services | 2.9% | $26.6m | 751,347 | – | |
| 16 | FROG JFROG LTD | Technology | 2.6% | $24.1m | 831,250 | – | |
| 17 | SU6 SURMODICS INC | 2.3% | $21.1m | 543,342 | – | ||
| 18 | HAYW HAYWARD HLDGS INC | Industrials | 2.3% | $20.9m | 1,365,427 | – | |
| 19 | BCOVUSD BRIGHTCOVE INC | 0.6% | $5.2m | 2,417,344 | – | ||
| 20 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.4m | 3,150 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.