Trigran Investments, Inc. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 18 US equity positions worth $869.5m in its Q4 2024 13F filing. The largest position was SYNA at 9.4% of the reported book, followed by THRM and TTGT. Against the Q3 2024 filing, it opened 1 new position, added to 5 and reduced 11 among the top 18 holdings.
What did Trigran Investments, Inc. own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SYNA SYNAPTICS INC | Technology | 9.4% | $81.8m | 1,072,222 | 6% | added |
| 2 | THRM GENTHERM INC | Consumer Cyclical | 9.1% | $79.5m | 1,990,938 | 7% | added |
| 3 | TTGT TECHTARGET INC | Technology | 8.6% | $74.5m | 3,759,509 | – | new |
| 4 | MDXG MIMEDX GROUP INC | Healthcare | 8.4% | $73.3m | 7,621,517 | -1% | reduced |
| 5 | MTRN MATERION CORP | Basic Materials | 8.4% | $73.0m | 737,830 | 3% | added |
| 6 | HLIT HARMONIC INC | Technology | 7.6% | $65.9m | 4,979,294 | -12% | reduced |
| 7 | SONO SONOS INC | Technology | 7.3% | $63.6m | 4,231,712 | -12% | reduced |
| 8 | RDVT RED VIOLET INC | 6.6% | $57.8m | 1,595,399 | -17% | reduced | |
| 9 | OOMA OOMA INC | Technology | 5.6% | $49.0m | 3,487,277 | -9% | reduced |
| 10 | NPO ENPRO INC | Industrials | 5.6% | $49.0m | 283,906 | -2% | reduced |
| 11 | EXTR EXTREME NETWORKS | Technology | 4.6% | $39.9m | 2,384,325 | 4% | added |
| 12 | HAYW HAYWARD HLDGS INC | Industrials | 4.2% | $36.7m | 2,400,037 | 76% | added |
| 13 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 3.8% | $33.3m | 2,021,778 | -5% | reduced |
| 14 | HCKT HACKETT GROUP INC | Technology | 3.1% | $27.0m | 877,554 | -19% | reduced |
| 15 | CALX CALIX INC | Technology | 2.9% | $25.2m | 721,648 | -3% | reduced |
| 16 | FROG JFROG LTD | Technology | 2.8% | $24.2m | 821,250 | -1% | reduced |
| 17 | SU6 SURMODICS INC | 1.7% | $14.6m | 368,215 | -32% | reduced | |
| 18 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.4m | 3,150 | 0% | held |
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.