Trigran Investments, Inc. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 16 US equity positions worth $679.6m in its Q1 2025 13F filing. The largest position was SYNA at 10.6% of the reported book, followed by TTGT and MTRN. Against the Q4 2024 filing, it opened 1 new position, added to 7 and reduced 6 among the top 16 holdings.
What did Trigran Investments, Inc. own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SYNA SYNAPTICS INC | Technology | 10.6% | $72.1m | 1,130,733 | 5% | added |
| 2 | TTGT TECHTARGET INC | Technology | 9.9% | $67.0m | 4,526,836 | 20% | added |
| 3 | MTRN MATERION CORP | Basic Materials | 9.5% | $64.9m | 794,765 | 8% | added |
| 4 | THRM GENTHERM INC | Consumer Cyclical | 8.7% | $59.1m | 2,210,388 | 11% | added |
| 5 | MDXG MIMEDX GROUP INC | Healthcare | 8.5% | $57.8m | 7,599,557 | -0% | held |
| 6 | SONO SONOS INC | Technology | 8.2% | $56.0m | 5,248,935 | 24% | added |
| 7 | RDVT RED VIOLET INC | 6.7% | $45.4m | 1,208,845 | -24% | reduced | |
| 8 | NPO ENPRO INC | Industrials | 6.6% | $45.0m | 278,246 | -2% | reduced |
| 9 | OOMA OOMA INC | Technology | 6.4% | $43.2m | 3,302,007 | -5% | reduced |
| 10 | EXTR EXTREME NETWORKS | Technology | 6.0% | $41.1m | 3,106,446 | 30% | added |
| 11 | HLIT HARMONIC INC | Technology | 5.8% | $39.2m | 4,091,668 | -18% | reduced |
| 12 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 4.5% | $30.7m | 2,041,853 | 1% | added |
| 13 | HAYW HAYWARD HLDGS INC | Industrials | 4.2% | $28.7m | 2,064,096 | -14% | reduced |
| 14 | HCKT HACKETT GROUP INC | Technology | 3.3% | $22.8m | 778,615 | -11% | reduced |
| 15 | NABL N-ABLE INC | Technology | 0.7% | $5.0m | 700,030 | – | new |
| 16 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.7m | 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.