Trigran Investments, Inc.
13F Reported Value
ⓘ$418.2M
Holdings
17
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Trigran Investments, Inc. disclosed 17 positions worth $418.2M in its Form 13F-HR for Q1 2026, led by $MTRN (MATERION Corp) at 11.6% of the equity portfolio, followed by $SYNA and $EXTR. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $AMPL and a full exit from $HCKT. The portfolio is most concentrated in Technology (45.0% of disclosed assets). All figures are sourced directly from Trigran Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1336800.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.4#1,285
Quality
$48.3M333,985 sh - 45.3#1,723
Quality
$45.9M655,711 sh - 52.0#1,366
Quality
$42.9M2,847,370 sh - 59.7
Quality
$42.6M170,043 sh - 41.4
Quality
$37.5M1,348,369 sh - 34.8
Quality
$33.4M2,489,163 sh - 53.0
Quality
$28.9M3,216,835 sh - 58.3
Quality
$28.6M2,136,103 sh - 55.6
Quality
$28.3M7,175,109 sh - 64.9
Quality
$21.0M606,156 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 53.4#1,285 | $48.3M | 333,985 | |
| 45.3#1,723 | $45.9M | 655,711 | |
| 52.0#1,366 | $42.9M | 2,847,370 | |
| 59.7 | $42.6M | 170,043 | |
| 41.4 | $37.5M | 1,348,369 | |
| 34.8 | $33.4M | 2,489,163 | |
| 53.0 | $28.9M | 3,216,835 | |
| 58.3 | $28.6M | 2,136,103 | |
| 55.6 | $28.3M | 7,175,109 | |
| 64.9 | $21.0M | 606,156 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Trigran Investments, Inc.'s 17 positions.
Showing top 10 of 17 holdings.
Sector Allocation
Technology
$188.1M
Industrials
$135.3M
Materials
$42.6M
Healthcare
$29.7M
Communication Services
$13.4M
Consumer Discretionary
$7.9M
Financials
$1.2M
Full Holdings — Trigran Investments, Inc. (Q1 2026)
All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | MATERION Corp | $48.3M | 11.6% | -27% | 53.4 | |
| 2 | SYNAPTICS Inc | $45.9M | 11.0% | -5% | 45.3 | |
| 3 | EXTREME NETWORKS INC | $42.9M | 10.3% | +25% | 52 | |
| 4 | Enpro Inc. | $42.6M | 10.2% | -5% | 59.7 | |
| 5 | Gentherm Inc | $37.5M | 9.0% | -8% | 41.4 | |
| 6 | Sonos Inc | $33.4M | 8.0% | -2% | 34.8 | |
| 7 | HARMONIC INC. | $28.9M | 6.9% | -0% | 53 | |
| 8 | Hayward Holdings, Inc. | $28.6M | 6.8% | +14% | 58.3 | |
| 9 | MIMEDX GROUP, INC. | $28.3M | 6.8% | +16% | 55.6 | |
| 10 | Red Violet, Inc. | $21.0M | 5.0% | +4% | 64.9 | |
| 11 | BARRETT BUSINESS SERVICES INC | $21.0M | 5.0% | +11% | 46.8 | |
| 12 | OOMA INC | $13.4M | 3.2% | -53% | 51.1 | |
| 13 | TechTarget, Inc. | $13.4M | 3.2% | -27% | 19.5 | |
| 14 | Core & Main, Inc. | $7.9M | 1.9% | +88% | 63.4 | |
| 15 | Amplitude, Inc. | $2.6M | 0.6% | NEW | 34.5 | |
| 16 | AVANOS MEDICAL, INC. | $1.3M | 0.3% | NEW | 31.3 | |
| 17 | BERKSHIRE HATHAWAY INC | $1.2M | 0.3% | +0% | 64.5 |
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AI-Powered Hedge Fund Analysis: Trigran Investments, Inc.
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Every holding in Trigran Investments, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.