Q2 2026 13F · SEC CIK 1336800
Trigran Investments, Inc.
Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $545.3M
- Reported positions
- 17
- Top holdings a year, 3 yrs
- +9.6%
- Assets under management
- $533.2M
Trigran Investments, Inc. is a hedge fund that reported 17 positions worth $545.3M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Materion Corp (MTRN, 12.0%), Enpro Inc (NPO, 10.8%), Synaptics Inc (SYNA, 9.0%). A portfolio copying its top holdings returned 9.6% a year over the last 3 years, against 22.3% for the S&P 500.
Trigran Investments, Inc. holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MTRNMaterion Corp | 12.0% | -34.2% | $65.4M |
| NPOEnpro Inc | 10.8% | -8.0% | $59.0M |
| SYNASynaptics Inc | 9.0% | -39.8% | $49.1M |
| EXTRExtreme Networks Inc | 8.9% | -47.1% | $48.8M |
| THRMGentherm Inc | 7.3% | -13.7% | $39.7M |
| SONOSonos Inc | 7.1% | +15.0% | $38.7M |
| HAYWHayward Hldgs Inc | 7.1% | +4.7% | $38.7M |
| RDVTRed Violet Inc | 7.0% | -1.0% | $38.2M |
| HLITHarmonic Inc | 5.7% | -41.0% | $31.0M |
| BBSIBarrett Business Svcs Inc | 5.1% | +8.3% | $27.6M |
| MDXGMimedx Group Inc | 5.1% | -0.0% | $27.6M |
| CNMCore & Main Inc | 4.2% | +196.6% | $22.8M |
| AMPLAmplitude Inc | 3.3% | +510.0% | $17.8M |
| CALXCalix Inc | 3.0% | — | $16.5M |
| TTGTTechtarget Inc | 2.3% | +0.8% | $12.6M |
| MSAMsa Safety Inc | 1.9% | — | $10.6M |
| BRK-BBerkshire Hathaway Inc Del | 0.2% | -4.6% | $1.1M |
What Trigran Investments, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- CALX Calix Inc3.0% of 13F
- MSA Msa Safety Inc1.9% of 13F
Added to
- AMPL Amplitude Inc+510.0% shares
- CNM Core & Main Inc+196.6% shares
- SONO Sonos Inc+15.0% shares
- BBSI Barrett Business Svcs Inc+8.3% shares
Reduced
- EXTR Extreme Networks Inc-47.1% shares
- HLIT Harmonic Inc-41.0% shares
- SYNA Synaptics Inc-39.8% shares
- MTRN Materion Corp-34.2% shares
- THRM Gentherm Inc-13.7% shares
- NPO Enpro Inc-8.0% shares
Sold out
- OOMA Ooma Incwas 3.2%
- AVNS Avanos Med Incwas 0.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +19.8% /yr
- S&P 500 +11.7%
- 3 years
- +9.6% /yr
- S&P 500 +22.3%
- 5 years
- -2.4% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $545.3M | 17 |
| Q1 2026 | $418.2M | 17 |
| Q4 2025 | $507.6M | 17 |
| Q3 2025 | $551.6M | 17 |
| Q2 2025 | $575.9M | 16 |
| Q1 2025 | $679.6M | 16 |
| Q4 2024 | $869.5M | 18 |
| Q3 2024 | $913.5M | 20 |
| Q2 2024 | $956.3M | 20 |
| Q1 2024 | $1.0B | 20 |
| Q4 2023 | $1.0B | 18 |
| Q3 2023 | $938.3M | 20 |
Questions about Trigran Investments, Inc.'s portfolio
What stocks does Trigran Investments, Inc. own?
Trigran Investments, Inc.'s latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 17 positions worth $545.3M. The largest are Materion Corp (MTRN) at 12.0%, Enpro Inc (NPO) at 10.8%, Synaptics Inc (SYNA) at 9.0%, Extreme Networks Inc (EXTR) at 8.9% and Gentherm Inc (THRM) at 7.3%.
What did Trigran Investments, Inc. buy last quarter?
In Q2 2026, Trigran Investments, Inc. added a new position in Calix Inc (CALX), a new position in Msa Safety Inc (MSA), Amplitude Inc (AMPL) (+510.0% shares), Core & Main Inc (CNM) (+196.6% shares) and Sonos Inc (SONO) (+15.0% shares), compared with its Q1 2026 filing.
What did Trigran Investments, Inc. sell last quarter?
In Q2 2026, Trigran Investments, Inc. sold all of Ooma Inc (OOMA), sold all of Avanos Med Inc (AVNS), Extreme Networks Inc (EXTR) (-47.1% shares), Harmonic Inc (HLIT) (-41.0% shares) and Synaptics Inc (SYNA) (-39.8% shares), compared with its Q1 2026 filing.
How has Trigran Investments, Inc.'s portfolio performed?
A portfolio copying Trigran Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.6% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +19.8% against +11.7%. Over 5 years: -2.4% a year against +10.6%.
When is Trigran Investments, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Trigran Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Trigran Investments, Inc. manage?
Trigran Investments, Inc. reported $533.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $545.3M.