Trigran Investments as of Sept. 30, 2012
Portfolio Holdings for Trigran Investments
Trigran Investments holds 22 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Accelrys | 11.6 | $23M | 2.6M | 8.66 | |
| NVE Corporation (NVEC) | 11.3 | $22M | 370k | 59.19 | |
| DigitalGlobe | 7.3 | $14M | 694k | 20.39 | |
| Mercury Computer Systems (MRCY) | 7.0 | $14M | 1.3M | 10.62 | |
| Tessera Technologies | 6.8 | $13M | 963k | 13.68 | |
| AngioDynamics (ANGO) | 6.5 | $13M | 1.0M | 12.20 | |
| DTS | 6.2 | $12M | 518k | 23.30 | |
| KMG Chemicals | 5.6 | $11M | 587k | 18.50 | |
| Websense | 5.5 | $11M | 683k | 15.65 | |
| SurModics (SRDX) | 5.1 | $10M | 492k | 20.22 | |
| Callidus Software | 4.0 | $7.7M | 1.6M | 4.93 | |
| Flotek Industries | 3.5 | $6.8M | 540k | 12.67 | |
| Balchem Corporation (BCPC) | 3.4 | $6.6M | 181k | 36.73 | |
| Cardionet | 3.0 | $5.8M | 2.3M | 2.52 | |
| Scientific Learning Corporation | 2.7 | $5.3M | 5.1M | 1.03 | |
| Berkshire Hathaway (BRK.B) | 2.6 | $5.1M | 58k | 88.19 | |
| Pure Cycle Corporation (PCYO) | 2.6 | $5.1M | 2.2M | 2.29 | |
| OYO Geospace Corporation | 2.2 | $4.3M | 35k | 122.42 | |
| Monotype Imaging Holdings | 1.6 | $3.2M | 204k | 15.59 | |
| Repligen Corporation (RGEN) | 0.9 | $1.7M | 283k | 5.96 | |
| Scientific Learning Corporation | 0.4 | $714k | 694k | 1.03 | |
| Scientific Learning Corporation | 0.0 | $48k | 46k | 1.04 |
