What smart money is saying about TTM Technologies
TTMI
No fund has written a full thesis on TTM Technologies in our archive, but 2 fund letters report a position in it — most recently Granahan Investment Management Focused Growth Strategy in September 2026.
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2
Reported positions
0
Bought
2
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in TTM Technologies — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- September 2026
“During Q3 we reduced direct AI infrastructure exposure where stocks had run ahead of fundamentals on an expected return basis. For example, we cut Forgent (FPS), TTM Technologies (TTMI) and Onto Innovation (ONTO), and exited Modine (MOD).”
TTM Technologies - June 2026
“We have cut the position to a below average size.”
TTM Technologies
Read the letters behind these TTM Technologies positions
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