Granite Investment Partners, LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$1.8T
Holdings
353
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (353 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FIVNFIVE9 INC | 774,838 | $40.9B | 2.32% | |
| 2 | NEONEOGENOMICS INC | 1,764,090 | $36.1B | 2.05% | |
| 3 | AMZNAMAZON COM INC | 17,898 | $31.9B | 1.81% | |
| 4 | MSFTMICROSOFT CORP | 257,388 | $30.4B | 1.72% | |
| 5 | KNKNOWLES CORP | 1,334,949 | $23.5B | 1.34% | |
| 6 | GTLSCHART INDS INC | 257,940 | $23.3B | 1.32% | |
| 7 | APPFAPPFOLIO INC | 291,070 | $23.1B | 1.31% | |
| 8 | IPARINTER PARFUMS INC | 304,011 | $23.1B | 1.31% | |
| 9 | GKOSGLAUKOS CORP | 293,672 | $23.0B | 1.31% | |
| 10 | CRSCARPENTER TECHNOLOGY CORP | 487,019 | $22.3B | 1.27% | |
| 11 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,389,777 | $21.7B | 1.23% | |
| 12 | VVISA INC | 137,062 | $21.4B | 1.21% | |
| 13 | AWRAMERICAN STS WTR CO | 292,826 | $20.9B | 1.18% | |
| 14 | NYTNEW YORK TIMES CO | 625,593 | $20.6B | 1.17% | |
| 15 | GOOGALPHABET INC | 17,115 | $20.1B | 1.14% | |
| 16 | 8CWCROWN CASTLE INTL CORP NEW | 156,060 | $20.0B | 1.13% | |
| 17 | —CRAY INC | 750,610 | $19.6B | 1.11% | |
| 18 | PYPLPAYPAL HLDGS INC | 186,114 | $19.3B | 1.10% | |
| 19 | NVCRNOVOCURE LTD | 396,158 | $19.1B | 1.08% | |
| 20 | CBZCBIZ INC | 913,732 | $18.5B | 1.05% | |
| 21 | SITESITEONE LANDSCAPE SUPPLY INC | 321,522 | $18.4B | 1.04% | |
| 22 | AINALBANY INTL CORP | 255,039 | $18.3B | 1.04% | |
| 23 | CRMSALESFORCE COM INC | 115,016 | $18.2B | 1.03% | |
| 24 | PZZAPAPA JOHNS INTL INC | 339,613 | $18.0B | 1.02% | |
| 25 | SPGIS&P GLOBAL INC | 84,320 | $17.8B | 1.01% | |
| 26 | WIREEURENCORE WIRE CORP | 308,365 | $17.6B | 1.00% | |
| 27 | HSTMHEALTHSTREAM INC | 623,046 | $17.5B | 0.99% | |
| 28 | —CAMBREX CORP | 445,764 | $17.3B | 0.98% | |
| 29 | GOLFACUSHNET HOLDINGS CORP | 733,461 | $17.0B | 0.96% | |
| 30 | TRNOTERRENO RLTY CORP | 402,551 | $16.9B | 0.96% | |
| 31 | DSGDESCARTES SYS GROUP INC | 463,733 | $16.9B | 0.96% | |
| 32 | SMPLSIMPLY GOOD FOODS CO | 817,724 | $16.8B | 0.96% | |
| 33 | —CUBIC CORP | 299,268 | $16.8B | 0.95% | |
| 34 | —QTS RLTY TR INC | 372,227 | $16.7B | 0.95% | |
| 35 | HTOSJW GROUP | 271,072 | $16.7B | 0.95% | |
| 36 | HTGCHERCULES CAPITAL INC | 1,318,804 | $16.7B | 0.95% | |
| 37 | KALUKAISER ALUMINUM CORP | 158,456 | $16.6B | 0.94% | |
| 38 | HALOHALOZYME THERAPEUTICS INC | 1,020,695 | $16.4B | 0.93% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 66,347 | $16.4B | 0.93% | |
| 40 | NPOENPRO INDS INC | 252,264 | $16.3B | 0.92% | |
| 41 | TMOTHERMO FISHER SCIENTIFIC INC | 57,524 | $15.7B | 0.89% | |
| 42 | —BOINGO WIRELESS INC | 674,766 | $15.7B | 0.89% | |
| 43 | MMIMARCUS & MILLICHAP INC | 376,293 | $15.3B | 0.87% | |
| 44 | RMAXRE MAX HLDGS INC | 396,215 | $15.3B | 0.87% | |
| 45 | —NEENAH INC | 235,385 | $15.1B | 0.86% | |
| 46 | MRCYMERCURY SYS INC | 236,211 | $15.1B | 0.86% | |
| 47 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 871,746 | $15.1B | 0.86% | |
| 48 | MRTNMARTEN TRANS LTD | 842,856 | $15.0B | 0.85% | |
| 49 | SKYSKYLINE CHAMPION CORPORATION | 789,792 | $15.0B | 0.85% | |
| 50 | NKENIKE INC | 176,059 | $14.8B | 0.84% | |
| 51 | AAPLAPPLE INC | 76,494 | $14.5B | 0.82% | |
| 52 | SCHLSCHOLASTIC CORP | 357,909 | $14.2B | 0.81% | |
| 53 | METAFACEBOOK INC | 84,214 | $14.0B | 0.80% | |
| 54 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 1,057,535 | $13.9B | 0.79% | |
| 55 | HSKAEURHESKA CORP | 163,267 | $13.9B | 0.79% | |
| 56 | LPSNUSDLIVEPERSON INC | 470,294 | $13.6B | 0.77% | |
| 57 | HUBGHUB GROUP INC | 331,625 | $13.5B | 0.77% | |
| 58 | AERIEURAERIE PHARMACEUTICALS INC | 280,778 | $13.3B | 0.76% | |
| 59 | CPFCENTRAL PAC FINL CORP | 453,915 | $13.1B | 0.74% | |
| 60 | —CAPSTEAD MTG CORP | 1,507,189 | $12.9B | 0.73% | |
| 61 | AZTABROOKS AUTOMATION INC | 430,455 | $12.6B | 0.72% | |
| 62 | PANWPALO ALTO NETWORKS INC | 51,772 | $12.6B | 0.71% | |
| 63 | —ELECTRONICS FOR IMAGING INC | 466,763 | $12.6B | 0.71% | |
| 64 | SBG1SEACOAST BKG CORP FLA | 456,766 | $12.0B | 0.68% | |
| 65 | JECUSDJACOBS ENGR GROUP INC | 147,387 | $11.1B | 0.63% | |
| 66 | —ORBCOMM INC | 1,632,005 | $11.1B | 0.63% | |
| 67 | DISDISNEY WALT CO | 99,532 | $11.1B | 0.63% | |
| 68 | OIIOCEANEERING INTL INC | 690,913 | $10.9B | 0.62% | |
| 69 | PEPPEPSICO INC | 88,801 | $10.9B | 0.62% | |
| 70 | FARMFARMER BROS CO | 507,599 | $10.2B | 0.58% | |
| 71 | COLBCOLUMBIA BKG SYS INC | 310,660 | $10.2B | 0.58% | |
| 72 | SCHWTHE CHARLES SCHWAB CORPORATI | 236,116 | $10.1B | 0.57% | |
| 73 | PTCPTC INC | 105,228 | $9.7B | 0.55% | |
| 74 | BLKCHFBLACKROCK INC | 22,452 | $9.6B | 0.54% | |
| 75 | ECLECOLAB INC | 54,324 | $9.6B | 0.54% | |
| 76 | ADPAUTOMATIC DATA PROCESSING IN | 59,193 | $9.5B | 0.54% | |
| 77 | MTRNMATERION CORP | 160,111 | $9.1B | 0.52% | |
| 78 | VRSKVERISK ANALYTICS INC | 67,516 | $9.0B | 0.51% | |
| 79 | BANFBANCFIRST CORP | 171,669 | $9.0B | 0.51% | |
| 80 | REGNREGENERON PHARMACEUTICALS | 21,710 | $8.9B | 0.51% | |
| 81 | ALXNALEXION PHARMACEUTICALS INC | 64,506 | $8.7B | 0.49% | |
| 82 | JNJJOHNSON & JOHNSON | 58,681 | $8.2B | 0.47% | |
| 83 | VRAYQVIEWRAY INC | 1,058,154 | $7.8B | 0.44% | |
| 84 | COSTCOSTCO WHSL CORP NEW | 31,751 | $7.7B | 0.44% | |
| 85 | BDXBECTON DICKINSON & CO | 30,133 | $7.5B | 0.43% | |
| 86 | LGNDLIGAND PHARMACEUTICALS INC | 58,370 | $7.3B | 0.42% | |
| 87 | RTN1USDRAYTHEON CO | 38,658 | $7.0B | 0.40% | |
| 88 | AFWALIGN TECHNOLOGY INC | 24,153 | $6.9B | 0.39% | |
| 89 | PFPTPROOFPOINT INC | 56,134 | $6.8B | 0.39% | |
| 90 | DHRDANAHER CORPORATION | 51,295 | $6.8B | 0.38% | |
| 91 | SPOTSPOTIFY TECHNOLOGY S A | 47,686 | $6.6B | 0.38% | |
| 92 | BKNGBOOKING HLDGS INC | 3,586 | $6.3B | 0.35% | |
| 93 | DOCUDOCUSIGN INC | 117,287 | $6.1B | 0.34% | |
| 94 | ODFLOLD DOMINION FREIGHT LINE IN | 41,245 | $6.0B | 0.34% | |
| 95 | BEBLOOM ENERGY CORP | 432,789 | $5.6B | 0.32% | |
| 96 | CMECME GROUP INC | 33,445 | $5.5B | 0.31% | |
| 97 | SYKSTRYKER CORP | 25,663 | $5.1B | 0.29% | |
| 98 | ABTABBOTT LABS | 62,915 | $5.0B | 0.29% | |
| 99 | GOOGLALPHABET INC | 4,257 | $5.0B | 0.28% | |
| 100 | AMATAPPLIED MATLS INC | 122,547 | $4.9B | 0.28% |
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