Granite Investment Partners, LLC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$2.4B

Holdings

255

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (255 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
194,295$56.0T2332898.49%
2
AAPLAPPLE INC
321,358$53.0T2206984.80%
3
IPARINTER PARFUMS INC
341,027$48.5T2020226.55%
4
FRPTFRESHPET INC
609,453$40.3T1680049.86%
5
CWSTCASELLA WASTE SYS INC
448,372$37.1T1543559.81%
6
SAIASAIA INC
134,747$36.7T1526881.38%
7
CBZCBIZ INC
716,194$35.4T1476174.51%
8
VCVISTEON CORP
224,640$35.2T1467255.69%
9
NENOBLE CORP PLC
804,944$31.8T1323190.49%
10
ALGALAMO GROUP INC
166,062$30.6T1273664.79%
11
VVISA INC
131,074$29.6T1230766.39%
12
CRSCARPENTER TECHNOLOGY CORP
658,729$29.5T1227966.25%
13
LTHM1EURLIVENT CORP
1,350,802$29.3T1221915.24%
14
DSGDESCARTES SYS GROUP INC
363,758$29.3T1221211.94%
15
INSPINSPIRE MED SYS INC
124,928$29.2T1217853.68%
16
FIVNFIVE9 INC
388,766$28.1T1170458.64%
17
BDCBELDEN INC
322,123$28.0T1164074.86%
18
SPTSPROUT SOCIAL INC
454,134$27.6T1151458.35%
19
HPHELMERICH & PAYNE INC
769,974$27.5T1146414.54%
20
HALOHALOZYME THERAPEUTICS INC
715,247$27.3T1137614.91%
21
NEOGNEOGEN CORP
1,469,876$27.2T1133734.23%
22
FCFSFIRSTCASH HOLDINGS INC
282,500$26.9T1122069.63%
23
GOOGALPHABET INC
244,782$25.5T1060235.62%
24
CERTCERTARA INC
1,052,246$25.4T1056584.08%
25
AMZNAMAZON COM INC
245,062$25.3T1054201.97%
26
HGVHILTON GRAND VACATIONS INC
565,778$25.1T1046916.27%
27
FTITECHNIPFMC PLC
1,832,609$25.0T1041818.44%
28
PYCRPAYCOR HCM INC
943,168$25.0T1041722.73%
29
DVDOUBLEVERIFY HLDGS INC
816,531$24.6T1025296.73%
30
AXNX*AXONICS INC
451,073$24.6T1024969.09%
31
CXTCRANE HLDGS CO
214,374$24.3T1013345.50%
32
AZEKAZEK CO INC
1,031,763$24.3T1011523.51%
33
MEOHMETHANEX CORP
512,741$23.9T993620.80%
34
DEDEERE & CO
56,808$23.5T976838.83%
35
CYRXCRYOPORT INC
947,436$22.7T947001.56%
36
TRNOTERRENO RLTY CORP
346,845$22.4T933163.04%
37
FLRFLUOR CORP NEW
668,766$20.7T860919.93%
38
ICFIICF INTL INC
186,360$20.4T851429.91%
39
ETNEATON CORP PLC
118,338$20.3T844447.32%
40
AMPHAMPHASTAR PHARMACEUTICALS IN
536,821$20.1T838398.22%
41
AGYSAGILYSYS INC
242,759$20.0T834202.52%
42
MRTNMARTEN TRANS LTD
943,975$19.8T823633.66%
43
SPGIS&P GLOBAL INC
57,341$19.8T823349.66%
44
AINALBANY INTL CORP
218,751$19.5T814109.40%
45
MEGMONTROSE ENVIRONMENTAL GROUP
545,564$19.5T810472.70%
46
CWTCALIFORNIA WTR SVC GROUP
330,158$19.2T800266.04%
47
UNHUNITEDHEALTH GROUP INC
39,387$18.6T775223.62%
48
ESABESAB CORPORATION
314,542$18.6T773811.51%
49
BMBLBUMBLE INC
941,143$18.4T766287.88%
50
OMCLOMNICELL COM
309,855$18.2T757119.05%
51
NVDANVIDIA CORPORATION
65,387$18.2T756425.78%
52
KTOSKRATOS DEFENSE & SEC SOLUTIO
1,344,690$18.1T754921.22%
53
HAYWHAYWARD HLDGS INC
1,541,825$18.1T752579.30%
54
ROKROCKWELL AUTOMATION INC
60,751$17.8T742466.93%
55
ROICUSDRETAIL OPPORTUNITY INVTS COR
1,267,137$17.7T736713.41%
56
PORPORTLAND GEN ELEC CO
356,213$17.4T725302.85%
57
HTDCORCEPT THERAPEUTICS INC
795,076$17.2T717227.06%
58
BWINBRP GROUP INC
665,632$16.9T705800.84%
59
ATRCATRICURE INC
398,578$16.5T688061.77%
60
ELLAUDER ESTEE COS INC
66,047$16.3T677936.66%
61
CALXCALIX INC
295,251$15.8T658968.57%
62
KEYSKEYSIGHT TECHNOLOGIES INC
97,957$15.8T658785.12%
63
ADIANALOG DEVICES INC
79,702$15.7T654650.85%
64
DISDISNEY WALT CO
149,998$15.0T625517.21%
65
ODFLOLD DOMINION FREIGHT LINE IN
42,414$14.5T602073.30%
66
IDXXIDEXX LABS INC
28,224$14.1T587824.42%
67
ZTSZOETIS INC
81,656$13.6T566024.71%
68
TMOTHERMO FISHER SCIENTIFIC INC
22,878$13.2T549172.78%
69
LLYLILLY ELI & CO
37,550$12.9T537062.83%
70
ABBVABBVIE INC
80,743$12.9T535921.31%
71
SYKSTRYKER CORPORATION
44,588$12.7T530112.48%
72
MGMMGM RESORTS INTERNATIONAL
284,339$12.6T526022.77%
73
NSSCNAPCO SEC TECHNOLOGIES INC
329,844$12.4T516243.92%
74
BLKCHFBLACKROCK INC
18,294$12.2T509802.84%
75
HLIOHELIOS TECHNOLOGIES INC
182,010$11.9T495749.82%
76
CHGGCHEGG INC
725,916$11.8T492791.89%
77
RBAGBPRITCHIE BROS AUCTIONEERS
203,439$11.5T476930.42%
78
ADBEADOBE SYSTEMS INCORPORATED
29,460$11.4T472824.76%
79
FVRRFIVERR INTL LTD
319,125$11.1T464113.96%
80
PEPPEPSICO INC
59,990$10.9T455465.10%
81
SIGSIGNET JEWELERS LIMITED
140,326$10.9T454564.64%
82
DHRDANAHER CORPORATION
41,668$10.5T437382.81%
83
HTBKHERITAGE COMM CORP
1,227,047$10.2T425692.30%
84
AEOAMERICAN EAGLE OUTFITTERS IN
754,375$10.1T422256.29%
85
COSTCOSTCO WHSL CORP NEW
20,133$10.0T416620.71%
86
ADPAUTOMATIC DATA PROCESSING IN
41,378$9.2T383656.66%
87
APTVAPTIV PLC
73,604$8.3T343910.27%
88
CMECME GROUP INC
41,719$8.0T332764.97%
89
NKENIKE INC
64,521$7.9T329551.11%
90
MYRGMYR GROUP INC DEL
61,209$7.7T321225.39%
91
JNJJOHNSON & JOHNSON
49,572$7.7T320005.70%
92
A3IAMERISAFE INC
152,579$7.5T311054.89%
93
NARIUSDINARI MED INC
117,716$7.3T302685.56%
94
HSKAEURHESKA CORP
73,523$7.2T298917.66%
95
TKRTIMKEN CO
87,077$7.1T296361.21%
96
METAMETA PLATFORMS INC
32,775$6.9T289297.87%
97
ESEESCO TECHNOLOGIES INC
72,767$6.9T289267.72%
98
TECHBIO-TECHNE CORP
92,273$6.8T285108.12%
99
NCNONCINO INC
275,962$6.8T284800.10%
100
PYPLPAYPAL HLDGS INC
88,667$6.7T280428.52%
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