Granite Investment Partners, LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$2.6T
Holdings
261
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (261 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 178,739 | $75.2B | 2.86% | |
| 2 | CBZCBIZ INC | 655,529 | $51.5B | 1.96% | |
| 3 | CWSTCASELLA WASTE SYS INC | 494,230 | $48.9B | 1.86% | |
| 4 | AAPLAPPLE INC | 281,815 | $48.3B | 1.84% | |
| 5 | FRPTFRESHPET INC | 407,632 | $47.2B | 1.80% | |
| 6 | AMZNAMAZON COM INC | 213,419 | $38.5B | 1.46% | |
| 7 | NENOBLE CORP PLC | 769,296 | $37.3B | 1.42% | |
| 8 | IPARINTER PARFUMS INC | 258,091 | $36.3B | 1.38% | |
| 9 | ETNEATON CORP PLC | 114,200 | $35.7B | 1.36% | |
| 10 | NVDANVIDIA CORPORATION | 39,389 | $35.6B | 1.35% | |
| 11 | NEOGNEOGEN CORP | 2,152,391 | $34.0B | 1.29% | |
| 12 | GOOGALPHABET INC | 221,751 | $33.8B | 1.28% | |
| 13 | WF2WINTRUST FINL CORP | 317,555 | $33.1B | 1.26% | |
| 14 | HALOHALOZYME THERAPEUTICS INC | 811,458 | $33.0B | 1.26% | |
| 15 | VVISA INC | 112,038 | $31.3B | 1.19% | |
| 16 | HPHELMERICH & PAYNE INC | 726,463 | $30.6B | 1.16% | |
| 17 | PYCRPAYCOR HCM INC | 1,568,131 | $30.5B | 1.16% | |
| 18 | DSGDESCARTES SYS GROUP INC | 332,907 | $30.5B | 1.16% | |
| 19 | LLYELI LILLY & CO | 38,241 | $29.7B | 1.13% | |
| 20 | LPXLOUISIANA PAC CORP | 350,265 | $29.4B | 1.12% | |
| 21 | BLBLACKLINE INC | 454,588 | $29.4B | 1.12% | |
| 22 | AGYSAGILYSYS INC | 332,462 | $28.0B | 1.07% | |
| 23 | ARCBARCBEST CORP | 193,534 | $27.6B | 1.05% | |
| 24 | BDCBELDEN INC | 295,008 | $27.3B | 1.04% | |
| 25 | NSSCNAPCO SEC TECHNOLOGIES INC | 665,420 | $26.7B | 1.02% | |
| 26 | DVDOUBLEVERIFY HLDGS INC | 750,715 | $26.4B | 1.00% | |
| 27 | MEGMONTROSE ENVIRONMENTAL GROUP | 670,934 | $26.3B | 1.00% | |
| 28 | HUBBHUBBELL INC | 62,478 | $25.9B | 0.99% | |
| 29 | CRSCARPENTER TECHNOLOGY CORP | 360,160 | $25.7B | 0.98% | |
| 30 | AZEKAZEK CO INC | 503,908 | $25.3B | 0.96% | |
| 31 | AINALBANY INTL CORP | 270,435 | $25.3B | 0.96% | |
| 32 | ESABESAB CORPORATION | 225,496 | $24.9B | 0.95% | |
| 33 | CRCRANE COMPANY | 180,424 | $24.4B | 0.93% | |
| 34 | VCVISTEON CORP | 200,344 | $23.6B | 0.90% | |
| 35 | STCSTEWART INFORMATION SVCS COR | 350,322 | $22.8B | 0.87% | |
| 36 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,238,477 | $22.8B | 0.87% | |
| 37 | OUTOUTFRONT MEDIA INC | 1,352,130 | $22.7B | 0.86% | |
| 38 | SIGSIGNET JEWELERS LIMITED | 225,342 | $22.5B | 0.86% | |
| 39 | CERTCERTARA INC | 1,213,222 | $21.7B | 0.83% | |
| 40 | TSEMTOWER SEMICONDUCTOR LTD | 636,956 | $21.3B | 0.81% | |
| 41 | SPGIS&P GLOBAL INC | 50,058 | $21.3B | 0.81% | |
| 42 | TRNOTERRENO RLTY CORP | 319,519 | $21.2B | 0.81% | |
| 43 | NCNONCINO INC | 566,896 | $21.2B | 0.81% | |
| 44 | DEDEERE & CO | 51,369 | $21.1B | 0.80% | |
| 45 | FCFSFIRSTCASH HOLDINGS INC | 165,397 | $21.1B | 0.80% | |
| 46 | ARLOARLO TECHNOLOGIES INC | 1,662,899 | $21.0B | 0.80% | |
| 47 | VCYTVERACYTE INC | 915,750 | $20.3B | 0.77% | |
| 48 | FLRFLUOR CORP NEW | 477,845 | $20.2B | 0.77% | |
| 49 | ICFIICF INTL INC | 127,569 | $19.2B | 0.73% | |
| 50 | TXG10X GENOMICS INC | 509,033 | $19.1B | 0.73% | |
| 51 | PGNYPROGYNY INC | 500,487 | $19.1B | 0.73% | |
| 52 | GEGENERAL ELECTRIC CO | 104,115 | $18.3B | 0.70% | |
| 53 | ALGALAMO GROUP INC | 79,040 | $18.0B | 0.69% | |
| 54 | VIAVVIAVI SOLUTIONS INC | 1,952,493 | $17.7B | 0.68% | |
| 55 | KRUSKURA SUSHI USA INC | 153,480 | $17.7B | 0.67% | |
| 56 | —LESLIES INC | 2,679,067 | $17.4B | 0.66% | |
| 57 | SYKSTRYKER CORPORATION | 47,914 | $17.1B | 0.65% | |
| 58 | ABBVABBVIE INC | 92,871 | $16.9B | 0.64% | |
| 59 | ODFLOLD DOMINION FREIGHT LINE IN | 75,728 | $16.6B | 0.63% | |
| 60 | MEOHMETHANEX CORP | 365,432 | $16.3B | 0.62% | |
| 61 | LITELUMENTUM HLDGS INC | 341,504 | $16.2B | 0.62% | |
| 62 | MRTNMARTEN TRANS LTD | 867,935 | $16.0B | 0.61% | |
| 63 | PCARPACCAR INC | 126,917 | $15.7B | 0.60% | |
| 64 | AMPHAMPHASTAR PHARMACEUTICALS IN | 352,770 | $15.5B | 0.59% | |
| 65 | ROKROCKWELL AUTOMATION INC | 52,820 | $15.4B | 0.59% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 20,320 | $14.9B | 0.57% | |
| 67 | ZIPZIPRECRUITER INC | 1,261,376 | $14.5B | 0.55% | |
| 68 | METAMETA PLATFORMS INC | 29,798 | $14.5B | 0.55% | |
| 69 | CWTCALIFORNIA WTR SVC GROUP | 302,204 | $14.0B | 0.53% | |
| 70 | TMOTHERMO FISHER SCIENTIFIC INC | 23,469 | $13.6B | 0.52% | |
| 71 | BLKCHFBLACKROCK INC | 16,144 | $13.5B | 0.51% | |
| 72 | CRWDCROWDSTRIKE HLDGS INC | 41,380 | $13.3B | 0.50% | |
| 73 | AVDXAVIDXCHANGE HOLDINGS INC | 1,007,900 | $13.3B | 0.50% | |
| 74 | SITMSITIME CORP | 134,783 | $12.6B | 0.48% | |
| 75 | ENOVENOVIS CORPORATION | 199,508 | $12.5B | 0.47% | |
| 76 | IDXXIDEXX LABS INC | 22,799 | $12.3B | 0.47% | |
| 77 | ADBEADOBE INC | 23,574 | $11.9B | 0.45% | |
| 78 | RXSTRXSIGHT INC | 224,502 | $11.6B | 0.44% | |
| 79 | MGMMGM RESORTS INTERNATIONAL | 236,617 | $11.2B | 0.43% | |
| 80 | ZTSZOETIS INC | 65,788 | $11.1B | 0.42% | |
| 81 | AM6AMICUS THERAPEUTICS INC | 918,834 | $10.8B | 0.41% | |
| 82 | BWINBRP GROUP INC | 369,543 | $10.7B | 0.41% | |
| 83 | DHRDANAHER CORPORATION | 42,192 | $10.5B | 0.40% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 41,531 | $10.4B | 0.39% | |
| 85 | SHOPSHOPIFY INC | 131,812 | $10.2B | 0.39% | |
| 86 | PEPPEPSICO INC | 57,972 | $10.1B | 0.39% | |
| 87 | BROSDUTCH BROS INC | 305,660 | $10.1B | 0.38% | |
| 88 | NTRANATERA INC | 108,566 | $9.9B | 0.38% | |
| 89 | BMBLBUMBLE INC | 865,843 | $9.8B | 0.37% | |
| 90 | MRVIMARAVAI LIFESCIENCES HLDGS I | 1,123,337 | $9.7B | 0.37% | |
| 91 | RG6ROGERS CORP | 81,109 | $9.6B | 0.37% | |
| 92 | HAYWHAYWARD HLDGS INC | 627,090 | $9.6B | 0.37% | |
| 93 | SHWSHERWIN WILLIAMS CO | 27,518 | $9.6B | 0.36% | |
| 94 | PCORPROCORE TECHNOLOGIES INC | 115,125 | $9.5B | 0.36% | |
| 95 | FIGSFIGS INC | 1,862,202 | $9.3B | 0.35% | |
| 96 | MKSIMKS INSTRS INC | 68,326 | $9.1B | 0.35% | |
| 97 | ADIANALOG DEVICES INC | 45,330 | $9.0B | 0.34% | |
| 98 | JPMJPMORGAN CHASE & CO | 43,630 | $8.7B | 0.33% | |
| 99 | CNMCORE & MAIN INC | 147,215 | $8.4B | 0.32% | |
| 100 | SITESITEONE LANDSCAPE SUPPLY INC | 47,762 | $8.3B | 0.32% |
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