Granite Investment Partners, LLC Q4 2021 Filing

Filed February 10, 2022

Portfolio Value

$3.4T

Holdings

272

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
253,458$85.2B2.49%
2
CYRXCRYOPORT INC
1,161,918$68.8B2.01%
3
OLNOLIN CORP
1,084,726$62.4B1.82%
4
AMZNAMAZON COM INC
17,110$57.1B1.66%
5
SIGSIGNET JEWELERS LIMITED
655,387$57.0B1.66%
6
GOOGALPHABET INC
18,577$53.8B1.57%
7
GDYNGRID DYNAMICS HLDGS INC
1,410,595$53.6B1.56%
8
IPARINTER PARFUMS INC
465,627$49.8B1.45%
9
SAIASAIA INC
137,059$46.2B1.35%
10
VCVISTEON CORP
400,275$44.5B1.30%
11
AAPLAPPLE INC
242,423$43.0B1.26%
12
HGVHILTON GRAND VACATIONS INC
794,140$41.4B1.21%
13
HEESEURH & E EQUIPMENT SERVICES INC
927,857$41.1B1.20%
14
MEGMONTROSE ENVIRONMENTAL GROUP
581,874$41.0B1.20%
15
VVISA INC
184,498$40.0B1.17%
16
GSHDGOOSEHEAD INS INC
296,643$38.6B1.13%
17
LTHM1EURLIVENT CORP
1,568,966$38.3B1.12%
18
EVREVERCORE INC
279,893$38.0B1.11%
19
HALOHALOZYME THERAPEUTICS INC
934,562$37.6B1.10%
20
VICRVICOR CORP
295,265$37.5B1.09%
21
TTECTTEC HLDGS INC
411,641$37.3B1.09%
22
SPGIS&P GLOBAL INC
75,913$35.8B1.05%
23
ROKROCKWELL AUTOMATION INC
102,171$35.6B1.04%
24
PACKRANPAK HOLDINGS CORP
931,003$35.0B1.02%
25
KEYSKEYSIGHT TECHNOLOGIES INC
168,688$34.8B1.02%
26
DSGDESCARTES SYS GROUP INC
420,412$34.8B1.01%
27
ELLAUDER ESTEE COS INC
90,856$33.6B0.98%
28
METAMETA PLATFORMS INC
99,987$33.6B0.98%
29
NEONEOGENOMICS INC
963,187$32.9B0.96%
30
CBZCBIZ INC
830,028$32.5B0.95%
31
LGFEURLIONS GATE ENTMNT CORP
1,939,420$32.3B0.94%
32
PYPLPAYPAL HLDGS INC
170,720$32.2B0.94%
33
SPTSPROUT SOCIAL INC
350,966$31.8B0.93%
34
FLRFLUOR CORP NEW
1,257,288$31.1B0.91%
35
BDCBELDEN INC
473,539$31.1B0.91%
36
MEOHMETHANEX CORP
780,124$30.9B0.90%
37
INSPINSPIRE MED SYS INC
131,433$30.2B0.88%
38
NKENIKE INC
180,988$30.2B0.88%
39
VCYTVERACYTE INC
729,096$30.0B0.88%
40
ZTSZOETIS INC
122,857$30.0B0.87%
41
UNVREURUNIVAR SOLUTIONS INC
1,045,895$29.7B0.87%
42
BECNUSDBEACON ROOFING SUPPLY INC
509,590$29.2B0.85%
43
ROICUSDRETAIL OPPORTUNITY INVTS COR
1,463,910$28.7B0.84%
44
DISDISNEY WALT CO
182,202$28.2B0.82%
45
JECUSDJACOBS ENGR GROUP INC
202,166$28.1B0.82%
46
LPSNUSDLIVEPERSON INC
784,040$28.0B0.82%
47
MTRNMATERION CORP
298,643$27.5B0.80%
48
SITESITEONE LANDSCAPE SUPPLY INC
112,893$27.4B0.80%
49
ADIANALOG DEVICES INC
151,672$26.7B0.78%
50
TRNOTERRENO RLTY CORP
309,140$26.4B0.77%
51
CRMSALESFORCE COM INC
99,509$25.3B0.74%
52
ODFLOLD DOMINION FREIGHT LINE IN
70,274$25.2B0.73%
53
FRCBFIRST REP BK SAN FRANCISCO C
121,432$25.1B0.73%
54
NBHCNATIONAL BK HLDGS CORP
538,650$23.7B0.69%
55
BLKCHFBLACKROCK INC
25,493$23.3B0.68%
56
KTOSKRATOS DEFENSE & SEC SOLUTIO
1,189,317$23.1B0.67%
57
AFWALIGN TECHNOLOGY INC
34,338$22.6B0.66%
58
PARPAR TECHNOLOGY CORP
424,207$22.4B0.65%
59
AGYSAGILYSYS INC
499,113$22.2B0.65%
60
CPFCENTRAL PAC FINL CORP
783,569$22.1B0.64%
61
CMECME GROUP INC
96,490$22.0B0.64%
62
HSTMHEALTHSTREAM INC
822,183$21.7B0.63%
63
CDNACAREDX INC
474,922$21.6B0.63%
64
PLCECHILDRENS PL INC NEW
270,059$21.4B0.62%
65
HAINHAIN CELESTIAL GROUP INC
493,154$21.0B0.61%
66
CWTCALIFORNIA WTR SVC GROUP
287,882$20.7B0.60%
67
DYDYCOM INDS INC
220,140$20.6B0.60%
68
MTCHMATCH GROUP INC NEW
154,014$20.4B0.59%
69
HPHELMERICH & PAYNE INC
843,565$20.0B0.58%
70
8CWCROWN CASTLE INTL CORP NEW
95,559$19.9B0.58%
71
SKYWSKYWEST INC
501,805$19.7B0.58%
72
TROXTRONOX HOLDINGS PLC
816,779$19.6B0.57%
73
ADSKAUTODESK INC
69,489$19.5B0.57%
74
ACAARCOSA INC
369,903$19.5B0.57%
75
VZIOEURVIZIO HLDG CORP
983,465$19.1B0.56%
76
ADBEADOBE SYSTEMS INCORPORATED
33,029$18.7B0.55%
77
GDOTGREEN DOT CORP
515,819$18.7B0.55%
78
DHRDANAHER CORPORATION
54,980$18.1B0.53%
79
AATAMERICAN ASSETS TR INC
479,669$18.0B0.53%
80
QCOMQUALCOMM INC
96,542$17.7B0.52%
81
AXNX*AXONICS INC
313,852$17.6B0.51%
82
HTBKHERITAGE COMM CORP
1,409,324$16.8B0.49%
83
ALGALAMO GROUP INC
113,971$16.8B0.49%
84
MDMEDNAX INC
612,371$16.7B0.49%
85
MRTNMARTEN TRANS LTD
966,929$16.6B0.48%
86
COSTCOSTCO WHSL CORP NEW
28,712$16.3B0.48%
87
SBUXSTARBUCKS CORP
137,305$16.1B0.47%
88
LLYLILLY ELI & CO
57,191$15.8B0.46%
89
NVDANVIDIA CORPORATION
53,483$15.7B0.46%
90
DC4DEXCOM INC
28,631$15.4B0.45%
91
OPRXOPTIMIZERX CORP
241,259$15.0B0.44%
92
SILKSILK RD MED INC
351,666$15.0B0.44%
93
ILMNILLUMINA INC
38,810$14.8B0.43%
94
MGMMGM RESORTS INTERNATIONAL
324,498$14.6B0.42%
95
PEPPEPSICO INC
76,316$13.3B0.39%
96
GOOGLALPHABET INC
4,350$12.6B0.37%
97
ADPAUTOMATIC DATA PROCESSING IN
50,170$12.4B0.36%
98
SPOTSPOTIFY TECHNOLOGY S A
52,160$12.2B0.36%
99
ECLECOLAB INC
50,944$12.0B0.35%
100
WW6WW INTL INC
740,821$11.9B0.35%
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