Granite Investment Partners, LLC Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$2.4B
Holdings
259
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 226,728 | $54.4T | 2259574.72% | |
| 2 | HPHELMERICH & PAYNE INC | 1,064,931 | $52.8T | 2193696.50% | |
| 3 | HALOHALOZYME THERAPEUTICS INC | 902,882 | $51.4T | 2134909.23% | |
| 4 | AAPLAPPLE INC | 345,036 | $44.8T | 1862987.74% | |
| 5 | VCVISTEON CORP | 323,172 | $42.3T | 1757022.09% | |
| 6 | AGYSAGILYSYS INC | 472,970 | $37.4T | 1555484.88% | |
| 7 | VVISA INC | 169,557 | $35.2T | 1463908.08% | |
| 8 | FTITECHNIPFMC PLC | 2,816,636 | $34.3T | 1426824.59% | |
| 9 | CBZCBIZ INC | 722,714 | $33.9T | 1407058.70% | |
| 10 | IPARINTER PARFUMS INC | 344,272 | $33.2T | 1380877.53% | |
| 11 | INSPINSPIRE MED SYS INC | 127,629 | $32.1T | 1335916.18% | |
| 12 | CWSTCASELLA WASTE SYS INC | 396,399 | $31.4T | 1306461.62% | |
| 13 | DEDEERE & CO | 72,445 | $31.1T | 1290799.62% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 56,527 | $30.0T | 1245418.84% | |
| 15 | GOOGALPHABET INC | 334,700 | $29.7T | 1234134.08% | |
| 16 | AXNX*AXONICS INC | 461,114 | $28.8T | 1198209.84% | |
| 17 | HQYHEALTHEQUITY INC | 449,871 | $27.7T | 1152356.28% | |
| 18 | SAIASAIA INC | 131,569 | $27.6T | 1146427.87% | |
| 19 | FRPTFRESHPET INC | 515,021 | $27.2T | 1129401.03% | |
| 20 | LTHM1EURLIVENT CORP | 1,354,390 | $26.9T | 1118350.03% | |
| 21 | FIVNFIVE9 INC | 383,113 | $26.0T | 1080380.89% | |
| 22 | DSGDESCARTES SYS GROUP INC | 371,882 | $25.9T | 1076372.08% | |
| 23 | AMZNAMAZON COM INC | 303,025 | $25.5T | 1057776.46% | |
| 24 | CRSCARPENTER TECHNOLOGY CORP | 664,292 | $24.5T | 1019746.11% | |
| 25 | AZEKAZEK CO INC | 1,200,620 | $24.4T | 1013830.66% | |
| 26 | MEGMONTROSE ENVIRONMENTAL GROUP | 534,616 | $23.7T | 986196.02% | |
| 27 | SPGIS&P GLOBAL INC | 70,463 | $23.6T | 980763.50% | |
| 28 | ALGALAMO GROUP INC | 165,887 | $23.5T | 976139.20% | |
| 29 | BDCBELDEN INC | 324,349 | $23.3T | 969120.10% | |
| 30 | FLRFLUOR CORP NEW | 671,747 | $23.3T | 967543.38% | |
| 31 | PYCRPAYCOR HCM INC | 939,915 | $23.0T | 955781.68% | |
| 32 | SPTSPROUT SOCIAL INC | 406,211 | $22.9T | 953078.57% | |
| 33 | ETNEATON CORP PLC | 145,258 | $22.8T | 947409.05% | |
| 34 | ROKROCKWELL AUTOMATION INC | 88,168 | $22.7T | 943718.40% | |
| 35 | HGVHILTON GRAND VACATIONS INC | 569,788 | $22.0T | 912559.46% | |
| 36 | KEYSKEYSIGHT TECHNOLOGIES INC | 127,949 | $21.9T | 909592.55% | |
| 37 | AINALBANY INTL CORP | 218,622 | $21.6T | 895700.63% | |
| 38 | HTBKHERITAGE COMM CORP | 1,580,537 | $20.5T | 853855.09% | |
| 39 | NBHCNATIONAL BK HLDGS CORP | 486,006 | $20.4T | 849670.00% | |
| 40 | CWTCALIFORNIA WTR SVC GROUP | 334,061 | $20.3T | 841823.65% | |
| 41 | TRNOTERRENO RLTY CORP | 347,036 | $19.7T | 820151.16% | |
| 42 | ADIANALOG DEVICES INC | 120,124 | $19.7T | 818821.48% | |
| 43 | LLYLILLY ELI & CO | 53,843 | $19.7T | 818571.44% | |
| 44 | FCFSFIRSTCASH HOLDINGS INC | 225,159 | $19.6T | 813195.97% | |
| 45 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 1,299,065 | $19.5T | 811383.21% | |
| 46 | MEOHMETHANEX CORP | 514,564 | $19.5T | 809573.27% | |
| 47 | TCBITEXAS CAP BANCSHARES INC | 320,012 | $19.3T | 802032.10% | |
| 48 | ELLAUDER ESTEE COS INC | 77,554 | $19.2T | 799621.80% | |
| 49 | MRTNMARTEN TRANS LTD | 947,506 | $18.7T | 778833.13% | |
| 50 | DYDYCOM INDS INC | 198,011 | $18.5T | 770196.12% | |
| 51 | DVDOUBLEVERIFY HLDGS INC | 815,933 | $17.9T | 744599.93% | |
| 52 | ATRCATRICURE INC | 401,244 | $17.8T | 740000.49% | |
| 53 | PORPORTLAND GEN ELEC CO | 357,695 | $17.5T | 728358.35% | |
| 54 | SKTTANGER FACTORY OUTLET CTRS I | 934,999 | $16.8T | 697059.31% | |
| 55 | EBCEASTERN BANKSHARES INC | 940,044 | $16.2T | 673865.83% | |
| 56 | BLKCHFBLACKROCK INC | 22,560 | $16.0T | 664346.71% | |
| 57 | CYRXCRYOPORT INC | 912,975 | $15.8T | 658255.52% | |
| 58 | ZTSZOETIS INC | 107,028 | $15.7T | 651807.53% | |
| 59 | CALXCALIX INC | 218,351 | $14.9T | 620923.19% | |
| 60 | NENOBLE CORP PLC | 391,621 | $14.8T | 613703.58% | |
| 61 | ICFIICF INTL INC | 147,732 | $14.6T | 608086.30% | |
| 62 | TNDMTANDEM DIABETES CARE INC | 319,524 | $14.4T | 596855.69% | |
| 63 | ACAARCOSA INC | 260,494 | $14.2T | 588238.59% | |
| 64 | CERTCERTARA INC | 853,402 | $13.7T | 569909.22% | |
| 65 | GTLSCHART INDS INC | 115,033 | $13.3T | 550838.36% | |
| 66 | MGMMGM RESORTS INTERNATIONAL | 388,838 | $13.0T | 541799.25% | |
| 67 | RBAGBPRITCHIE BROS AUCTIONEERS | 223,776 | $12.9T | 537777.77% | |
| 68 | FRCBFIRST REP BK SAN FRANCISCO C | 105,078 | $12.8T | 532250.42% | |
| 69 | DISDISNEY WALT CO | 146,480 | $12.7T | 528852.16% | |
| 70 | NARIUSDINARI MED INC | 196,866 | $12.5T | 519984.93% | |
| 71 | JACKJACK IN THE BOX INC | 179,542 | $12.3T | 509070.10% | |
| 72 | NCNONCINO INC | 462,952 | $12.2T | 508667.01% | |
| 73 | JJACOBS SOLUTIONS INC | 101,311 | $12.2T | 505507.11% | |
| 74 | ODFLOLD DOMINION FREIGHT LINE IN | 41,939 | $11.9T | 494579.36% | |
| 75 | DC4DEXCOM INC | 101,693 | $11.5T | 478549.71% | |
| 76 | DHRDANAHER CORPORATION | 42,203 | $11.2T | 465492.95% | |
| 77 | PEPPEPSICO INC | 61,625 | $11.1T | 462652.71% | |
| 78 | HTGCHERCULES CAPITAL INC | 811,064 | $10.7T | 445576.96% | |
| 79 | AEOAMERICAN EAGLE OUTFITTERS IN | 756,440 | $10.6T | 438829.73% | |
| 80 | IDXXIDEXX LABS INC | 25,837 | $10.5T | 438021.92% | |
| 81 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,019,120 | $10.5T | 437060.10% | |
| 82 | SYKSTRYKER CORPORATION | 42,449 | $10.4T | 431285.36% | |
| 83 | ADBEADOBE SYSTEMS INCORPORATED | 30,050 | $10.1T | 420246.82% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 41,988 | $10.0T | 416778.00% | |
| 85 | TECHBIO-TECHNE CORP | 119,990 | $9.9T | 413267.20% | |
| 86 | SIGSIGNET JEWELERS LIMITED | 143,439 | $9.8T | 405333.33% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 20,806 | $9.5T | 394698.55% | |
| 88 | JNJJOHNSON & JOHNSON | 50,722 | $9.0T | 372345.53% | |
| 89 | APTVAPTIV PLC | 93,536 | $8.7T | 361996.66% | |
| 90 | GMEDGLOBUS MED INC | 116,160 | $8.6T | 358514.04% | |
| 91 | PYPLPAYPAL HLDGS INC | 120,426 | $8.6T | 356416.99% | |
| 92 | HSTMHEALTHSTREAM INC | 334,044 | $8.3T | 344819.18% | |
| 93 | UTHUNITED THERAPEUTICS CORP DEL | 28,679 | $8.0T | 331425.20% | |
| 94 | PODDINSULET CORP | 26,111 | $7.7T | 319435.14% | |
| 95 | TMOTHERMO FISHER SCIENTIFIC INC | 13,805 | $7.6T | 315921.90% | |
| 96 | NKENIKE INC | 64,393 | $7.5T | 313110.62% | |
| 97 | VEEVVEEVA SYS INC | 44,238 | $7.1T | 296675.25% | |
| 98 | WF2WINTRUST FINL CORP | 83,643 | $7.1T | 293782.02% | |
| 99 | ISRGINTUITIVE SURGICAL INC | 25,760 | $6.8T | 284054.13% | |
| 100 | NVDANVIDIA CORPORATION | 46,148 | $6.7T | 280258.09% |
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