Granite Investment Partners, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$2.6B

Holdings

261

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (261 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP	188,060	$70.0M	2.72%
2	AAPLAPPLE INC	297,295	$57.0M	2.22%
3	FRPTFRESHPET INC	512,956	$44.0M	1.71%
4	NEOGNEOGEN CORP	2,187,161	$43.0M	1.67%
5	CWSTCASELLA WASTE SYS INC	510,090	$43.0M	1.67%
6	CBZCBIZ INC	680,310	$42.0M	1.63%
7	NENOBLE CORP PLC	797,349	$38.0M	1.48%
8	AZEKAZEK CO INC	947,622	$36.0M	1.40%
9	IPARINTER PARFUMS INC	253,752	$36.0M	1.40%
10	AMZNAMAZON COM INC	230,527	$35.0M	1.36%
11	GOOGALPHABET INC	236,333	$33.0M	1.28%
12	PYCRPAYCOR HCM INC	1,541,834	$33.0M	1.28%
13	CRSCARPENTER TECHNOLOGY CORP	469,965	$33.0M	1.28%
14	AINALBANY INTL CORP	339,808	$33.0M	1.28%
15	VVISA INC	123,502	$32.0M	1.25%
16	APGAPI GROUP CORP	932,811	$32.0M	1.25%
17	HALOHALOZYME THERAPEUTICS INC	832,422	$30.0M	1.17%
18	WF2WINTRUST FINL CORP	329,134	$30.0M	1.17%
19	DSGDESCARTES SYS GROUP INC	345,422	$29.0M	1.13%
20	BLBLACKLINE INC	479,389	$29.0M	1.13%
21	ETNEATON CORP PLC	124,173	$29.0M	1.13%
22	DVDOUBLEVERIFY HLDGS INC	778,956	$28.0M	1.09%
23	HPHELMERICH & PAYNE INC	748,996	$27.0M	1.05%
24	KTOSKRATOS DEFENSE & SEC SOLUTIO	1,285,593	$26.0M	1.01%
25	SIGSIGNET JEWELERS LIMITED	233,749	$25.0M	0.97%
26	AXNX*AXONICS INC	404,672	$25.0M	0.97%
27	LPXLOUISIANA PAC CORP	362,707	$25.0M	0.97%
28	VCYTVERACYTE INC	873,251	$24.0M	0.93%
29	SPGIS&P GLOBAL INC	54,721	$24.0M	0.93%
30	NSSCNAPCO SEC TECHNOLOGIES INC	674,054	$23.0M	0.90%
31	FTITECHNIPFMC PLC	1,143,788	$23.0M	0.90%
32	NVDANVIDIA CORPORATION	48,257	$23.0M	0.90%
33	BDCBELDEN INC	305,665	$23.0M	0.90%
34	AMPHAMPHASTAR PHARMACEUTICALS IN	365,340	$22.0M	0.86%
35	CRCRANE COMPANY	186,763	$22.0M	0.86%
36	VCVISTEON CORP	178,556	$22.0M	0.86%
37	MEGMONTROSE ENVIRONMENTAL GROUP	691,932	$22.0M	0.86%
38	HUBBHUBBELL INC	65,579	$21.0M	0.82%
39	SPTSPROUT SOCIAL INC	346,005	$21.0M	0.82%
40	CERTCERTARA INC	1,221,243	$21.0M	0.82%
41	DEDEERE & CO	54,191	$21.0M	0.82%
42	MEOHMETHANEX CORP	457,659	$21.0M	0.82%
43	STCSTEWART INFORMATION SVCS COR	362,788	$21.0M	0.82%
44	TRNOTERRENO RLTY CORP	331,091	$20.0M	0.78%
45	ESABESAB CORPORATION	233,422	$20.0M	0.78%
46	FLRFLUOR CORP NEW	493,024	$19.0M	0.74%
47	AGYSAGILYSYS INC	232,095	$19.0M	0.74%
48	OUTOUTFRONT MEDIA INC	1,371,414	$19.0M	0.74%
49	PGNYPROGYNY INC	516,569	$19.0M	0.74%
50	NCNONCINO INC	587,606	$19.0M	0.74%
51	FCFSFIRSTCASH HOLDINGS INC	171,241	$18.0M	0.70%
52	MRTNMARTEN TRANS LTD	900,811	$18.0M	0.70%
53	ROKROCKWELL AUTOMATION INC	57,809	$17.0M	0.66%
54	ICFIICF INTL INC	131,655	$17.0M	0.66%
55	ALGALAMO GROUP INC	81,845	$17.0M	0.66%
56	UNHUNITEDHEALTH GROUP INC	32,247	$16.0M	0.62%
57	ARCBARCBEST CORP	138,116	$16.0M	0.62%
58	CWTCALIFORNIA WTR SVC GROUP	313,525	$16.0M	0.62%
59	ODFLOLD DOMINION FREIGHT LINE IN	40,223	$16.0M	0.62%
60	SYKSTRYKER CORPORATION	52,978	$15.0M	0.58%
61	TSEMTOWER SEMICONDUCTOR LTD	520,837	$15.0M	0.58%
62	LESLLESLIES INC	2,112,163	$14.0M	0.54%
63	GEGENERAL ELECTRIC CO	115,327	$14.0M	0.54%
64	ZTSZOETIS INC	73,237	$14.0M	0.54%
65	ABBVABBVIE INC	95,036	$14.0M	0.54%
66	VIAVVIAVI SOLUTIONS INC	1,301,721	$13.0M	0.51%
67	BMBLBUMBLE INC	866,849	$12.0M	0.47%
68	METAMETA PLATFORMS INC	34,090	$12.0M	0.47%
69	—SONENDO INC	57,000	$12.0M	0.47%
70	KRUSKURA SUSHI USA INC	155,558	$11.0M	0.43%
71	MGMMGM RESORTS INTERNATIONAL	268,375	$11.0M	0.43%
72	CRWDCROWDSTRIKE HLDGS INC	45,496	$11.0M	0.43%
73	SHOPSHOPIFY INC	147,394	$11.0M	0.43%
74	PEPPEPSICO INC	61,547	$10.0M	0.39%
75	HTDCORCEPT THERAPEUTICS INC	309,698	$10.0M	0.39%
76	ECVTECOVYST INC	1,069,524	$10.0M	0.39%
77	ADPAUTOMATIC DATA PROCESSING IN	41,646	$9.0M	0.35%
78	RXSTRXSIGHT INC	230,927	$9.0M	0.35%
79	DHRDANAHER CORPORATION	42,212	$9.0M	0.35%
80	ADIANALOG DEVICES INC	50,011	$9.0M	0.35%
81	AVDXAVIDXCHANGE HOLDINGS INC	722,281	$8.0M	0.31%
82	PCORPROCORE TECHNOLOGIES INC	118,836	$8.0M	0.31%
83	PCARPACCAR INC	86,408	$8.0M	0.31%
84	ESEESCO TECHNOLOGIES INC	68,632	$8.0M	0.31%
85	BWINBRP GROUP INC	370,565	$8.0M	0.31%
86	HAYWHAYWARD HLDGS INC	647,670	$8.0M	0.31%
87	MKSIMKS INSTRS INC	69,674	$7.0M	0.27%
88	NYTNEW YORK TIMES CO	161,802	$7.0M	0.27%
89	TECHBIO-TECHNE CORP	101,922	$7.0M	0.27%
90	SBG1SEACOAST BKG CORP FLA	260,119	$7.0M	0.27%
91	NTRANATERA INC	112,194	$7.0M	0.27%
92	CNMCORE & MAIN INC	180,387	$7.0M	0.27%
93	HLIHOULIHAN LOKEY INC	59,278	$7.0M	0.27%
94	JPMJPMORGAN CHASE & CO	43,630	$7.0M	0.27%
95	CMECME GROUP INC	37,875	$7.0M	0.27%
96	ECLECOLAB INC	35,325	$7.0M	0.27%
97	SITESITEONE LANDSCAPE SUPPLY INC	48,782	$7.0M	0.27%
98	JNJJOHNSON & JOHNSON	50,072	$7.0M	0.27%
99	MRVIMARAVAI LIFESCIENCES HLDGS I	1,123,690	$7.0M	0.27%
100	FIGSFIGS INC	1,118,545	$7.0M	0.27%

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