Granite Investment Partners, LLC Q1 2017 Filing

Filed April 25, 2017

Portfolio Value

$1.5T

Holdings

305

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (305 positions)

#StockSharesValue% PortfolioType
1
METAFACEBOOK INC
171,395$24.3B1.67%
2
AMZNAMAZON COM INC
27,285$24.2B1.66%
3
MSFTMICROSOFT CORP
335,646$22.1B1.51%
4
AAPLAPPLE INC
153,678$22.1B1.51%
5
WIXWIX COM LTD
288,556$19.6B1.34%
6
NUTRI SYS INC NEW
345,180$19.2B1.31%
7
CALLIDUS SOFTWARE INC
864,384$18.5B1.26%
8
ACXIOM CORP
640,253$18.2B1.25%
9
ORBCOMM INC
1,716,496$16.4B1.12%
10
UNHUNITEDHEALTH GROUP INC
99,020$16.2B1.11%
11
NEWREURNEW RELIC INC
431,364$16.0B1.09%
12
GOOGALPHABET INC
19,277$16.0B1.09%
13
ECLECOLAB INC
127,065$15.9B1.09%
14
MNROMONRO MUFFLER BRAKE INC
298,821$15.6B1.07%
15
SITESITEONE LANDSCAPE SUPPLY INC
313,365$15.2B1.04%
16
MRCYMERCURY SYS INC
388,377$15.2B1.04%
17
SUPNSUPERNUS PHARMACEUTICALS INC
470,799$14.7B1.01%
18
BLDTOPBUILD CORP
305,579$14.4B0.98%
19
FARMFARMER BROS CO
405,356$14.3B0.98%
20
QUOTUSDQUOTIENT TECHNOLOGY INC
1,481,111$14.1B0.97%
21
VVISA INC
154,926$13.8B0.94%
22
TMOTHERMO FISHER SCIENTIFIC INC
87,555$13.4B0.92%
23
WRIGHT MED GROUP N V
431,412$13.4B0.92%
24
AINALBANY INTL CORP
286,456$13.2B0.90%
25
INFNEURINFINERA CORPORATION
1,286,114$13.2B0.90%
26
AWRAMERICAN STS WTR CO
296,313$13.1B0.90%
27
37MMRC GLOBAL INC
712,677$13.1B0.89%
28
UEICUNIVERSAL ELECTRS INC
187,145$12.8B0.88%
29
SMART & FINAL STORES INC
1,032,996$12.5B0.86%
30
HEESEURH & E EQUIPMENT SERVICES INC
508,748$12.5B0.85%
31
APOGAPOGEE ENTERPRISES INC
209,262$12.5B0.85%
32
WFCWELLS FARGO & CO NEW
223,625$12.4B0.85%
33
WIREEURENCORE WIRE CORP
267,161$12.3B0.84%
34
SCHWSCHWAB CHARLES CORP NEW
300,473$12.3B0.84%
35
PYPLPAYPAL HLDGS INC
283,926$12.2B0.84%
36
PEPPEPSICO INC
106,617$11.9B0.82%
37
RAVEN INDS INC
405,212$11.8B0.81%
38
GSMFERROGLOBE PLC
1,138,417$11.8B0.81%
39
PAYCPAYCOM SOFTWARE INC
203,933$11.7B0.80%
40
CAMBREX CORP
212,727$11.7B0.80%
41
NYTNEW YORK TIMES CO
797,921$11.5B0.79%
42
HQYHEALTHEQUITY INC
268,478$11.4B0.78%
43
INFINITY PPTY & CAS CORP
118,909$11.4B0.78%
44
RUSHARUSH ENTERPRISES INC
338,815$11.2B0.77%
45
A3IAMERISAFE INC
172,184$11.2B0.76%
46
CORECORE MARK HOLDING CO INC
355,760$11.1B0.76%
47
COLBCOLUMBIA BKG SYS INC
283,413$11.1B0.76%
48
KALUKAISER ALUMINUM CORP
138,044$11.0B0.76%
49
DISDISNEY WALT CO
96,426$10.9B0.75%
50
MRTNMARTEN TRANS LTD
464,824$10.9B0.75%
51
SMPSTANDARD MTR PRODS INC
221,795$10.9B0.75%
52
TIME INC NEW
560,508$10.8B0.74%
53
MDTMEDTRONIC PLC
134,466$10.8B0.74%
54
LGNDLIGAND PHARMACEUTICALS INC
101,938$10.8B0.74%
55
FRCBFIRST REP BK SAN FRANCISCO C
114,619$10.8B0.74%
56
FETUSDFORUM ENERGY TECHNOLOGIES IN
518,779$10.7B0.74%
57
ADTNEURADTRAN INC
516,484$10.7B0.73%
58
FIVNFIVE9 INC
650,684$10.7B0.73%
59
JNJJOHNSON & JOHNSON
83,075$10.3B0.71%
60
DSGDESCARTES SYS GROUP INC
451,384$10.3B0.71%
61
IPARINTER PARFUMS INC
281,818$10.3B0.71%
62
TWXCHFTIME WARNER INC
105,207$10.3B0.70%
63
NEONEOGENOMICS INC
1,296,242$10.2B0.70%
64
SFMSPROUTS FMRS MKT INC
437,215$10.1B0.69%
65
G3VGREEN PLAINS INC
405,401$10.0B0.69%
66
CUBIC CORP
189,663$10.0B0.69%
67
RMAXRE MAX HLDGS INC
160,329$9.5B0.65%
68
HTGCHERCULES CAPITAL INC
623,119$9.4B0.65%
69
RHT1EURRED HAT INC
108,858$9.4B0.64%
70
SUN HYDRAULICS CORP
259,054$9.4B0.64%
71
JPXAEROVIRONMENT INC
332,807$9.3B0.64%
72
GTLSCHART INDS INC
264,014$9.2B0.63%
73
NKENIKE INC
163,597$9.1B0.62%
74
CLUBCORP HLDGS INC
552,596$8.9B0.61%
75
WTWISDOMTREE INVTS INC
972,461$8.8B0.60%
76
CPFCENTRAL PAC FINL CORP
284,887$8.7B0.60%
77
BPFHBOSTON PRIVATE FINL HLDGS IN
530,364$8.7B0.60%
78
ATVIEURACTIVISION BLIZZARD INC
171,868$8.6B0.59%
79
BANFBANCFIRST CORP
94,825$8.5B0.58%
80
ADPAUTOMATIC DATA PROCESSING IN
83,173$8.5B0.58%
81
CRMSALESFORCE COM INC
101,515$8.4B0.57%
82
BMYBRISTOL MYERS SQUIBB CO
148,517$8.1B0.55%
83
SBUXSTARBUCKS CORP
136,003$7.9B0.54%
84
ALLERGAN PLC
32,512$7.8B0.53%
85
INTCINTEL CORP
207,169$7.5B0.51%
86
PANWPALO ALTO NETWORKS INC
64,600$7.3B0.50%
87
DERMIRA INC
211,040$7.2B0.49%
88
RTN1USDRAYTHEON CO
46,307$7.1B0.48%
89
ATRAPTARGROUP INC
87,956$6.8B0.46%
90
MOBILEYE N V AMSTELVEEN
110,238$6.8B0.46%
91
SLBSCHLUMBERGER LTD
85,834$6.7B0.46%
92
GOOGLALPHABET INC
7,778$6.6B0.45%
93
SNASNAP ON INC
38,863$6.6B0.45%
94
WYWEYERHAEUSER CO
191,072$6.5B0.44%
95
HUBBHUBBELL INC
53,197$6.4B0.44%
96
BDXBECTON DICKINSON & CO
34,430$6.3B0.43%
97
COSTCOSTCO WHSL CORP NEW
37,312$6.3B0.43%
98
LMTLOCKHEED MARTIN CORP
21,715$5.8B0.40%
99
ODFLOLD DOMINION FGHT LINES INC
66,126$5.7B0.39%
100
MARMARRIOTT INTL INC NEW
57,721$5.4B0.37%
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