Granite Investment Partners, LLC Q1 2020 Filing
Filed May 14, 2020
Portfolio Value
$1.5T
Holdings
274
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (274 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 234,713 | $37.0B | 2.40% | |
| 2 | FIVNFIVE9 INC | 452,426 | $34.6B | 2.24% | |
| 3 | AMZNAMAZON COM INC | 16,907 | $33.0B | 2.13% | |
| 4 | NEONEOGENOMICS INC | 995,855 | $27.5B | 1.78% | |
| 5 | SITESITEONE LANDSCAPE SUPPLY INC | 358,463 | $26.4B | 1.71% | |
| 6 | APPFAPPFOLIO INC | 216,114 | $24.0B | 1.55% | |
| 7 | HALOHALOZYME THERAPEUTICS INC | 1,277,438 | $23.0B | 1.49% | |
| 8 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,510,468 | $20.9B | 1.35% | |
| 9 | VVISA INC | 128,741 | $20.7B | 1.34% | |
| 10 | NYTNEW YORK TIMES CO | 667,470 | $20.5B | 1.33% | |
| 11 | KNKNOWLES CORP | 1,511,037 | $20.2B | 1.31% | |
| 12 | 8CWCROWN CASTLE INTL CORP NEW | 138,083 | $19.9B | 1.29% | |
| 13 | HSTMHEALTHSTREAM INC | 829,171 | $19.9B | 1.29% | |
| 14 | LPSNUSDLIVEPERSON INC | 861,731 | $19.6B | 1.27% | |
| 15 | MRTNMARTEN TRANS LTD | 942,119 | $19.3B | 1.25% | |
| 16 | CBZCBIZ INC | 911,268 | $19.1B | 1.23% | |
| 17 | GOOGALPHABET INC | 16,118 | $18.7B | 1.21% | |
| 18 | —BOINGO WIRELESS INC | 1,761,399 | $18.7B | 1.21% | |
| 19 | AAPLAPPLE INC | 70,360 | $17.9B | 1.16% | |
| 20 | TRNOTERRENO RLTY CORP | 334,922 | $17.3B | 1.12% | |
| 21 | CDNACAREDX INC | 775,697 | $16.9B | 1.10% | |
| 22 | VCYTVERACYTE INC | 674,712 | $16.4B | 1.06% | |
| 23 | CRMSALESFORCE COM INC | 112,957 | $16.3B | 1.05% | |
| 24 | SPGIS&P GLOBAL INC | 66,360 | $16.3B | 1.05% | |
| 25 | PZZAPAPA JOHNS INTL INC | 302,369 | $16.1B | 1.04% | |
| 26 | DSGDESCARTES SYS GROUP INC | 467,000 | $16.1B | 1.04% | |
| 27 | APPNAPPIAN CORP | 398,233 | $16.0B | 1.04% | |
| 28 | HTOSJW GROUP | 274,613 | $15.9B | 1.03% | |
| 29 | DOCUDOCUSIGN INC | 171,384 | $15.8B | 1.03% | |
| 30 | NTRANATERA INC | 516,525 | $15.4B | 1.00% | |
| 31 | METAFACEBOOK INC | 91,939 | $15.3B | 0.99% | |
| 32 | AZTABROOKS AUTOMATION INC NEW | 500,008 | $15.3B | 0.99% | |
| 33 | HUBGHUB GROUP INC | 332,844 | $15.1B | 0.98% | |
| 34 | TMOTHERMO FISHER SCIENTIFIC INC | 52,964 | $15.0B | 0.97% | |
| 35 | CWTCALIFORNIA WTR SVC GROUP | 289,981 | $14.6B | 0.94% | |
| 36 | PYPLPAYPAL HLDGS INC | 148,443 | $14.2B | 0.92% | |
| 37 | IPARINTER PARFUMS INC | 302,997 | $14.0B | 0.91% | |
| 38 | JPXAEROVIRONMENT INC | 222,570 | $13.6B | 0.88% | |
| 39 | RMAXRE MAX HLDGS INC | 604,229 | $13.2B | 0.86% | |
| 40 | TTECTTEC HLDGS INC | 349,962 | $12.9B | 0.83% | |
| 41 | SCHLSCHOLASTIC CORP | 495,570 | $12.6B | 0.82% | |
| 42 | SKYSKYLINE CHAMPION CORPORATION | 801,888 | $12.6B | 0.81% | |
| 43 | NKENIKE INC | 151,848 | $12.6B | 0.81% | |
| 44 | CDXSCODEXIS INC | 1,095,160 | $12.2B | 0.79% | |
| 45 | INSPINSPIRE MED SYS INC | 201,540 | $12.1B | 0.79% | |
| 46 | GOLFACUSHNET HOLDINGS CORP | 461,593 | $11.9B | 0.77% | |
| 47 | WIREEURENCORE WIRE CORP | 276,695 | $11.6B | 0.75% | |
| 48 | VCVISTEON CORP | 239,805 | $11.5B | 0.74% | |
| 49 | SFMSPROUTS FMRS MKT INC | 612,505 | $11.4B | 0.74% | |
| 50 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 922,965 | $11.1B | 0.72% | |
| 51 | PHRPHREESIA INC | 528,419 | $11.1B | 0.72% | |
| 52 | HMNHORACE MANN EDUCATORS CORP N | 303,192 | $11.1B | 0.72% | |
| 53 | JECUSDJACOBS ENGR GROUP INC | 138,539 | $11.0B | 0.71% | |
| 54 | —CUBIC CORP | 262,655 | $10.8B | 0.70% | |
| 55 | NBHCNATIONAL BK HLDGS CORP | 442,735 | $10.6B | 0.69% | |
| 56 | MMIMARCUS & MILLICHAP INC | 381,849 | $10.3B | 0.67% | |
| 57 | —MEDALLIA INC | 504,525 | $10.1B | 0.65% | |
| 58 | BLKCHFBLACKROCK INC | 22,973 | $10.1B | 0.65% | |
| 59 | HTGCHERCULES CAPITAL INC | 1,321,673 | $10.1B | 0.65% | |
| 60 | AINALBANY INTL CORP | 210,307 | $10.0B | 0.64% | |
| 61 | DISDISNEY WALT CO | 102,953 | $9.9B | 0.64% | |
| 62 | SAIASAIA INC | 131,204 | $9.6B | 0.62% | |
| 63 | KEYSKEYSIGHT TECHNOLOGIES INC | 112,728 | $9.4B | 0.61% | |
| 64 | PEPPEPSICO INC | 77,530 | $9.3B | 0.60% | |
| 65 | VICRVICOR CORP | 207,495 | $9.2B | 0.60% | |
| 66 | TEXTEREX CORP NEW | 636,817 | $9.1B | 0.59% | |
| 67 | NVDANVIDIA CORP | 34,122 | $9.0B | 0.58% | |
| 68 | ROKROCKWELL AUTOMATION INC | 58,233 | $8.8B | 0.57% | |
| 69 | COSTCOSTCO WHSL CORP NEW | 30,566 | $8.7B | 0.56% | |
| 70 | COLBCOLUMBIA BKG SYS INC | 317,125 | $8.5B | 0.55% | |
| 71 | SBG1SEACOAST BKG CORP FLA | 460,067 | $8.4B | 0.55% | |
| 72 | HEESEURH & E EQUIPMENT SERVICES INC | 565,102 | $8.3B | 0.54% | |
| 73 | ATVIEURACTIVISION BLIZZARD INC | 138,023 | $8.2B | 0.53% | |
| 74 | MTRNMATERION CORP | 227,305 | $8.0B | 0.52% | |
| 75 | DC4DEXCOM INC | 29,503 | $7.9B | 0.51% | |
| 76 | PFPTPROOFPOINT INC | 76,836 | $7.9B | 0.51% | |
| 77 | ECLECOLAB INC | 50,462 | $7.9B | 0.51% | |
| 78 | JNJJOHNSON & JOHNSON | 58,973 | $7.7B | 0.50% | |
| 79 | ADPAUTOMATIC DATA PROCESSING IN | 55,408 | $7.6B | 0.49% | |
| 80 | CPFCENTRAL PAC FINL CORP | 456,291 | $7.3B | 0.47% | |
| 81 | PRAPROASSURANCE CORP | 281,813 | $7.0B | 0.46% | |
| 82 | DHRDANAHER CORPORATION | 49,936 | $6.9B | 0.45% | |
| 83 | ILMNILLUMINA INC | 24,804 | $6.8B | 0.44% | |
| 84 | LTHM1EURLIVENT CORP | 1,276,692 | $6.7B | 0.43% | |
| 85 | BDXBECTON DICKINSON & CO | 29,148 | $6.7B | 0.43% | |
| 86 | ODFLOLD DOMINION FREIGHT LINE IN | 49,418 | $6.5B | 0.42% | |
| 87 | SPLKCHFSPLUNK INC | 51,361 | $6.5B | 0.42% | |
| 88 | VRSKVERISK ANALYTICS INC | 44,958 | $6.3B | 0.41% | |
| 89 | CHWYCHEWY INC | 164,361 | $6.2B | 0.40% | |
| 90 | —PORTOLA PHARMACEUTICALS INC | 805,468 | $5.7B | 0.37% | |
| 91 | GOOGLALPHABET INC | 4,858 | $5.6B | 0.37% | |
| 92 | CTLTEURCATALENT INC | 105,899 | $5.5B | 0.36% | |
| 93 | FISFIDELITY NATL INFORMATION SV | 43,843 | $5.3B | 0.35% | |
| 94 | CMECME GROUP INC | 30,572 | $5.3B | 0.34% | |
| 95 | CRSCARPENTER TECHNOLOGY CORP | 269,254 | $5.3B | 0.34% | |
| 96 | UNHUNITEDHEALTH GROUP INC | 20,148 | $5.0B | 0.33% | |
| 97 | ABTABBOTT LABS | 61,009 | $4.8B | 0.31% | |
| 98 | MTCHEURMATCH GROUP INC | 72,739 | $4.8B | 0.31% | |
| 99 | NVROEURNEVRO CORP | 46,425 | $4.6B | 0.30% | |
| 100 | CDPCORPORATE OFFICE PPTYS TR | 190,648 | $4.2B | 0.27% |
Page 1 of 3Next