Granite Investment Partners, LLC Q1 2021 Filing
Filed May 13, 2021
Portfolio Value
$3.0T
Holdings
272
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 252,810 | $59.6B | 1.98% | |
| 2 | CYRXCRYOPORT INC | 1,127,374 | $58.6B | 1.95% | |
| 3 | SITESITEONE LANDSCAPE SUPPLY INC | 332,186 | $56.7B | 1.89% | |
| 4 | AMZNAMAZON COM INC | 16,932 | $52.4B | 1.74% | |
| 5 | NEONEOGENOMICS INC | 926,776 | $44.7B | 1.49% | |
| 6 | CAKECHEESECAKE FACTORY INC | 761,871 | $44.6B | 1.48% | |
| 7 | LPSNUSDLIVEPERSON INC | 836,363 | $44.1B | 1.47% | |
| 8 | TTECTTEC HLDGS INC | 401,283 | $40.3B | 1.34% | |
| 9 | PYPLPAYPAL HLDGS INC | 162,940 | $39.6B | 1.32% | |
| 10 | CPRICAPRI HOLDINGS LIMITED | 771,773 | $39.4B | 1.31% | |
| 11 | HALOHALOZYME THERAPEUTICS INC | 916,064 | $38.2B | 1.27% | |
| 12 | OLNOLIN CORP | 1,000,898 | $38.0B | 1.26% | |
| 13 | SIGSIGNET JEWELERS LIMITED | 647,144 | $37.5B | 1.25% | |
| 14 | GOOGALPHABET INC | 17,942 | $37.1B | 1.23% | |
| 15 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,350,166 | $36.8B | 1.22% | |
| 16 | EVREVERCORE INC | 274,729 | $36.2B | 1.20% | |
| 17 | VCYTVERACYTE INC | 666,199 | $35.8B | 1.19% | |
| 18 | VVISA INC | 164,179 | $34.8B | 1.16% | |
| 19 | HEESEURH & E EQUIPMENT SERVICES INC | 913,744 | $34.7B | 1.15% | |
| 20 | CRNCCERENCE INC | 366,844 | $32.9B | 1.09% | |
| 21 | IPARINTER PARFUMS INC | 457,238 | $32.4B | 1.08% | |
| 22 | CDNACAREDX INC | 469,274 | $32.0B | 1.06% | |
| 23 | PHRPHREESIA INC | 601,835 | $31.4B | 1.04% | |
| 24 | SAIASAIA INC | 134,840 | $31.1B | 1.03% | |
| 25 | AAPLAPPLE INC | 250,558 | $30.6B | 1.02% | |
| 26 | METAFACEBOOK INC | 103,350 | $30.4B | 1.01% | |
| 27 | DISDISNEY WALT CO | 163,418 | $30.2B | 1.00% | |
| 28 | HGVHILTON GRAND VACATIONS INC | 783,630 | $29.4B | 0.98% | |
| 29 | VCVISTEON CORP | 239,814 | $29.2B | 0.97% | |
| 30 | LGFEURLIONS GATE ENTMNT CORP | 1,909,318 | $28.5B | 0.95% | |
| 31 | MEOHMETHANEX CORP | 769,886 | $28.3B | 0.94% | |
| 32 | NKENIKE INC | 213,043 | $28.3B | 0.94% | |
| 33 | BLDTOPBUILD CORP | 134,999 | $28.3B | 0.94% | |
| 34 | CBZCBIZ INC | 820,883 | $26.8B | 0.89% | |
| 35 | USCRU S CONCRETE INC | 358,511 | $26.3B | 0.87% | |
| 36 | BECNUSDBEACON ROOFING SUPPLY INC | 501,142 | $26.2B | 0.87% | |
| 37 | SPGIS&P GLOBAL INC | 74,161 | $26.2B | 0.87% | |
| 38 | JECUSDJACOBS ENGR GROUP INC | 202,410 | $26.2B | 0.87% | |
| 39 | LTHM1EURLIVENT CORP | 1,495,499 | $25.9B | 0.86% | |
| 40 | ROKROCKWELL AUTOMATION INC | 97,011 | $25.8B | 0.86% | |
| 41 | ELLAUDER ESTEE COS INC | 87,982 | $25.6B | 0.85% | |
| 42 | DSGDESCARTES SYS GROUP INC | 415,275 | $25.3B | 0.84% | |
| 43 | VICRVICOR CORP | 291,940 | $24.8B | 0.83% | |
| 44 | KEXKIRBY CORP | 409,014 | $24.7B | 0.82% | |
| 45 | GSHDGOOSEHEAD INS INC | 228,244 | $24.5B | 0.81% | |
| 46 | INSPINSPIRE MED SYS INC | 115,793 | $24.0B | 0.80% | |
| 47 | AGYSAGILYSYS INC | 487,739 | $23.4B | 0.78% | |
| 48 | —MEDALLIA INC | 832,894 | $23.2B | 0.77% | |
| 49 | WW6WW INTL INC | 739,872 | $23.1B | 0.77% | |
| 50 | KEYSKEYSIGHT TECHNOLOGIES INC | 160,844 | $23.1B | 0.77% | |
| 51 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 1,440,990 | $22.9B | 0.76% | |
| 52 | FRCBFIRST REP BK SAN FRANCISCO C | 136,680 | $22.8B | 0.76% | |
| 53 | ADIANALOG DEVICES INC | 144,908 | $22.5B | 0.75% | |
| 54 | BOOMDMC GLOBAL INC | 399,211 | $21.7B | 0.72% | |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC | 47,405 | $21.6B | 0.72% | |
| 56 | BLKCHFBLACKROCK INC | 28,585 | $21.6B | 0.72% | |
| 57 | KNKNOWLES CORP | 1,025,760 | $21.5B | 0.71% | |
| 58 | BJRIBJS RESTAURANTS INC | 354,002 | $20.6B | 0.68% | |
| 59 | CPFCENTRAL PAC FINL CORP | 765,939 | $20.4B | 0.68% | |
| 60 | USPHU S PHYSICAL THERAPY INC | 195,741 | $20.4B | 0.68% | |
| 61 | CRMSALESFORCE COM INC | 96,136 | $20.4B | 0.68% | |
| 62 | SKYWSKYWEST INC | 370,219 | $20.2B | 0.67% | |
| 63 | HUBGHUB GROUP INC | 298,024 | $20.1B | 0.67% | |
| 64 | SLPSIMULATIONS PLUS INC | 314,697 | $19.9B | 0.66% | |
| 65 | MTRNMATERION CORP | 294,384 | $19.5B | 0.65% | |
| 66 | CMECME GROUP INC | 94,715 | $19.3B | 0.64% | |
| 67 | HTGCHERCULES CAPITAL INC | 1,183,727 | $19.0B | 0.63% | |
| 68 | DOCUDOCUSIGN INC | 93,150 | $18.9B | 0.63% | |
| 69 | ADSKAUTODESK INC | 67,839 | $18.8B | 0.63% | |
| 70 | BKNGBOOKING HOLDINGS INC | 8,002 | $18.6B | 0.62% | |
| 71 | ZTSZOETIS INC | 118,152 | $18.6B | 0.62% | |
| 72 | COLBCOLUMBIA BKG SYS INC | 431,338 | $18.6B | 0.62% | |
| 73 | PLCECHILDRENS PL INC NEW | 264,885 | $18.5B | 0.61% | |
| 74 | MTCHMATCH GROUP INC NEW | 131,962 | $18.1B | 0.60% | |
| 75 | TRNOTERRENO RLTY CORP | 305,564 | $17.7B | 0.59% | |
| 76 | SBUXSTARBUCKS CORP | 159,471 | $17.4B | 0.58% | |
| 77 | WIREEURENCORE WIRE CORP | 249,207 | $16.7B | 0.56% | |
| 78 | ODFLOLD DOMINION FREIGHT LINE IN | 68,278 | $16.4B | 0.55% | |
| 79 | SPTSPROUT SOCIAL INC | 279,390 | $16.1B | 0.54% | |
| 80 | MRTNMARTEN TRANS LTD | 950,936 | $16.1B | 0.54% | |
| 81 | NBHCNATIONAL BK HLDGS CORP | 404,544 | $16.1B | 0.53% | |
| 82 | CWTCALIFORNIA WTR SVC GROUP | 282,700 | $15.9B | 0.53% | |
| 83 | MDMEDNAX INC | 598,896 | $15.3B | 0.51% | |
| 84 | AATAMERICAN ASSETS TR INC | 463,775 | $15.0B | 0.50% | |
| 85 | AFWALIGN TECHNOLOGY INC | 27,738 | $15.0B | 0.50% | |
| 86 | ATVIEURACTIVISION BLIZZARD INC | 154,800 | $14.4B | 0.48% | |
| 87 | PARPAR TECHNOLOGY CORP | 217,381 | $14.2B | 0.47% | |
| 88 | ILMNILLUMINA INC | 36,993 | $14.2B | 0.47% | |
| 89 | DHRDANAHER CORPORATION | 62,471 | $14.1B | 0.47% | |
| 90 | DC4DEXCOM INC | 37,882 | $13.6B | 0.45% | |
| 91 | QCOMQUALCOMM INC | 98,543 | $13.1B | 0.43% | |
| 92 | HSTMHEALTHSTREAM INC | 577,198 | $12.9B | 0.43% | |
| 93 | JRVRJAMES RIV GROUP LTD | 275,380 | $12.6B | 0.42% | |
| 94 | ECLECOLAB INC | 58,263 | $12.5B | 0.41% | |
| 95 | PEPPEPSICO INC | 77,900 | $11.0B | 0.37% | |
| 96 | ADBEADOBE SYSTEMS INCORPORATED | 22,866 | $10.9B | 0.36% | |
| 97 | GHGUARDANT HEALTH INC | 67,670 | $10.3B | 0.34% | |
| 98 | GOOGLALPHABET INC | 5,005 | $10.3B | 0.34% | |
| 99 | PODDINSULET CORP | 39,510 | $10.3B | 0.34% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 54,253 | $10.2B | 0.34% |
Page 1 of 3Next