Granite Investment Partners, LLC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$2401.1T

Holdings

255

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (255 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
194,295$56.0T2.33%
2
AAPLAPPLE INC
321,358$53.0T2.21%
3
IPARINTER PARFUMS INC
341,027$48.5T2.02%
4
FRPTFRESHPET INC
609,453$40.3T1.68%
5
CWSTCASELLA WASTE SYS INC
448,372$37.1T1.54%
6
SAIASAIA INC
134,747$36.7T1.53%
7
CBZCBIZ INC
716,194$35.4T1.48%
8
VCVISTEON CORP
224,640$35.2T1.47%
9
NENOBLE CORP PLC
804,944$31.8T1.32%
10
ALGALAMO GROUP INC
166,062$30.6T1.27%
11
VVISA INC
131,074$29.6T1.23%
12
CRSCARPENTER TECHNOLOGY CORP
658,729$29.5T1.23%
13
LTHM1EURLIVENT CORP
1,350,802$29.3T1.22%
14
DSGDESCARTES SYS GROUP INC
363,758$29.3T1.22%
15
INSPINSPIRE MED SYS INC
124,928$29.2T1.22%
16
FIVNFIVE9 INC
388,766$28.1T1.17%
17
BDCBELDEN INC
322,123$28.0T1.16%
18
SPTSPROUT SOCIAL INC
454,134$27.6T1.15%
19
HPHELMERICH & PAYNE INC
769,974$27.5T1.15%
20
HALOHALOZYME THERAPEUTICS INC
715,247$27.3T1.14%
21
NEOGNEOGEN CORP
1,469,876$27.2T1.13%
22
FCFSFIRSTCASH HOLDINGS INC
282,500$26.9T1.12%
23
GOOGALPHABET INC
244,782$25.5T1.06%
24
CERTCERTARA INC
1,052,246$25.4T1.06%
25
AMZNAMAZON COM INC
245,062$25.3T1.05%
26
HGVHILTON GRAND VACATIONS INC
565,778$25.1T1.05%
27
FTITECHNIPFMC PLC
1,832,609$25.0T1.04%
28
PYCRPAYCOR HCM INC
943,168$25.0T1.04%
29
DVDOUBLEVERIFY HLDGS INC
816,531$24.6T1.03%
30
AXNX*AXONICS INC
451,073$24.6T1.02%
31
CXTCRANE HLDGS CO
214,374$24.3T1.01%
32
AZEKAZEK CO INC
1,031,763$24.3T1.01%
33
MEOHMETHANEX CORP
512,741$23.9T0.99%
34
DEDEERE & CO
56,808$23.5T0.98%
35
CYRXCRYOPORT INC
947,436$22.7T0.95%
36
TRNOTERRENO RLTY CORP
346,845$22.4T0.93%
37
FLRFLUOR CORP NEW
668,766$20.7T0.86%
38
ICFIICF INTL INC
186,360$20.4T0.85%
39
ETNEATON CORP PLC
118,338$20.3T0.84%
40
AMPHAMPHASTAR PHARMACEUTICALS IN
536,821$20.1T0.84%
41
AGYSAGILYSYS INC
242,759$20.0T0.83%
42
MRTNMARTEN TRANS LTD
943,975$19.8T0.82%
43
SPGIS&P GLOBAL INC
57,341$19.8T0.82%
44
AINALBANY INTL CORP
218,751$19.5T0.81%
45
MEGMONTROSE ENVIRONMENTAL GROUP
545,564$19.5T0.81%
46
CWTCALIFORNIA WTR SVC GROUP
330,158$19.2T0.80%
47
UNHUNITEDHEALTH GROUP INC
39,387$18.6T0.78%
48
ESABESAB CORPORATION
314,542$18.6T0.77%
49
BMBLBUMBLE INC
941,143$18.4T0.77%
50
OMCLOMNICELL COM
309,855$18.2T0.76%
51
NVDANVIDIA CORPORATION
65,387$18.2T0.76%
52
KTOSKRATOS DEFENSE & SEC SOLUTIO
1,344,690$18.1T0.75%
53
HAYWHAYWARD HLDGS INC
1,541,825$18.1T0.75%
54
ROKROCKWELL AUTOMATION INC
60,751$17.8T0.74%
55
ROICUSDRETAIL OPPORTUNITY INVTS COR
1,267,137$17.7T0.74%
56
PORPORTLAND GEN ELEC CO
356,213$17.4T0.73%
57
HTDCORCEPT THERAPEUTICS INC
795,076$17.2T0.72%
58
BWINBRP GROUP INC
665,632$16.9T0.71%
59
ATRCATRICURE INC
398,578$16.5T0.69%
60
ELLAUDER ESTEE COS INC
66,047$16.3T0.68%
61
CALXCALIX INC
295,251$15.8T0.66%
62
KEYSKEYSIGHT TECHNOLOGIES INC
97,957$15.8T0.66%
63
ADIANALOG DEVICES INC
79,702$15.7T0.65%
64
DISDISNEY WALT CO
149,998$15.0T0.63%
65
ODFLOLD DOMINION FREIGHT LINE IN
42,414$14.5T0.60%
66
IDXXIDEXX LABS INC
28,224$14.1T0.59%
67
ZTSZOETIS INC
81,656$13.6T0.57%
68
TMOTHERMO FISHER SCIENTIFIC INC
22,878$13.2T0.55%
69
LLYLILLY ELI & CO
37,550$12.9T0.54%
70
ABBVABBVIE INC
80,743$12.9T0.54%
71
SYKSTRYKER CORPORATION
44,588$12.7T0.53%
72
MGMMGM RESORTS INTERNATIONAL
284,339$12.6T0.53%
73
NSSCNAPCO SEC TECHNOLOGIES INC
329,844$12.4T0.52%
74
BLKCHFBLACKROCK INC
18,294$12.2T0.51%
75
HLIOHELIOS TECHNOLOGIES INC
182,010$11.9T0.50%
76
CHGGCHEGG INC
725,916$11.8T0.49%
77
RBAGBPRITCHIE BROS AUCTIONEERS
203,439$11.5T0.48%
78
ADBEADOBE SYSTEMS INCORPORATED
29,460$11.4T0.47%
79
FVRRFIVERR INTL LTD
319,125$11.1T0.46%
80
PEPPEPSICO INC
59,990$10.9T0.46%
81
SIGSIGNET JEWELERS LIMITED
140,326$10.9T0.45%
82
DHRDANAHER CORPORATION
41,668$10.5T0.44%
83
HTBKHERITAGE COMM CORP
1,227,047$10.2T0.43%
84
AEOAMERICAN EAGLE OUTFITTERS IN
754,375$10.1T0.42%
85
COSTCOSTCO WHSL CORP NEW
20,133$10.0T0.42%
86
ADPAUTOMATIC DATA PROCESSING IN
41,378$9.2T0.38%
87
APTVAPTIV PLC
73,604$8.3T0.34%
88
CMECME GROUP INC
41,719$8.0T0.33%
89
NKENIKE INC
64,521$7.9T0.33%
90
MYRGMYR GROUP INC DEL
61,209$7.7T0.32%
91
JNJJOHNSON & JOHNSON
49,572$7.7T0.32%
92
A3IAMERISAFE INC
152,579$7.5T0.31%
93
NARIUSDINARI MED INC
117,716$7.3T0.30%
94
HSKAEURHESKA CORP
73,523$7.2T0.30%
95
TKRTIMKEN CO
87,077$7.1T0.30%
96
METAMETA PLATFORMS INC
32,775$6.9T0.29%
97
ESEESCO TECHNOLOGIES INC
72,767$6.9T0.29%
98
TECHBIO-TECHNE CORP
92,273$6.8T0.29%
99
NCNONCINO INC
275,962$6.8T0.28%
100
PYPLPAYPAL HLDGS INC
88,667$6.7T0.28%
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