Granite Investment Partners, LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$2.0T

Holdings

256

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (256 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
159,588$59.9B3.04%
2
AAPLAPPLE INC
232,438$51.6B2.62%
3
CBZCBIZ INC
538,292$40.8B2.08%
4
CWSTCASELLA WASTE SYS INC
361,228$40.3B2.05%
5
AMZNAMAZON COM INC
200,455$38.1B1.94%
6
WF2WINTRUST FINL CORP
298,116$33.5B1.70%
7
VVISA INC
90,124$31.6B1.61%
8
NVDANVIDIA CORPORATION
291,033$31.5B1.60%
9
GOOGALPHABET INC
184,765$28.9B1.47%
10
GEGE AEROSPACE
137,917$27.6B1.40%
11
ETNEATON CORP PLC
95,251$25.9B1.32%
12
SPGIS&P GLOBAL INC
47,684$24.2B1.23%
13
FRPTFRESHPET INC
288,436$24.0B1.22%
14
LLYELI LILLY & CO
28,885$23.9B1.21%
15
SYKSTRYKER CORPORATION
62,532$23.3B1.18%
16
GENIGENIUS SPORTS LIMITED
2,086,715$20.9B1.06%
17
AGYSAGILYSYS INC
279,532$20.3B1.03%
18
FCFSFIRSTCASH HOLDINGS INC
168,405$20.3B1.03%
19
DEDEERE & CO
41,067$19.3B0.98%
20
VCYTVERACYTE INC
647,431$19.2B0.98%
21
VSECVSE CORP
159,221$19.1B0.97%
22
GEVGE VERNOVA INC
62,052$18.9B0.96%
23
TSEMTOWER SEMICONDUCTOR LTD
528,587$18.8B0.96%
24
HUBBHUBBELL INC
56,428$18.7B0.95%
25
COSTCOSTCO WHSL CORP NEW
19,451$18.4B0.94%
26
SKYCHAMPION HOMES INC
194,114$18.4B0.93%
27
ESABESAB CORPORATION
157,881$18.4B0.93%
28
GHGUARDANT HEALTH INC
419,004$17.8B0.91%
29
AZEKAZEK CO INC
362,735$17.7B0.90%
30
ROKROCKWELL AUTOMATION INC
67,507$17.4B0.89%
31
METAMETA PLATFORMS INC
30,060$17.3B0.88%
32
SITESITEONE LANDSCAPE SUPPLY INC
140,880$17.1B0.87%
33
FHBFIRST HAWAIIAN INC
698,365$17.1B0.87%
34
AM6AMICUS THERAPEUTICS INC
2,090,363$17.1B0.87%
35
BDCBELDEN INC
168,664$16.9B0.86%
36
HAYWHAYWARD HLDGS INC
1,206,797$16.8B0.85%
37
INSPINSPIRE MED SYS INC
104,116$16.6B0.84%
38
JPMJPMORGAN CHASE & CO.
67,370$16.5B0.84%
39
LPXLOUISIANA PAC CORP
177,526$16.3B0.83%
40
IPARINTERPARFUMS INC
143,050$16.3B0.83%
41
AXSMAXSOME THERAPEUTICS INC
138,719$16.2B0.82%
42
TRNOTERRENO RLTY CORP
242,234$15.3B0.78%
43
KTOSKRATOS DEFENSE & SEC SOLUTIO
514,099$15.3B0.78%
44
LMBLIMBACH HLDGS INC
200,773$15.0B0.76%
45
SHWSHERWIN WILLIAMS CO
42,384$14.8B0.75%
46
ODFLOLD DOMINION FREIGHT LINE IN
87,171$14.4B0.73%
47
SHOPSHOPIFY INC
148,679$14.2B0.72%
48
BROSDUTCH BROS INC
228,938$14.1B0.72%
49
TRNTRINITY INDS INC
502,006$14.1B0.72%
50
BLKBLACKROCK INC
14,795$14.0B0.71%
51
LGNDLIGAND PHARMACEUTICALS INC
133,129$14.0B0.71%
52
PCARPACCAR INC
143,284$14.0B0.71%
53
CRCRANE COMPANY
88,420$13.5B0.69%
54
ICUIICU MED INC
97,152$13.5B0.69%
55
RUSHARUSH ENTERPRISES INC
251,916$13.5B0.68%
56
GOGROCERY OUTLET HLDG CORP
921,250$12.9B0.65%
57
NCNONCINO INC
465,651$12.8B0.65%
58
ARLOARLO TECHNOLOGIES INC
1,284,729$12.7B0.64%
59
BWINTHE BALDWIN INSURANCE GRP IN
282,906$12.6B0.64%
60
OUTOUTFRONT MEDIA INC
752,761$12.1B0.62%
61
CWKCUSHMAN WAKEFIELD PLC
1,183,805$12.1B0.61%
62
PWIPOWER INTEGRATIONS INC
237,037$12.0B0.61%
63
ARHSARHAUS INC
1,374,017$12.0B0.61%
64
ADPAUTOMATIC DATA PROCESSING IN
39,016$11.9B0.61%
65
MPMP MATERIALS CORP
479,550$11.7B0.59%
66
NVCRNOVOCURE LTD
653,331$11.6B0.59%
67
WDWALKER & DUNLOP INC
135,080$11.5B0.59%
68
GTLSCHART INDS INC
77,587$11.2B0.57%
69
MEGMONTROSE ENVIRONMENTAL GROUP
771,048$11.0B0.56%
70
AMPHAMPHASTAR PHARMACEUTICALS IN
375,778$10.9B0.55%
71
ECGEVERUS CONSTR GROUP
293,060$10.9B0.55%
72
CRWDCROWDSTRIKE HLDGS INC
30,688$10.8B0.55%
73
ABBVABBVIE INC
47,406$9.9B0.50%
74
DFINDONNELLEY FINL SOLUTIONS INC
225,687$9.9B0.50%
75
NEOGNEOGEN CORP
1,125,151$9.8B0.50%
76
ZTSZOETIS INC
57,116$9.4B0.48%
77
ESTAESTABLISHMENT LABS HLDGS INC
217,248$8.9B0.45%
78
NSSCNAPCO SEC TECHNOLOGIES INC
374,181$8.6B0.44%
79
ECLECOLAB INC
33,846$8.6B0.44%
80
SMGSCOTTS MIRACLE-GRO CO
156,035$8.6B0.44%
81
CBCHUBB LIMITED
27,948$8.4B0.43%
82
IDXXIDEXX LABS INC
19,952$8.4B0.43%
83
HALOHALOZYME THERAPEUTICS INC
129,616$8.3B0.42%
84
CCCCCC INTELLIGENT SOLUTIONS HL
915,717$8.3B0.42%
85
MGNIMAGNITE INC
720,873$8.2B0.42%
86
ADIANALOG DEVICES INC
39,139$7.9B0.40%
87
RXSTRXSIGHT INC
312,574$7.9B0.40%
88
RAREULTRAGENYX PHARMACEUTICAL IN
216,883$7.9B0.40%
89
HPHELMERICH & PAYNE INC
294,847$7.7B0.39%
90
ADBEADOBE INC
20,035$7.7B0.39%
91
EXPOEXPONENT INC
93,448$7.6B0.38%
92
ARCBARCBEST CORP
106,064$7.5B0.38%
93
DHRDANAHER CORPORATION
36,232$7.4B0.38%
94
ABTABBOTT LABS
55,579$7.4B0.37%
95
JNJJOHNSON & JOHNSON
44,390$7.4B0.37%
96
TECHBIO-TECHNE CORP
123,989$7.3B0.37%
97
ADSKAUTODESK INC
27,670$7.2B0.37%
98
SITMSITIME CORP
46,513$7.1B0.36%
99
PEPPEPSICO INC
46,955$7.0B0.36%
100
KRUSKURA SUSHI USA INC
136,579$7.0B0.36%
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