Granite Investment Partners, LLC Q2 2020 Filing
Filed August 3, 2020
Portfolio Value
$2.1T
Holdings
268
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (268 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 18,081 | $49.9B | 2.40% | |
| 2 | FIVNFIVE9 INC | 445,683 | $49.3B | 2.37% | |
| 3 | MSFTMICROSOFT CORP | 222,549 | $45.3B | 2.18% | |
| 4 | SITESITEONE LANDSCAPE SUPPLY INC | 362,894 | $41.4B | 1.99% | |
| 5 | LPSNUSDLIVEPERSON INC | 862,194 | $35.7B | 1.72% | |
| 6 | APPFAPPFOLIO INC | 213,802 | $34.8B | 1.67% | |
| 7 | HALOHALOZYME THERAPEUTICS INC | 1,258,681 | $33.7B | 1.62% | |
| 8 | NEONEOGENOMICS INC | 999,111 | $31.0B | 1.49% | |
| 9 | DOCUDOCUSIGN INC | 165,164 | $28.4B | 1.37% | |
| 10 | PYPLPAYPAL HLDGS INC | 160,818 | $28.0B | 1.35% | |
| 11 | NYTNEW YORK TIMES CO | 660,143 | $27.7B | 1.33% | |
| 12 | CDNACAREDX INC | 779,834 | $27.6B | 1.33% | |
| 13 | NTRANATERA INC | 518,753 | $25.9B | 1.24% | |
| 14 | VVISA INC | 133,334 | $25.8B | 1.24% | |
| 15 | AAPLAPPLE INC | 69,475 | $25.3B | 1.22% | |
| 16 | 8CWCROWN CASTLE INTL CORP NEW | 147,358 | $24.7B | 1.19% | |
| 17 | GOOGALPHABET INC | 17,408 | $24.6B | 1.18% | |
| 18 | SPGIS&P GLOBAL INC | 74,552 | $24.6B | 1.18% | |
| 19 | DSGDESCARTES SYS GROUP INC | 455,830 | $24.1B | 1.16% | |
| 20 | METAFACEBOOK INC | 106,186 | $24.1B | 1.16% | |
| 21 | —BOINGO WIRELESS INC | 1,772,019 | $23.6B | 1.14% | |
| 22 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,500,431 | $23.5B | 1.13% | |
| 23 | CRMSALESFORCE COM INC | 123,676 | $23.2B | 1.11% | |
| 24 | VICRVICOR CORP | 318,226 | $22.9B | 1.10% | |
| 25 | LGNDLIGAND PHARMACEUTICALS INC | 200,406 | $22.4B | 1.08% | |
| 26 | AZTABROOKS AUTOMATION INC NEW | 496,617 | $22.0B | 1.06% | |
| 27 | CBZCBIZ INC | 898,710 | $21.5B | 1.04% | |
| 28 | TMOTHERMO FISHER SCIENTIFIC INC | 58,288 | $21.1B | 1.02% | |
| 29 | MTRNMATERION CORP | 314,025 | $19.3B | 0.93% | |
| 30 | KNKNOWLES CORP | 1,222,895 | $18.7B | 0.90% | |
| 31 | JECUSDJACOBS ENGR GROUP INC | 219,375 | $18.6B | 0.89% | |
| 32 | IPARINTER PARFUMS INC | 377,644 | $18.2B | 0.87% | |
| 33 | NKENIKE INC | 183,133 | $18.0B | 0.86% | |
| 34 | TRNOTERRENO RLTY CORP | 337,465 | $17.8B | 0.85% | |
| 35 | VCYTVERACYTE INC | 679,205 | $17.6B | 0.85% | |
| 36 | GSHDGOOSEHEAD INS INC | 232,738 | $17.5B | 0.84% | |
| 37 | KEXKIRBY CORP | 322,218 | $17.3B | 0.83% | |
| 38 | MRTNMARTEN TRANS LTD | 681,205 | $17.1B | 0.82% | |
| 39 | USPHU S PHYSICAL THERAPY INC | 208,864 | $16.9B | 0.81% | |
| 40 | HTOSJW GROUP | 269,471 | $16.7B | 0.81% | |
| 41 | TTECTTEC HLDGS INC | 356,035 | $16.6B | 0.80% | |
| 42 | VCVISTEON CORP | 241,057 | $16.5B | 0.79% | |
| 43 | GOLFACUSHNET HOLDINGS CORP | 464,111 | $16.1B | 0.78% | |
| 44 | BLDTOPBUILD CORP | 141,249 | $16.1B | 0.77% | |
| 45 | HEESEURH & E EQUIPMENT SERVICES INC | 859,419 | $15.9B | 0.76% | |
| 46 | HSTMHEALTHSTREAM INC | 714,147 | $15.8B | 0.76% | |
| 47 | HUBGHUB GROUP INC | 327,096 | $15.7B | 0.75% | |
| 48 | PZZAPAPA JOHNS INTL INC | 196,677 | $15.6B | 0.75% | |
| 49 | EVREVERCORE INC | 261,984 | $15.4B | 0.74% | |
| 50 | RMAXRE MAX HLDGS INC | 488,754 | $15.4B | 0.74% | |
| 51 | SCHLSCHOLASTIC CORP | 496,843 | $14.9B | 0.72% | |
| 52 | —MEDALLIA INC | 584,970 | $14.8B | 0.71% | |
| 53 | SAIASAIA INC | 132,452 | $14.7B | 0.71% | |
| 54 | NVDANVIDIA CORPORATION | 37,311 | $14.2B | 0.68% | |
| 55 | CWTCALIFORNIA WTR SVC GROUP | 296,637 | $14.2B | 0.68% | |
| 56 | ROKROCKWELL AUTOMATION INC | 66,196 | $14.1B | 0.68% | |
| 57 | INSPINSPIRE MED SYS INC | 161,929 | $14.1B | 0.68% | |
| 58 | ZTSZOETIS INC | 102,290 | $14.0B | 0.67% | |
| 59 | KEYSKEYSIGHT TECHNOLOGIES INC | 138,914 | $14.0B | 0.67% | |
| 60 | SFMSPROUTS FMRS MKT INC | 543,160 | $13.9B | 0.67% | |
| 61 | BLKCHFBLACKROCK INC | 25,264 | $13.7B | 0.66% | |
| 62 | HTGCHERCULES CAPITAL INC | 1,302,468 | $13.6B | 0.66% | |
| 63 | CAKECHEESECAKE FACTORY INC | 592,675 | $13.6B | 0.65% | |
| 64 | WIREEURENCORE WIRE CORP | 277,187 | $13.5B | 0.65% | |
| 65 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 933,095 | $13.5B | 0.65% | |
| 66 | COLBCOLUMBIA BKG SYS INC | 466,315 | $13.2B | 0.64% | |
| 67 | SPLKCHFSPLUNK INC | 64,554 | $12.8B | 0.62% | |
| 68 | HGVHILTON GRAND VACATIONS INC | 635,149 | $12.4B | 0.60% | |
| 69 | NBHCNATIONAL BK HLDGS CORP | 443,665 | $12.0B | 0.58% | |
| 70 | ODFLOLD DOMINION FREIGHT LINE IN | 69,942 | $11.9B | 0.57% | |
| 71 | DHRDANAHER CORPORATION | 64,427 | $11.4B | 0.55% | |
| 72 | CYRXCRYOPORT INC | 376,599 | $11.4B | 0.55% | |
| 73 | HMNHORACE MANN EDUCATORS CORP N | 303,855 | $11.2B | 0.54% | |
| 74 | MMIMARCUS & MILLICHAP INC | 383,106 | $11.1B | 0.53% | |
| 75 | CRNCCERENCE INC | 269,033 | $11.0B | 0.53% | |
| 76 | CTLTEURCATALENT INC | 146,255 | $10.7B | 0.52% | |
| 77 | WW6WW INTL INC | 420,960 | $10.7B | 0.51% | |
| 78 | PEPPEPSICO INC | 77,212 | $10.2B | 0.49% | |
| 79 | NVROEURNEVRO CORP | 84,273 | $10.1B | 0.48% | |
| 80 | CDPCORPORATE OFFICE PPTYS TR | 392,977 | $10.0B | 0.48% | |
| 81 | DISDISNEY WALT CO | 89,137 | $9.9B | 0.48% | |
| 82 | MTCHEURMATCH GROUP INC | 92,673 | $9.9B | 0.48% | |
| 83 | ECLECOLAB INC | 49,816 | $9.9B | 0.48% | |
| 84 | WORKSLACK TECHNOLOGIES INC | 310,620 | $9.7B | 0.46% | |
| 85 | COSTCOSTCO WHSL CORP NEW | 30,246 | $9.2B | 0.44% | |
| 86 | DC4DEXCOM INC | 22,343 | $9.1B | 0.44% | |
| 87 | CPFCENTRAL PAC FINL CORP | 553,567 | $8.9B | 0.43% | |
| 88 | VRSKVERISK ANALYTICS INC | 50,586 | $8.6B | 0.41% | |
| 89 | BOOMDMC GLOBAL INC | 309,766 | $8.6B | 0.41% | |
| 90 | SPOTSPOTIFY TECHNOLOGY S A | 32,832 | $8.5B | 0.41% | |
| 91 | AFWALIGN TECHNOLOGY INC | 30,152 | $8.3B | 0.40% | |
| 92 | JNJJOHNSON & JOHNSON | 58,493 | $8.2B | 0.40% | |
| 93 | ADPAUTOMATIC DATA PROCESSING IN | 55,088 | $8.2B | 0.39% | |
| 94 | LULULULULEMON ATHLETICA INC | 25,941 | $8.1B | 0.39% | |
| 95 | MEOHMETHANEX CORP | 442,022 | $8.0B | 0.38% | |
| 96 | LTHM1EURLIVENT CORP | 1,287,202 | $7.9B | 0.38% | |
| 97 | PFPTPROOFPOINT INC | 64,791 | $7.2B | 0.35% | |
| 98 | GOOGLALPHABET INC | 4,905 | $7.0B | 0.33% | |
| 99 | BDXBECTON DICKINSON & CO | 28,848 | $6.9B | 0.33% | |
| 100 | ILMNILLUMINA INC | 18,413 | $6.8B | 0.33% |
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