Granite Investment Partners, LLC Q2 2022 Filing

Filed July 22, 2022

Portfolio Value

$2.4B

Holdings

265

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (265 positions)

StockValue
MSFTMICROSOFT CORP
$63.4M
AAPLAPPLE INC
$48.1M
HPHELMERICH & PAYNE INC
$46.9M
HALOHALOZYME THERAPEUTICS INC
$41.1M
GOOGALPHABET INC
$39.8M
VVISA INC
$35.8M
VCVISTEON CORP
$33.8M
AMZNAMAZON COM INC
$33.0M
LTHM1EURLIVENT CORP
$31.1M
UNHUNITEDHEALTH GROUP INC
$30.7M
HQYHEALTHEQUITY INC
$30.6M
CBZCBIZ INC
$30.3M
CYRXCRYOPORT INC
$28.4M
CWSTCASELLA WASTE SYS INC
$27.9M
MEOHMETHANEX CORP
$27.4M
IWMISHARES TR
$27.0M
AXNX*AXONICS INC
$25.9M
AGYSAGILYSYS INC
$25.6M
SAIASAIA INC
$25.6M
IPARINTER PARFUMS INC
$25.6M
SPGIS&P GLOBAL INC
$24.9M
SPTSPROUT SOCIAL INC
$24.1M
DSGDESCARTES SYS GROUP INC
$23.9M
INSPINSPIRE MED SYS INC
$23.9M
FLRFLUOR CORP NEW
$23.8M
DOCNDIGITALOCEAN HLDGS INC
$23.8M
LLYLILLY ELI & CO
$22.1M
ADIANALOG DEVICES INC
$21.4M
ROICUSDRETAIL OPPORTUNITY INVTS COR
$21.2M
HGVHILTON GRAND VACATIONS INC
$20.8M
MTRNMATERION CORP
$20.2M
GTLSCHART INDS INC
$20.1M
KEYSKEYSIGHT TECHNOLOGIES INC
$20.0M
PARPAR TECHNOLOGY CORP
$19.9M
KALUKAISER ALUMINUM CORP
$19.6M
MRTNMARTEN TRANS LTD
$19.3M
ZTSZOETIS INC
$19.2M
CMECME GROUP INC
$19.1M
NBHCNATIONAL BK HLDGS CORP
$19.0M
CERTCERTARA INC
$18.9M
METAMETA PLATFORMS INC
$18.9M
CWTCALIFORNIA WTR SVC GROUP
$18.9M
DYDYCOM INDS INC
$18.7M
PYCRPAYCOR HCM INC
$18.7M
ALGALAMO GROUP INC
$18.4M
8CWCROWN CASTLE INTL CORP NEW
$18.3M
SIGSIGNET JEWELERS LIMITED
$17.9M
ELLAUDER ESTEE COS INC
$17.7M
PORPORTLAND GEN ELEC CO
$17.5M
ROKROCKWELL AUTOMATION INC
$17.5M
CRMSALESFORCE INC
$17.4M
MEGMONTROSE ENVIRONMENTAL GROUP
$17.4M
EBCEASTERN BANKSHARES INC
$17.2M
KTOSKRATOS DEFENSE & SEC SOLUTIO
$17.1M
BDCBELDEN INC
$17.1M
ODFLOLD DOMINION FREIGHT LINE IN
$17.0M
FRCBFIRST REP BK SAN FRANCISCO C
$17.0M
GSHDGOOSEHEAD INS INC
$16.7M
HTBKHERITAGE COMM CORP
$16.5M
TCBITEXAS CAP BANCSHARES INC
$16.5M
TRNOTERRENO RLTY CORP
$15.7M
HSTMHEALTHSTREAM INC
$15.5M
AZEKAZEK CO INC
$15.2M
ACAARCOSA INC
$15.0M
JECUSDJACOBS ENGR GROUP INC
$14.7M
DHRDANAHER CORPORATION
$13.9M
DISDISNEY WALT CO
$13.8M
NARIUSDINARI MED INC
$13.6M
COSTCOSTCO WHSL CORP NEW
$13.5M
PYPLPAYPAL HLDGS INC
$13.4M
LGFEURLIONS GATE ENTMNT CORP
$13.4M
MGMMGM RESORTS INTERNATIONAL
$13.2M
ADBEADOBE SYSTEMS INCORPORATED
$13.0M
HAINHAIN CELESTIAL GROUP INC
$12.8M
SKTTANGER FACTORY OUTLET CTRS I
$12.6M
AATAMERICAN ASSETS TR INC
$12.4M
BLKCHFBLACKROCK INC
$12.4M
PEPPEPSICO INC
$12.0M
LESLIES INC
$12.0M
DEDEERE & CO
$11.9M
DVDOUBLEVERIFY HLDGS INC
$11.9M
NKENIKE INC
$11.9M
BECNUSDBEACON ROOFING SUPPLY INC
$11.7M
UNVREURUNIVAR SOLUTIONS INC
$11.5M
CRDOCREDO TECHNOLOGY GROUP HOLDI
$11.4M
PODDINSULET CORP
$11.3M
RBAGBPRITCHIE BROS AUCTIONEERS
$11.3M
MDMEDNAX INC
$11.2M
OPRXOPTIMIZERX CORP
$10.9M
FTITECHNIPFMC PLC
$10.7M
MTCHMATCH GROUP INC NEW
$10.7M
JNJJOHNSON & JOHNSON
$10.2M
ADPAUTOMATIC DATA PROCESSING IN
$9.9M
GOOGLALPHABET INC
$9.4M
APTVAPTIV PLC
$9.3M
ATRCATRICURE INC
$9.1M
SPLKCHFSPLUNK INC
$9.0M
TMOTHERMO FISHER SCIENTIFIC INC
$8.8M
LFUSLITTELFUSE INC
$7.9M
EVOP1EUREVO PMTS INC
$7.6M
Page 1 of 3Next