Granite Investment Partners, LLC Q2 2023 Filing
Filed August 7, 2023
Portfolio Value
$2.5T
Holdings
259
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 188,568 | $64.2B | 2.56% | |
| 2 | AAPLAPPLE INC | 300,152 | $58.2B | 2.32% | |
| 3 | CWSTCASELLA WASTE SYS INC | 454,153 | $41.1B | 1.64% | |
| 4 | FRPTFRESHPET INC | 603,145 | $39.7B | 1.58% | |
| 5 | IPARINTER PARFUMS INC | 290,403 | $39.3B | 1.56% | |
| 6 | CBZCBIZ INC | 710,308 | $37.8B | 1.51% | |
| 7 | CRSCARPENTER TECHNOLOGY CORP | 655,734 | $36.8B | 1.47% | |
| 8 | NENOBLE CORP PLC | 807,688 | $33.4B | 1.33% | |
| 9 | FIVNFIVE9 INC | 392,738 | $32.4B | 1.29% | |
| 10 | AZEKAZEK CO INC | 1,045,039 | $31.7B | 1.26% | |
| 11 | DVDOUBLEVERIFY HLDGS INC | 809,818 | $31.5B | 1.26% | |
| 12 | AMPHAMPHASTAR PHARMACEUTICALS IN | 533,159 | $30.6B | 1.22% | |
| 13 | NEOGNEOGEN CORP | 1,403,407 | $30.5B | 1.22% | |
| 14 | BDCBELDEN INC | 318,981 | $30.5B | 1.22% | |
| 15 | AMZNAMAZON COM INC | 233,732 | $30.5B | 1.21% | |
| 16 | VVISA INC | 124,413 | $29.5B | 1.18% | |
| 17 | DSGDESCARTES SYS GROUP INC | 360,361 | $28.9B | 1.15% | |
| 18 | MEGMONTROSE ENVIRONMENTAL GROUP | 671,344 | $28.3B | 1.13% | |
| 19 | GOOGALPHABET INC | 232,974 | $28.2B | 1.12% | |
| 20 | HALOHALOZYME THERAPEUTICS INC | 758,118 | $27.3B | 1.09% | |
| 21 | OMCLOMNICELL COM | 367,644 | $27.1B | 1.08% | |
| 22 | FTITECHNIPFMC PLC | 1,606,907 | $26.7B | 1.06% | |
| 23 | VCVISTEON CORP | 185,595 | $26.7B | 1.06% | |
| 24 | LTHM1EURLIVENT CORP | 953,370 | $26.2B | 1.04% | |
| 25 | WF2WINTRUST FINL CORP | 339,976 | $24.7B | 0.98% | |
| 26 | AINALBANY INTL CORP | 254,620 | $23.8B | 0.95% | |
| 27 | ETNEATON CORP PLC | 115,553 | $23.2B | 0.93% | |
| 28 | ICFIICF INTL INC | 185,555 | $23.1B | 0.92% | |
| 29 | PYCRPAYCOR HCM INC | 953,648 | $22.6B | 0.90% | |
| 30 | AXNX*AXONICS INC | 447,088 | $22.6B | 0.90% | |
| 31 | HPHELMERICH & PAYNE INC | 627,933 | $22.3B | 0.89% | |
| 32 | DEDEERE & CO | 54,924 | $22.3B | 0.89% | |
| 33 | SPGIS&P GLOBAL INC | 55,049 | $22.1B | 0.88% | |
| 34 | CRCRANE COMPANY | 242,420 | $21.6B | 0.86% | |
| 35 | SPTSPROUT SOCIAL INC | 459,505 | $21.2B | 0.84% | |
| 36 | MEOHMETHANEX CORP | 508,501 | $21.0B | 0.84% | |
| 37 | APGAPI GROUP CORP | 769,654 | $21.0B | 0.84% | |
| 38 | NVDANVIDIA CORPORATION | 49,576 | $21.0B | 0.84% | |
| 39 | ESABESAB CORPORATION | 313,183 | $20.8B | 0.83% | |
| 40 | TRNOTERRENO RLTY CORP | 344,098 | $20.7B | 0.82% | |
| 41 | MRTNMARTEN TRANS LTD | 935,907 | $20.1B | 0.80% | |
| 42 | HGVHILTON GRAND VACATIONS INC | 442,377 | $20.1B | 0.80% | |
| 43 | HAYWHAYWARD HLDGS INC | 1,535,888 | $19.7B | 0.79% | |
| 44 | FLRFLUOR CORP NEW | 663,870 | $19.7B | 0.78% | |
| 45 | ATRCATRICURE INC | 394,950 | $19.5B | 0.78% | |
| 46 | NSSCNAPCO SEC TECHNOLOGIES INC | 557,317 | $19.3B | 0.77% | |
| 47 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,335,966 | $19.2B | 0.76% | |
| 48 | CERTCERTARA INC | 1,048,235 | $19.1B | 0.76% | |
| 49 | ALGALAMO GROUP INC | 103,757 | $19.1B | 0.76% | |
| 50 | ROKROCKWELL AUTOMATION INC | 57,640 | $19.0B | 0.76% | |
| 51 | OUTOUTFRONT MEDIA INC | 1,205,615 | $19.0B | 0.75% | |
| 52 | LLYLILLY ELI & CO | 40,258 | $18.9B | 0.75% | |
| 53 | NCNONCINO INC | 608,640 | $18.3B | 0.73% | |
| 54 | UNHUNITEDHEALTH GROUP INC | 37,775 | $18.2B | 0.72% | |
| 55 | HTDCORCEPT THERAPEUTICS INC | 792,519 | $17.6B | 0.70% | |
| 56 | RBARB GLOBAL INC | 290,828 | $17.4B | 0.70% | |
| 57 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 1,255,062 | $17.0B | 0.68% | |
| 58 | CWTCALIFORNIA WTR SVC GROUP | 327,079 | $16.9B | 0.67% | |
| 59 | PORPORTLAND GEN ELEC CO | 353,494 | $16.6B | 0.66% | |
| 60 | AGYSAGILYSYS INC | 240,883 | $16.5B | 0.66% | |
| 61 | BWINBRP GROUP INC | 665,590 | $16.5B | 0.66% | |
| 62 | CYRXCRYOPORT INC | 938,935 | $16.2B | 0.65% | |
| 63 | SIGSIGNET JEWELERS LIMITED | 242,520 | $15.8B | 0.63% | |
| 64 | BMBLBUMBLE INC | 935,462 | $15.7B | 0.63% | |
| 65 | STCSTEWART INFORMATION SVCS COR | 375,156 | $15.4B | 0.61% | |
| 66 | ODFLOLD DOMINION FREIGHT LINE IN | 41,079 | $15.2B | 0.61% | |
| 67 | KRUSKURA SUSHI USA INC | 161,962 | $15.1B | 0.60% | |
| 68 | ADIANALOG DEVICES INC | 75,547 | $14.7B | 0.59% | |
| 69 | CALXCALIX INC | 292,788 | $14.6B | 0.58% | |
| 70 | AEOAMERICAN EAGLE OUTFITTERS IN | 1,150,612 | $13.6B | 0.54% | |
| 71 | SYKSTRYKER CORPORATION | 44,087 | $13.5B | 0.54% | |
| 72 | ADBEADOBE SYSTEMS INCORPORATED | 27,452 | $13.4B | 0.53% | |
| 73 | IDXXIDEXX LABS INC | 26,666 | $13.4B | 0.53% | |
| 74 | ZTSZOETIS INC | 77,248 | $13.3B | 0.53% | |
| 75 | TMOTHERMO FISHER SCIENTIFIC INC | 25,332 | $13.2B | 0.53% | |
| 76 | ECVTECOVYST INC | 1,121,306 | $12.9B | 0.51% | |
| 77 | ABBVABBVIE INC | 95,076 | $12.8B | 0.51% | |
| 78 | HLIOHELIOS TECHNOLOGIES INC | 190,140 | $12.6B | 0.50% | |
| 79 | ELLAUDER ESTEE COS INC | 62,822 | $12.3B | 0.49% | |
| 80 | BLKCHFBLACKROCK INC | 17,633 | $12.2B | 0.49% | |
| 81 | KEYSKEYSIGHT TECHNOLOGIES INC | 72,654 | $12.2B | 0.48% | |
| 82 | MGMMGM RESORTS INTERNATIONAL | 265,659 | $11.7B | 0.46% | |
| 83 | —LESLIES INC | 1,197,668 | $11.2B | 0.45% | |
| 84 | PEPPEPSICO INC | 59,947 | $11.1B | 0.44% | |
| 85 | NARIUSDINARI MED INC | 190,053 | $11.0B | 0.44% | |
| 86 | COSTCOSTCO WHSL CORP NEW | 20,126 | $10.8B | 0.43% | |
| 87 | DHRDANAHER CORPORATION | 41,737 | $10.0B | 0.40% | |
| 88 | METAMETA PLATFORMS INC | 34,392 | $9.9B | 0.39% | |
| 89 | SAIASAIA INC | 28,381 | $9.7B | 0.39% | |
| 90 | TECHBIO-TECHNE CORP | 111,700 | $9.1B | 0.36% | |
| 91 | ADPAUTOMATIC DATA PROCESSING IN | 41,246 | $9.1B | 0.36% | |
| 92 | MYRGMYR GROUP INC DEL | 65,443 | $9.1B | 0.36% | |
| 93 | SITESITEONE LANDSCAPE SUPPLY INC | 52,047 | $8.7B | 0.35% | |
| 94 | INSPINSPIRE MED SYS INC | 25,398 | $8.2B | 0.33% | |
| 95 | JNJJOHNSON & JOHNSON | 49,572 | $8.2B | 0.33% | |
| 96 | LIILENNOX INTL INC | 24,689 | $8.1B | 0.32% | |
| 97 | XPOFXPONENTIAL FITNESS INC | 445,085 | $7.7B | 0.31% | |
| 98 | ESEESCO TECHNOLOGIES INC | 73,927 | $7.7B | 0.31% | |
| 99 | TSCOTRACTOR SUPPLY CO | 34,335 | $7.6B | 0.30% | |
| 100 | GMEDGLOBUS MED INC | 125,562 | $7.5B | 0.30% |
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