Granite Investment Partners, LLC Q2 2023 Filing

Filed August 7, 2023

Portfolio Value

$2.5B

Holdings

259

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (259 positions)

#	Stock	Shares	Value	% Portfolio
1	MSFTMICROSOFT CORP	188,568	$64.0M	2.55%
2	AAPLAPPLE INC	300,152	$58.0M	2.31%
3	CWSTCASELLA WASTE SYS INC	454,153	$41.0M	1.63%
4	IPARINTER PARFUMS INC	290,403	$39.0M	1.55%
5	FRPTFRESHPET INC	603,145	$39.0M	1.55%
6	CBZCBIZ INC	710,308	$37.0M	1.47%
7	CRSCARPENTER TECHNOLOGY CORP	655,734	$36.0M	1.43%
8	NENOBLE CORP PLC	807,688	$33.0M	1.31%
9	FIVNFIVE9 INC	392,738	$32.0M	1.27%
10	AZEKAZEK CO INC	1,045,039	$31.0M	1.23%
11	DVDOUBLEVERIFY HLDGS INC	809,818	$31.0M	1.23%
12	AMZNAMAZON COM INC	233,732	$30.0M	1.20%
13	BDCBELDEN INC	318,981	$30.0M	1.20%
14	AMPHAMPHASTAR PHARMACEUTICALS IN	533,159	$30.0M	1.20%
15	NEOGNEOGEN CORP	1,403,407	$30.0M	1.20%
16	VVISA INC	124,413	$29.0M	1.16%
17	MEGMONTROSE ENVIRONMENTAL GROUP	671,344	$28.0M	1.12%
18	GOOGALPHABET INC	232,974	$28.0M	1.12%
19	DSGDESCARTES SYS GROUP INC	360,361	$28.0M	1.12%
20	OMCLOMNICELL COM	367,644	$27.0M	1.08%
21	HALOHALOZYME THERAPEUTICS INC	758,118	$27.0M	1.08%
22	FTITECHNIPFMC PLC	1,606,907	$26.0M	1.04%
23	LTHM1EURLIVENT CORP	953,370	$26.0M	1.04%
24	VCVISTEON CORP	185,595	$26.0M	1.04%
25	WF2WINTRUST FINL CORP	339,976	$24.0M	0.96%
26	ICFIICF INTL INC	185,555	$23.0M	0.92%
27	ETNEATON CORP PLC	115,553	$23.0M	0.92%
28	AINALBANY INTL CORP	254,620	$23.0M	0.92%
29	AXNX*AXONICS INC	447,088	$22.0M	0.88%
30	PYCRPAYCOR HCM INC	953,648	$22.0M	0.88%
31	DEDEERE & CO	54,924	$22.0M	0.88%
32	SPGIS&P GLOBAL INC	55,049	$22.0M	0.88%
33	HPHELMERICH & PAYNE INC	627,933	$22.0M	0.88%
34	CRCRANE COMPANY	242,420	$21.0M	0.84%
35	SPTSPROUT SOCIAL INC	459,505	$21.0M	0.84%
36	MEOHMETHANEX CORP	508,501	$21.0M	0.84%
37	MRTNMARTEN TRANS LTD	935,907	$20.0M	0.80%
38	HGVHILTON GRAND VACATIONS INC	442,377	$20.0M	0.80%
39	ESABESAB CORPORATION	313,183	$20.0M	0.80%
40	NVDANVIDIA CORPORATION	49,576	$20.0M	0.80%
41	TRNOTERRENO RLTY CORP	344,098	$20.0M	0.80%
42	APGAPI GROUP CORP	769,654	$20.0M	0.80%
43	ALGALAMO GROUP INC	103,757	$19.0M	0.76%
44	NSSCNAPCO SEC TECHNOLOGIES INC	557,317	$19.0M	0.76%
45	CERTCERTARA INC	1,048,235	$19.0M	0.76%
46	HAYWHAYWARD HLDGS INC	1,535,888	$19.0M	0.76%
47	FLRFLUOR CORP NEW	663,870	$19.0M	0.76%
48	ATRCATRICURE INC	394,950	$19.0M	0.76%
49	KTOSKRATOS DEFENSE & SEC SOLUTIO	1,335,966	$19.0M	0.76%
50	ROKROCKWELL AUTOMATION INC	57,640	$18.0M	0.72%
51	UNHUNITEDHEALTH GROUP INC	37,775	$18.0M	0.72%
52	NCNONCINO INC	608,640	$18.0M	0.72%
53	LLYLILLY ELI & CO	40,258	$18.0M	0.72%
54	OUTOUTFRONT MEDIA INC	1,205,615	$18.0M	0.72%
55	RBARB GLOBAL INC	290,828	$17.0M	0.68%
56	HTDCORCEPT THERAPEUTICS INC	792,519	$17.0M	0.68%
57	ROICUSDRETAIL OPPORTUNITY INVTS COR	1,255,062	$16.0M	0.64%
58	CYRXCRYOPORT INC	938,935	$16.0M	0.64%
59	BWINBRP GROUP INC	665,590	$16.0M	0.64%
60	AGYSAGILYSYS INC	240,883	$16.0M	0.64%
61	PORPORTLAND GEN ELEC CO	353,494	$16.0M	0.64%
62	CWTCALIFORNIA WTR SVC GROUP	327,079	$16.0M	0.64%
63	STCSTEWART INFORMATION SVCS COR	375,156	$15.0M	0.60%
64	KRUSKURA SUSHI USA INC	161,962	$15.0M	0.60%
65	ODFLOLD DOMINION FREIGHT LINE IN	41,079	$15.0M	0.60%
66	SIGSIGNET JEWELERS LIMITED	242,520	$15.0M	0.60%
67	BMBLBUMBLE INC	935,462	$15.0M	0.60%
68	CALXCALIX INC	292,788	$14.0M	0.56%
69	ADIANALOG DEVICES INC	75,547	$14.0M	0.56%
70	ZTSZOETIS INC	77,248	$13.0M	0.52%
71	SYKSTRYKER CORPORATION	44,087	$13.0M	0.52%
72	AEOAMERICAN EAGLE OUTFITTERS IN	1,150,612	$13.0M	0.52%
73	ADBEADOBE SYSTEMS INCORPORATED	27,452	$13.0M	0.52%
74	IDXXIDEXX LABS INC	26,666	$13.0M	0.52%
75	KEYSKEYSIGHT TECHNOLOGIES INC	72,654	$12.0M	0.48%
76	HLIOHELIOS TECHNOLOGIES INC	190,140	$12.0M	0.48%
77	ABBVABBVIE INC	95,076	$12.0M	0.48%
78	ECVTECOVYST INC	1,121,306	$12.0M	0.48%
79	ELLAUDER ESTEE COS INC	62,822	$12.0M	0.48%
80	LESLLESLIES INC	1,197,668	$11.0M	0.44%
81	MGMMGM RESORTS INTERNATIONAL	265,659	$11.0M	0.44%
82	PEPPEPSICO INC	59,947	$11.0M	0.44%
83	NARIUSDINARI MED INC	190,053	$11.0M	0.44%
84	COSTCOSTCO WHSL CORP NEW	20,126	$10.0M	0.40%
85	DHRDANAHER CORPORATION	41,737	$10.0M	0.40%
86	METAMETA PLATFORMS INC	34,392	$9.0M	0.36%
87	MYRGMYR GROUP INC DEL	65,443	$9.0M	0.36%
88	TECHBIO-TECHNE CORP	111,700	$9.0M	0.36%
89	SAIASAIA INC	28,381	$9.0M	0.36%
90	ADPAUTOMATIC DATA PROCESSING IN	41,246	$9.0M	0.36%
91	LIILENNOX INTL INC	24,689	$8.0M	0.32%
92	JNJJOHNSON & JOHNSON	49,572	$8.0M	0.32%
93	INSPINSPIRE MED SYS INC	25,398	$8.0M	0.32%
94	SITESITEONE LANDSCAPE SUPPLY INC	52,047	$8.0M	0.32%
95	CMECME GROUP INC	38,936	$7.0M	0.28%
96	GMEDGLOBUS MED INC	125,562	$7.0M	0.28%
97	ZWSZURN ELKAY WATER SOLNS CORP	262,950	$7.0M	0.28%
98	TKRTIMKEN CO	76,624	$7.0M	0.28%
99	CA8ACACI INTL INC	21,236	$7.0M	0.28%
100	BFAMBRIGHT HORIZONS FAM SOL IN D	78,741	$7.0M	0.28%

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