Granite Investment Partners, LLC Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$2.4T
Holdings
253
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (253 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 176,713 | $79.0B | 3.27% | |
| 2 | AAPLAPPLE INC | 289,421 | $61.0B | 2.52% | |
| 3 | NVDANVIDIA CORPORATION | 392,294 | $48.5B | 2.01% | |
| 4 | FRPTFRESHPET INC | 366,323 | $47.4B | 1.96% | |
| 5 | CWSTCASELLA WASTE SYS INC | 448,770 | $44.5B | 1.84% | |
| 6 | CBZCBIZ INC | 580,902 | $43.0B | 1.78% | |
| 7 | AMZNAMAZON COM INC | 212,465 | $41.1B | 1.70% | |
| 8 | HALOHALOZYME THERAPEUTICS INC | 752,839 | $39.4B | 1.63% | |
| 9 | GOOGALPHABET INC | 213,937 | $39.2B | 1.63% | |
| 10 | ETNEATON CORP PLC | 112,808 | $35.4B | 1.46% | |
| 11 | LLYELI LILLY & CO | 38,177 | $34.6B | 1.43% | |
| 12 | NEOGNEOGEN CORP | 2,069,613 | $32.3B | 1.34% | |
| 13 | AGYSAGILYSYS INC | 303,601 | $31.6B | 1.31% | |
| 14 | NENOBLE CORP PLC | 695,171 | $31.0B | 1.29% | |
| 15 | NSSCNAPCO SEC TECHNOLOGIES INC | 593,137 | $30.8B | 1.28% | |
| 16 | VVISA INC | 110,516 | $29.0B | 1.20% | |
| 17 | WF2WINTRUST FINL CORP | 282,324 | $27.8B | 1.15% | |
| 18 | ACLSAXCELIS TECHNOLOGIES INC | 195,521 | $27.8B | 1.15% | |
| 19 | IPARINTER PARFUMS INC | 235,549 | $27.3B | 1.13% | |
| 20 | MEGMONTROSE ENVIRONMENTAL GROUP | 597,519 | $26.6B | 1.10% | |
| 21 | LPXLOUISIANA PAC CORP | 312,277 | $25.7B | 1.06% | |
| 22 | HPHELMERICH & PAYNE INC | 660,803 | $23.9B | 0.99% | |
| 23 | CRCRANE COMPANY | 161,082 | $23.4B | 0.97% | |
| 24 | HUBBHUBBELL INC | 62,210 | $22.7B | 0.94% | |
| 25 | TSEMTOWER SEMICONDUCTOR LTD | 566,613 | $22.3B | 0.92% | |
| 26 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,102,371 | $22.1B | 0.91% | |
| 27 | SPGIS&P GLOBAL INC | 49,263 | $22.0B | 0.91% | |
| 28 | DSGDESCARTES SYS GROUP INC | 210,466 | $20.4B | 0.84% | |
| 29 | VCYTVERACYTE INC | 934,994 | $20.3B | 0.84% | |
| 30 | ARLOARLO TECHNOLOGIES INC | 1,502,497 | $19.6B | 0.81% | |
| 31 | STCSTEWART INFORMATION SVCS COR | 311,978 | $19.4B | 0.80% | |
| 32 | DEDEERE & CO | 51,406 | $19.2B | 0.80% | |
| 33 | CRSCARPENTER TECHNOLOGY CORP | 172,181 | $18.9B | 0.78% | |
| 34 | FLRFLUOR CORP NEW | 432,707 | $18.8B | 0.78% | |
| 35 | ARCBARCBEST CORP | 174,509 | $18.7B | 0.77% | |
| 36 | LITELUMENTUM HLDGS INC | 364,364 | $18.6B | 0.77% | |
| 37 | BDCBELDEN INC | 196,026 | $18.4B | 0.76% | |
| 38 | SIGSIGNET JEWELERS LIMITED | 198,744 | $17.8B | 0.74% | |
| 39 | AZEKAZEK CO INC | 419,079 | $17.7B | 0.73% | |
| 40 | STAASTAAR SURGICAL CO | 362,050 | $17.2B | 0.71% | |
| 41 | OUTOUTFRONT MEDIA INC | 1,205,172 | $17.2B | 0.71% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 20,248 | $17.2B | 0.71% | |
| 43 | ICFIICF INTL INC | 113,632 | $16.9B | 0.70% | |
| 44 | TRNOTERRENO RLTY CORP | 281,879 | $16.7B | 0.69% | |
| 45 | GEGE AEROSPACE | 104,090 | $16.5B | 0.69% | |
| 46 | PYCRPAYCOR HCM INC | 1,300,352 | $16.5B | 0.68% | |
| 47 | ESABESAB CORPORATION | 172,289 | $16.3B | 0.67% | |
| 48 | SYKSTRYKER CORPORATION | 46,908 | $16.0B | 0.66% | |
| 49 | AMPHAMPHASTAR PHARMACEUTICALS IN | 397,514 | $15.9B | 0.66% | |
| 50 | CRWDCROWDSTRIKE HLDGS INC | 41,318 | $15.8B | 0.66% | |
| 51 | NCNONCINO INC | 503,267 | $15.8B | 0.66% | |
| 52 | MEOHMETHANEX CORP | 326,370 | $15.8B | 0.65% | |
| 53 | ABBVABBVIE INC | 90,843 | $15.6B | 0.65% | |
| 54 | FCFSFIRSTCASH HOLDINGS INC | 146,788 | $15.4B | 0.64% | |
| 55 | CERTCERTARA INC | 1,079,969 | $15.0B | 0.62% | |
| 56 | SITMSITIME CORP | 120,082 | $14.9B | 0.62% | |
| 57 | METAMETA PLATFORMS INC | 29,394 | $14.8B | 0.61% | |
| 58 | PCARPACCAR INC | 143,343 | $14.8B | 0.61% | |
| 59 | ROKROCKWELL AUTOMATION INC | 53,031 | $14.6B | 0.60% | |
| 60 | MRTNMARTEN TRANS LTD | 764,875 | $14.1B | 0.58% | |
| 61 | CWKCUSHMAN WAKEFIELD PLC | 1,346,001 | $14.0B | 0.58% | |
| 62 | BROSDUTCH BROS INC | 332,841 | $13.8B | 0.57% | |
| 63 | CALYTOPGOLF CALLAWAY BRANDS CORP | 899,130 | $13.8B | 0.57% | |
| 64 | VSTSVESTIS CORPORATION | 1,124,421 | $13.8B | 0.57% | |
| 65 | ODFLOLD DOMINION FREIGHT LINE IN | 75,670 | $13.4B | 0.55% | |
| 66 | ADBEADOBE INC | 23,398 | $13.0B | 0.54% | |
| 67 | TMOTHERMO FISHER SCIENTIFIC INC | 23,435 | $13.0B | 0.54% | |
| 68 | CWTCALIFORNIA WTR SVC GROUP | 266,781 | $12.9B | 0.54% | |
| 69 | BRZEBRAZE INC | 332,784 | $12.9B | 0.54% | |
| 70 | BLKCHFBLACKROCK INC | 16,127 | $12.7B | 0.53% | |
| 71 | RXSTRXSIGHT INC | 200,537 | $12.1B | 0.50% | |
| 72 | VIAVVIAVI SOLUTIONS INC | 1,744,104 | $12.0B | 0.50% | |
| 73 | RG6ROGERS CORP | 97,963 | $11.8B | 0.49% | |
| 74 | BWINTHE BALDWIN INSURANCE GRP IN | 328,294 | $11.6B | 0.48% | |
| 75 | NTRANATERA INC | 106,644 | $11.5B | 0.48% | |
| 76 | ZTSZOETIS INC | 65,449 | $11.3B | 0.47% | |
| 77 | MGNIMAGNITE INC | 844,758 | $11.2B | 0.46% | |
| 78 | IDXXIDEXX LABS INC | 22,741 | $11.1B | 0.46% | |
| 79 | SHWSHERWIN WILLIAMS CO | 36,828 | $11.0B | 0.46% | |
| 80 | AVDXAVIDXCHANGE HOLDINGS INC | 895,227 | $10.8B | 0.45% | |
| 81 | ICUIICU MED INC | 89,687 | $10.7B | 0.44% | |
| 82 | DHRDANAHER CORPORATION | 42,192 | $10.5B | 0.44% | |
| 83 | SHOPSHOPIFY INC | 156,853 | $10.4B | 0.43% | |
| 84 | ZIPZIPRECRUITER INC | 1,133,064 | $10.3B | 0.43% | |
| 85 | ADIANALOG DEVICES INC | 44,952 | $10.3B | 0.42% | |
| 86 | MGMMGM RESORTS INTERNATIONAL | 226,877 | $10.1B | 0.42% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 40,076 | $9.6B | 0.40% | |
| 88 | GEVGE VERNOVA INC | 53,649 | $9.2B | 0.38% | |
| 89 | TXG10X GENOMICS INC | 461,013 | $9.0B | 0.37% | |
| 90 | JPMJPMORGAN CHASE & CO. | 43,616 | $8.8B | 0.37% | |
| 91 | KRUSKURA SUSHI USA INC | 136,631 | $8.6B | 0.36% | |
| 92 | SPXCSPX TECHNOLOGIES INC | 60,441 | $8.6B | 0.36% | |
| 93 | PEPPEPSICO INC | 51,832 | $8.5B | 0.35% | |
| 94 | ECLECOLAB INC | 35,266 | $8.4B | 0.35% | |
| 95 | CROXCROCS INC | 56,427 | $8.2B | 0.34% | |
| 96 | AM6AMICUS THERAPEUTICS INC | 821,178 | $8.1B | 0.34% | |
| 97 | CCCCCC INTELLIGENT SOLUTIONS HL | 730,617 | $8.1B | 0.34% | |
| 98 | BMBLBUMBLE INC | 767,709 | $8.1B | 0.33% | |
| 99 | PTCPTC INC | 44,249 | $8.0B | 0.33% | |
| 100 | ENOVENOVIS CORPORATION | 177,646 | $8.0B | 0.33% |
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