Granite Investment Partners, LLC Q3 2020 Filing
Filed November 6, 2020
Portfolio Value
$2.3T
Holdings
272
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 18,110 | $57.0B | 2.53% | |
| 2 | MSFTMICROSOFT CORP | 229,088 | $48.2B | 2.13% | |
| 3 | LPSNUSDLIVEPERSON INC | 840,651 | $43.7B | 1.94% | |
| 4 | SITESITEONE LANDSCAPE SUPPLY INC | 355,331 | $43.3B | 1.92% | |
| 5 | NTRANATERA INC | 551,868 | $39.9B | 1.77% | |
| 6 | NEONEOGENOMICS INC | 987,217 | $36.4B | 1.61% | |
| 7 | HALOHALOZYME THERAPEUTICS INC | 1,330,847 | $35.0B | 1.55% | |
| 8 | PYPLPAYPAL HLDGS INC | 171,306 | $33.8B | 1.49% | |
| 9 | AAPLAPPLE INC | 263,811 | $30.6B | 1.35% | |
| 10 | DOCUDOCUSIGN INC | 138,004 | $29.7B | 1.32% | |
| 11 | SPGIS&P GLOBAL INC | 80,687 | $29.1B | 1.29% | |
| 12 | CDNACAREDX INC | 760,237 | $28.8B | 1.28% | |
| 13 | VVISA INC | 143,501 | $28.7B | 1.27% | |
| 14 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,474,701 | $28.4B | 1.26% | |
| 15 | CRMSALESFORCE COM INC | 111,594 | $28.0B | 1.24% | |
| 16 | NKENIKE INC | 221,105 | $27.8B | 1.23% | |
| 17 | METAFACEBOOK INC | 104,784 | $27.4B | 1.22% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 61,247 | $27.0B | 1.20% | |
| 19 | 8CWCROWN CASTLE INTL CORP NEW | 155,366 | $25.9B | 1.15% | |
| 20 | DSGDESCARTES SYS GROUP INC | 444,455 | $25.3B | 1.12% | |
| 21 | GOOGALPHABET INC | 16,562 | $24.3B | 1.08% | |
| 22 | VICRVICOR CORP | 310,344 | $24.1B | 1.07% | |
| 23 | BLDTOPBUILD CORP | 138,321 | $23.6B | 1.05% | |
| 24 | TTECTTEC HLDGS INC | 420,372 | $22.9B | 1.02% | |
| 25 | AZTABROOKS AUTOMATION INC NEW | 486,763 | $22.5B | 1.00% | |
| 26 | CAKECHEESECAKE FACTORY INC | 795,592 | $22.1B | 0.98% | |
| 27 | CRNCCERENCE INC | 451,311 | $22.1B | 0.98% | |
| 28 | JECUSDJACOBS ENGR GROUP INC | 234,551 | $21.8B | 0.96% | |
| 29 | VCYTVERACYTE INC | 663,743 | $21.6B | 0.96% | |
| 30 | INSPINSPIRE MED SYS INC | 158,109 | $20.4B | 0.90% | |
| 31 | PHRPHREESIA INC | 631,825 | $20.3B | 0.90% | |
| 32 | CBZCBIZ INC | 876,805 | $20.1B | 0.89% | |
| 33 | ROKROCKWELL AUTOMATION INC | 90,154 | $19.9B | 0.88% | |
| 34 | GSHDGOOSEHEAD INS INC | 228,806 | $19.8B | 0.88% | |
| 35 | MEOHMETHANEX CORP | 807,024 | $19.7B | 0.87% | |
| 36 | EVREVERCORE INC | 289,470 | $18.9B | 0.84% | |
| 37 | HEESEURH & E EQUIPMENT SERVICES INC | 954,411 | $18.8B | 0.83% | |
| 38 | ZTSZOETIS INC | 111,309 | $18.4B | 0.82% | |
| 39 | TRNOTERRENO RLTY CORP | 329,026 | $18.0B | 0.80% | |
| 40 | USPHU S PHYSICAL THERAPY INC | 204,883 | $17.8B | 0.79% | |
| 41 | —BOINGO WIRELESS INC | 1,729,685 | $17.6B | 0.78% | |
| 42 | NVROEURNEVRO CORP | 125,317 | $17.5B | 0.77% | |
| 43 | CYRXCRYOPORT INC | 368,003 | $17.4B | 0.77% | |
| 44 | HGVHILTON GRAND VACATIONS INC | 823,364 | $17.3B | 0.76% | |
| 45 | MRTNMARTEN TRANS LTD | 998,954 | $16.3B | 0.72% | |
| 46 | SAIASAIA INC | 129,190 | $16.3B | 0.72% | |
| 47 | VCVISTEON CORP | 235,122 | $16.3B | 0.72% | |
| 48 | MTCHMATCH GROUP INC NEW | 145,290 | $16.1B | 0.71% | |
| 49 | HUBGHUB GROUP INC | 318,988 | $16.0B | 0.71% | |
| 50 | HTOSJW GROUP | 262,770 | $16.0B | 0.71% | |
| 51 | MTRNMATERION CORP | 306,889 | $16.0B | 0.71% | |
| 52 | PZZAPAPA JOHNS INTL INC | 192,470 | $15.8B | 0.70% | |
| 53 | —MEDALLIA INC | 574,162 | $15.7B | 0.70% | |
| 54 | CELHCELSIUS HLDGS INC | 692,406 | $15.7B | 0.70% | |
| 55 | KNKNOWLES CORP | 1,051,041 | $15.7B | 0.69% | |
| 56 | RMAXRE MAX HLDGS INC | 477,413 | $15.6B | 0.69% | |
| 57 | LTHM1EURLIVENT CORP | 1,728,120 | $15.5B | 0.69% | |
| 58 | BLKCHFBLACKROCK INC | 27,114 | $15.3B | 0.68% | |
| 59 | GOLFACUSHNET HOLDINGS CORP | 452,496 | $15.2B | 0.67% | |
| 60 | NVDANVIDIA CORPORATION | 27,812 | $15.1B | 0.67% | |
| 61 | KEYSKEYSIGHT TECHNOLOGIES INC | 151,177 | $14.9B | 0.66% | |
| 62 | LGFEURLIONS GATE ENTMNT CORP | 1,563,100 | $14.8B | 0.66% | |
| 63 | HTGCHERCULES CAPITAL INC | 1,274,732 | $14.7B | 0.65% | |
| 64 | HSTMHEALTHSTREAM INC | 707,943 | $14.2B | 0.63% | |
| 65 | BECNUSDBEACON ROOFING SUPPLY INC | 449,518 | $14.0B | 0.62% | |
| 66 | DHRDANAHER CORPORATION | 64,387 | $13.9B | 0.61% | |
| 67 | IPARINTER PARFUMS INC | 368,396 | $13.8B | 0.61% | |
| 68 | BOOMDMC GLOBAL INC | 417,136 | $13.7B | 0.61% | |
| 69 | DISDISNEY WALT CO | 109,474 | $13.6B | 0.60% | |
| 70 | ODFLOLD DOMINION FREIGHT LINE IN | 74,647 | $13.5B | 0.60% | |
| 71 | ELLAUDER ESTEE COS INC | 61,205 | $13.4B | 0.59% | |
| 72 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 911,616 | $12.6B | 0.56% | |
| 73 | CWTCALIFORNIA WTR SVC GROUP | 290,317 | $12.6B | 0.56% | |
| 74 | WIREEURENCORE WIRE CORP | 270,284 | $12.5B | 0.56% | |
| 75 | WW6WW INTL INC | 652,044 | $12.3B | 0.54% | |
| 76 | CPRICAPRI HOLDINGS LIMITED | 669,888 | $12.1B | 0.53% | |
| 77 | ECLECOLAB INC | 57,270 | $11.4B | 0.51% | |
| 78 | KEXKIRBY CORP | 315,908 | $11.4B | 0.51% | |
| 79 | SPLKCHFSPLUNK INC | 60,720 | $11.4B | 0.51% | |
| 80 | NBHCNATIONAL BK HLDGS CORP | 434,508 | $11.4B | 0.51% | |
| 81 | ADSKAUTODESK INC | 49,080 | $11.3B | 0.50% | |
| 82 | CTLTEURCATALENT INC | 131,183 | $11.2B | 0.50% | |
| 83 | AFWALIGN TECHNOLOGY INC | 33,310 | $10.9B | 0.48% | |
| 84 | COLBCOLUMBIA BKG SYS INC | 456,766 | $10.9B | 0.48% | |
| 85 | GHGUARDANT HEALTH INC | 95,647 | $10.7B | 0.47% | |
| 86 | PEPPEPSICO INC | 77,011 | $10.7B | 0.47% | |
| 87 | COSTCOSTCO WHSL CORP NEW | 29,883 | $10.6B | 0.47% | |
| 88 | MMIMARCUS & MILLICHAP INC | 373,323 | $10.3B | 0.45% | |
| 89 | VRSKVERISK ANALYTICS INC | 55,329 | $10.3B | 0.45% | |
| 90 | DC4DEXCOM INC | 24,601 | $10.1B | 0.45% | |
| 91 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 958,173 | $10.0B | 0.44% | |
| 92 | HMNHORACE MANN EDUCATORS CORP N | 297,492 | $9.9B | 0.44% | |
| 93 | SPOTSPOTIFY TECHNOLOGY S A | 39,629 | $9.6B | 0.43% | |
| 94 | LULULULULEMON ATHLETICA INC | 28,741 | $9.5B | 0.42% | |
| 95 | LGNDLIGAND PHARMACEUTICALS INC | 97,162 | $9.3B | 0.41% | |
| 96 | WORKSLACK TECHNOLOGIES INC | 326,035 | $8.8B | 0.39% | |
| 97 | JNJJOHNSON & JOHNSON | 58,493 | $8.7B | 0.39% | |
| 98 | ATVIEURACTIVISION BLIZZARD INC | 101,502 | $8.2B | 0.36% | |
| 99 | ISRGINTUITIVE SURGICAL INC | 11,068 | $7.9B | 0.35% | |
| 100 | BKNGBOOKING HOLDINGS INC | 4,533 | $7.8B | 0.34% |
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