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 | Value |
|---|---|
FIVNFIVE9 INC | $7.8B |
ADPAUTOMATIC DATA PROCESSING IN | $7.6B |
PODDINSULET CORP | $7.4B |
CPFCENTRAL PAC FINL CORP | $7.4B |
FISFIDELITY NATL INFORMATION SV | $7.2B |
GOOGLALPHABET INC | $7.1B |
LFUSLITTELFUSE INC | $6.7B |
BDXBECTON DICKINSON & CO | $6.7B |
ABTABBOTT LABS | $6.6B |
CMECME GROUP INC | $6.4B |
ILMNILLUMINA INC | $6.3B |
UNHUNITEDHEALTH GROUP INC | $6.2B |
OKTAOKTA INC | $5.9B |
PCTYPAYLOCITY HLDG CORP | $5.5B |
TSAACI WORLDWIDE INC | $5.2B |
AMBAAMBARELLA INC | $5.1B |
RG6ROGERS CORP | $5.0B |
AERIEURAERIE PHARMACEUTICALS INC | $4.9B |
MNROMONRO INC | $4.9B |
RAMPLIVERAMP HLDGS INC | $4.8B |
JPMJPMORGAN CHASE & CO | $4.7B |
DEDEERE & CO | $4.7B |
ATRAPTARGROUP INC | $4.7B |
DORMDORMAN PRODUCTS INC | $4.6B |
AXGNAXOGEN INC | $4.6B |
—2U INC | $4.3B |
BACVERIZON COMMUNICATIONS INC | $4.2B |
HCSGHEALTHCARE SVCS GROUP INC | $4.0B |
—CATCHMARK TIMBER TR INC | $4.0B |
NYTNEW YORK TIMES CO | $3.9B |
HDHOME DEPOT INC | $3.9B |
SYKSTRYKER CORPORATION | $3.6B |
APPFAPPFOLIO INC | $3.5B |
NVCRNOVOCURE LTD | $3.5B |
LPXLOUISIANA PAC CORP | $3.5B |
WYWEYERHAEUSER CO MTN BE | $3.3B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.3B |
GKOSGLAUKOS CORP | $3.3B |
—GENMARK DIAGNOSTICS INC | $3.1B |
ORCLORACLE CORP | $3.1B |
AMWDAMERICAN WOODMARK CORPORATIO | $3.1B |
VACMARRIOTT VACTINS WORLDWID CO | $3.1B |
LMTLOCKHEED MARTIN CORP | $3.0B |
EBSEMERGENT BIOSOLUTIONS INC | $3.0B |
PSNPARSONS CORPORATION | $3.0B |
FRCBFIRST REP BK SAN FRANCISCO C | $3.0B |
CVCOCAVCO INDS INC DEL | $2.9B |
LIILENNOX INTL INC | $2.9B |
CRSCARPENTER TECHNOLOGY CORP | $2.8B |
FRPTFRESHPET INC | $2.8B |
FIBKFIRST INTST BANCSYSTEM INC | $2.8B |
CIBRFIRST TR EXCHANGE TRADED FD | $2.8B |
RGLDROYAL GOLD INC | $2.8B |
PFGCPERFORMANCE FOOD GROUP CO | $2.8B |
TKRTIMKEN CO | $2.7B |
SLABSILICON LABORATORIES INC | $2.7B |
HRIHERC HLDGS INC | $2.6B |
ALBALBEMARLE CORP | $2.6B |
NEWREURNEW RELIC INC | $2.6B |
RBAGBPRITCHIE BROS AUCTIONEERS | $2.6B |
PRIPRIMERICA INC | $2.5B |
UNFUNIFIRST CORP MASS | $2.5B |
RTXRAYTHEON TECHNOLOGIES CORP | $2.4B |
ABBVABBVIE INC | $2.4B |
SKAASKECHERS U S A INC | $2.4B |
NEOGNEOGEN CORP | $2.3B |
INTCINTEL CORP | $2.3B |
GKDGRAND CANYON ED INC | $2.3B |
CSCOCISCO SYS INC | $2.3B |
CVXCHEVRON CORP NEW | $2.2B |
OMCLOMNICELL COM | $2.2B |
MMM3M CO | $2.2B |
PGPROCTER AND GAMBLE CO | $2.2B |
KNXKNIGHT SWIFT TRANSN HLDGS IN | $2.2B |
—VIVINT SMART HOME INC | $2.2B |
HTLDHEARTLAND EXPRESS INC | $2.2B |
SMARGBPSMARTSHEET INC | $2.2B |
MTDMETTLER TOLEDO INTERNATIONAL | $2.2B |
GNTXGENTEX CORP | $2.1B |
REXRREXFORD INDL RLTY INC | $2.1B |
EVOP1EUREVO PMTS INC | $2.1B |
SSDSIMPSON MANUFACTURING CO INC | $2.1B |
SCLSTEPAN CO | $2.1B |
UPSUNITED PARCEL SERVICE INC | $2.0B |
COR1EURCORESITE RLTY CORP | $2.0B |
—HMS HLDGS CORP | $2.0B |
EEFTEURONET WORLDWIDE INC | $1.9B |
VSATVIASAT INC | $1.9B |
AMGNAMGEN INC | $1.9B |
THOTHOR INDS INC | $1.9B |
SCHBSCHWAB STRATEGIC TR | $1.9B |
BMYBRISTOL-MYERS SQUIBB CO | $1.9B |
—FIRSTCASH INC | $1.9B |
IAA-WUSDIAA INC | $1.8B |
MRCYMERCURY SYS INC | $1.8B |
MDTMEDTRONIC PLC | $1.7B |
LINLINDE PLC | $1.7B |
WFCWELLS FARGO CO NEW | $1.6B |
MDLZMONDELEZ INTL INC | $1.6B |
HPHELMERICH & PAYNE INC | $1.6B |