Granite Investment Partners, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.4T
Holdings
260
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 189,394 | $59.8B | 2.50% | |
| 2 | AAPLAPPLE INC | 299,027 | $51.2B | 2.14% | |
| 3 | IPARINTER PARFUMS INC | 323,826 | $43.5B | 1.82% | |
| 4 | CRSCARPENTER TECHNOLOGY CORP | 640,760 | $43.1B | 1.80% | |
| 5 | NENOBLE CORP PLC | 804,273 | $40.7B | 1.71% | |
| 6 | CWSTCASELLA WASTE SYS INC | 526,656 | $40.2B | 1.68% | |
| 7 | FRPTFRESHPET INC | 588,908 | $38.8B | 1.62% | |
| 8 | CBZCBIZ INC | 709,834 | $36.8B | 1.54% | |
| 9 | HALOHALOZYME THERAPEUTICS INC | 856,253 | $32.7B | 1.37% | |
| 10 | FTITECHNIPFMC PLC | 1,588,083 | $32.3B | 1.35% | |
| 11 | HPHELMERICH & PAYNE INC | 751,235 | $31.7B | 1.33% | |
| 12 | GOOGALPHABET INC | 234,896 | $31.0B | 1.30% | |
| 13 | BDCBELDEN INC | 319,131 | $30.8B | 1.29% | |
| 14 | AZEKAZEK CO INC | 1,032,743 | $30.7B | 1.29% | |
| 15 | AMZNAMAZON COM INC | 231,962 | $29.5B | 1.23% | |
| 16 | PYCRPAYCOR HCM INC | 1,278,337 | $29.2B | 1.22% | |
| 17 | AINALBANY INTL CORP | 333,431 | $28.8B | 1.20% | |
| 18 | VVISA INC | 124,200 | $28.6B | 1.20% | |
| 19 | DSGDESCARTES SYS GROUP INC | 360,194 | $26.4B | 1.11% | |
| 20 | WF2WINTRUST FINL CORP | 341,910 | $25.8B | 1.08% | |
| 21 | NEOGNEOGEN CORP | 1,382,659 | $25.6B | 1.07% | |
| 22 | VCVISTEON CORP | 183,955 | $25.4B | 1.06% | |
| 23 | ETNEATON CORP PLC | 117,681 | $25.1B | 1.05% | |
| 24 | FLRFLUOR CORP NEW | 677,008 | $24.8B | 1.04% | |
| 25 | DVDOUBLEVERIFY HLDGS INC | 811,522 | $22.7B | 0.95% | |
| 26 | ICFIICF INTL INC | 186,377 | $22.5B | 0.94% | |
| 27 | LLYELI LILLY & CO | 41,749 | $22.4B | 0.94% | |
| 28 | BLBLACKLINE INC | 401,515 | $22.3B | 0.93% | |
| 29 | ESABESAB CORPORATION | 315,056 | $22.1B | 0.93% | |
| 30 | HAYWHAYWARD HLDGS INC | 1,545,747 | $21.8B | 0.91% | |
| 31 | HTDCORCEPT THERAPEUTICS INC | 798,552 | $21.8B | 0.91% | |
| 32 | CRCRANE COMPANY | 243,671 | $21.6B | 0.91% | |
| 33 | MEOHMETHANEX CORP | 474,860 | $21.4B | 0.90% | |
| 34 | NVDANVIDIA CORPORATION | 48,543 | $21.1B | 0.88% | |
| 35 | DEDEERE & CO | 54,491 | $20.6B | 0.86% | |
| 36 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,339,783 | $20.1B | 0.84% | |
| 37 | SPGIS&P GLOBAL INC | 55,044 | $20.1B | 0.84% | |
| 38 | APGAPI GROUP CORP | 773,987 | $20.1B | 0.84% | |
| 39 | TRNOTERRENO RLTY CORP | 345,074 | $19.6B | 0.82% | |
| 40 | NCNONCINO INC | 611,948 | $19.5B | 0.81% | |
| 41 | VCYTVERACYTE INC | 865,770 | $19.3B | 0.81% | |
| 42 | MRTNMARTEN TRANS LTD | 938,620 | $18.5B | 0.77% | |
| 43 | AXNX*AXONICS INC | 328,666 | $18.4B | 0.77% | |
| 44 | HGVHILTON GRAND VACATIONS INC | 444,609 | $18.1B | 0.76% | |
| 45 | ALGALAMO GROUP INC | 104,337 | $18.0B | 0.76% | |
| 46 | SPTSPROUT SOCIAL INC | 360,541 | $18.0B | 0.75% | |
| 47 | LPXLOUISIANA PAC CORP | 318,513 | $17.6B | 0.74% | |
| 48 | SIGSIGNET JEWELERS LIMITED | 243,669 | $17.5B | 0.73% | |
| 49 | ATRCATRICURE INC | 395,810 | $17.3B | 0.73% | |
| 50 | ROKROCKWELL AUTOMATION INC | 58,304 | $16.7B | 0.70% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 32,828 | $16.6B | 0.69% | |
| 52 | ODFLOLD DOMINION FREIGHT LINE IN | 40,430 | $16.5B | 0.69% | |
| 53 | STCSTEWART INFORMATION SVCS COR | 377,526 | $16.5B | 0.69% | |
| 54 | AGYSAGILYSYS INC | 241,795 | $16.0B | 0.67% | |
| 55 | BWINBRP GROUP INC | 672,556 | $15.6B | 0.65% | |
| 56 | MEGMONTROSE ENVIRONMENTAL GROUP | 530,987 | $15.5B | 0.65% | |
| 57 | CWTCALIFORNIA WTR SVC GROUP | 327,331 | $15.5B | 0.65% | |
| 58 | CERTCERTARA INC | 1,055,418 | $15.3B | 0.64% | |
| 59 | AMPHAMPHASTAR PHARMACEUTICALS IN | 330,911 | $15.2B | 0.64% | |
| 60 | HUBBHUBBELL INC | 47,807 | $15.0B | 0.63% | |
| 61 | MRVIMARAVAI LIFESCIENCES HLDGS I | 1,488,359 | $14.9B | 0.62% | |
| 62 | ABBVABBVIE INC | 96,257 | $14.3B | 0.60% | |
| 63 | ADBEADOBE INC | 28,067 | $14.3B | 0.60% | |
| 64 | BMBLBUMBLE INC | 939,191 | $14.0B | 0.59% | |
| 65 | CALXCALIX INC | 293,532 | $13.5B | 0.56% | |
| 66 | SYKSTRYKER CORPORATION | 48,925 | $13.4B | 0.56% | |
| 67 | XPOFXPONENTIAL FITNESS INC | 851,726 | $13.2B | 0.55% | |
| 68 | TMOTHERMO FISHER SCIENTIFIC INC | 25,812 | $13.1B | 0.55% | |
| 69 | ZTSZOETIS INC | 74,558 | $13.0B | 0.54% | |
| 70 | IWMISHARES TR | 73,311 | $13.0B | 0.54% | |
| 71 | ADIANALOG DEVICES INC | 73,019 | $12.8B | 0.54% | |
| 72 | NSSCNAPCO SEC TECHNOLOGIES INC | 560,439 | $12.5B | 0.52% | |
| 73 | HLIOHELIOS TECHNOLOGIES INC | 221,051 | $12.3B | 0.51% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 20,560 | $11.6B | 0.49% | |
| 75 | IDXXIDEXX LABS INC | 26,341 | $11.5B | 0.48% | |
| 76 | BLKCHFBLACKROCK INC | 17,511 | $11.3B | 0.47% | |
| 77 | GEGENERAL ELECTRIC CO | 102,006 | $11.3B | 0.47% | |
| 78 | ARCBARCBEST CORP | 109,813 | $11.2B | 0.47% | |
| 79 | ECVTECOVYST INC | 1,127,123 | $11.1B | 0.46% | |
| 80 | KRUSKURA SUSHI USA INC | 163,792 | $10.8B | 0.45% | |
| 81 | SILKSILK RD MED INC | 715,907 | $10.7B | 0.45% | |
| 82 | SAIASAIA INC | 26,835 | $10.7B | 0.45% | |
| 83 | DHRDANAHER CORPORATION | 42,237 | $10.5B | 0.44% | |
| 84 | METAMETA PLATFORMS INC | 34,861 | $10.5B | 0.44% | |
| 85 | PEPPEPSICO INC | 61,547 | $10.4B | 0.44% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 41,846 | $10.1B | 0.42% | |
| 87 | MGMMGM RESORTS INTERNATIONAL | 260,434 | $9.6B | 0.40% | |
| 88 | ELLAUDER ESTEE COS INC | 61,888 | $8.9B | 0.37% | |
| 89 | MYRGMYR GROUP INC DEL | 61,785 | $8.3B | 0.35% | |
| 90 | COHUCOHU INC | 237,194 | $8.2B | 0.34% | |
| 91 | SITESITEONE LANDSCAPE SUPPLY INC | 49,160 | $8.0B | 0.34% | |
| 92 | OUTOUTFRONT MEDIA INC | 780,363 | $7.9B | 0.33% | |
| 93 | JNJJOHNSON & JOHNSON | 50,572 | $7.9B | 0.33% | |
| 94 | ESEESCO TECHNOLOGIES INC | 74,523 | $7.8B | 0.33% | |
| 95 | CMECME GROUP INC | 38,247 | $7.7B | 0.32% | |
| 96 | TECHBIO-TECHNE CORP | 109,468 | $7.5B | 0.31% | |
| 97 | CASYCASEYS GEN STORES INC | 26,886 | $7.3B | 0.31% | |
| 98 | RBARB GLOBAL INC | 114,627 | $7.2B | 0.30% | |
| 99 | WDFCWD 40 CO | 34,523 | $7.0B | 0.29% | |
| 100 | GTLSCHART INDS INC | 41,293 | $7.0B | 0.29% |
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