Granite Investment Partners, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.8T
Holdings
249
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (249 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 144,731 | $75.0B | 4.26% | |
| 2 | AAPLAPPLE INC | 190,664 | $48.5B | 2.76% | |
| 3 | NVDANVIDIA CORPORATION | 247,208 | $46.1B | 2.62% | |
| 4 | GOOGALPHABET INC | 170,954 | $41.6B | 2.36% | |
| 5 | AMZNAMAZON COM INC | 184,118 | $40.4B | 2.30% | |
| 6 | GEGE AEROSPACE | 126,152 | $37.9B | 2.15% | |
| 7 | GEVGE VERNOVA INC | 59,326 | $36.5B | 2.07% | |
| 8 | ETNEATON CORP PLC | 93,084 | $34.8B | 1.98% | |
| 9 | VVISA INC | 76,020 | $26.0B | 1.47% | |
| 10 | WF2WINTRUST FINL CORP | 190,964 | $25.3B | 1.44% | |
| 11 | ROKROCKWELL AUTOMATION INC | 67,006 | $23.4B | 1.33% | |
| 12 | TSEMTOWER SEMICONDUCTOR LTD | 317,733 | $23.0B | 1.30% | |
| 13 | METAMETA PLATFORMS INC | 30,894 | $22.7B | 1.29% | |
| 14 | HUBBHUBBELL INC | 52,060 | $22.4B | 1.27% | |
| 15 | SPGIS&P GLOBAL INC | 45,149 | $22.0B | 1.25% | |
| 16 | SYKSTRYKER CORPORATION | 58,118 | $21.5B | 1.22% | |
| 17 | LLYELI LILLY & CO | 28,010 | $21.4B | 1.21% | |
| 18 | JPMJPMORGAN CHASE & CO. | 65,366 | $20.6B | 1.17% | |
| 19 | ATECALPHATEC HLDGS INC | 1,380,030 | $20.1B | 1.14% | |
| 20 | AGYSAGILYSYS INC | 170,335 | $17.9B | 1.02% | |
| 21 | SHWSHERWIN WILLIAMS CO | 51,721 | $17.9B | 1.02% | |
| 22 | DEDEERE & CO | 38,292 | $17.5B | 0.99% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 18,215 | $16.9B | 0.96% | |
| 24 | AM6AMICUS THERAPEUTICS INC | 2,118,696 | $16.7B | 0.95% | |
| 25 | VCYTVERACYTE INC | 476,983 | $16.4B | 0.93% | |
| 26 | BLKBLACKROCK INC | 13,858 | $16.2B | 0.92% | |
| 27 | CWSTCASELLA WASTE SYS INC | 165,653 | $15.7B | 0.89% | |
| 28 | ZETAZETA GLOBAL HOLDINGS CORP | 790,807 | $15.7B | 0.89% | |
| 29 | CBZCBIZ INC | 296,177 | $15.7B | 0.89% | |
| 30 | AAONAAON INC | 156,598 | $14.6B | 0.83% | |
| 31 | PIIMPINJ INC | 80,673 | $14.6B | 0.83% | |
| 32 | EVREVERCORE INC | 41,983 | $14.2B | 0.80% | |
| 33 | TRNTRINITY INDS INC | 477,560 | $13.4B | 0.76% | |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 27,226 | $13.4B | 0.76% | |
| 35 | MEOHMETHANEX CORP | 335,273 | $13.3B | 0.76% | |
| 36 | SKYCHAMPION HOMES INC | 174,526 | $13.3B | 0.76% | |
| 37 | POWLPOWELL INDS INC | 42,896 | $13.1B | 0.74% | |
| 38 | BDCBELDEN INC | 107,254 | $12.9B | 0.73% | |
| 39 | NSSCNAPCO SEC TECHNOLOGIES INC | 297,704 | $12.8B | 0.73% | |
| 40 | EYENATIONAL VISION HLDGS INC | 435,640 | $12.7B | 0.72% | |
| 41 | FNBF N B CORP | 785,816 | $12.7B | 0.72% | |
| 42 | HAYWHAYWARD HLDGS INC | 833,110 | $12.6B | 0.72% | |
| 43 | FCFSFIRSTCASH HOLDINGS INC | 76,605 | $12.1B | 0.69% | |
| 44 | VSECVSE CORP | 72,853 | $12.1B | 0.69% | |
| 45 | ECGEVERUS CONSTR GROUP | 140,415 | $12.0B | 0.68% | |
| 46 | CWKCUSHMAN WAKEFIELD PLC | 750,552 | $11.9B | 0.68% | |
| 47 | PCARPACCAR INC | 121,490 | $11.9B | 0.68% | |
| 48 | FRPTFRESHPET INC | 212,326 | $11.7B | 0.66% | |
| 49 | HWKNHAWKINS INC | 63,541 | $11.6B | 0.66% | |
| 50 | GHGUARDANT HEALTH INC | 185,301 | $11.6B | 0.66% | |
| 51 | CLBTCELLEBRITE DI LTD | 615,527 | $11.4B | 0.65% | |
| 52 | ODFLOLD DOMINION FREIGHT LINE IN | 80,582 | $11.3B | 0.64% | |
| 53 | ESABESAB CORPORATION | 100,306 | $11.2B | 0.64% | |
| 54 | GKOSGLAUKOS CORP | 137,347 | $11.2B | 0.64% | |
| 55 | FHBFIRST HAWAIIAN INC | 443,787 | $11.0B | 0.63% | |
| 56 | LGNDLIGAND PHARMACEUTICALS INC | 61,620 | $10.9B | 0.62% | |
| 57 | ONTOONTO INNOVATION INC | 84,080 | $10.9B | 0.62% | |
| 58 | ANFABERCROMBIE & FITCH CO | 126,983 | $10.9B | 0.62% | |
| 59 | AXSMAXSOME THERAPEUTICS INC | 88,558 | $10.8B | 0.61% | |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 36,343 | $10.7B | 0.61% | |
| 61 | PWIPOWER INTEGRATIONS INC | 259,573 | $10.4B | 0.59% | |
| 62 | SAIASAIA INC | 33,509 | $10.0B | 0.57% | |
| 63 | GENIGENIUS SPORTS LIMITED | 804,820 | $10.0B | 0.57% | |
| 64 | LPXLOUISIANA PAC CORP | 111,552 | $9.9B | 0.56% | |
| 65 | VCVISTEON CORP | 81,522 | $9.8B | 0.55% | |
| 66 | WCCWESCO INTL INC | 45,679 | $9.7B | 0.55% | |
| 67 | INTUINTUIT | 14,143 | $9.7B | 0.55% | |
| 68 | LMBLIMBACH HLDGS INC | 97,758 | $9.5B | 0.54% | |
| 69 | HDHOME DEPOT INC | 23,358 | $9.5B | 0.54% | |
| 70 | ELFE L F BEAUTY INC | 71,015 | $9.4B | 0.53% | |
| 71 | ICUIICU MED INC | 77,167 | $9.3B | 0.53% | |
| 72 | AINALBANY INTL CORP | 171,707 | $9.2B | 0.52% | |
| 73 | ECLECOLAB INC | 32,976 | $9.0B | 0.51% | |
| 74 | ARLOARLO TECHNOLOGIES INC | 523,883 | $8.9B | 0.50% | |
| 75 | RRXREGAL REXNORD CORPORATION | 61,374 | $8.8B | 0.50% | |
| 76 | TRNOTERRENO RLTY CORP | 153,429 | $8.7B | 0.49% | |
| 77 | TREXTREX CO INC | 166,809 | $8.6B | 0.49% | |
| 78 | GOOGLALPHABET INC | 35,343 | $8.6B | 0.49% | |
| 79 | ABBVABBVIE INC | 36,989 | $8.6B | 0.49% | |
| 80 | JNJJOHNSON & JOHNSON | 45,880 | $8.5B | 0.48% | |
| 81 | SITMSITIME CORP | 27,945 | $8.4B | 0.48% | |
| 82 | CHEFCHEFS WHSE INC | 141,798 | $8.3B | 0.47% | |
| 83 | PAYPAYMENTUS HOLDINGS INC | 266,499 | $8.2B | 0.46% | |
| 84 | ADSKAUTODESK INC | 24,093 | $7.7B | 0.43% | |
| 85 | ORCLORACLE CORP | 26,925 | $7.6B | 0.43% | |
| 86 | ZTSZOETIS INC | 50,840 | $7.4B | 0.42% | |
| 87 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 79,429 | $7.3B | 0.41% | |
| 88 | TECHBIO-TECHNE CORP | 126,827 | $7.1B | 0.40% | |
| 89 | KRUSKURA SUSHI USA INC | 116,084 | $6.9B | 0.39% | |
| 90 | BABOEING CO | 31,448 | $6.8B | 0.39% | |
| 91 | ESTAESTABLISHMENT LABS HLDGS INC | 161,017 | $6.6B | 0.37% | |
| 92 | PEPPEPSICO INC | 44,344 | $6.2B | 0.35% | |
| 93 | ADBEADOBE INC | 17,249 | $6.1B | 0.35% | |
| 94 | RUSHARUSH ENTERPRISES INC | 111,324 | $6.0B | 0.34% | |
| 95 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,716 | $5.9B | 0.33% | |
| 96 | GOGROCERY OUTLET HLDG CORP | 363,231 | $5.8B | 0.33% | |
| 97 | HLIOHELIOS TECHNOLOGIES INC | 109,906 | $5.7B | 0.33% | |
| 98 | LINLINDE PLC | 12,025 | $5.7B | 0.32% | |
| 99 | FIBKFIRST INTST BANCSYSTEM INC | 178,220 | $5.7B | 0.32% | |
| 100 | CWANCLEARWATER ANALYTICS HLDGS I | 312,068 | $5.6B | 0.32% |
Page 1 of 3Next