Granite Investment Partners, LLC Q4 2017 Filing
Filed February 1, 2018
Portfolio Value
$1.6T
Holdings
301
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (301 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAFACEBOOK INC | 140,928 | $24.9B | 1.57% | |
| 2 | AMZNAMAZON COM INC | 20,743 | $24.3B | 1.53% | |
| 3 | SITESITEONE LANDSCAPE SUPPLY INC | 311,505 | $23.9B | 1.51% | |
| 4 | MSFTMICROSOFT CORP | 271,148 | $23.2B | 1.46% | |
| 5 | AAPLAPPLE INC | 132,396 | $22.4B | 1.41% | |
| 6 | MMIMARCUS & MILLICHAP INC | 645,637 | $21.1B | 1.33% | |
| 7 | NEWREURNEW RELIC INC | 353,235 | $20.4B | 1.29% | |
| 8 | —CALLIDUS SOFTWARE INC | 695,755 | $19.9B | 1.26% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 89,812 | $19.8B | 1.25% | |
| 10 | MNROMONRO INC | 329,995 | $18.8B | 1.19% | |
| 11 | WTWISDOMTREE INVTS INC | 1,483,974 | $18.6B | 1.18% | |
| 12 | GOLFACUSHNET HOLDINGS CORP | 879,968 | $18.6B | 1.17% | |
| 13 | GOOGALPHABET INC | 17,538 | $18.4B | 1.16% | |
| 14 | —NEENAH PAPER INC | 200,410 | $18.2B | 1.15% | |
| 15 | —ACXIOM CORP | 654,213 | $18.0B | 1.14% | |
| 16 | AINALBANY INTL CORP | 287,632 | $17.7B | 1.12% | |
| 17 | VVISA INC | 152,944 | $17.4B | 1.10% | |
| 18 | FIVNFIVE9 INC | 675,236 | $16.8B | 1.06% | |
| 19 | COLBCOLUMBIA BKG SYS INC | 386,624 | $16.8B | 1.06% | |
| 20 | —CRAY INC | 693,436 | $16.8B | 1.06% | |
| 21 | CPSCOOPER STD HLDGS INC | 134,695 | $16.5B | 1.04% | |
| 22 | —CAMBREX CORP | 342,478 | $16.4B | 1.04% | |
| 23 | NEONEOGENOMICS INC | 1,851,322 | $16.4B | 1.04% | |
| 24 | —CUBIC CORP | 276,603 | $16.3B | 1.03% | |
| 25 | —ORBCOMM INC | 1,588,945 | $16.2B | 1.02% | |
| 26 | SCHWSCHWAB CHARLES CORP NEW | 309,251 | $15.9B | 1.00% | |
| 27 | ECLECOLAB INC | 115,923 | $15.6B | 0.98% | |
| 28 | 8CWCROWN CASTLE INTL CORP NEW | 139,364 | $15.5B | 0.98% | |
| 29 | ASTEASTEC INDS INC | 263,615 | $15.4B | 0.97% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 80,672 | $15.3B | 0.97% | |
| 31 | HALOHALOZYME THERAPEUTICS INC | 748,809 | $15.2B | 0.96% | |
| 32 | GTLSCHART INDS INC | 322,777 | $15.1B | 0.95% | |
| 33 | PYPLPAYPAL HLDGS INC | 203,353 | $15.0B | 0.94% | |
| 34 | BLDTOPBUILD CORP | 194,712 | $14.7B | 0.93% | |
| 35 | KALUKAISER ALUMINUM CORP | 138,008 | $14.7B | 0.93% | |
| 36 | HUBGHUB GROUP INC | 306,224 | $14.7B | 0.93% | |
| 37 | MGPIMGP INGREDIENTS INC NEW | 188,123 | $14.5B | 0.91% | |
| 38 | KNSLKINSALE CAP GROUP INC | 318,613 | $14.3B | 0.90% | |
| 39 | FETUSDFORUM ENERGY TECHNOLOGIES IN | 920,244 | $14.3B | 0.90% | |
| 40 | SUPNSUPERNUS PHARMACEUTICALS INC | 338,701 | $13.5B | 0.85% | |
| 41 | MRTNMARTEN TRANS LTD | 662,262 | $13.4B | 0.85% | |
| 42 | NYTNEW YORK TIMES CO | 720,176 | $13.3B | 0.84% | |
| 43 | QUOTUSDQUOTIENT TECHNOLOGY INC | 1,116,457 | $13.1B | 0.83% | |
| 44 | AWRAMERICAN STS WTR CO | 226,126 | $13.1B | 0.83% | |
| 45 | CBZCBIZ INC | 847,324 | $13.1B | 0.83% | |
| 46 | WFCWELLS FARGO CO NEW | 215,091 | $13.1B | 0.82% | |
| 47 | MRCYMERCURY SYS INC | 254,049 | $13.0B | 0.82% | |
| 48 | TRNOTERRENO RLTY CORP | 370,660 | $13.0B | 0.82% | |
| 49 | WIREEURENCORE WIRE CORP | 265,425 | $12.9B | 0.81% | |
| 50 | SCHLSCHOLASTIC CORP | 317,622 | $12.7B | 0.80% | |
| 51 | CRSCARPENTER TECHNOLOGY CORP | 246,022 | $12.5B | 0.79% | |
| 52 | —INFINITY PPTY & CAS CORP | 118,153 | $12.5B | 0.79% | |
| 53 | HQYHEALTHEQUITY INC | 268,173 | $12.5B | 0.79% | |
| 54 | IPARINTER PARFUMS INC | 281,959 | $12.3B | 0.77% | |
| 55 | DSGDESCARTES SYS GROUP INC | 429,247 | $12.2B | 0.77% | |
| 56 | UEICUNIVERSAL ELECTRS INC | 255,162 | $12.1B | 0.76% | |
| 57 | WIXWIX COM LTD | 209,409 | $12.1B | 0.76% | |
| 58 | —BOINGO WIRELESS INC | 523,715 | $11.8B | 0.74% | |
| 59 | RHT1EURRED HAT INC | 97,351 | $11.7B | 0.74% | |
| 60 | LGNDLIGAND PHARMACEUTICALS INC | 84,598 | $11.6B | 0.73% | |
| 61 | FARMFARMER BROS CO | 358,985 | $11.5B | 0.73% | |
| 62 | NKENIKE INC | 178,075 | $11.1B | 0.70% | |
| 63 | JECUSDJACOBS ENGR GROUP INC DEL | 168,737 | $11.1B | 0.70% | |
| 64 | DISDISNEY WALT CO | 102,205 | $11.0B | 0.69% | |
| 65 | —NUTRI SYS INC NEW | 201,671 | $10.6B | 0.67% | |
| 66 | A3IAMERISAFE INC | 170,731 | $10.5B | 0.66% | |
| 67 | JPXAEROVIRONMENT INC | 186,275 | $10.5B | 0.66% | |
| 68 | PEPPEPSICO INC | 86,161 | $10.3B | 0.65% | |
| 69 | ODFLOLD DOMINION FGHT LINES INC | 74,842 | $9.8B | 0.62% | |
| 70 | SPUSDSP PLUS CORP | 265,361 | $9.8B | 0.62% | |
| 71 | DC4DEXCOM INC | 169,705 | $9.7B | 0.61% | |
| 72 | MEDPMEDPACE HLDGS INC | 267,567 | $9.7B | 0.61% | |
| 73 | CPFCENTRAL PAC FINL CORP | 325,068 | $9.7B | 0.61% | |
| 74 | BPFHBOSTON PRIVATE FINL HLDGS IN | 622,922 | $9.6B | 0.61% | |
| 75 | CRMSALESFORCE COM INC | 92,781 | $9.5B | 0.60% | |
| 76 | JNJJOHNSON & JOHNSON | 66,710 | $9.3B | 0.59% | |
| 77 | PANWPALO ALTO NETWORKS INC | 61,817 | $9.0B | 0.57% | |
| 78 | NPOENPRO INDS INC | 95,537 | $8.9B | 0.56% | |
| 79 | MDTMEDTRONIC PLC | 108,558 | $8.8B | 0.55% | |
| 80 | RTN1USDRAYTHEON CO | 46,194 | $8.7B | 0.55% | |
| 81 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 783,251 | $8.3B | 0.52% | |
| 82 | SPGIS&P GLOBAL INC | 48,934 | $8.3B | 0.52% | |
| 83 | G3VGREEN PLAINS INC | 480,245 | $8.1B | 0.51% | |
| 84 | ATVIEURACTIVISION BLIZZARD INC | 126,348 | $8.0B | 0.50% | |
| 85 | INFNEURINFINERA CORPORATION | 1,237,840 | $7.8B | 0.49% | |
| 86 | BLKCHFBLACKROCK INC | 15,070 | $7.7B | 0.49% | |
| 87 | BMYBRISTOL MYERS SQUIBB CO | 125,307 | $7.7B | 0.48% | |
| 88 | GOOGLALPHABET INC | 7,261 | $7.6B | 0.48% | |
| 89 | BANFBANCFIRST CORP | 142,804 | $7.3B | 0.46% | |
| 90 | MARMARRIOTT INTL INC NEW | 53,650 | $7.3B | 0.46% | |
| 91 | PTCPTC INC | 117,472 | $7.1B | 0.45% | |
| 92 | FRCBFIRST REP BK SAN FRANCISCO C | 81,229 | $7.0B | 0.44% | |
| 93 | BDXBECTON DICKINSON & CO | 32,829 | $7.0B | 0.44% | |
| 94 | ADPAUTOMATIC DATA PROCESSING IN | 59,271 | $6.9B | 0.44% | |
| 95 | SBUXSTARBUCKS CORP | 117,793 | $6.8B | 0.43% | |
| 96 | WYWEYERHAEUSER CO | 185,206 | $6.5B | 0.41% | |
| 97 | LMTLOCKHEED MARTIN CORP | 20,283 | $6.5B | 0.41% | |
| 98 | SFMSPROUTS FMRS MKT INC | 266,247 | $6.5B | 0.41% | |
| 99 | EGRXEAGLE PHARMACEUTICALS INC | 114,417 | $6.1B | 0.39% | |
| 100 | SHWSHERWIN WILLIAMS CO | 14,852 | $6.1B | 0.38% |
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