Granite Investment Partners, LLC Q4 2019 Filing
Filed February 10, 2020
Portfolio Value
$2.1T
Holdings
293
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (293 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NEONEOGENOMICS INC | 1,920,723 | $56.2B | 2.64% | |
| 2 | SITESITEONE LANDSCAPE SUPPLY INC | 503,001 | $45.6B | 2.14% | |
| 3 | MSFTMICROSOFT CORP | 238,214 | $37.6B | 1.77% | |
| 4 | LPSNUSDLIVEPERSON INC | 888,460 | $32.9B | 1.55% | |
| 5 | KNKNOWLES CORP | 1,535,224 | $32.5B | 1.53% | |
| 6 | AMZNAMAZON COM INC | 17,042 | $31.5B | 1.48% | |
| 7 | FIVNFIVE9 INC | 467,872 | $30.7B | 1.44% | |
| 8 | PZZAPAPA JOHNS INTL INC | 480,182 | $30.3B | 1.43% | |
| 9 | APPFAPPFOLIO INC | 255,696 | $28.1B | 1.32% | |
| 10 | CRSCARPENTER TECHNOLOGY CORP | 557,951 | $27.8B | 1.31% | |
| 11 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,483,590 | $26.7B | 1.26% | |
| 12 | AWRAMERICAN STS WTR CO | 306,265 | $26.5B | 1.25% | |
| 13 | SKYSKYLINE CHAMPION CORPORATION | 831,175 | $26.3B | 1.24% | |
| 14 | CBZCBIZ INC | 941,668 | $25.4B | 1.19% | |
| 15 | RMAXRE MAX HLDGS INC | 654,934 | $25.2B | 1.19% | |
| 16 | GOLFACUSHNET HOLDINGS CORP | 765,681 | $24.9B | 1.17% | |
| 17 | VVISA INC | 132,150 | $24.8B | 1.17% | |
| 18 | GTLSCHART INDS INC | 353,946 | $23.9B | 1.12% | |
| 19 | HALOHALOZYME THERAPEUTICS INC | 1,319,176 | $23.4B | 1.10% | |
| 20 | IPARINTER PARFUMS INC | 313,051 | $22.8B | 1.07% | |
| 21 | TRNOTERRENO RLTY CORP | 416,673 | $22.6B | 1.06% | |
| 22 | NYTNEW YORK TIMES CO | 694,686 | $22.3B | 1.05% | |
| 23 | SPGIS&P GLOBAL INC | 80,775 | $22.1B | 1.04% | |
| 24 | SMPLSIMPLY GOOD FOODS CO | 772,205 | $22.0B | 1.04% | |
| 25 | NVCRNOVOCURE LTD | 261,315 | $22.0B | 1.04% | |
| 26 | GOOGALPHABET INC | 16,449 | $22.0B | 1.03% | |
| 27 | —KEMET CORP | 787,402 | $21.3B | 1.00% | |
| 28 | 8CWCROWN CASTLE INTL CORP NEW | 149,371 | $21.2B | 1.00% | |
| 29 | HEESEURH & E EQUIPMENT SERVICES INC | 629,569 | $21.0B | 0.99% | |
| 30 | AZTABROOKS AUTOMATION INC | 499,976 | $21.0B | 0.99% | |
| 31 | MRTNMARTEN TRANS LTD | 975,127 | $21.0B | 0.99% | |
| 32 | AAPLAPPLE INC | 70,777 | $20.8B | 0.98% | |
| 33 | DSGDESCARTES SYS GROUP INC | 485,634 | $20.7B | 0.98% | |
| 34 | CBPXEURCONTINENTAL BLDG PRODS INC | 558,760 | $20.4B | 0.96% | |
| 35 | HTOSJW GROUP | 284,690 | $20.2B | 0.95% | |
| 36 | CRMSALESFORCE COM INC | 124,157 | $20.2B | 0.95% | |
| 37 | HSTMHEALTHSTREAM INC | 718,569 | $19.5B | 0.92% | |
| 38 | HTGCHERCULES CAPITAL INC | 1,367,625 | $19.2B | 0.90% | |
| 39 | SCHLSCHOLASTIC CORP | 491,435 | $18.9B | 0.89% | |
| 40 | METAFACEBOOK INC | 91,962 | $18.9B | 0.89% | |
| 41 | DISDISNEY WALT CO | 129,705 | $18.8B | 0.88% | |
| 42 | APY1USDAPERGY CORP | 555,145 | $18.8B | 0.88% | |
| 43 | PYPLPAYPAL HLDGS INC | 166,021 | $18.0B | 0.84% | |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 54,728 | $17.8B | 0.84% | |
| 45 | MRCYMERCURY SYS INC | 257,079 | $17.8B | 0.84% | |
| 46 | HUBGHUB GROUP INC | 345,617 | $17.7B | 0.83% | |
| 47 | —NEENAH INC | 244,117 | $17.2B | 0.81% | |
| 48 | NKENIKE INC | 168,536 | $17.1B | 0.80% | |
| 49 | —CUBIC CORP | 266,786 | $17.0B | 0.80% | |
| 50 | HSKAEURHESKA CORP | 173,348 | $16.6B | 0.78% | |
| 51 | AINALBANY INTL CORP | 218,171 | $16.6B | 0.78% | |
| 52 | WIREEURENCORE WIRE CORP | 286,622 | $16.5B | 0.77% | |
| 53 | VCVISTEON CORP | 188,299 | $16.3B | 0.77% | |
| 54 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 1,109,802 | $16.1B | 0.76% | |
| 55 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 901,166 | $15.9B | 0.75% | |
| 56 | UNHUNITEDHEALTH GROUP INC | 53,403 | $15.7B | 0.74% | |
| 57 | PRAPROASSURANCE CORP | 429,271 | $15.5B | 0.73% | |
| 58 | APPNAPPIAN CORP | 405,404 | $15.5B | 0.73% | |
| 59 | MMIMARCUS & MILLICHAP INC | 393,049 | $14.6B | 0.69% | |
| 60 | SBG1SEACOAST BKG CORP FLA | 477,386 | $14.6B | 0.69% | |
| 61 | OIIOCEANEERING INTL INC | 963,344 | $14.4B | 0.68% | |
| 62 | CPFCENTRAL PAC FINL CORP | 477,010 | $14.1B | 0.66% | |
| 63 | NTRANATERA INC | 412,267 | $13.9B | 0.65% | |
| 64 | TEXTEREX CORP NEW | 462,703 | $13.8B | 0.65% | |
| 65 | HMNHORACE MANN EDUCATORS CORP N | 305,208 | $13.3B | 0.63% | |
| 66 | COLBCOLUMBIA BKG SYS INC | 325,645 | $13.2B | 0.62% | |
| 67 | DOCUDOCUSIGN INC | 175,383 | $13.0B | 0.61% | |
| 68 | JECUSDJACOBS ENGR GROUP INC | 141,962 | $12.8B | 0.60% | |
| 69 | BLKCHFBLACKROCK INC | 25,084 | $12.6B | 0.59% | |
| 70 | GKOSGLAUKOS CORP | 221,507 | $12.1B | 0.57% | |
| 71 | LTHM1EURLIVENT CORP | 1,310,374 | $11.2B | 0.53% | |
| 72 | —BOINGO WIRELESS INC | 1,020,543 | $11.2B | 0.53% | |
| 73 | NBHCNATIONAL BK HLDGS CORP | 301,481 | $10.6B | 0.50% | |
| 74 | AFWALIGN TECHNOLOGY INC | 36,089 | $10.1B | 0.47% | |
| 75 | ECLECOLAB INC | 51,467 | $9.9B | 0.47% | |
| 76 | MTRNMATERION CORP | 166,632 | $9.9B | 0.47% | |
| 77 | PEPPEPSICO INC | 71,461 | $9.8B | 0.46% | |
| 78 | VRSKVERISK ANALYTICS INC | 65,315 | $9.8B | 0.46% | |
| 79 | ADPAUTOMATIC DATA PROCESSING IN | 56,228 | $9.6B | 0.45% | |
| 80 | KEYSKEYSIGHT TECHNOLOGIES INC | 92,992 | $9.5B | 0.45% | |
| 81 | COSTCOSTCO WHSL CORP NEW | 30,798 | $9.1B | 0.43% | |
| 82 | CDXSCODEXIS INC | 561,418 | $9.0B | 0.42% | |
| 83 | PFPTPROOFPOINT INC | 77,717 | $8.9B | 0.42% | |
| 84 | CMECME GROUP INC | 43,280 | $8.7B | 0.41% | |
| 85 | INSPINSPIRE MED SYS INC | 116,458 | $8.6B | 0.41% | |
| 86 | JNJJOHNSON & JOHNSON | 59,108 | $8.6B | 0.41% | |
| 87 | USCRU S CONCRETE INC | 203,068 | $8.5B | 0.40% | |
| 88 | BDXBECTON DICKINSON & CO | 29,968 | $8.2B | 0.38% | |
| 89 | ROKROCKWELL AUTOMATION INC | 39,932 | $8.1B | 0.38% | |
| 90 | NVDANVIDIA CORP | 33,883 | $8.0B | 0.37% | |
| 91 | DHRDANAHER CORPORATION | 51,006 | $7.8B | 0.37% | |
| 92 | ILMNILLUMINA INC | 22,953 | $7.6B | 0.36% | |
| 93 | RTN1USDRAYTHEON CO | 31,892 | $7.0B | 0.33% | |
| 94 | IWMISHARES TR | 42,220 | $7.0B | 0.33% | |
| 95 | ISRGINTUITIVE SURGICAL INC | 11,707 | $6.9B | 0.33% | |
| 96 | BKNGBOOKING HLDGS INC | 3,360 | $6.9B | 0.32% | |
| 97 | DC4DEXCOM INC | 30,349 | $6.6B | 0.31% | |
| 98 | GOOGLALPHABET INC | 4,908 | $6.6B | 0.31% | |
| 99 | ODFLOLD DOMINION FREIGHT LINE IN | 33,605 | $6.4B | 0.30% | |
| 100 | FISFIDELITY NATL INFORMATION SV | 45,010 | $6.3B | 0.29% |
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