Granite Investment Partners, LLC Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$2.9T
Holdings
276
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (276 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 17,218 | $56.1B | 1.96% | |
| 2 | SITESITEONE LANDSCAPE SUPPLY INC | 346,971 | $55.0B | 1.93% | |
| 3 | NTRANATERA INC | 533,530 | $53.1B | 1.86% | |
| 4 | NEONEOGENOMICS INC | 959,672 | $51.7B | 1.81% | |
| 5 | MSFTMICROSOFT CORP | 229,227 | $51.0B | 1.78% | |
| 6 | LPSNUSDLIVEPERSON INC | 818,211 | $50.9B | 1.78% | |
| 7 | CRNCCERENCE INC | 494,063 | $49.6B | 1.74% | |
| 8 | HALOHALOZYME THERAPEUTICS INC | 943,682 | $40.3B | 1.41% | |
| 9 | PYPLPAYPAL HLDGS INC | 168,448 | $39.5B | 1.38% | |
| 10 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,425,104 | $39.1B | 1.37% | |
| 11 | MEOHMETHANEX CORP | 798,546 | $36.8B | 1.29% | |
| 12 | CDNACAREDX INC | 486,418 | $35.2B | 1.23% | |
| 13 | VVISA INC | 160,397 | $35.1B | 1.23% | |
| 14 | CELHCELSIUS HLDGS INC | 679,338 | $34.2B | 1.20% | |
| 15 | AAPLAPPLE INC | 256,861 | $34.1B | 1.19% | |
| 16 | PHRPHREESIA INC | 624,341 | $33.9B | 1.19% | |
| 17 | CPRICAPRI HOLDINGS LIMITED | 800,574 | $33.6B | 1.18% | |
| 18 | NKENIKE INC | 227,712 | $32.2B | 1.13% | |
| 19 | LTHM1EURLIVENT CORP | 1,704,887 | $32.1B | 1.12% | |
| 20 | VCYTVERACYTE INC | 650,911 | $31.9B | 1.11% | |
| 21 | EVREVERCORE INC | 283,756 | $31.1B | 1.09% | |
| 22 | TTECTTEC HLDGS INC | 411,422 | $30.0B | 1.05% | |
| 23 | DOCUDOCUSIGN INC | 133,298 | $29.6B | 1.04% | |
| 24 | GOOGALPHABET INC | 16,871 | $29.6B | 1.03% | |
| 25 | METAFACEBOOK INC | 107,745 | $29.4B | 1.03% | |
| 26 | CAKECHEESECAKE FACTORY INC | 789,295 | $29.3B | 1.02% | |
| 27 | VCVISTEON CORP | 231,770 | $29.1B | 1.02% | |
| 28 | GSHDGOOSEHEAD INS INC | 231,863 | $28.9B | 1.01% | |
| 29 | —MEDALLIA INC | 858,586 | $28.5B | 1.00% | |
| 30 | VICRVICOR CORP | 306,192 | $28.2B | 0.99% | |
| 31 | HEESEURH & E EQUIPMENT SERVICES INC | 944,886 | $28.2B | 0.99% | |
| 32 | IPARINTER PARFUMS INC | 461,709 | $27.9B | 0.98% | |
| 33 | DSGDESCARTES SYS GROUP INC | 437,247 | $25.6B | 0.89% | |
| 34 | SAIASAIA INC | 141,129 | $25.5B | 0.89% | |
| 35 | HGVHILTON GRAND VACATIONS INC | 813,707 | $25.5B | 0.89% | |
| 36 | AZTABROOKS AUTOMATION INC NEW | 374,956 | $25.4B | 0.89% | |
| 37 | BLDTOPBUILD CORP | 138,001 | $25.4B | 0.89% | |
| 38 | KEXKIRBY CORP | 487,251 | $25.3B | 0.88% | |
| 39 | OLNOLIN CORP | 1,025,401 | $25.2B | 0.88% | |
| 40 | USPHU S PHYSICAL THERAPY INC | 202,854 | $24.4B | 0.85% | |
| 41 | TMOTHERMO FISHER SCIENTIFIC INC | 51,217 | $23.9B | 0.83% | |
| 42 | DISDISNEY WALT CO | 130,336 | $23.6B | 0.83% | |
| 43 | SPGIS&P GLOBAL INC | 71,658 | $23.6B | 0.82% | |
| 44 | ROKROCKWELL AUTOMATION INC | 93,739 | $23.5B | 0.82% | |
| 45 | MTCHMATCH GROUP INC NEW | 151,623 | $22.9B | 0.80% | |
| 46 | CBZCBIZ INC | 861,237 | $22.9B | 0.80% | |
| 47 | INSPINSPIRE MED SYS INC | 119,805 | $22.5B | 0.79% | |
| 48 | LGFEURLIONS GATE ENTMNT CORP | 1,981,388 | $22.5B | 0.79% | |
| 49 | CRMSALESFORCE COM INC | 99,556 | $22.2B | 0.78% | |
| 50 | NVROEURNEVRO CORP | 123,802 | $21.4B | 0.75% | |
| 51 | —BOINGO WIRELESS INC | 1,683,687 | $21.4B | 0.75% | |
| 52 | JECUSDJACOBS ENGR GROUP INC | 195,713 | $21.3B | 0.75% | |
| 53 | BECNUSDBEACON ROOFING SUPPLY INC | 517,939 | $20.8B | 0.73% | |
| 54 | KEYSKEYSIGHT TECHNOLOGIES INC | 156,779 | $20.7B | 0.72% | |
| 55 | CYRXCRYOPORT INC | 467,832 | $20.5B | 0.72% | |
| 56 | BLKCHFBLACKROCK INC | 27,942 | $20.2B | 0.71% | |
| 57 | ROICUSDRETAIL OPPORTUNITY INVTS COR | 1,492,307 | $20.0B | 0.70% | |
| 58 | ELLAUDER ESTEE COS INC | 74,605 | $19.9B | 0.69% | |
| 59 | MTRNMATERION CORP | 304,166 | $19.4B | 0.68% | |
| 60 | KNKNOWLES CORP | 1,049,745 | $19.3B | 0.68% | |
| 61 | ZTSZOETIS INC | 115,202 | $19.1B | 0.67% | |
| 62 | TRNOTERRENO RLTY CORP | 323,232 | $18.9B | 0.66% | |
| 63 | SIGSIGNET JEWELERS LIMITED | 671,594 | $18.3B | 0.64% | |
| 64 | ADIANALOG DEVICES INC | 123,401 | $18.2B | 0.64% | |
| 65 | 8CWCROWN CASTLE INTL CORP NEW | 113,713 | $18.1B | 0.63% | |
| 66 | HTGCHERCULES CAPITAL INC | 1,248,680 | $18.0B | 0.63% | |
| 67 | GOLFACUSHNET HOLDINGS CORP | 442,641 | $17.9B | 0.63% | |
| 68 | HUBGHUB GROUP INC | 313,842 | $17.9B | 0.63% | |
| 69 | ADSKAUTODESK INC | 58,561 | $17.9B | 0.63% | |
| 70 | BOOMDMC GLOBAL INC | 413,089 | $17.9B | 0.63% | |
| 71 | FRCBFIRST REP BK SAN FRANCISCO C | 116,521 | $17.1B | 0.60% | |
| 72 | MRTNMARTEN TRANS LTD | 986,522 | $17.0B | 0.59% | |
| 73 | AFWALIGN TECHNOLOGY INC | 31,787 | $17.0B | 0.59% | |
| 74 | GHGUARDANT HEALTH INC | 125,799 | $16.2B | 0.57% | |
| 75 | PZZAPAPA JOHNS INTL INC | 190,182 | $16.1B | 0.56% | |
| 76 | WIREEURENCORE WIRE CORP | 264,235 | $16.0B | 0.56% | |
| 77 | COLBCOLUMBIA BKG SYS INC | 443,671 | $15.9B | 0.56% | |
| 78 | WW6WW INTL INC | 645,692 | $15.8B | 0.55% | |
| 79 | CWTCALIFORNIA WTR SVC GROUP | 289,003 | $15.6B | 0.55% | |
| 80 | MNRUSDMONMOUTH REAL ESTATE INVT CO | 898,954 | $15.6B | 0.54% | |
| 81 | CPFCENTRAL PAC FINL CORP | 761,193 | $14.5B | 0.51% | |
| 82 | DHRDANAHER CORPORATION | 64,288 | $14.3B | 0.50% | |
| 83 | ATVIEURACTIVISION BLIZZARD INC | 150,453 | $14.0B | 0.49% | |
| 84 | BKNGBOOKING HOLDINGS INC | 6,261 | $13.9B | 0.49% | |
| 85 | QCOMQUALCOMM INC | 90,712 | $13.8B | 0.48% | |
| 86 | NBHCNATIONAL BK HLDGS CORP | 415,866 | $13.6B | 0.48% | |
| 87 | DC4DEXCOM INC | 36,594 | $13.5B | 0.47% | |
| 88 | MMIMARCUS & MILLICHAP INC | 362,655 | $13.5B | 0.47% | |
| 89 | ILMNILLUMINA INC | 35,856 | $13.3B | 0.46% | |
| 90 | SPTSPROUT SOCIAL INC | 289,407 | $13.1B | 0.46% | |
| 91 | ODFLOLD DOMINION FREIGHT LINE IN | 66,426 | $13.0B | 0.45% | |
| 92 | HSTMHEALTHSTREAM INC | 569,857 | $12.4B | 0.44% | |
| 93 | ECLECOLAB INC | 57,305 | $12.4B | 0.43% | |
| 94 | PEPPEPSICO INC | 77,011 | $11.4B | 0.40% | |
| 95 | SPOTSPOTIFY TECHNOLOGY S A | 36,273 | $11.4B | 0.40% | |
| 96 | SPLKCHFSPLUNK INC | 66,157 | $11.2B | 0.39% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 28,683 | $10.8B | 0.38% | |
| 98 | ISRGINTUITIVE SURGICAL INC | 11,567 | $9.5B | 0.33% | |
| 99 | NVDANVIDIA CORPORATION | 18,035 | $9.4B | 0.33% | |
| 100 | ADPAUTOMATIC DATA PROCESSING IN | 53,038 | $9.3B | 0.33% |
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