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)

StockValue
SKYWSKYWEST INC
$9.2B
JNJJOHNSON & JOHNSON
$9.2B
CMECME GROUP INC
$8.8B
LFUSLITTELFUSE INC
$8.6B
GOOGLALPHABET INC
$8.4B
PODDINSULET CORP
$8.3B
LULULULULEMON ATHLETICA INC
$7.4B
OKTAOKTA INC
$7.3B
BDXBECTON DICKINSON & CO
$7.2B
UNHUNITEDHEALTH GROUP INC
$7.0B
MNROMONRO INC
$6.8B
ABTABBOTT LABS
$6.6B
AERIEURAERIE PHARMACEUTICALS INC
$6.4B
JPMJPMORGAN CHASE & CO
$6.4B
CTLTEURCATALENT INC
$6.1B
RG6ROGERS CORP
$6.0B
AMBAAMBARELLA INC
$6.0B
PCTYPAYLOCITY HLDG CORP
$5.9B
CRSCARPENTER TECHNOLOGY CORP
$5.8B
FISFIDELITY NATL INFORMATION SV
$5.7B
DEDEERE & CO
$5.7B
HCSGHEALTHCARE SVCS GROUP INC
$5.6B
AXGNAXOGEN INC
$5.6B
TSAACI WORLDWIDE INC
$5.4B
RAMPLIVERAMP HLDGS INC
$5.3B
ATRAPTARGROUP INC
$5.3B
NVCRNOVOCURE LTD
$5.1B
2U INC
$4.9B
GKOSGLAUKOS CORP
$4.7B
BACVERIZON COMMUNICATIONS INC
$4.6B
NYTNEW YORK TIMES CO
$4.4B
LINLINDE PLC
$4.3B
VACMARRIOTT VACTINS WORLDWID CO
$4.3B
EVOP1EUREVO PMTS INC
$4.3B
SYKSTRYKER CORPORATION
$4.2B
GBTUSDGLOBAL BLOOD THERAPEUTICS IN
$4.2B
APPFAPPFOLIO INC
$4.1B
HRIHERC HLDGS INC
$4.1B
CATCHMARK TIMBER TR INC
$4.1B
LPXLOUISIANA PAC CORP
$4.0B
JWNUSDNORDSTROM INC
$4.0B
ALBALBEMARLE CORP
$4.0B
LSPDEURLIGHTSPEED POS INC
$3.9B
WYWEYERHAEUSER CO MTN BE
$3.8B
CIBRFIRST TR EXCHANGE TRADED FD
$3.8B
HDHOME DEPOT INC
$3.7B
DORMDORMAN PRODS INC
$3.7B
FIVNFIVE9 INC
$3.7B
LGNDLIGAND PHARMACEUTICALS INC
$3.7B
TKRTIMKEN CO
$3.6B
AIMCUSDALTRA INDL MOTION CORP
$3.6B
AMWDAMERICAN WOODMARK CORPORATIO
$3.6B
PFGCPERFORMANCE FOOD GROUP CO
$3.5B
EEFTEURONET WORLDWIDE INC
$3.5B
FIBKFIRST INTST BANCSYSTEM INC
$3.4B
FRPTFRESHPET INC
$3.4B
SLABSILICON LABORATORIES INC
$3.4B
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.3B
ORCLORACLE CORP
$3.2B
GKDGRAND CANYON ED INC
$3.1B
PSNPARSONS CORPORATION
$3.1B
GENMARK DIAGNOSTICS INC
$3.1B
ABBVABBVIE INC
$2.9B
RBAGBPRITCHIE BROS AUCTIONEERS
$2.9B
RTXRAYTHEON TECHNOLOGIES CORP
$2.8B
PRIPRIMERICA INC
$2.8B
LIILENNOX INTL INC
$2.7B
OMCLOMNICELL COM
$2.7B
LMTLOCKHEED MARTIN CORP
$2.7B
CSCOCISCO SYS INC
$2.6B
GNTXGENTEX CORP
$2.6B
SKAASKECHERS U S A INC
$2.6B
UNFUNIFIRST CORP MASS
$2.6B
HXLHEXCEL CORP NEW
$2.6B
MTDMETTLER TOLEDO INTERNATIONAL
$2.5B
GMEDGLOBUS MED INC
$2.5B
MEGMONTROSE ENVIRONMENTAL GROUP
$2.5B
TRVCCITIGROUP INC
$2.5B
VIVINT SMART HOME INC
$2.4B
SCHBSCHWAB STRATEGIC TR
$2.4B
EBSEMERGENT BIOSOLUTIONS INC
$2.4B
MMM3M CO
$2.4B
UAAUNDER ARMOUR INC
$2.4B
GEGENERAL ELECTRIC CO
$2.3B
HPHELMERICH & PAYNE INC
$2.3B
ARIAPOLLO COML REAL EST FIN INC
$2.3B
NEWREURNEW RELIC INC
$2.3B
NEOGNEOGEN CORP
$2.3B
RGLDROYAL GOLD INC
$2.3B
JLLJONES LANG LASALLE INC
$2.3B
REXRREXFORD INDL RLTY INC
$2.1B
PGPROCTER AND GAMBLE CO
$2.1B
SCLSTEPAN CO
$2.1B
IAA-WUSDIAA INC
$2.1B
SCHWSCHWAB CHARLES CORP
$2.1B
UPSUNITED PARCEL SERVICE INC
$2.1B
CVXCHEVRON CORP NEW
$2.0B
HTLDHEARTLAND EXPRESS INC
$2.0B
IDXXIDEXX LABS INC
$2.0B
BOHBANK HAWAII CORP
$2.0B
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