Granite Investment Partners, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$2.6T
Holdings
261
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (261 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 188,060 | $70.7B | 2.75% | |
| 2 | AAPLAPPLE INC | 297,295 | $57.2B | 2.23% | |
| 3 | FRPTFRESHPET INC | 512,956 | $44.5B | 1.73% | |
| 4 | NEOGNEOGEN CORP | 2,187,161 | $44.0B | 1.71% | |
| 5 | CWSTCASELLA WASTE SYS INC | 510,090 | $43.6B | 1.70% | |
| 6 | CBZCBIZ INC | 680,310 | $42.6B | 1.66% | |
| 7 | NENOBLE CORP PLC | 797,349 | $38.4B | 1.49% | |
| 8 | IPARINTER PARFUMS INC | 253,752 | $36.5B | 1.42% | |
| 9 | AZEKAZEK CO INC | 947,622 | $36.2B | 1.41% | |
| 10 | AMZNAMAZON COM INC | 230,527 | $35.0B | 1.36% | |
| 11 | AINALBANY INTL CORP | 339,808 | $33.4B | 1.30% | |
| 12 | GOOGALPHABET INC | 236,333 | $33.3B | 1.30% | |
| 13 | PYCRPAYCOR HCM INC | 1,541,834 | $33.3B | 1.30% | |
| 14 | CRSCARPENTER TECHNOLOGY CORP | 469,965 | $33.3B | 1.29% | |
| 15 | APGAPI GROUP CORP | 932,811 | $32.3B | 1.26% | |
| 16 | VVISA INC | 123,502 | $32.2B | 1.25% | |
| 17 | HALOHALOZYME THERAPEUTICS INC | 832,422 | $30.8B | 1.20% | |
| 18 | WF2WINTRUST FINL CORP | 329,134 | $30.5B | 1.19% | |
| 19 | BLBLACKLINE INC | 479,389 | $29.9B | 1.16% | |
| 20 | ETNEATON CORP PLC | 124,173 | $29.9B | 1.16% | |
| 21 | DSGDESCARTES SYS GROUP INC | 345,422 | $29.0B | 1.13% | |
| 22 | DVDOUBLEVERIFY HLDGS INC | 778,956 | $28.7B | 1.11% | |
| 23 | HPHELMERICH & PAYNE INC | 748,996 | $27.1B | 1.06% | |
| 24 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,285,593 | $26.1B | 1.02% | |
| 25 | LPXLOUISIANA PAC CORP | 362,707 | $25.7B | 1.00% | |
| 26 | AXNX*AXONICS INC | 404,672 | $25.2B | 0.98% | |
| 27 | SIGSIGNET JEWELERS LIMITED | 233,749 | $25.1B | 0.98% | |
| 28 | LLYELI LILLY & CO | 41,404 | $24.1B | 0.94% | |
| 29 | SPGIS&P GLOBAL INC | 54,721 | $24.1B | 0.94% | |
| 30 | VCYTVERACYTE INC | 873,251 | $24.0B | 0.93% | |
| 31 | NVDANVIDIA CORPORATION | 48,257 | $23.9B | 0.93% | |
| 32 | BDCBELDEN INC | 305,665 | $23.6B | 0.92% | |
| 33 | NSSCNAPCO SEC TECHNOLOGIES INC | 674,054 | $23.1B | 0.90% | |
| 34 | FTITECHNIPFMC PLC | 1,143,788 | $23.0B | 0.90% | |
| 35 | AMPHAMPHASTAR PHARMACEUTICALS IN | 365,340 | $22.6B | 0.88% | |
| 36 | VCVISTEON CORP | 178,556 | $22.3B | 0.87% | |
| 37 | MEGMONTROSE ENVIRONMENTAL GROUP | 691,932 | $22.2B | 0.87% | |
| 38 | CRCRANE COMPANY | 186,763 | $22.1B | 0.86% | |
| 39 | MEOHMETHANEX CORP | 457,659 | $21.7B | 0.84% | |
| 40 | DEDEERE & CO | 54,191 | $21.7B | 0.84% | |
| 41 | HUBBHUBBELL INC | 65,579 | $21.6B | 0.84% | |
| 42 | CERTCERTARA INC | 1,221,243 | $21.5B | 0.84% | |
| 43 | STCSTEWART INFORMATION SVCS COR | 362,788 | $21.3B | 0.83% | |
| 44 | SPTSPROUT SOCIAL INC | 346,005 | $21.3B | 0.83% | |
| 45 | TRNOTERRENO RLTY CORP | 331,091 | $20.7B | 0.81% | |
| 46 | ESABESAB CORPORATION | 233,422 | $20.2B | 0.79% | |
| 47 | NCNONCINO INC | 587,606 | $19.8B | 0.77% | |
| 48 | AGYSAGILYSYS INC | 232,095 | $19.7B | 0.77% | |
| 49 | FLRFLUOR CORP NEW | 493,024 | $19.3B | 0.75% | |
| 50 | PGNYPROGYNY INC | 516,569 | $19.2B | 0.75% | |
| 51 | OUTOUTFRONT MEDIA INC | 1,371,414 | $19.1B | 0.75% | |
| 52 | MRTNMARTEN TRANS LTD | 900,811 | $18.9B | 0.74% | |
| 53 | FCFSFIRSTCASH HOLDINGS INC | 171,241 | $18.6B | 0.72% | |
| 54 | ROKROCKWELL AUTOMATION INC | 57,809 | $17.9B | 0.70% | |
| 55 | ICFIICF INTL INC | 131,655 | $17.7B | 0.69% | |
| 56 | ALGALAMO GROUP INC | 81,845 | $17.2B | 0.67% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 32,247 | $17.0B | 0.66% | |
| 58 | ARCBARCBEST CORP | 138,116 | $16.6B | 0.65% | |
| 59 | ADBEADOBE INC | 27,823 | $16.6B | 0.65% | |
| 60 | ODFLOLD DOMINION FREIGHT LINE IN | 40,223 | $16.3B | 0.63% | |
| 61 | CWTCALIFORNIA WTR SVC GROUP | 313,525 | $16.3B | 0.63% | |
| 62 | TSEMTOWER SEMICONDUCTOR LTD | 520,837 | $15.9B | 0.62% | |
| 63 | SYKSTRYKER CORPORATION | 52,978 | $15.9B | 0.62% | |
| 64 | ABBVABBVIE INC | 95,036 | $14.7B | 0.57% | |
| 65 | GEGENERAL ELECTRIC CO | 115,327 | $14.7B | 0.57% | |
| 66 | —LESLIES INC | 2,112,163 | $14.6B | 0.57% | |
| 67 | ZTSZOETIS INC | 73,237 | $14.5B | 0.56% | |
| 68 | IDXXIDEXX LABS INC | 25,392 | $14.1B | 0.55% | |
| 69 | BLKCHFBLACKROCK INC | 17,338 | $14.1B | 0.55% | |
| 70 | COSTCOSTCO WHSL CORP NEW | 20,380 | $13.5B | 0.52% | |
| 71 | TMOTHERMO FISHER SCIENTIFIC INC | 24,712 | $13.1B | 0.51% | |
| 72 | VIAVVIAVI SOLUTIONS INC | 1,301,721 | $13.1B | 0.51% | |
| 73 | BMBLBUMBLE INC | 866,849 | $12.8B | 0.50% | |
| 74 | METAMETA PLATFORMS INC | 34,090 | $12.1B | 0.47% | |
| 75 | MGMMGM RESORTS INTERNATIONAL | 268,375 | $12.0B | 0.47% | |
| 76 | KRUSKURA SUSHI USA INC | 155,558 | $11.8B | 0.46% | |
| 77 | CRWDCROWDSTRIKE HLDGS INC | 45,496 | $11.6B | 0.45% | |
| 78 | SHOPSHOPIFY INC | 147,394 | $11.5B | 0.45% | |
| 79 | PEPPEPSICO INC | 61,547 | $10.5B | 0.41% | |
| 80 | ECVTECOVYST INC | 1,069,524 | $10.4B | 0.41% | |
| 81 | HTDCORCEPT THERAPEUTICS INC | 309,698 | $10.1B | 0.39% | |
| 82 | ADIANALOG DEVICES INC | 50,011 | $9.9B | 0.39% | |
| 83 | DHRDANAHER CORPORATION | 42,212 | $9.8B | 0.38% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 41,646 | $9.7B | 0.38% | |
| 85 | RXSTRXSIGHT INC | 230,927 | $9.3B | 0.36% | |
| 86 | AVDXAVIDXCHANGE HOLDINGS INC | 722,281 | $8.9B | 0.35% | |
| 87 | BWINBRP GROUP INC | 370,565 | $8.9B | 0.35% | |
| 88 | HAYWHAYWARD HLDGS INC | 647,670 | $8.8B | 0.34% | |
| 89 | PCARPACCAR INC | 86,408 | $8.4B | 0.33% | |
| 90 | PCORPROCORE TECHNOLOGIES INC | 118,836 | $8.2B | 0.32% | |
| 91 | ESEESCO TECHNOLOGIES INC | 68,632 | $8.0B | 0.31% | |
| 92 | CMECME GROUP INC | 37,875 | $8.0B | 0.31% | |
| 93 | SITESITEONE LANDSCAPE SUPPLY INC | 48,782 | $7.9B | 0.31% | |
| 94 | NYTNEW YORK TIMES CO | 161,802 | $7.9B | 0.31% | |
| 95 | TECHBIO-TECHNE CORP | 101,922 | $7.9B | 0.31% | |
| 96 | JNJJOHNSON & JOHNSON | 50,072 | $7.8B | 0.31% | |
| 97 | FIGSFIGS INC | 1,118,545 | $7.8B | 0.30% | |
| 98 | JPMJPMORGAN CHASE & CO | 43,630 | $7.4B | 0.29% | |
| 99 | SBG1SEACOAST BKG CORP FLA | 260,119 | $7.4B | 0.29% | |
| 100 | MRVIMARAVAI LIFESCIENCES HLDGS I | 1,123,690 | $7.4B | 0.29% |
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