Granite Investment Partners, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$2.3T
Holdings
261
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (261 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 171,436 | $72.3B | 3.12% | |
| 2 | AAPLAPPLE INC | 271,351 | $68.0B | 2.94% | |
| 3 | AMZNAMAZON COM INC | 216,707 | $47.5B | 2.06% | |
| 4 | CBZCBIZ INC | 561,249 | $45.9B | 1.99% | |
| 5 | NVDANVIDIA CORPORATION | 319,767 | $42.9B | 1.86% | |
| 6 | CWSTCASELLA WASTE SYS INC | 383,557 | $40.6B | 1.75% | |
| 7 | GOOGALPHABET INC | 203,700 | $38.8B | 1.68% | |
| 8 | FRPTFRESHPET INC | 246,872 | $36.6B | 1.58% | |
| 9 | BROSDUTCH BROS INC | 695,430 | $36.4B | 1.57% | |
| 10 | WF2WINTRUST FINL CORP | 282,551 | $35.2B | 1.52% | |
| 11 | AGYSAGILYSYS INC | 258,224 | $34.0B | 1.47% | |
| 12 | ETNEATON CORP PLC | 102,383 | $34.0B | 1.47% | |
| 13 | LLYELI LILLY & CO | 41,806 | $32.3B | 1.40% | |
| 14 | TSEMTOWER SEMICONDUCTOR LTD | 606,592 | $31.2B | 1.35% | |
| 15 | VVISA INC | 98,501 | $31.1B | 1.35% | |
| 16 | PYCRPAYCOR HCM INC | 1,522,098 | $28.3B | 1.22% | |
| 17 | LITELUMENTUM HLDGS INC | 332,459 | $27.9B | 1.21% | |
| 18 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 1,019,941 | $26.9B | 1.16% | |
| 19 | HUBBHUBBELL INC | 61,549 | $25.8B | 1.11% | |
| 20 | VCYTVERACYTE INC | 649,017 | $25.7B | 1.11% | |
| 21 | BDCBELDEN INC | 226,203 | $25.5B | 1.10% | |
| 22 | SPGIS&P GLOBAL INC | 50,635 | $25.2B | 1.09% | |
| 23 | GEGE AEROSPACE | 144,452 | $24.1B | 1.04% | |
| 24 | LPXLOUISIANA PAC CORP | 220,544 | $22.8B | 0.99% | |
| 25 | NEOGNEOGEN CORP | 1,816,232 | $22.0B | 0.95% | |
| 26 | GEVGE VERNOVA INC | 66,768 | $22.0B | 0.95% | |
| 27 | SYKSTRYKER CORPORATION | 60,616 | $21.8B | 0.94% | |
| 28 | ROKROCKWELL AUTOMATION INC | 72,326 | $20.7B | 0.89% | |
| 29 | NVCRNOVOCURE LTD | 686,727 | $20.5B | 0.88% | |
| 30 | ECGEVERUS CONSTR GROUP | 309,226 | $20.3B | 0.88% | |
| 31 | SITMSITIME CORP | 93,591 | $20.1B | 0.87% | |
| 32 | IPARINTERPARFUMS INC | 151,926 | $20.0B | 0.86% | |
| 33 | OUTOUTFRONT MEDIA INC | 1,118,104 | $19.8B | 0.86% | |
| 34 | SITESITEONE LANDSCAPE SUPPLY INC | 149,399 | $19.7B | 0.85% | |
| 35 | HALOHALOZYME THERAPEUTICS INC | 409,281 | $19.6B | 0.85% | |
| 36 | DEDEERE & CO | 45,464 | $19.3B | 0.83% | |
| 37 | NSSCNAPCO SEC TECHNOLOGIES INC | 537,187 | $19.1B | 0.83% | |
| 38 | FHBFIRST HAWAIIAN INC | 732,713 | $19.0B | 0.82% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 19,516 | $17.9B | 0.77% | |
| 40 | ARLOARLO TECHNOLOGIES INC | 1,578,549 | $17.7B | 0.76% | |
| 41 | METAMETA PLATFORMS INC | 28,902 | $16.9B | 0.73% | |
| 42 | AZEKAZEK CO INC | 354,572 | $16.8B | 0.73% | |
| 43 | ODFLOLD DOMINION FREIGHT LINE IN | 93,945 | $16.6B | 0.72% | |
| 44 | HAYWHAYWARD HLDGS INC | 1,069,361 | $16.4B | 0.71% | |
| 45 | CWKCUSHMAN WAKEFIELD PLC | 1,243,389 | $16.3B | 0.70% | |
| 46 | BLKBLACKROCK INC | 15,832 | $16.2B | 0.70% | |
| 47 | FLRFLUOR CORP NEW | 326,384 | $16.1B | 0.70% | |
| 48 | PCARPACCAR INC | 153,394 | $16.0B | 0.69% | |
| 49 | ICUIICU MED INC | 102,087 | $15.8B | 0.68% | |
| 50 | AM6AMICUS THERAPEUTICS INC | 1,669,534 | $15.7B | 0.68% | |
| 51 | MEGMONTROSE ENVIRONMENTAL GROUP | 846,834 | $15.7B | 0.68% | |
| 52 | GTLSCHART INDS INC | 81,709 | $15.6B | 0.67% | |
| 53 | NARIUSDINARI MED INC | 299,319 | $15.3B | 0.66% | |
| 54 | TRNOTERRENO RLTY CORP | 254,661 | $15.1B | 0.65% | |
| 55 | ESABESAB CORPORATION | 124,663 | $15.0B | 0.65% | |
| 56 | AMPHAMPHASTAR PHARMACEUTICALS IN | 396,702 | $14.7B | 0.64% | |
| 57 | HPHELMERICH & PAYNE INC | 457,556 | $14.7B | 0.63% | |
| 58 | SHWSHERWIN WILLIAMS CO | 43,094 | $14.6B | 0.63% | |
| 59 | TRNTRINITY INDS INC | 414,017 | $14.5B | 0.63% | |
| 60 | MGNIMAGNITE INC | 908,811 | $14.5B | 0.63% | |
| 61 | SHOPSHOPIFY INC | 134,189 | $14.3B | 0.62% | |
| 62 | FCFSFIRSTCASH HOLDINGS INC | 133,021 | $13.8B | 0.60% | |
| 63 | WDWALKER & DUNLOP INC | 137,204 | $13.3B | 0.58% | |
| 64 | KRUSKURA SUSHI USA INC | 143,456 | $13.0B | 0.56% | |
| 65 | LGNDLIGAND PHARMACEUTICALS INC | 115,538 | $12.4B | 0.54% | |
| 66 | CRWDCROWDSTRIKE HLDGS INC | 35,583 | $12.2B | 0.53% | |
| 67 | GMS1EURGMS INC | 140,431 | $11.9B | 0.52% | |
| 68 | DFINDONNELLEY FINL SOLUTIONS INC | 187,794 | $11.8B | 0.51% | |
| 69 | CRCRANE COMPANY | 76,594 | $11.6B | 0.50% | |
| 70 | BWINTHE BALDWIN INSURANCE GRP IN | 297,367 | $11.5B | 0.50% | |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 39,016 | $11.4B | 0.49% | |
| 72 | NCNONCINO INC | 329,493 | $11.1B | 0.48% | |
| 73 | MRTNMARTEN TRANS LTD | 689,496 | $10.8B | 0.47% | |
| 74 | ARCBARCBEST CORP | 114,388 | $10.7B | 0.46% | |
| 75 | JPMJPMORGAN CHASE & CO. | 44,195 | $10.6B | 0.46% | |
| 76 | VSTSVESTIS CORPORATION | 684,776 | $10.4B | 0.45% | |
| 77 | SIGSIGNET JEWELERS LIMITED | 126,975 | $10.2B | 0.44% | |
| 78 | ZTSZOETIS INC | 60,996 | $9.9B | 0.43% | |
| 79 | TECHBIO-TECHNE CORP | 136,572 | $9.8B | 0.43% | |
| 80 | CCCCCC INTELLIGENT SOLUTIONS HL | 830,643 | $9.7B | 0.42% | |
| 81 | ADBEADOBE INC | 21,340 | $9.5B | 0.41% | |
| 82 | SMGSCOTTS MIRACLE-GRO CO | 142,803 | $9.5B | 0.41% | |
| 83 | ADIANALOG DEVICES INC | 43,934 | $9.3B | 0.40% | |
| 84 | ADSKAUTODESK INC | 31,457 | $9.3B | 0.40% | |
| 85 | VSECVSE CORP | 95,880 | $9.1B | 0.39% | |
| 86 | MEOHMETHANEX CORP | 180,846 | $9.0B | 0.39% | |
| 87 | DHRDANAHER CORPORATION | 38,607 | $8.9B | 0.38% | |
| 88 | CBCHUBB LIMITED | 31,450 | $8.7B | 0.38% | |
| 89 | IDXXIDEXX LABS INC | 20,703 | $8.6B | 0.37% | |
| 90 | ABBVABBVIE INC | 47,436 | $8.4B | 0.36% | |
| 91 | NTRANATERA INC | 52,796 | $8.4B | 0.36% | |
| 92 | ZETAZETA GLOBAL HOLDINGS CORP | 453,429 | $8.2B | 0.35% | |
| 93 | RG6ROGERS CORP | 79,583 | $8.1B | 0.35% | |
| 94 | IWMISHARES TR | 36,214 | $8.0B | 0.35% | |
| 95 | ECLECOLAB INC | 34,071 | $8.0B | 0.35% | |
| 96 | GOGROCERY OUTLET HLDG CORP | 507,005 | $7.9B | 0.34% | |
| 97 | GOOGLALPHABET INC | 41,804 | $7.9B | 0.34% | |
| 98 | AXSMAXSOME THERAPEUTICS INC | 91,649 | $7.8B | 0.34% | |
| 99 | PEPPEPSICO INC | 47,425 | $7.2B | 0.31% | |
| 100 | OPCHOPTION CARE HEALTH INC | 303,956 | $7.1B | 0.30% |
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