Granite Investment Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Granite Investment Partners, LLC reported 277 stock positions worth $2.0 billion. Its top holding was GE Vernova (GEV) at 3.3% of the portfolio, followed by Apple (AAPL, 3.2%) and Alphabet Class C (GOOG, 3.0%). Compared with Q1 2026, it opened 36 new positions, sold out of 23, added to 66 and reduced 107. The biggest buy was Ducommun (DCO, shares +4793%) and the biggest sale Tower Semiconductor (TSEM, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0001398344-26-013762 ↗ filed Aug 7, 2026
Holdings Value
Holdings 277 stocks · $2.0B
| GEV GE Vernova Inc. | 3.32% | 55,181 | $64.8M | Reduce -2.3% |
| AAPL Apple Inc. | 3.23% | 218,008 | $63.1M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 2.96% | 163,324 | $57.7M | Add +0.1% |
| MSFT Microsoft Corp. | 2.60% | 136,247 | $50.8M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 2.40% | 125,387 | $46.9M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.37% | 231,229 | $46.3M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 2.15% | 176,444 | $42.1M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 1.88% | 85,925 | $36.6M | Reduce -0.3% |
| ROK Rockwell Automation Inc. | 1.70% | 67,116 | $33.2M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 1.66% | 26,997 | $32.4M | Reduce -0.5% |
| NOVT Novanta Inc. | 1.34% | 161,754 | $26.2M | Add +41.6% |
| HUBB Hubbell Inc. | 1.30% | 48,387 | $25.3M | Reduce -0.0% |
| WTFC Wintrust Financial Corp. | 1.26% | 153,322 | $24.6M | Reduce -0.1% |
| V Visa Inc. Class A | 1.25% | 71,162 | $24.4M | Reduce -1.1% |
| DE Deere & Co. | 1.20% | 37,000 | $23.5M | Reduce -1.0% |
| DOCN Digitalocean Holdings Inc. | 1.20% | 148,584 | $23.3M | Reduce -11.7% |
| RRX Regal Rexnord Corp. | 1.12% | 91,975 | $21.9M | Add +20.2% |
| JPM JPMorgan Chase & Co. | 1.09% | 64,986 | $21.3M | Reduce -0.1% |
| CALY Callaway Golf Company | 1.07% | 1,109,057 | $20.8M | Add +47.8% |
| AXSM Axsome Therapeutics Inc. | 1.00% | 80,124 | $19.6M | Reduce -0.2% |
| ODFL Old Dominion Freight Line | 1.00% | 90,468 | $19.6M | Add +0.4% |
| ONTO Onto Innovation Inc. | 0.94% | 48,384 | $18.3M | Reduce -29.3% |
| SPGI S&P Global Inc. | 0.94% | 44,858 | $18.3M | Reduce -0.7% |
| LGND Ligand Pharmaceuticals | 0.88% | 54,128 | $17.1M | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 22,133 | $16.9M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.86% | 18,007 | $16.8M | Reduce -1.8% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.84% | 113,985 | $16.3M | Add +386.8% |
| ADPT Adaptive Biotechnologies | 0.83% | 757,217 | $16.2M | Add +51.4% |
| DCO Ducommun Inc. | 0.82% | 86,703 | $16.1M | Add +4792.9% |
| CWST Casella Waste Systems Inc. Class A | 0.81% | 163,245 | $15.8M | Reduce -0.2% |
| DAL Delta Air Lines Inc. | 0.81% | 168,671 | $15.8M | Add +71.8% |
| PCAR Paccar Inc. | 0.81% | 130,862 | $15.7M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.80% | 27,867 | $15.7M | Reduce -1.2% |
| POWI Power Integrations Inc. | 0.80% | 186,420 | $15.6M | Reduce -42.6% |
| ALGM Allegro Microsystems Inc. | 0.77% | 215,679 | $15.0M | New |
| CORT Corcept Therapeutics Inc. | 0.77% | 172,228 | $15.0M | New |
| ECG Everus Construction Group | 0.76% | 89,767 | $14.9M | Add +1.6% |
| VCYT Veracyte Inc. | 0.76% | 252,923 | $14.9M | Reduce -15.3% |
| SYK Stryker Corp. | 0.75% | 46,801 | $14.7M | Reduce -1.0% |
| FCFS Firstcash Holdings Inc. | 0.75% | 67,614 | $14.6M | Reduce -0.1% |
| GH Guardant Health Inc. | 0.74% | 95,760 | $14.4M | Add +0.0% |
| BA The Boeing Co. | 0.71% | 64,342 | $13.9M | Add +5.4% |
| SAIA Saia Inc. | 0.70% | 32,248 | $13.6M | Add +19.0% |
| BMI Badger Meter Inc. | 0.70% | 91,485 | $13.6M | Add +49.8% |
| HAYW Hayward Holdings Inc. | 0.69% | 775,310 | $13.4M | Add +0.4% |
| OII Oceaneering Intl Inc. | 0.68% | 328,414 | $13.3M | Add +0.4% |
| KEYS Keysight Technologies Inc. | 0.67% | 37,521 | $13.1M | Add +0.7% |
| VSEC Vse Corp. | 0.67% | 57,200 | $13.1M | Reduce -0.3% |
| VECO Veeco Instruments Inc. | 0.67% | 171,807 | $13.0M | New |
| TKR Timken Co. | 0.67% | 89,456 | $13.0M | New |
| GOOGL Alphabet Inc. Class A | 0.65% | 35,691 | $12.8M | Add +4.3% |
| IPAR Interparfums Inc. | 0.65% | 112,579 | $12.6M | Add +129.9% |
| AIN Albany Intl Corp. Class A | 0.64% | 167,164 | $12.5M | Add +54.2% |
| BROS Dutch Bros Inc. Class A | 0.63% | 172,303 | $12.4M | Add +38.0% |
| ESTA Establishment Labs Holdings | 0.63% | 143,485 | $12.3M | Reduce -0.0% |
| ROG Rogers Corp. | 0.63% | 74,743 | $12.2M | New |
| KRYS Krystal Biotech Inc. | 0.63% | 32,837 | $12.2M | Add +35.2% |
| ABBV Abbvie Inc. | 0.62% | 47,889 | $12.1M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.59% | 45,042 | $11.4M | Reduce -0.0% |
| FHB First Hawaiian Inc. | 0.59% | 389,857 | $11.4M | Reduce -0.1% |
| CTRI Centuri Holdings Inc. | 0.58% | 373,787 | $11.3M | New |
| HD Home Depot Inc. | 0.58% | 31,882 | $11.2M | Add +8.7% |
| FNB FNB Corp. | 0.57% | 587,036 | $11.2M | Reduce -31.9% |
| ARLO Arlo Technologies Inc. | 0.57% | 826,906 | $11.1M | Add +27.0% |
| GKOS Glaukos Corp. | 0.56% | 78,154 | $10.9M | Reduce -30.1% |
| CR Crane Co. | 0.56% | 48,675 | $10.9M | New |
| RUSHA Rush Enterprises Inc. Class A | 0.54% | 143,955 | $10.5M | Add +0.2% |
| ATEC Alphatec Holdings Inc. | 0.54% | 1,213,570 | $10.5M | Add +1.5% |
| HWKN Hawkins Inc. | 0.53% | 73,444 | $10.4M | Reduce -0.1% |
| LASR Nlight Inc. | 0.53% | 147,948 | $10.3M | Reduce -16.6% |
| ESI Element Solutions Inc. | 0.52% | 212,541 | $10.1M | Add +0.2% |
| NSSC Napco Security Technologies | 0.52% | 266,069 | $10.1M | Reduce -0.5% |
| ADI Analog Devices Inc. | 0.49% | 24,193 | $9.6M | Add +13.6% |
| TECH Bio-Techne Corp. | 0.48% | 133,572 | $9.4M | Reduce -2.9% |
| SKY Champion Homes Inc. | 0.48% | 106,118 | $9.4M | Add +0.0% |
| CGNX Cognex Corp. | 0.46% | 122,963 | $8.9M | Reduce -16.4% |
| CWK Cushman & Wakefield Ltd. | 0.45% | 659,859 | $8.8M | Reduce -0.1% |
| ECL Ecolab Inc. | 0.45% | 31,576 | $8.8M | Reduce -2.7% |
| TRNO Terreno Realty Corp. | 0.45% | 135,320 | $8.8M | Reduce -0.1% |
| NVT Nvent Electric PLC | 0.45% | 51,404 | $8.7M | Reduce -1.9% |
| KRUS Kura Sushi USA Inc. Class A | 0.44% | 149,803 | $8.6M | Add +44.0% |
| MAMA Mama's Creations Inc. | 0.44% | 481,043 | $8.6M | Add +2172.6% |
| LMB Limbach Holdings Inc. | 0.44% | 110,620 | $8.5M | Add +0.3% |
| CAT Caterpillar Inc. | 0.43% | 7,820 | $8.3M | Add +1.8% |
| CSW CSW Industrials Inc. | 0.42% | 29,158 | $8.1M | Add +0.3% |
| ZETA Zeta Global Holdings Corp. Class A | 0.42% | 411,712 | $8.1M | Reduce -41.2% |
| ADP Automatic Data Processing | 0.41% | 35,705 | $8.0M | Reduce -0.7% |
| AGYS Agilysys Inc. | 0.40% | 75,237 | $7.9M | Reduce -44.4% |
| NICE Nice Ltd. - Spon ADR | 0.39% | 84,570 | $7.7M | New |
| APPF Appfolio Inc. Class A | 0.39% | 47,738 | $7.7M | Reduce -2.1% |
| ELF Elf Beauty Inc. | 0.39% | 102,209 | $7.6M | Reduce -0.2% |
| FRPT Freshpet Inc. | 0.39% | 127,905 | $7.6M | Add +23.1% |
| CHEF The Chefs' Warehouse Inc. | 0.38% | 76,389 | $7.3M | Reduce -0.1% |
| ESQ Esquire Financial Holdings I | 0.37% | 61,306 | $7.3M | Reduce -0.1% |
| FROG Jfrog Ltd. | 0.37% | 79,890 | $7.3M | Reduce -10.6% |
| BLK BlackRock Inc. | 0.37% | 7,448 | $7.2M | Reduce -0.2% |
| POWL Powell Industries Inc. | 0.35% | 24,151 | $6.9M | Reduce -63.3% |
| RHI Robert Half Inc. | 0.35% | 224,917 | $6.9M | New |
| PI Impinj Inc. | 0.35% | 47,616 | $6.8M | Reduce -0.1% |
| FIBK First Interstate Bancsys-A | 0.34% | 174,428 | $6.7M | Add +1.2% |
Portfolio Sells Q1 2026 → Q2 2026
| TSEM Tower Semiconductor Ltd. | Reduce -98.2% | 0.03% | −1.08 |
| MEOH Methanex Corp. | Reduce -79.2% | 0.15% | −0.96 |
| TRN Trinity Industries Inc. | Sold out | 0.00% | −0.76 |
| MSFT Microsoft Corp. | Reduce -2.5% | 2.60% | −0.58 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −0.57 |
| BDC Belden Inc. | Sold out | 0.00% | −0.51 |
| ESAB Esab Corp. | Sold out | 0.00% | −0.47 |
| PAY Paymentus Holdings Inc. Class A | Sold out | 0.00% | −0.43 |
| AAON Aaon Inc. | Reduce -68.6% | 0.28% | −0.42 |
| SHW The Sherwin-Williams Co. | Reduce -59.4% | 0.22% | −0.38 |
| POWL Powell Industries Inc. | Reduce -63.3% | 0.35% | −0.37 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.32 |
| FNB FNB Corp. | Reduce -31.9% | 0.57% | −0.31 |
| LRN Stride Inc. | Reduce -43.0% | 0.27% | −0.31 |
| WCC Wesco International Inc. | Reduce -59.5% | 0.22% | −0.30 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -41.2% | 0.42% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.86% | −0.26 |
| SPGI S&P Global Inc. | Reduce -0.7% | 0.94% | −0.25 |
| ADBE Adobe Inc. | Reduce -89.7% | 0.02% | −0.23 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.23 |
| POWI Power Integrations Inc. | Reduce -42.6% | 0.80% | −0.22 |
| EYE National Vision Holdings Inc. | Reduce -0.3% | 0.33% | −0.21 |
| SYK Stryker Corp. | Reduce -1.0% | 0.75% | −0.20 |
| AGYS Agilysys Inc. | Reduce -44.4% | 0.40% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.80% | −0.19 |
| AAPL Apple Inc. | Reduce -0.5% | 3.23% | −0.19 |
| GKOS Glaukos Corp. | Reduce -30.1% | 0.56% | −0.18 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -39.6% | 0.25% | −0.18 |
| DIS The Walt Disney Co. | Reduce -42.6% | 0.15% | −0.16 |
| HUBB Hubbell Inc. | Reduce -0.0% | 1.30% | −0.16 |
| HWKN Hawkins Inc. | Reduce -0.1% | 0.53% | −0.16 |
| VRRM Verra Mobility Corp. | Sold out | 0.00% | −0.16 |
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −0.14 |
| NSSC Napco Security Technologies | Reduce -0.5% | 0.52% | −0.13 |
| NVDA Nvidia Corp. | Reduce -0.7% | 2.37% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.15% | −0.13 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.29% | −0.11 |
| ADSK Autodesk Inc. | Reduce -1.9% | 0.22% | −0.11 |
| LASR Nlight Inc. | Reduce -16.6% | 0.53% | −0.09 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.24% | −0.09 |
| DE Deere & Co. | Reduce -1.0% | 1.20% | −0.09 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.59% | −0.09 |
| V Visa Inc. Class A | Reduce -1.1% | 1.25% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.09% | −0.09 |
| APPF Appfolio Inc. Class A | Reduce -2.1% | 0.39% | −0.08 |
| ECL Ecolab Inc. | Reduce -2.7% | 0.45% | −0.08 |
| NEO Neogenomics Inc. | Reduce -52.8% | 0.27% | −0.08 |
| BLK BlackRock Inc. | Reduce -0.2% | 0.37% | −0.07 |
| AZZ Azz Inc. | Reduce -30.6% | 0.17% | −0.07 |
| TRNO Terreno Realty Corp. | Reduce -0.1% | 0.45% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| DCO Ducommun Inc. | Add +4792.9% | 0.82% | +0.81 |
| ALGM Allegro Microsystems Inc. | New | 0.77% | +0.77 |
| CORT Corcept Therapeutics Inc. | New | 0.77% | +0.77 |
| HRI Herc Holdings Inc. | Add +386.8% | 0.84% | +0.69 |
| VECO Veeco Instruments Inc. | New | 0.67% | +0.67 |
| TKR Timken Co. | New | 0.67% | +0.67 |
| ROG Rogers Corp. | New | 0.63% | +0.63 |
| CTRI Centuri Holdings Inc. | New | 0.58% | +0.58 |
| CR Crane Co. | New | 0.56% | +0.56 |
| NOVT Novanta Inc. | Add +41.6% | 1.34% | +0.51 |
| CALY Callaway Golf Company | Add +47.8% | 1.07% | +0.43 |
| MAMA Mama's Creations Inc. | Add +2172.6% | 0.44% | +0.42 |
| DAL Delta Air Lines Inc. | Add +71.8% | 0.81% | +0.41 |
| ADPT Adaptive Biotechnologies | Add +51.4% | 0.83% | +0.41 |
| NICE Nice Ltd. - Spon ADR | New | 0.39% | +0.39 |
| IPAR Interparfums Inc. | Add +129.9% | 0.65% | +0.37 |
| RHI Robert Half Inc. | New | 0.35% | +0.35 |
| AIN Albany Intl Corp. Class A | Add +54.2% | 0.64% | +0.29 |
| ENPH Enphase Energy Inc. | New | 0.27% | +0.27 |
| BROS Dutch Bros Inc. Class A | Add +38.0% | 0.63% | +0.24 |
| RRX Regal Rexnord Corp. | Add +20.2% | 1.12% | +0.24 |
| KRYS Krystal Biotech Inc. | Add +35.2% | 0.63% | +0.24 |
| GH Guardant Health Inc. | Add +0.0% | 0.74% | +0.19 |
| VC Visteon Corp. | Add +123.3% | 0.31% | +0.16 |
| MOG.A Moog Inc. Class A | New | 0.15% | +0.15 |
| BMI Badger Meter Inc. | Add +49.8% | 0.70% | +0.12 |
| ECG Everus Construction Group | Add +1.6% | 0.76% | +0.12 |
| SAIA Saia Inc. | Add +19.0% | 0.70% | +0.11 |
| CAT Caterpillar Inc. | Add +1.8% | 0.43% | +0.09 |
| ATRC Atricure Inc. | New | 0.08% | +0.08 |
| UAL United Airlines Holdings Inc. | Add +14.6% | 0.29% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 2.96% | +0.08 |
| ADI Analog Devices Inc. | Add +13.6% | 0.49% | +0.08 |
| ESI Element Solutions Inc. | Add +0.2% | 0.52% | +0.07 |
| HAYW Hayward Holdings Inc. | Add +0.4% | 0.69% | +0.05 |
| MAR Marriott International Class A | Add +49.3% | 0.18% | +0.05 |
| HALO Halozyme Therapeutics Inc. | Add +23.0% | 0.26% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.65% | +0.05 |
| NOW ServiceNow Inc. | Add +67.6% | 0.19% | +0.05 |
| PSN Parsons Corp. | Add +54.7% | 0.21% | +0.04 |
| GTLB Gitlab Inc. Class A | Add +1.2% | 0.25% | +0.04 |
| VCEL Vericel Corp. | Add +1.2% | 0.28% | +0.04 |
| KEYS Keysight Technologies Inc. | Add +0.7% | 0.67% | +0.03 |
| LECO Lincoln Electric Holdings | New | 0.03% | +0.03 |
| DORM Dorman Products Inc. | Add +1.8% | 0.25% | +0.02 |
| UHAL.B U-Haul Holding Co.-Non Voting | New | 0.01% | +0.01 |
| EZPW Ezcorp Inc. Class A | New | 0.01% | +0.01 |
| AXGN Axogen Inc. | New | 0.01% | +0.01 |
| LEGN Legend Biotech Corp.-ADR | New | 0.01% | +0.01 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 277 | $2.0B | GEV, AAPL, GOOG, MSFT, GE |
| Q1 2026 | 263 | $1.6B | AAPL, MSFT, GEV, GOOG, NVDA |
| Q4 2025 | 244 | $1.7B | MSFT, AAPL, GOOG, NVDA, AMZN |
| Q3 2025 | 249 | $1.8B | MSFT, AAPL, NVDA, GOOG, AMZN |
| Q2 2025 | 255 | $2.0B | MSFT, AAPL, NVDA, AMZN, GE |
| Q1 2025 | 256 | $2.0B | MSFT, AAPL, CBZ, CWST, AMZN |
| Q4 2024 | 261 | $2.3B | MSFT, AAPL, AMZN, CBZ, NVDA |
| Q3 2024 | 245 | $2.3B | MSFT, AAPL, NVDA, AMZN, CWST |
| Q2 2024 | 253 | $2.4B | MSFT, AAPL, NVDA, FRPT, CWST |
| Q1 2024 | 261 | $2.6B | MSFT, CBZ, CWST, AAPL, FRPT |