Granite Investment Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Granite Investment Partners, LLC reported 261 stock positions worth $2.6 billion. Its top holding was Microsoft (MSFT) at 2.9% of the portfolio, followed by Cbiz (CBZ, 2.0%) and Casella Waste Systems Class A (CWST, 1.9%). Compared with Q4 2023, it opened 21 new positions, sold out of 21, added to 51 and reduced 141. The biggest buy was a new position in 10X Genomics Class A (TXG) and the biggest sale Api (APG, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.6B (Q1 2024)
- SEC Filing
- 0001398344-24-009246 ↗ filed May 13, 2024
Holdings Value
Holdings 261 stocks · $2.6B
| MSFT Microsoft Corp. | 2.86% | 178,739 | $75.2M | Reduce -5.0% |
| CBZ Cbiz Inc. | 1.96% | 655,529 | $51.5M | Reduce -3.6% |
| CWST Casella Waste Systems Inc. Class A | 1.86% | 494,230 | $48.9M | Reduce -3.1% |
| AAPL Apple Inc. | 1.84% | 281,815 | $48.3M | Reduce -5.2% |
| FRPT Freshpet Inc. | 1.80% | 407,632 | $47.2M | Reduce -20.5% |
| AMZN Amazon.com Inc. | 1.46% | 213,419 | $38.5M | Reduce -7.4% |
| NE Noble Corp. PLC | 1.42% | 769,296 | $37.3M | Reduce -3.5% |
| IPAR Interparfums Inc. | 1.38% | 258,091 | $36.3M | Add +1.7% |
| ETN Eaton Corp. PLC | 1.36% | 114,200 | $35.7M | Reduce -8.0% |
| NVDA Nvidia Corp. | 1.35% | 39,389 | $35.6M | Reduce -18.4% |
| NEOG Neogen Corp. | 1.29% | 2,152,391 | $34.0M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 1.28% | 221,751 | $33.8M | Reduce -6.2% |
| WTFC Wintrust Financial Corp. | 1.26% | 317,555 | $33.1M | Reduce -3.5% |
| HALO Halozyme Therapeutics Inc. | 1.26% | 811,458 | $33.0M | Reduce -2.5% |
| V Visa Inc. Class A | 1.19% | 112,038 | $31.3M | Reduce -9.3% |
| HP Helmerich & Payne | 1.16% | 726,463 | $30.6M | Reduce -3.0% |
| PYCR Paycor HCM Inc. | 1.16% | 1,568,131 | $30.5M | Add +1.7% |
| DSGX The Descartes Systems Grp | 1.16% | 332,907 | $30.5M | Reduce -3.6% |
| LLY Eli Lilly & Co. | 1.13% | 38,241 | $29.7M | Reduce -7.6% |
| LPX Louisiana-Pacific Corp. | 1.12% | 350,265 | $29.4M | Reduce -3.4% |
| BL Blackline Inc. | 1.12% | 454,588 | $29.4M | Reduce -5.2% |
| AGYS Agilysys Inc. | 1.07% | 332,462 | $28.0M | Add +43.2% |
| ARCB Arcbest Corp. | 1.05% | 193,534 | $27.6M | Add +40.1% |
| BDC Belden Inc. | 1.04% | 295,008 | $27.3M | Reduce -3.5% |
| NSSC Napco Security Technologies | 1.02% | 665,420 | $26.7M | Reduce -1.3% |
| DV Doubleverify Holdings Inc. | 1.00% | 750,715 | $26.4M | Reduce -3.6% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 1.00% | 670,934 | $26.3M | Reduce -3.0% |
| HUBB Hubbell Inc. | 0.99% | 62,478 | $25.9M | Reduce -4.7% |
| CRS Carpenter Technology | 0.98% | 360,160 | $25.7M | Reduce -23.4% |
| AZEK The Azek Co. Inc. | 0.96% | 503,908 | $25.3M | Reduce -46.8% |
| AIN Albany Intl Corp. Class A | 0.96% | 270,435 | $25.3M | Reduce -20.4% |
| ESAB Esab Corp. | 0.95% | 225,496 | $24.9M | Reduce -3.4% |
| CR Crane Co. | 0.93% | 180,424 | $24.4M | Reduce -3.4% |
| VC Visteon Corp. | 0.90% | 200,344 | $23.6M | Add +12.2% |
| STC Stewart Information Services | 0.87% | 350,322 | $22.8M | Reduce -3.4% |
| KTOS Kratos Defense & Security | 0.87% | 1,238,477 | $22.8M | Reduce -3.7% |
| OUT Outfront Media Inc. | 0.86% | 1,352,130 | $22.7M | Reduce -1.4% |
| SIG Signet Jewelers Ltd. | 0.86% | 225,342 | $22.5M | Reduce -3.6% |
| CERT Certara Inc. | 0.83% | 1,213,222 | $21.7M | Reduce -0.7% |
| TSEM Tower Semiconductor Ltd. | 0.81% | 636,956 | $21.3M | Add +22.3% |
| SPGI S&P Global Inc. | 0.81% | 50,058 | $21.3M | Reduce -8.5% |
| TRNO Terreno Realty Corp. | 0.81% | 319,519 | $21.2M | Reduce -3.5% |
| NCNO Ncino Inc. | 0.81% | 566,896 | $21.2M | Reduce -3.5% |
| DE Deere & Co. | 0.80% | 51,369 | $21.1M | Reduce -5.2% |
| FCFS Firstcash Holdings Inc. | 0.80% | 165,397 | $21.1M | Reduce -3.4% |
| ARLO Arlo Technologies Inc. | 0.80% | 1,662,899 | $21.0M | Add +164.4% |
| VCYT Veracyte Inc. | 0.77% | 915,750 | $20.3M | Add +4.9% |
| FLR Fluor Corp. | 0.77% | 477,845 | $20.2M | Reduce -3.1% |
| ICFI Icf International Inc. | 0.73% | 127,569 | $19.2M | Reduce -3.1% |
| TXG 10X Genomics Inc. Class A | 0.73% | 509,033 | $19.1M | New |
| PGNY Progyny Inc. | 0.73% | 500,487 | $19.1M | Reduce -3.1% |
| GE General Electric | 0.70% | 104,115 | $18.3M | Reduce -9.7% |
| ALG Alamo Group Inc. | 0.69% | 79,040 | $18.0M | Reduce -3.4% |
| VIAV Viavi Solutions Inc. | 0.68% | 1,952,493 | $17.7M | Add +50.0% |
| KRUS Kura Sushi USA Inc. Class A | 0.67% | 153,480 | $17.7M | Reduce -1.3% |
| LESLIES INC | 0.66% | 2,679,067 | $17.4M | Add +26.8% |
| SYK Stryker Corp. | 0.65% | 47,914 | $17.1M | Reduce -9.6% |
| ABBV Abbvie Inc. | 0.64% | 92,871 | $16.9M | Reduce -2.3% |
| ODFL Old Dominion Freight Line | 0.63% | 75,728 | $16.6M | Reduce -5.9% |
| MEOH Methanex Corp. | 0.62% | 365,432 | $16.3M | Reduce -20.1% |
| LITE Lumentum Holdings Inc. | 0.62% | 341,504 | $16.2M | New |
| MRTN Marten Transport Ltd. | 0.61% | 867,935 | $16.0M | Reduce -3.6% |
| PCAR Paccar Inc. | 0.60% | 126,917 | $15.7M | Add +46.9% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.59% | 352,770 | $15.5M | Reduce -3.4% |
| ROK Rockwell Automation Inc. | 0.59% | 52,820 | $15.4M | Reduce -8.6% |
| COST Costco Wholesale Corp. | 0.57% | 20,320 | $14.9M | Reduce -0.3% |
| ZIP Ziprecruiter Inc. Class A | 0.55% | 1,261,376 | $14.5M | New |
| META Meta Platforms Inc. Class A | 0.55% | 29,798 | $14.5M | Reduce -12.6% |
| CWT California Water Service Grp | 0.53% | 302,204 | $14.0M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 23,469 | $13.6M | Reduce -5.0% |
| BLK BlackRock Finance Inc. | 0.51% | 16,144 | $13.5M | Reduce -6.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.50% | 41,380 | $13.3M | Reduce -9.1% |
| AVDX Avidxchange Holdings Inc. | 0.50% | 1,007,900 | $13.3M | Add +39.5% |
| SITM Sitime Corp. | 0.48% | 134,783 | $12.6M | New |
| ENOV Enovis Corp. | 0.47% | 199,508 | $12.5M | New |
| IDXX Idexx Laboratories Inc. | 0.47% | 22,799 | $12.3M | Reduce -10.2% |
| ADBE Adobe Inc. | 0.45% | 23,574 | $11.9M | Reduce -15.3% |
| RXST Rxsight Inc. | 0.44% | 224,502 | $11.6M | Reduce -2.8% |
| MGM MGM Resorts International | 0.43% | 236,617 | $11.2M | Reduce -11.8% |
| ZTS Zoetis Inc. | 0.42% | 65,788 | $11.1M | Reduce -10.2% |
| FOLD Amicus Therapeutics Inc. | 0.41% | 918,834 | $10.8M | New |
| BWIN Baldwin Insurance Group Inc./ filed as BRP GROUP INC | 0.41% | 369,543 | $10.7M | Reduce -0.3% |
| DHR Danaher Corp. | 0.40% | 42,192 | $10.5M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.39% | 41,531 | $10.4M | Reduce -0.3% |
| SHOP Shopify Inc. Class A | 0.39% | 131,812 | $10.2M | Reduce -10.6% |
| PEP Pepsico Inc. | 0.39% | 57,972 | $10.1M | Reduce -5.8% |
| BROS Dutch Bros Inc. Class A | 0.38% | 305,660 | $10.1M | New |
| NTRA Natera Inc. | 0.38% | 108,566 | $9.9M | Reduce -3.2% |
| BMBL Bumble Inc. Class A | 0.37% | 865,843 | $9.8M | Reduce -0.1% |
| MRVI Maravai Lifesciences Hldgs-A | 0.37% | 1,123,337 | $9.7M | Reduce -0.0% |
| ROG Rogers Corp. | 0.37% | 81,109 | $9.6M | Add +168.1% |
| HAYW Hayward Holdings Inc. | 0.37% | 627,090 | $9.6M | Reduce -3.2% |
| SHW The Sherwin-Williams Co. | 0.36% | 27,518 | $9.6M | New |
| PCOR Procore Technologies Inc. | 0.36% | 115,125 | $9.5M | Reduce -3.1% |
| FIGS Figs Inc. Class A | 0.35% | 1,862,202 | $9.3M | Add +66.5% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.35% | 68,326 | $9.1M | Reduce -1.9% |
| ADI Analog Devices Inc. | 0.34% | 45,330 | $9.0M | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 0.33% | 43,630 | $8.7M | No change |
| CNM Core & Main Inc. Class A | 0.32% | 147,215 | $8.4M | Reduce -18.4% |
| SITE Siteone Landscape Supply Inc. | 0.32% | 47,762 | $8.3M | Reduce -2.1% |
Portfolio Sells Q4 2023 → Q1 2024
| APG Api Group Corp. | Reduce -80.3% | 0.27% | −0.98 |
| AXONICS INC | Sold out | 0.00% | −0.98 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.90 |
| SPT Sprout Social Inc. Class A | Sold out | 0.00% | −0.83 |
| AZEK The Azek Co. Inc. | Reduce -46.8% | 0.96% | −0.45 |
| NEOG Neogen Corp. | Reduce -1.6% | 1.29% | −0.42 |
| ECVT Ecovyst Inc. | Sold out | 0.00% | −0.41 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.39 |
| AAPL Apple Inc. | Reduce -5.2% | 1.84% | −0.39 |
| UNH Unitedhealth Group Inc. | Reduce -55.0% | 0.27% | −0.39 |
| AIN Albany Intl Corp. Class A | Reduce -20.4% | 0.96% | −0.34 |
| CRS Carpenter Technology | Reduce -23.4% | 0.98% | −0.32 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -3.4% | 0.59% | −0.29 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.25 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.25 |
| PLNT Planet Fitness Inc. Class A | Sold out | 0.00% | −0.24 |
| SAIA Saia Inc. | Sold out | 0.00% | −0.23 |
| MEOH Methanex Corp. | Reduce -20.1% | 0.62% | −0.22 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.22 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.22 |
| IAS Integral Ad Science Holding | Sold out | 0.00% | −0.21 |
| ADBE Adobe Inc. | Reduce -15.3% | 0.45% | −0.19 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.18 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −0.17 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.16 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.16 |
| KTOS Kratos Defense & Security | Reduce -3.7% | 0.87% | −0.15 |
| ACIW Aci Worldwide Inc. | Sold out | 0.00% | −0.14 |
| ZTS Zoetis Inc. | Reduce -10.2% | 0.42% | −0.14 |
| SPGI S&P Global Inc. | Reduce -8.5% | 0.81% | −0.13 |
| MRTN Marten Transport Ltd. | Reduce -3.6% | 0.61% | −0.13 |
| BMBL Bumble Inc. Class A | Reduce -0.1% | 0.37% | −0.12 |
| SIG Signet Jewelers Ltd. | Reduce -3.6% | 0.86% | −0.12 |
| ROK Rockwell Automation Inc. | Reduce -8.6% | 0.59% | −0.11 |
| DV Doubleverify Holdings Inc. | Reduce -3.6% | 1.00% | −0.11 |
| CWT California Water Service Grp | Reduce -3.6% | 0.53% | −0.10 |
| BA The Boeing Co. | Reduce -28.1% | 0.09% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -10.2% | 0.47% | −0.08 |
| NE Noble Corp. PLC | Reduce -3.5% | 1.42% | −0.07 |
| V Visa Inc. Class A | Reduce -9.3% | 1.19% | −0.06 |
| GH Guardant Health Inc. | Reduce -2.8% | 0.16% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -10.6% | 0.39% | −0.06 |
| TECH Bio-Techne Corp. | Reduce -8.7% | 0.25% | −0.06 |
| VRRM Verra Mobility Corp. | Reduce -27.1% | 0.19% | −0.06 |
| NYT New York Times Co. Class A | Reduce -3.9% | 0.26% | −0.05 |
| BILL Bill Holdings Inc. | Reduce -3.3% | 0.20% | −0.05 |
| BL Blackline Inc. | Reduce -5.2% | 1.12% | −0.05 |
| ADI Analog Devices Inc. | Reduce -9.4% | 0.34% | −0.05 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -3.2% | 0.19% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.8% | 0.22% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| TXG 10X Genomics Inc. Class A | New | 0.73% | +0.73 |
| LITE Lumentum Holdings Inc. | New | 0.62% | +0.62 |
| ARLO Arlo Technologies Inc. | Add +164.4% | 0.80% | +0.57 |
| ZIP Ziprecruiter Inc. Class A | New | 0.55% | +0.55 |
| SITM Sitime Corp. | New | 0.48% | +0.48 |
| ENOV Enovis Corp. | New | 0.47% | +0.47 |
| FOLD Amicus Therapeutics Inc. | New | 0.41% | +0.41 |
| ARCB Arcbest Corp. | Add +40.1% | 1.05% | +0.40 |
| BROS Dutch Bros Inc. Class A | New | 0.38% | +0.38 |
| SHW The Sherwin-Williams Co. | New | 0.36% | +0.36 |
| AGYS Agilysys Inc. | Add +43.2% | 1.07% | +0.30 |
| PCAR Paccar Inc. | Add +46.9% | 0.60% | +0.27 |
| MP MP Materials Corp. | New | 0.24% | +0.24 |
| ROG Rogers Corp. | Add +168.1% | 0.37% | +0.21 |
| ALGM Allegro Microsystems Inc. | New | 0.20% | +0.20 |
| TSEM Tower Semiconductor Ltd. | Add +22.3% | 0.81% | +0.19 |
| PTC PTC Inc. | Add +115.0% | 0.30% | +0.17 |
| FMC FMC Corp. | New | 0.17% | +0.17 |
| VIAV Viavi Solutions Inc. | Add +50.0% | 0.68% | +0.17 |
| AVDX Avidxchange Holdings Inc. | Add +39.5% | 0.50% | +0.16 |
| EXPO Exponent Inc. | New | 0.15% | +0.15 |
| ATEC Alphatec Holdings Inc. | New | 0.15% | +0.15 |
| LESLIES INC | Add +26.8% | 0.66% | +0.09 |
| MYRG MYR Group Inc./Delaware | Add +23.6% | 0.26% | +0.08 |
| W Wayfair Inc. Class A | Add +22.6% | 0.30% | +0.07 |
| DIS The Walt Disney Co. | Add +17.2% | 0.17% | +0.06 |
| FIGS Figs Inc. Class A | Add +66.5% | 0.35% | +0.05 |
| FROG Jfrog Ltd. | Add +0.8% | 0.24% | +0.05 |
| GMED Globus Medical Inc. Class A | Add +27.9% | 0.22% | +0.04 |
| JBTM JBT Marel Corp. | Add +15.2% | 0.27% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| HLIO Helios Technologies Inc. | Add +19.9% | 0.28% | +0.04 |
| VC Visteon Corp. | Add +12.2% | 0.90% | +0.03 |
| CWAN Clearwater Analytics HDS-A | Add +31.4% | 0.23% | +0.03 |
| HD Home Depot Inc. | Add +8.6% | 0.18% | +0.03 |
| GWW WW Grainger Inc. | Add +0.7% | 0.15% | +0.03 |
| C Citigroup Inc. | Add +25.5% | 0.07% | +0.02 |
| ORCL Oracle Corp. | Add +0.0% | 0.16% | +0.02 |
| CAT Caterpillar Inc. | Add +35.0% | 0.05% | +0.02 |
| PCH Potlatchdeltic Corp. | Add +18.7% | 0.19% | +0.02 |
| MNRO Monro Inc. | Add +1.9% | 0.20% | +0.01 |
| CP Canadian Pacific Kansas City | Add +7.6% | 0.08% | +0.01 |
| AMBA Ambarella Inc. | Add +33.6% | 0.14% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.08% | +0.01 |
| AMSF Amerisafe Inc. | Add +2.0% | 0.12% | +0.01 |
| HCA HCA Healthcare Inc. | New | 0.01% | +0.01 |
| NEE Nextera Energy Inc. | New | 0.01% | +0.01 |
| NUE Nucor Corp. | Add +0.1% | 0.07% | +0.01 |
| DCI Donaldson Co. Inc. | Add +0.3% | 0.04% | +0.00 |
| SSD Simpson Manufacturing Co. Inc. | Add +1.0% | 0.16% | +0.00 |
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 |