Granite Investment Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Granite Investment Partners, LLC reported 253 stock positions worth $2.4 billion. Its top holding was Microsoft (MSFT) at 3.3% of the portfolio, followed by Apple (AAPL, 2.5%) and Nvidia (NVDA, 2.0%). Compared with Q1 2024, it opened 15 new positions, sold out of 23, added to 37 and reduced 157. The biggest buy was a new position in Axcelis Technologies (ACLS) and the biggest sale an exit from Doubleverify (DV).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.4B (Q2 2024)
- SEC Filing
- 0001398344-24-014395 ↗ filed Aug 12, 2024
Holdings Value
Holdings 253 stocks · $2.4B
| MSFT Microsoft Corp. | 3.27% | 176,713 | $79.0M | Reduce -1.1% |
| AAPL Apple Inc. | 2.52% | 289,421 | $61.0M | Add +2.7% |
| NVDA Nvidia Corp. | 2.01% | 392,294 | $48.5M | Reduce -0.4% |
| FRPT Freshpet Inc. | 1.96% | 366,323 | $47.4M | Reduce -10.1% |
| CWST Casella Waste Systems Inc. Class A | 1.84% | 448,770 | $44.5M | Reduce -9.2% |
| CBZ Cbiz Inc. | 1.78% | 580,902 | $43.0M | Reduce -11.4% |
| AMZN Amazon.com Inc. | 1.70% | 212,465 | $41.1M | Reduce -0.5% |
| HALO Halozyme Therapeutics Inc. | 1.63% | 752,839 | $39.4M | Reduce -7.2% |
| GOOG Alphabet Inc. Class C | 1.63% | 213,937 | $39.2M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 1.46% | 112,808 | $35.4M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 1.43% | 38,177 | $34.6M | Reduce -0.2% |
| NEOG Neogen Corp. | 1.34% | 2,069,613 | $32.3M | Reduce -3.9% |
| AGYS Agilysys Inc. | 1.31% | 303,601 | $31.6M | Reduce -8.7% |
| NE Noble Corp. PLC | 1.29% | 695,171 | $31.0M | Reduce -9.6% |
| NSSC Napco Security Technologies | 1.28% | 593,137 | $30.8M | Reduce -10.9% |
| V Visa Inc. Class A | 1.20% | 110,516 | $29.0M | Reduce -1.4% |
| WTFC Wintrust Financial Corp. | 1.15% | 282,324 | $27.8M | Reduce -11.1% |
| ACLS Axcelis Technologies Inc. | 1.15% | 195,521 | $27.8M | New |
| IPAR Interparfums Inc. | 1.13% | 235,549 | $27.3M | Reduce -8.7% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 1.10% | 597,519 | $26.6M | Reduce -10.9% |
| LPX Louisiana-Pacific Corp. | 1.06% | 312,277 | $25.7M | Reduce -10.8% |
| HP Helmerich & Payne | 0.99% | 660,803 | $23.9M | Reduce -9.0% |
| CR Crane Co. | 0.97% | 161,082 | $23.4M | Reduce -10.7% |
| HUBB Hubbell Inc. | 0.94% | 62,210 | $22.7M | Reduce -0.4% |
| TSEM Tower Semiconductor Ltd. | 0.92% | 566,613 | $22.3M | Reduce -11.0% |
| KTOS Kratos Defense & Security | 0.91% | 1,102,371 | $22.1M | Reduce -11.0% |
| SPGI S&P Global Inc. | 0.91% | 49,263 | $22.0M | Reduce -1.6% |
| DSGX The Descartes Systems Grp | 0.84% | 210,466 | $20.4M | Reduce -36.8% |
| VCYT Veracyte Inc. | 0.84% | 934,994 | $20.3M | Add +2.1% |
| ARLO Arlo Technologies Inc. | 0.81% | 1,502,497 | $19.6M | Reduce -9.7% |
| STC Stewart Information Services | 0.80% | 311,978 | $19.4M | Reduce -10.9% |
| DE Deere & Co. | 0.80% | 51,406 | $19.2M | Add +0.1% |
| CRS Carpenter Technology | 0.78% | 172,181 | $18.9M | Reduce -52.2% |
| FLR Fluor Corp. | 0.78% | 432,707 | $18.8M | Reduce -9.4% |
| ARCB Arcbest Corp. | 0.77% | 174,509 | $18.7M | Reduce -9.8% |
| LITE Lumentum Holdings Inc. | 0.77% | 364,364 | $18.6M | Add +6.7% |
| BDC Belden Inc. | 0.76% | 196,026 | $18.4M | Reduce -33.5% |
| SIG Signet Jewelers Ltd. | 0.74% | 198,744 | $17.8M | Reduce -11.8% |
| AZEK The Azek Co. Inc. | 0.73% | 419,079 | $17.7M | Reduce -16.8% |
| STAA Staar Surgical Co. | 0.71% | 362,050 | $17.2M | New |
| OUT Outfront Media Inc. | 0.71% | 1,205,172 | $17.2M | Reduce -10.9% |
| COST Costco Wholesale Corp. | 0.71% | 20,248 | $17.2M | Reduce -0.3% |
| ICFI Icf International Inc. | 0.70% | 113,632 | $16.9M | Reduce -10.9% |
| TRNO Terreno Realty Corp. | 0.69% | 281,879 | $16.7M | Reduce -11.8% |
| GE General Electric filed as GE AEROSPACE | 0.69% | 104,090 | $16.5M | Reduce -0.0% |
| PYCR Paycor HCM Inc. | 0.68% | 1,300,352 | $16.5M | Reduce -17.1% |
| ESAB Esab Corp. | 0.67% | 172,289 | $16.3M | Reduce -23.6% |
| SYK Stryker Corp. | 0.66% | 46,908 | $16.0M | Reduce -2.1% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.66% | 397,514 | $15.9M | Add +12.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.66% | 41,318 | $15.8M | Reduce -0.1% |
| NCNO Ncino Inc. | 0.66% | 503,267 | $15.8M | Reduce -11.2% |
| MEOH Methanex Corp. | 0.65% | 326,370 | $15.8M | Reduce -10.7% |
| ABBV Abbvie Inc. | 0.65% | 90,843 | $15.6M | Reduce -2.2% |
| FCFS Firstcash Holdings Inc. | 0.64% | 146,788 | $15.4M | Reduce -11.3% |
| CERT Certara Inc. | 0.62% | 1,079,969 | $15.0M | Reduce -11.0% |
| SITM Sitime Corp. | 0.62% | 120,082 | $14.9M | Reduce -10.9% |
| META Meta Platforms Inc. Class A | 0.61% | 29,394 | $14.8M | Reduce -1.4% |
| PCAR Paccar Inc. | 0.61% | 143,343 | $14.8M | Add +12.9% |
| ROK Rockwell Automation Inc. | 0.60% | 53,031 | $14.6M | Add +0.4% |
| MRTN Marten Transport Ltd. | 0.58% | 764,875 | $14.1M | Reduce -11.9% |
| CWK Cushman & Wakefield UK Holdc | 0.58% | 1,346,001 | $14.0M | New |
| BROS Dutch Bros Inc. Class A | 0.57% | 332,841 | $13.8M | Add +8.9% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.57% | 899,130 | $13.8M | New |
| VSTS Vestis Corp. | 0.57% | 1,124,421 | $13.8M | New |
| ODFL Old Dominion Freight Line | 0.55% | 75,670 | $13.4M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.54% | 23,398 | $13.0M | Reduce -0.8% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 23,435 | $13.0M | Reduce -0.1% |
| CWT California Water Service Grp | 0.54% | 266,781 | $12.9M | Reduce -11.7% |
| BRZE Braze Inc. Class A | 0.54% | 332,784 | $12.9M | New |
| BLK BlackRock Finance Inc. | 0.53% | 16,127 | $12.7M | Reduce -0.1% |
| RXST Rxsight Inc. | 0.50% | 200,537 | $12.1M | Reduce -10.7% |
| VIAV Viavi Solutions Inc. | 0.50% | 1,744,104 | $12.0M | Reduce -10.7% |
| ROG Rogers Corp. | 0.49% | 97,963 | $11.8M | Add +20.8% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.48% | 328,294 | $11.6M | Reduce -11.2% |
| NTRA Natera Inc. | 0.48% | 106,644 | $11.5M | Reduce -1.8% |
| ZTS Zoetis Inc. | 0.47% | 65,449 | $11.3M | Reduce -0.5% |
| MGNI Magnite Inc. | 0.47% | 844,758 | $11.2M | New |
| IDXX Idexx Laboratories Inc. | 0.46% | 22,741 | $11.1M | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.46% | 36,828 | $11.0M | Add +33.8% |
| AVDX Avidxchange Holdings Inc. | 0.45% | 895,227 | $10.8M | Reduce -11.2% |
| ICUI Icu Medical Inc. | 0.44% | 89,687 | $10.7M | New |
| DHR Danaher Corp. | 0.44% | 42,192 | $10.5M | No change |
| SHOP Shopify Inc. Class A | 0.43% | 156,853 | $10.4M | Add +19.0% |
| ZIP Ziprecruiter Inc. Class A | 0.43% | 1,133,064 | $10.3M | Reduce -10.2% |
| ADI Analog Devices Inc. | 0.42% | 44,952 | $10.3M | Reduce -0.8% |
| MGM MGM Resorts International | 0.42% | 226,877 | $10.1M | Reduce -4.1% |
| ADP Automatic Data Processing | 0.40% | 40,076 | $9.6M | Reduce -3.5% |
| GEV GE Vernova Inc. | 0.38% | 53,649 | $9.2M | Add +620.1% |
| TXG 10X Genomics Inc. Class A | 0.37% | 461,013 | $9.0M | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 0.37% | 43,616 | $8.8M | Reduce -0.0% |
| KRUS Kura Sushi USA Inc. Class A | 0.36% | 136,631 | $8.6M | Reduce -11.0% |
| SPXC SPX Technologies Inc. | 0.36% | 60,441 | $8.6M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.35% | 51,832 | $8.5M | Reduce -10.6% |
| ECL Ecolab Inc. | 0.35% | 35,266 | $8.4M | No change |
| CROX Crocs Inc. | 0.34% | 56,427 | $8.2M | Reduce -1.8% |
| FOLD Amicus Therapeutics Inc. | 0.34% | 821,178 | $8.1M | Reduce -10.6% |
| CCC CCC Intelligent Solutions Ho | 0.34% | 730,617 | $8.1M | Add +132.3% |
| BMBL Bumble Inc. Class A | 0.33% | 767,709 | $8.1M | Reduce -11.3% |
| PTC PTC Inc. | 0.33% | 44,249 | $8.0M | Add +6.1% |
| ENOV Enovis Corp. | 0.33% | 177,646 | $8.0M | Reduce -11.0% |
Portfolio Sells Q1 2024 → Q2 2024
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −1.00 |
| BL Blackline Inc. | Reduce -78.8% | 0.19% | −0.92 |
| VC Visteon Corp. | Reduce -98.8% | 0.01% | −0.89 |
| AIN Albany Intl Corp. Class A | Reduce -76.7% | 0.22% | −0.74 |
| PGNY Progyny Inc. | Sold out | 0.00% | −0.73 |
| ALG Alamo Group Inc. | Sold out | 0.00% | −0.69 |
| LESLIES INC | Reduce -99.6% | 0.00% | −0.66 |
| PYCR Paycor HCM Inc. | Reduce -17.1% | 0.68% | −0.48 |
| TXG 10X Genomics Inc. Class A | Reduce -9.4% | 0.37% | −0.36 |
| FIGS Figs Inc. Class A | Sold out | 0.00% | −0.35 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -11.0% | 0.36% | −0.32 |
| DSGX The Descartes Systems Grp | Reduce -36.8% | 0.84% | −0.32 |
| BDC Belden Inc. | Reduce -33.5% | 0.76% | −0.28 |
| ARCB Arcbest Corp. | Reduce -9.8% | 0.77% | −0.28 |
| ESAB Esab Corp. | Reduce -23.6% | 0.67% | −0.28 |
| IPAR Interparfums Inc. | Reduce -8.7% | 1.13% | −0.25 |
| SBCF Seacoast Banking Corp. | Sold out | 0.00% | −0.25 |
| AZEK The Azek Co. Inc. | Reduce -16.8% | 0.73% | −0.23 |
| CERT Certara Inc. | Reduce -11.0% | 0.62% | −0.21 |
| RBA RB Global Inc. | Sold out | 0.00% | −0.20 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −0.20 |
| MNRO Monro Inc. | Sold out | 0.00% | −0.20 |
| CRS Carpenter Technology | Reduce -52.2% | 0.78% | −0.20 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −0.20 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.20 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.18 |
| VIAV Viavi Solutions Inc. | Reduce -10.7% | 0.50% | −0.18 |
| CBZ Cbiz Inc. | Reduce -11.4% | 1.78% | −0.18 |
| HP Helmerich & Payne | Reduce -9.0% | 0.99% | −0.17 |
| FCFS Firstcash Holdings Inc. | Reduce -11.3% | 0.64% | −0.17 |
| MKSI MKS Inc. | Reduce -50.0% | 0.18% | −0.16 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.16 |
| NCNO Ncino Inc. | Reduce -11.2% | 0.66% | −0.15 |
| OUT Outfront Media Inc. | Reduce -10.9% | 0.71% | −0.15 |
| ENOV Enovis Corp. | Reduce -11.0% | 0.33% | −0.14 |
| NE Noble Corp. PLC | Reduce -9.6% | 1.29% | −0.13 |
| ZIP Ziprecruiter Inc. Class A | Reduce -10.2% | 0.43% | −0.13 |
| SIG Signet Jewelers Ltd. | Reduce -11.8% | 0.74% | −0.12 |
| TRNO Terreno Realty Corp. | Reduce -11.8% | 0.69% | −0.12 |
| WTFC Wintrust Financial Corp. | Reduce -11.1% | 1.15% | −0.11 |
| PCOR Procore Technologies Inc. | Reduce -20.1% | 0.25% | −0.11 |
| CRM Salesforce Inc. | Reduce -60.8% | 0.06% | −0.11 |
| SRDX Surmodics Inc. | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.09 |
| SITE Siteone Landscape Supply Inc. | Reduce -2.1% | 0.24% | −0.08 |
| HAYW Hayward Holdings Inc. | Reduce -11.1% | 0.28% | −0.08 |
| ODFL Old Dominion Freight Line | Reduce -0.1% | 0.55% | −0.08 |
| FOLD Amicus Therapeutics Inc. | Reduce -10.6% | 0.34% | −0.07 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -11.1% | 0.30% | −0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| ACLS Axcelis Technologies Inc. | New | 1.15% | +1.15 |
| STAA Staar Surgical Co. | New | 0.71% | +0.71 |
| AAPL Apple Inc. | Add +2.7% | 2.52% | +0.69 |
| CWK Cushman & Wakefield UK Holdc | New | 0.58% | +0.58 |
| CALY Callaway Golf Company | New | 0.57% | +0.57 |
| VSTS Vestis Corp. | New | 0.57% | +0.57 |
| BRZE Braze Inc. Class A | New | 0.54% | +0.54 |
| MGNI Magnite Inc. | New | 0.47% | +0.47 |
| ICUI Icu Medical Inc. | New | 0.44% | +0.44 |
| GEV GE Vernova Inc. | Add +620.1% | 0.38% | +0.34 |
| NVT Nvent Electric PLC | New | 0.30% | +0.30 |
| CCC CCC Intelligent Solutions Ho | Add +132.3% | 0.34% | +0.19 |
| PRI Primerica Inc. | New | 0.19% | +0.19 |
| BROS Dutch Bros Inc. Class A | Add +8.9% | 0.57% | +0.19 |
| JLL Jones Lang Lasalle Inc. | New | 0.18% | +0.18 |
| SUM Summit Materials Inc. Class A | New | 0.17% | +0.17 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.16% | +0.16 |
| LITE Lumentum Holdings Inc. | Add +6.7% | 0.77% | +0.15 |
| OLN Olin Corp. | New | 0.15% | +0.15 |
| AMSF Amerisafe Inc. | Add +136.0% | 0.27% | +0.15 |
| ATEC Alphatec Holdings Inc. | Add +130.2% | 0.29% | +0.14 |
| ROG Rogers Corp. | Add +20.8% | 0.49% | +0.12 |
| INSP Inspire Medical Systems Inc. | New | 0.12% | +0.12 |
| SHW The Sherwin-Williams Co. | Add +33.8% | 0.46% | +0.09 |
| EXPO Exponent Inc. | Add +26.4% | 0.24% | +0.09 |
| AMBA Ambarella Inc. | Add +34.9% | 0.22% | +0.08 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +12.7% | 0.66% | +0.07 |
| VCYT Veracyte Inc. | Add +2.1% | 0.84% | +0.07 |
| SHOP Shopify Inc. Class A | Add +19.0% | 0.43% | +0.04 |
| ORCL Oracle Corp. | Add +0.0% | 0.20% | +0.04 |
| PTC PTC Inc. | Add +6.1% | 0.33% | +0.03 |
| ROK Rockwell Automation Inc. | Add +0.4% | 0.60% | +0.02 |
| FROG Jfrog Ltd. | Add +15.3% | 0.25% | +0.02 |
| PRO Pros Holdings Inc. | Add +31.4% | 0.13% | +0.01 |
| PCAR Paccar Inc. | Add +12.9% | 0.61% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.08% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +4340.0% | 0.00% | +0.00 |
| MAR Marriott International Class A | Add +5.1% | 0.03% | +0.00 |
| HYT BlackRock Corp. Hi YLD | Add +2.0% | 0.02% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +2.2% | 0.02% | +0.00 |
| DSL Doubleline Income Solutions | Add +2.3% | 0.02% | +0.00 |
| MAMA Mama's Creations Inc. | Add +7.1% | 0.00% | +0.00 |
| CCI Crown Castle Inc. | Add +0.5% | 0.08% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +7.7% | 0.01% | +0.00 |
| NEPH Nephros Inc. | Add +7.1% | 0.00% | +0.00 |
| OPK Opko Health Inc. | Add +7.1% | 0.00% | +0.00 |
| SWIM Latham Group Inc. | Add +7.1% | 0.00% | −0.00 |
| SKIN Skinhealth Systems Inc. | Add +7.0% | 0.00% | −0.00 |
| TALK Talkspace Inc. | Add +6.6% | 0.00% | −0.00 |
| SLAB Silicon Laboratories Inc. | Add +15.7% | 0.22% | −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 |