Granite Investment Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Granite Investment Partners, LLC reported 245 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 3.2% of the portfolio, followed by Apple (AAPL, 2.8%) and Nvidia (NVDA, 1.8%). Compared with Q2 2024, it opened 15 new positions, sold out of 24, added to 47 and reduced 153. The biggest buy was Siteone Landscape Supply (SITE, shares +234%) and the biggest sale Noble (NE, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0001398344-24-020459 ↗ filed Nov 12, 2024
Holdings Value
Holdings 245 stocks · $2.3B
| MSFT Microsoft Corp. | 3.17% | 172,318 | $74.1M | Reduce -2.5% |
| AAPL Apple Inc. | 2.77% | 278,135 | $64.8M | Reduce -3.9% |
| NVDA Nvidia Corp. | 1.76% | 338,716 | $41.1M | Reduce -13.7% |
| AMZN Amazon.com Inc. | 1.75% | 219,987 | $41.0M | Add +3.5% |
| CWST Casella Waste Systems Inc. Class A | 1.69% | 397,900 | $39.6M | Reduce -11.3% |
| CBZ Cbiz Inc. | 1.68% | 584,378 | $39.3M | Add +0.6% |
| FRPT Freshpet Inc. | 1.58% | 270,497 | $37.0M | Reduce -26.2% |
| GOOG Alphabet Inc. Class C | 1.50% | 210,101 | $35.1M | Reduce -1.8% |
| NEOG Neogen Corp. | 1.48% | 2,056,175 | $34.6M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 1.47% | 103,619 | $34.3M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 1.42% | 37,471 | $33.2M | Reduce -1.9% |
| WTFC Wintrust Financial Corp. | 1.34% | 288,599 | $31.3M | Add +2.2% |
| LPX Louisiana-Pacific Corp. | 1.33% | 289,061 | $31.1M | Reduce -7.4% |
| AGYS Agilysys Inc. | 1.25% | 268,211 | $29.2M | Reduce -11.7% |
| V Visa Inc. Class A | 1.17% | 99,646 | $27.4M | Reduce -9.8% |
| IPAR Interparfums Inc. | 1.16% | 209,567 | $27.1M | Reduce -11.0% |
| BDC Belden Inc. | 1.16% | 230,948 | $27.1M | Add +17.8% |
| TSEM Tower Semiconductor Ltd. | 1.15% | 607,282 | $26.9M | Add +7.2% |
| HUBB Hubbell Inc. | 1.14% | 62,346 | $26.7M | Add +0.2% |
| SPGI S&P Global Inc. | 1.13% | 51,165 | $26.4M | Add +3.9% |
| HALO Halozyme Therapeutics Inc. | 1.08% | 439,297 | $25.1M | Reduce -41.6% |
| VCYT Veracyte Inc. | 1.05% | 723,554 | $24.6M | Reduce -22.6% |
| KTOS Kratos Defense & Security | 1.02% | 1,017,705 | $23.7M | Reduce -7.7% |
| SITE Siteone Landscape Supply Inc. | 1.01% | 156,014 | $23.5M | Add +233.6% |
| CRS Carpenter Technology | 0.99% | 144,515 | $23.1M | Reduce -16.1% |
| PYCR Paycor HCM Inc. | 0.98% | 1,618,398 | $23.0M | Add +24.5% |
| NSSC Napco Security Technologies | 0.95% | 549,561 | $22.2M | Reduce -7.3% |
| STC Stewart Information Services | 0.92% | 288,888 | $21.6M | Reduce -7.4% |
| LITE Lumentum Holdings Inc. | 0.92% | 339,581 | $21.5M | Reduce -6.8% |
| OUT Outfront Media Inc. | 0.88% | 1,118,042 | $20.5M | Reduce -7.2% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.84% | 405,718 | $19.7M | Add +2.1% |
| GE General Electric filed as GE AEROSPACE | 0.83% | 102,697 | $19.4M | Reduce -1.3% |
| FLR Fluor Corp. | 0.83% | 404,281 | $19.3M | Reduce -6.6% |
| SITM Sitime Corp. | 0.82% | 111,636 | $19.1M | Reduce -7.0% |
| DE Deere & Co. | 0.82% | 45,696 | $19.1M | Reduce -11.1% |
| ICUI Icu Medical Inc. | 0.81% | 104,302 | $19.0M | Add +16.3% |
| ACLS Axcelis Technologies Inc. | 0.79% | 176,174 | $18.5M | Reduce -9.9% |
| ODFL Old Dominion Freight Line | 0.78% | 92,004 | $18.3M | Add +21.6% |
| ABBV Abbvie Inc. | 0.76% | 90,465 | $17.9M | Reduce -0.4% |
| HP Helmerich & Payne | 0.76% | 585,081 | $17.8M | Reduce -11.5% |
| COST Costco Wholesale Corp. | 0.75% | 19,767 | $17.5M | Reduce -2.4% |
| TRNO Terreno Realty Corp. | 0.75% | 260,608 | $17.4M | Reduce -7.5% |
| FHB First Hawaiian Inc. | 0.74% | 748,843 | $17.3M | New |
| CWK Cushman & Wakefield UK Holdc | 0.74% | 1,268,503 | $17.3M | Reduce -5.8% |
| AZEK The Azek Co. Inc. | 0.74% | 368,575 | $17.2M | Reduce -12.1% |
| ARCB Arcbest Corp. | 0.73% | 156,374 | $17.0M | Reduce -10.4% |
| ARLO Arlo Technologies Inc. | 0.72% | 1,396,884 | $16.9M | Reduce -7.0% |
| HAYW Hayward Holdings Inc. | 0.72% | 1,091,732 | $16.7M | Add +95.7% |
| SYK Stryker Corp. | 0.71% | 46,155 | $16.7M | Reduce -1.6% |
| CR Crane Co. | 0.71% | 105,217 | $16.7M | Reduce -34.7% |
| MDU Mdu Resources Group Inc. | 0.71% | 601,595 | $16.5M | New |
| META Meta Platforms Inc. Class A | 0.70% | 28,691 | $16.4M | Reduce -2.4% |
| FOLD Amicus Therapeutics Inc. | 0.69% | 1,502,877 | $16.1M | Add +83.0% |
| VSTS Vestis Corp. | 0.67% | 1,056,863 | $15.7M | Reduce -6.0% |
| FCFS Firstcash Holdings Inc. | 0.67% | 136,011 | $15.6M | Reduce -7.3% |
| PCAR Paccar Inc. | 0.65% | 153,975 | $15.2M | Add +7.4% |
| BLK BlackRock Finance Inc. | 0.65% | 15,963 | $15.2M | Reduce -1.0% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.65% | 304,010 | $15.1M | Reduce -7.4% |
| SHW The Sherwin-Williams Co. | 0.64% | 39,361 | $15.0M | Add +6.9% |
| ROK Rockwell Automation Inc. | 0.60% | 52,571 | $14.1M | Reduce -0.9% |
| GEV GE Vernova Inc. | 0.59% | 54,028 | $13.8M | Add +0.7% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.59% | 522,966 | $13.8M | Reduce -12.5% |
| KRUS Kura Sushi USA Inc. Class A | 0.58% | 169,177 | $13.6M | Add +23.8% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 21,941 | $13.6M | Reduce -6.4% |
| ESAB Esab Corp. | 0.58% | 127,280 | $13.5M | Reduce -26.1% |
| SIG Signet Jewelers Ltd. | 0.56% | 126,198 | $13.0M | Reduce -36.5% |
| MGNI Magnite Inc. | 0.55% | 927,885 | $12.9M | Add +9.8% |
| ZTS Zoetis Inc. | 0.54% | 64,607 | $12.6M | Reduce -1.3% |
| NARI Inari Medical Inc. | 0.54% | 305,687 | $12.6M | New |
| MRTN Marten Transport Ltd. | 0.54% | 706,578 | $12.5M | Reduce -7.6% |
| MEOH Methanex Corp. | 0.54% | 302,266 | $12.5M | Reduce -7.4% |
| ADBE Adobe Inc. | 0.51% | 23,135 | $12.0M | Reduce -1.1% |
| LGND Ligand Pharmaceuticals | 0.51% | 118,001 | $11.8M | New |
| IDXX Idexx Laboratories Inc. | 0.49% | 22,482 | $11.4M | Reduce -1.1% |
| SHOP Shopify Inc. Class A | 0.47% | 137,442 | $11.0M | Reduce -12.4% |
| STAA Staar Surgical Co. | 0.47% | 295,807 | $11.0M | Reduce -18.3% |
| ADP Automatic Data Processing | 0.46% | 39,011 | $10.8M | Reduce -2.7% |
| DHR Danaher Corp. | 0.46% | 38,587 | $10.7M | Reduce -8.5% |
| NCNO Ncino Inc. | 0.46% | 336,450 | $10.6M | Reduce -33.1% |
| PTC PTC Inc. | 0.45% | 58,233 | $10.5M | Add +31.6% |
| DFIN Donnelley Financial Solution | 0.44% | 155,047 | $10.2M | New |
| ADI Analog Devices Inc. | 0.44% | 44,261 | $10.2M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.44% | 36,311 | $10.2M | Reduce -12.1% |
| BRZE Braze Inc. Class A | 0.43% | 309,730 | $10.0M | Reduce -6.9% |
| ZIP Ziprecruiter Inc. Class A | 0.43% | 1,053,687 | $10.0M | Reduce -7.0% |
| CCC CCC Intelligent Solutions Ho | 0.43% | 899,710 | $9.9M | Add +23.1% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.42% | 175,026 | $9.7M | New |
| JPM JPMorgan Chase & Co. | 0.40% | 44,000 | $9.3M | Add +0.9% |
| TXG 10X Genomics Inc. Class A | 0.40% | 409,786 | $9.3M | Reduce -11.1% |
| BROS Dutch Bros Inc. Class A | 0.40% | 288,262 | $9.2M | Reduce -13.4% |
| RXST Rxsight Inc. | 0.39% | 186,234 | $9.2M | Reduce -7.1% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.39% | 833,596 | $9.2M | Reduce -7.3% |
| NE Noble Corp. PLC | 0.39% | 251,209 | $9.1M | Reduce -63.9% |
| NTRA Natera Inc. | 0.39% | 71,332 | $9.1M | Reduce -33.1% |
| CB Chubb Ltd. | 0.39% | 31,399 | $9.1M | New |
| ICFI Icf International Inc. | 0.38% | 52,849 | $8.8M | Reduce -53.5% |
| ECL Ecolab Inc. | 0.37% | 34,051 | $8.7M | Reduce -3.5% |
| ROG Rogers Corp. | 0.37% | 76,868 | $8.7M | Reduce -21.5% |
| MGM MGM Resorts International | 0.36% | 213,834 | $8.4M | Reduce -5.8% |
| PEP Pepsico Inc. | 0.35% | 48,100 | $8.2M | Reduce -7.2% |
Portfolio Sells Q2 2024 → Q3 2024
| NE Noble Corp. PLC | Reduce -63.9% | 0.39% | −0.90 |
| DSGX The Descartes Systems Grp | Reduce -77.7% | 0.21% | −0.64 |
| CERT Certara Inc. | Sold out | 0.00% | −0.62 |
| HALO Halozyme Therapeutics Inc. | Reduce -41.6% | 1.08% | −0.56 |
| CWT California Water Service Grp | Sold out | 0.00% | −0.54 |
| ONT Onterris Inc. | Reduce -12.5% | 0.59% | −0.51 |
| VIAV Viavi Solutions Inc. | Sold out | 0.00% | −0.50 |
| AVDX Avidxchange Holdings Inc. | Sold out | 0.00% | −0.45 |
| FRPT Freshpet Inc. | Reduce -26.2% | 1.58% | −0.38 |
| ACLS Axcelis Technologies Inc. | Reduce -9.9% | 0.79% | −0.36 |
| BMBL Bumble Inc. Class A | Sold out | 0.00% | −0.33 |
| ENOV Enovis Corp. | Sold out | 0.00% | −0.33 |
| NSSC Napco Security Technologies | Reduce -7.3% | 0.95% | −0.32 |
| ICFI Icf International Inc. | Reduce -53.5% | 0.38% | −0.32 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.30 |
| CR Crane Co. | Reduce -34.7% | 0.71% | −0.25 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.25 |
| NVDA Nvidia Corp. | Reduce -13.7% | 1.76% | −0.25 |
| STAA Staar Surgical Co. | Reduce -18.3% | 0.47% | −0.24 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −0.23 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.23 |
| HP Helmerich & Payne | Reduce -11.5% | 0.76% | −0.23 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -12.1% | 0.44% | −0.22 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.22 |
| FAF First American Financial | Sold out | 0.00% | −0.21 |
| NCNO Ncino Inc. | Reduce -33.1% | 0.46% | −0.20 |
| DH Definitive Healthcare Corp. | Sold out | 0.00% | −0.20 |
| SIG Signet Jewelers Ltd. | Reduce -36.5% | 0.56% | −0.18 |
| CALY Callaway Golf Company | Reduce -7.3% | 0.39% | −0.18 |
| BROS Dutch Bros Inc. Class A | Reduce -13.4% | 0.40% | −0.18 |
| APTV Aptiv Irish Holdings Ltd. | Sold out | 0.00% | −0.17 |
| OLN Olin Corp. | Sold out | 0.00% | −0.15 |
| CWST Casella Waste Systems Inc. Class A | Reduce -11.3% | 1.69% | −0.15 |
| SMTC Semtech Corp. | Sold out | 0.00% | −0.13 |
| VITL Vital Farms Inc. | Reduce -30.1% | 0.15% | −0.13 |
| PRO Pros Holdings Inc. | Sold out | 0.00% | −0.13 |
| CROX Crocs Inc. | Reduce -37.5% | 0.22% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 1.50% | −0.12 |
| MEOH Methanex Corp. | Reduce -7.4% | 0.54% | −0.12 |
| ROG Rogers Corp. | Reduce -21.5% | 0.37% | −0.12 |
| TR Tootsie Roll Inds | Sold out | 0.00% | −0.12 |
| BRZE Braze Inc. Class A | Reduce -6.9% | 0.43% | −0.11 |
| RXST Rxsight Inc. | Reduce -7.1% | 0.39% | −0.11 |
| MSFT Microsoft Corp. | Reduce -2.5% | 3.17% | −0.10 |
| ESAB Esab Corp. | Reduce -26.1% | 0.58% | −0.09 |
| NTRA Natera Inc. | Reduce -33.1% | 0.39% | −0.09 |
| APG Api Group Corp. | Reduce -24.6% | 0.19% | −0.09 |
| MYRG MYR Group Inc./Delaware | Reduce -24.7% | 0.12% | −0.09 |
| ARLO Arlo Technologies Inc. | Reduce -7.0% | 0.72% | −0.09 |
| CNM Core & Main Inc. Class A | Reduce -24.7% | 0.21% | −0.09 |
Portfolio Buys Q2 2024 → Q3 2024
| SITE Siteone Landscape Supply Inc. | Add +233.6% | 1.01% | +0.77 |
| FHB First Hawaiian Inc. | New | 0.74% | +0.74 |
| MDU Mdu Resources Group Inc. | New | 0.71% | +0.71 |
| NARI Inari Medical Inc. | New | 0.54% | +0.54 |
| LGND Ligand Pharmaceuticals | New | 0.51% | +0.51 |
| DFIN Donnelley Financial Solution | New | 0.44% | +0.44 |
| HAYW Hayward Holdings Inc. | Add +95.7% | 0.72% | +0.43 |
| RARE Ultragenyx Pharmaceutical Inc. | New | 0.42% | +0.42 |
| BDC Belden Inc. | Add +17.8% | 1.16% | +0.40 |
| CB Chubb Ltd. | New | 0.39% | +0.39 |
| ICUI Icu Medical Inc. | Add +16.3% | 0.81% | +0.37 |
| FOLD Amicus Therapeutics Inc. | Add +83.0% | 0.69% | +0.35 |
| MXL Maxlinear Inc. | New | 0.34% | +0.34 |
| PYCR Paycor HCM Inc. | Add +24.5% | 0.98% | +0.30 |
| ODFL Old Dominion Freight Line | Add +21.6% | 0.78% | +0.23 |
| TSEM Tower Semiconductor Ltd. | Add +7.2% | 1.15% | +0.23 |
| KRUS Kura Sushi USA Inc. Class A | Add +23.8% | 0.58% | +0.23 |
| SPGI S&P Global Inc. | Add +3.9% | 1.13% | +0.22 |
| GEV GE Vernova Inc. | Add +0.7% | 0.59% | +0.21 |
| HUBB Hubbell Inc. | Add +0.2% | 1.14% | +0.20 |
| WTFC Wintrust Financial Corp. | Add +2.2% | 1.34% | +0.19 |
| SHW The Sherwin-Williams Co. | Add +6.9% | 0.64% | +0.19 |
| AMPH Amphastar Pharmaceuticals Inc. | Add +2.1% | 0.84% | +0.18 |
| SRCE 1ST Source Corp. | New | 0.18% | +0.18 |
| LOPE Grand Canyon Education Inc. | New | 0.15% | +0.15 |
| ADSK Autodesk Inc. | Add +49.7% | 0.32% | +0.13 |
| ULS Ul Solutions Inc. Class A | New | 0.13% | +0.13 |
| TRV The Travelers Cos Inc. | New | 0.12% | +0.12 |
| PTC PTC Inc. | Add +31.6% | 0.45% | +0.12 |
| DAR Darling Ingredients Inc. | New | 0.09% | +0.09 |
| CCC CCC Intelligent Solutions Ho | Add +23.1% | 0.43% | +0.09 |
| MGNI Magnite Inc. | Add +9.8% | 0.55% | +0.09 |
| RGEN Repligen Corp. | Add +17.4% | 0.23% | +0.07 |
| AMZN Amazon.com Inc. | Add +3.5% | 1.75% | +0.05 |
| FIBK First Interstate Bancsys-A | Add +9.3% | 0.23% | +0.05 |
| JBTM JBT Marel Corp. | Add +9.5% | 0.31% | +0.05 |
| PCAR Paccar Inc. | Add +7.4% | 0.65% | +0.04 |
| HD Home Depot Inc. | Add +0.1% | 0.21% | +0.04 |
| BL Blackline Inc. | Add +0.2% | 0.23% | +0.03 |
| AZTA Azenta Inc. | Add +31.8% | 0.16% | +0.03 |
| ABT Abbott Laboratories | Add +0.9% | 0.26% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.40% | +0.03 |
| CP Canadian Pacific Kansas City | Add +7.4% | 0.09% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +10.9% | 0.06% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +3403.3% | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +1.4% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Add +8.2% | 0.06% | +0.01 |
| C Citigroup Inc. | Add +13.1% | 0.08% | +0.01 |
| TSLA Tesla Inc. | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +17.4% | 0.04% | +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 |