Granite Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Granite Investment Partners, LLC reported 261 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 3.1% of the portfolio, followed by Apple (AAPL, 2.9%) and Amazon.com (AMZN, 2.1%). Compared with Q3 2024, it opened 29 new positions, sold out of 14, added to 58 and reduced 134. The biggest buy was Dutch Bros Class A (BROS, shares +141%) and the biggest sale an exit from Carpenter Technology (CRS).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.3B (Q4 2024)
- SEC Filing
- 0001398344-25-002698 ↗ filed Feb 13, 2025
Holdings Value
Holdings 261 stocks · $2.3B
| MSFT Microsoft Corp. | 3.12% | 171,436 | $72.3M | Reduce -0.5% |
| AAPL Apple Inc. | 2.94% | 271,351 | $68.0M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 2.06% | 216,707 | $47.5M | Reduce -1.5% |
| CBZ Cbiz Inc. | 1.99% | 561,249 | $45.9M | Reduce -4.0% |
| NVDA Nvidia Corp. | 1.86% | 319,767 | $42.9M | Reduce -5.6% |
| CWST Casella Waste Systems Inc. Class A | 1.75% | 383,557 | $40.6M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 1.68% | 203,700 | $38.8M | Reduce -3.0% |
| FRPT Freshpet Inc. | 1.58% | 246,872 | $36.6M | Reduce -8.7% |
| BROS Dutch Bros Inc. Class A | 1.57% | 695,430 | $36.4M | Add +141.3% |
| WTFC Wintrust Financial Corp. | 1.52% | 282,551 | $35.2M | Reduce -2.1% |
| AGYS Agilysys Inc. | 1.47% | 258,224 | $34.0M | Reduce -3.7% |
| ETN Eaton Corp. PLC | 1.47% | 102,383 | $34.0M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 1.40% | 41,806 | $32.3M | Add +11.6% |
| TSEM Tower Semiconductor Ltd. | 1.35% | 606,592 | $31.2M | Reduce -0.1% |
| V Visa Inc. Class A | 1.35% | 98,501 | $31.1M | Reduce -1.1% |
| PYCR Paycor HCM Inc. | 1.22% | 1,522,098 | $28.3M | Reduce -6.0% |
| LITE Lumentum Holdings Inc. | 1.21% | 332,459 | $27.9M | Reduce -2.1% |
| KTOS Kratos Defense & Security | 1.16% | 1,019,941 | $26.9M | Add +0.2% |
| HUBB Hubbell Inc. | 1.11% | 61,549 | $25.8M | Reduce -1.3% |
| VCYT Veracyte Inc. | 1.11% | 649,017 | $25.7M | Reduce -10.3% |
| BDC Belden Inc. | 1.10% | 226,203 | $25.5M | Reduce -2.0% |
| SPGI S&P Global Inc. | 1.09% | 50,635 | $25.2M | Reduce -1.0% |
| GE General Electric filed as GE AEROSPACE | 1.04% | 144,452 | $24.1M | Add +40.7% |
| LPX Louisiana-Pacific Corp. | 0.99% | 220,544 | $22.8M | Reduce -23.7% |
| NEOG Neogen Corp. | 0.95% | 1,816,232 | $22.0M | Reduce -11.7% |
| GEV GE Vernova Inc. | 0.95% | 66,768 | $22.0M | Add +23.6% |
| SYK Stryker Corp. | 0.94% | 60,616 | $21.8M | Add +31.3% |
| ROK Rockwell Automation Inc. | 0.89% | 72,326 | $20.7M | Add +37.6% |
| NVCR Novocure Ltd. | 0.88% | 686,727 | $20.5M | New |
| ECG Everus Construction Group | 0.88% | 309,226 | $20.3M | Add +105.6% |
| SITM Sitime Corp. | 0.87% | 93,591 | $20.1M | Reduce -16.2% |
| IPAR Interparfums Inc. | 0.86% | 151,926 | $20.0M | Reduce -27.5% |
| OUT Outfront Media Inc. | 0.86% | 1,118,104 | $19.8M | Add +0.0% |
| SITE Siteone Landscape Supply Inc. | 0.85% | 149,399 | $19.7M | Reduce -4.2% |
| HALO Halozyme Therapeutics Inc. | 0.85% | 409,281 | $19.6M | Reduce -6.8% |
| DE Deere & Co. | 0.83% | 45,464 | $19.3M | Reduce -0.5% |
| NSSC Napco Security Technologies | 0.83% | 537,187 | $19.1M | Reduce -2.3% |
| FHB First Hawaiian Inc. | 0.82% | 732,713 | $19.0M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 0.77% | 19,516 | $17.9M | Reduce -1.3% |
| ARLO Arlo Technologies Inc. | 0.76% | 1,578,549 | $17.7M | Add +13.0% |
| META Meta Platforms Inc. Class A | 0.73% | 28,902 | $16.9M | Add +0.7% |
| AZEK The Azek Co. Inc. | 0.73% | 354,572 | $16.8M | Reduce -3.8% |
| ODFL Old Dominion Freight Line | 0.72% | 93,945 | $16.6M | Add +2.1% |
| HAYW Hayward Holdings Inc. | 0.71% | 1,069,361 | $16.4M | Reduce -2.0% |
| CWK Cushman & Wakefield UK Holdc | 0.70% | 1,243,389 | $16.3M | Reduce -2.0% |
| BLK BlackRock Inc. | 0.70% | 15,832 | $16.2M | Reduce -0.8% |
| FLR Fluor Corp. | 0.70% | 326,384 | $16.1M | Reduce -19.3% |
| PCAR Paccar Inc. | 0.69% | 153,394 | $16.0M | Reduce -0.4% |
| ICUI Icu Medical Inc. | 0.68% | 102,087 | $15.8M | Reduce -2.1% |
| FOLD Amicus Therapeutics Inc. | 0.68% | 1,669,534 | $15.7M | Add +11.1% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.68% | 846,834 | $15.7M | Add +61.9% |
| GTLS Chart Industries Inc. | 0.67% | 81,709 | $15.6M | New |
| NARI Inari Medical Inc. | 0.66% | 299,319 | $15.3M | Reduce -2.1% |
| TRNO Terreno Realty Corp. | 0.65% | 254,661 | $15.1M | Reduce -2.3% |
| ESAB Esab Corp. | 0.65% | 124,663 | $15.0M | Reduce -2.1% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.64% | 396,702 | $14.7M | Reduce -2.2% |
| HP Helmerich & Payne | 0.63% | 457,556 | $14.7M | Reduce -21.8% |
| SHW The Sherwin-Williams Co. | 0.63% | 43,094 | $14.6M | Add +9.5% |
| TRN Trinity Industries Inc. | 0.63% | 414,017 | $14.5M | New |
| MGNI Magnite Inc. | 0.63% | 908,811 | $14.5M | Reduce -2.1% |
| SHOP Shopify Inc. Class A | 0.62% | 134,189 | $14.3M | Reduce -2.4% |
| FCFS Firstcash Holdings Inc. | 0.60% | 133,021 | $13.8M | Reduce -2.2% |
| WD Walker & Dunlop Inc. | 0.58% | 137,204 | $13.3M | New |
| KRUS Kura Sushi USA Inc. Class A | 0.56% | 143,456 | $13.0M | Reduce -15.2% |
| LGND Ligand Pharmaceuticals | 0.54% | 115,538 | $12.4M | Reduce -2.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.53% | 35,583 | $12.2M | Reduce -2.0% |
| GMS GMS Inc. | 0.52% | 140,431 | $11.9M | New |
| DFIN Donnelley Financial Solution | 0.51% | 187,794 | $11.8M | Add +21.1% |
| CR Crane Co. | 0.50% | 76,594 | $11.6M | Reduce -27.2% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.50% | 297,367 | $11.5M | Reduce -2.2% |
| ADP Automatic Data Processing | 0.49% | 39,016 | $11.4M | Add +0.0% |
| NCNO Ncino Inc. | 0.48% | 329,493 | $11.1M | Reduce -2.1% |
| MRTN Marten Transport Ltd. | 0.47% | 689,496 | $10.8M | Reduce -2.4% |
| ARCB Arcbest Corp. | 0.46% | 114,388 | $10.7M | Reduce -26.9% |
| JPM JPMorgan Chase & Co. | 0.46% | 44,195 | $10.6M | Add +0.4% |
| VSTS Vestis Corp. | 0.45% | 684,776 | $10.4M | Reduce -35.2% |
| SIG Signet Jewelers Ltd. | 0.44% | 126,975 | $10.2M | Add +0.6% |
| ZTS Zoetis Inc. | 0.43% | 60,996 | $9.9M | Reduce -5.6% |
| TECH Bio-Techne Corp. | 0.43% | 136,572 | $9.8M | Add +48.9% |
| CCC CCC Intelligent Solutions Ho | 0.42% | 830,643 | $9.7M | Reduce -7.7% |
| ADBE Adobe Inc. | 0.41% | 21,340 | $9.5M | Reduce -7.8% |
| SMG Scotts Miracle-Gro Co. | 0.41% | 142,803 | $9.5M | New |
| ADI Analog Devices Inc. | 0.40% | 43,934 | $9.3M | Reduce -0.7% |
| ADSK Autodesk Inc. | 0.40% | 31,457 | $9.3M | Add +16.8% |
| VSEC Vse Corp. | 0.39% | 95,880 | $9.1M | New |
| MEOH Methanex Corp. | 0.39% | 180,846 | $9.0M | Reduce -40.2% |
| DHR Danaher Corp. | 0.38% | 38,607 | $8.9M | Add +0.1% |
| CB Chubb Ltd. | 0.38% | 31,450 | $8.7M | Add +0.2% |
| IDXX Idexx Laboratories Inc. | 0.37% | 20,703 | $8.6M | Reduce -7.9% |
| ABBV Abbvie Inc. | 0.36% | 47,436 | $8.4M | Reduce -47.6% |
| NTRA Natera Inc. | 0.36% | 52,796 | $8.4M | Reduce -26.0% |
| ZETA Zeta Global Holdings Corp. Class A | 0.35% | 453,429 | $8.2M | New |
| ROG Rogers Corp. | 0.35% | 79,583 | $8.1M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 0.35% | 36,214 | $8.0M | Add +5148.4% |
| ECL Ecolab Inc. | 0.35% | 34,071 | $8.0M | Add +0.1% |
| GO Grocery Outlet Holding Corp. | 0.34% | 507,005 | $7.9M | New |
| GOOGL Alphabet Inc. Class A | 0.34% | 41,804 | $7.9M | No change |
| AXSM Axsome Therapeutics Inc. | 0.34% | 91,649 | $7.8M | New |
| PEP Pepsico Inc. | 0.31% | 47,425 | $7.2M | Reduce -1.4% |
| OPCH Option Care Health Inc. | 0.30% | 303,956 | $7.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| CRS Carpenter Technology | Sold out | 0.00% | −0.99 |
| STC Stewart Information Services | Sold out | 0.00% | −0.92 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.79 |
| MDU Mdu Resources Group Inc. | Sold out | 0.00% | −0.71 |
| NEOG Neogen Corp. | Reduce -11.7% | 0.95% | −0.53 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −0.47 |
| BRZE Braze Inc. Class A | Sold out | 0.00% | −0.43 |
| ZIP Ziprecruiter Inc. Class A | Sold out | 0.00% | −0.43 |
| ABBV Abbvie Inc. | Reduce -47.6% | 0.36% | −0.40 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.40 |
| CALY Callaway Golf Company | Sold out | 0.00% | −0.39 |
| NE Noble Corp. PLC | Sold out | 0.00% | −0.39 |
| ICFI Icf International Inc. | Sold out | 0.00% | −0.38 |
| LPX Louisiana-Pacific Corp. | Reduce -23.7% | 0.99% | −0.34 |
| MXL Maxlinear Inc. | Sold out | 0.00% | −0.34 |
| MGM MGM Resorts International | Reduce -93.7% | 0.02% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Reduce -49.2% | 0.25% | −0.33 |
| IPAR Interparfums Inc. | Reduce -27.5% | 0.86% | −0.30 |
| PTC PTC Inc. | Reduce -65.9% | 0.16% | −0.29 |
| ARCB Arcbest Corp. | Reduce -26.9% | 0.46% | −0.26 |
| HALO Halozyme Therapeutics Inc. | Reduce -6.8% | 0.85% | −0.23 |
| VSTS Vestis Corp. | Reduce -35.2% | 0.45% | −0.22 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.21 |
| CR Crane Co. | Reduce -27.2% | 0.50% | −0.21 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -2.2% | 0.64% | −0.21 |
| SITE Siteone Landscape Supply Inc. | Reduce -4.2% | 0.85% | −0.16 |
| BWIN Baldwin Insurance Group Inc./ | Reduce -2.2% | 0.50% | −0.15 |
| MEOH Methanex Corp. | Reduce -40.2% | 0.39% | −0.14 |
| FLR Fluor Corp. | Reduce -19.3% | 0.70% | −0.13 |
| ICUI Icu Medical Inc. | Reduce -2.1% | 0.68% | −0.13 |
| HP Helmerich & Payne | Reduce -21.8% | 0.63% | −0.13 |
| NSSC Napco Security Technologies | Reduce -2.3% | 0.83% | −0.13 |
| RXST Rxsight Inc. | Reduce -2.6% | 0.27% | −0.12 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -8.3% | 0.29% | −0.12 |
| SPXC SPX Technologies Inc. | Reduce -33.9% | 0.19% | −0.12 |
| IDXX Idexx Laboratories Inc. | Reduce -7.9% | 0.37% | −0.12 |
| ZTS Zoetis Inc. | Reduce -5.6% | 0.43% | −0.11 |
| ADBE Adobe Inc. | Reduce -7.8% | 0.41% | −0.10 |
| TRNO Terreno Realty Corp. | Reduce -2.3% | 0.65% | −0.09 |
| PSN Parsons Corp. | Reduce -42.6% | 0.10% | −0.09 |
| LIN Linde PLC | Reduce -17.0% | 0.25% | −0.09 |
| ESE Esco Technologies Inc. | Reduce -32.6% | 0.20% | −0.08 |
| WY Weyerhaeuser Co. | Reduce -34.8% | 0.10% | −0.08 |
| NVT Nvent Electric PLC | Reduce -27.7% | 0.20% | −0.08 |
| JBTM JBT Marel Corp. | Reduce -41.8% | 0.23% | −0.07 |
| FCFS Firstcash Holdings Inc. | Reduce -2.2% | 0.60% | −0.07 |
| MRTN Marten Transport Ltd. | Reduce -2.4% | 0.47% | −0.07 |
| CROX Crocs Inc. | Reduce -9.5% | 0.15% | −0.07 |
| EXPO Exponent Inc. | Reduce -9.7% | 0.16% | −0.07 |
| HLIO Helios Technologies Inc. | Reduce -15.1% | 0.27% | −0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| BROS Dutch Bros Inc. Class A | Add +141.3% | 1.57% | +1.18 |
| NVCR Novocure Ltd. | New | 0.88% | +0.88 |
| GTLS Chart Industries Inc. | New | 0.67% | +0.67 |
| TRN Trinity Industries Inc. | New | 0.63% | +0.63 |
| WD Walker & Dunlop Inc. | New | 0.58% | +0.58 |
| GMS GMS Inc. | New | 0.52% | +0.52 |
| ECG Everus Construction Group | Add +105.6% | 0.88% | +0.46 |
| SMG Scotts Miracle-Gro Co. | New | 0.41% | +0.41 |
| VSEC Vse Corp. | New | 0.39% | +0.39 |
| GEV GE Vernova Inc. | Add +23.6% | 0.95% | +0.36 |
| ZETA Zeta Global Holdings Corp. Class A | New | 0.35% | +0.35 |
| GO Grocery Outlet Holding Corp. | New | 0.34% | +0.34 |
| IWM iShares Russell 2000 ETF | Add +5148.4% | 0.35% | +0.34 |
| AXSM Axsome Therapeutics Inc. | New | 0.34% | +0.34 |
| OPCH Option Care Health Inc. | New | 0.30% | +0.30 |
| ROK Rockwell Automation Inc. | Add +37.6% | 0.89% | +0.29 |
| SYK Stryker Corp. | Add +31.3% | 0.94% | +0.23 |
| GE General Electric | Add +40.7% | 1.04% | +0.21 |
| ARHS Arhaus Inc. | New | 0.21% | +0.21 |
| ATS Ats Corp. | New | 0.19% | +0.19 |
| FLS Flowserve Corp. | New | 0.18% | +0.18 |
| TTD Trade Desk Inc./the Class A | New | 0.18% | +0.18 |
| PCTY Paylocity Holding Corp. | New | 0.16% | +0.16 |
| MYRG MYR Group Inc./Delaware | Add +52.7% | 0.28% | +0.15 |
| KTOS Kratos Defense & Security | Add +0.2% | 1.16% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +2723.4% | 0.14% | +0.13 |
| SUSA iShares ESG Optimized MSCI U | New | 0.12% | +0.12 |
| TECH Bio-Techne Corp. | Add +48.9% | 0.43% | +0.11 |
| GCMG GCM Grosvenor Inc. Class A | New | 0.10% | +0.10 |
| ONT Onterris Inc. | Add +61.9% | 0.68% | +0.09 |
| BPMC Blueprint Medicines Corp. | New | 0.09% | +0.09 |
| ADSK Autodesk Inc. | Add +16.8% | 0.40% | +0.08 |
| DFIN Donnelley Financial Solution | Add +21.1% | 0.51% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.46% | +0.06 |
| MKSI MKS Inc. | Add +49.9% | 0.17% | +0.05 |
| ARLO Arlo Technologies Inc. | Add +13.0% | 0.76% | +0.04 |
| FOUR SHIFT4 Payments Inc. Class A | Add +6.4% | 0.19% | +0.04 |
| LOPE Grand Canyon Education Inc. | Add +7.9% | 0.19% | +0.04 |
| HD Home Depot Inc. | Add +22.1% | 0.24% | +0.04 |
| SLAB Silicon Laboratories Inc. | Add +6.6% | 0.26% | +0.04 |
| PCH Potlatchdeltic Corp. | Add +31.9% | 0.23% | +0.03 |
| ADP Automatic Data Processing | Add +0.0% | 0.49% | +0.03 |
| META Meta Platforms Inc. Class A | Add +0.7% | 0.73% | +0.03 |
| LHX L3HARRIS Technologies Inc. | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | Add +1.4% | 0.07% | +0.01 |
| ABT Abbott Laboratories | Add +4.9% | 0.27% | +0.01 |
| C Citigroup Inc. | Add +0.0% | 0.09% | +0.01 |
| NFLX Netflix Inc. | New | 0.01% | +0.01 |
| WMT Walmart Inc. | New | 0.01% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | 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 |