Granite Investment Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Granite Investment Partners, LLC reported 256 stock positions worth $2.0 billion. Its top holding was Microsoft (MSFT) at 3.0% of the portfolio, followed by Apple (AAPL, 2.6%) and Cbiz (CBZ, 2.1%). Compared with Q4 2024, it opened 16 new positions, sold out of 21, added to 56 and reduced 134. The biggest buy was a new position in Genius Sports (GENI) and the biggest sale an exit from Paycor HCM (PYCR).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.0B (Q1 2025)
- SEC Filing
- 0001398344-25-009267 ↗ filed May 13, 2025
Holdings Value
Holdings 256 stocks · $2.0B
| MSFT Microsoft Corp. | 3.04% | 159,588 | $59.9M | Reduce -6.9% |
| AAPL Apple Inc. | 2.62% | 232,438 | $51.6M | Reduce -14.3% |
| CBZ Cbiz Inc. | 2.08% | 538,292 | $40.8M | Reduce -4.1% |
| CWST Casella Waste Systems Inc. Class A | 2.05% | 361,228 | $40.3M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 1.94% | 200,455 | $38.1M | Reduce -7.5% |
| WTFC Wintrust Financial Corp. | 1.70% | 298,116 | $33.5M | Add +5.5% |
| V Visa Inc. Class A | 1.61% | 90,124 | $31.6M | Reduce -8.5% |
| NVDA Nvidia Corp. | 1.60% | 291,033 | $31.5M | Reduce -9.0% |
| GOOG Alphabet Inc. Class C | 1.47% | 184,765 | $28.9M | Reduce -9.3% |
| GE General Electric filed as GE AEROSPACE | 1.40% | 137,917 | $27.6M | Reduce -4.5% |
| ETN Eaton Corp. PLC | 1.32% | 95,251 | $25.9M | Reduce -7.0% |
| SPGI S&P Global Inc. | 1.23% | 47,684 | $24.2M | Reduce -5.8% |
| FRPT Freshpet Inc. | 1.22% | 288,436 | $24.0M | Add +16.8% |
| LLY Eli Lilly & Co. | 1.21% | 28,885 | $23.9M | Reduce -30.9% |
| SYK Stryker Corp. | 1.18% | 62,532 | $23.3M | Add +3.2% |
| GENI Genius Sports Ltd. | 1.06% | 2,086,715 | $20.9M | New |
| AGYS Agilysys Inc. | 1.03% | 279,532 | $20.3M | Add +8.3% |
| FCFS Firstcash Holdings Inc. | 1.03% | 168,405 | $20.3M | Add +26.6% |
| DE Deere & Co. | 0.98% | 41,067 | $19.3M | Reduce -9.7% |
| VCYT Veracyte Inc. | 0.98% | 647,431 | $19.2M | Reduce -0.2% |
| VSEC Vse Corp. | 0.97% | 159,221 | $19.1M | Add +66.1% |
| GEV GE Vernova Inc. | 0.96% | 62,052 | $18.9M | Reduce -7.1% |
| TSEM Tower Semiconductor Ltd. | 0.96% | 528,587 | $18.8M | Reduce -12.9% |
| HUBB Hubbell Inc. | 0.95% | 56,428 | $18.7M | Reduce -8.3% |
| COST Costco Wholesale Corp. | 0.94% | 19,451 | $18.4M | Reduce -0.3% |
| SKY Champion Homes Inc. | 0.93% | 194,114 | $18.4M | New |
| ESAB Esab Corp. | 0.93% | 157,881 | $18.4M | Add +26.6% |
| GH Guardant Health Inc. | 0.91% | 419,004 | $17.8M | New |
| AZEK The Azek Co. Inc. | 0.90% | 362,735 | $17.7M | Add +2.3% |
| ROK Rockwell Automation Inc. | 0.89% | 67,507 | $17.4M | Reduce -6.7% |
| META Meta Platforms Inc. Class A | 0.88% | 30,060 | $17.3M | Add +4.0% |
| SITE Siteone Landscape Supply Inc. | 0.87% | 140,880 | $17.1M | Reduce -5.7% |
| FHB First Hawaiian Inc. | 0.87% | 698,365 | $17.1M | Reduce -4.7% |
| FOLD Amicus Therapeutics Inc. | 0.87% | 2,090,363 | $17.1M | Add +25.2% |
| BDC Belden Inc. | 0.86% | 168,664 | $16.9M | Reduce -25.4% |
| HAYW Hayward Holdings Inc. | 0.85% | 1,206,797 | $16.8M | Add +12.8% |
| INSP Inspire Medical Systems Inc. | 0.84% | 104,116 | $16.6M | Add +672.8% |
| JPM JPMorgan Chase & Co. | 0.84% | 67,370 | $16.5M | Add +52.4% |
| LPX Louisiana-Pacific Corp. | 0.83% | 177,526 | $16.3M | Reduce -19.5% |
| IPAR Interparfums Inc. | 0.83% | 143,050 | $16.3M | Reduce -5.8% |
| AXSM Axsome Therapeutics Inc. | 0.82% | 138,719 | $16.2M | Add +51.4% |
| TRNO Terreno Realty Corp. | 0.78% | 242,234 | $15.3M | Reduce -4.9% |
| KTOS Kratos Defense & Security | 0.78% | 514,099 | $15.3M | Reduce -49.6% |
| LMB Limbach Holdings Inc. | 0.76% | 200,773 | $15.0M | New |
| SHW The Sherwin-Williams Co. | 0.75% | 42,384 | $14.8M | Reduce -1.6% |
| ODFL Old Dominion Freight Line | 0.73% | 87,171 | $14.4M | Reduce -7.2% |
| SHOP Shopify Inc. Class A | 0.72% | 148,679 | $14.2M | Add +10.8% |
| BROS Dutch Bros Inc. Class A | 0.72% | 228,938 | $14.1M | Reduce -67.1% |
| TRN Trinity Industries Inc. | 0.72% | 502,006 | $14.1M | Add +21.3% |
| BLK BlackRock Inc. | 0.71% | 14,795 | $14.0M | Reduce -6.5% |
| LGND Ligand Pharmaceuticals | 0.71% | 133,129 | $14.0M | Add +15.2% |
| PCAR Paccar Inc. | 0.71% | 143,284 | $14.0M | Reduce -6.6% |
| CR Crane Co. | 0.69% | 88,420 | $13.5M | Add +15.4% |
| ICUI Icu Medical Inc. | 0.69% | 97,152 | $13.5M | Reduce -4.8% |
| RUSHA Rush Enterprises Inc. Class A | 0.68% | 251,916 | $13.5M | New |
| GO Grocery Outlet Holding Corp. | 0.65% | 921,250 | $12.9M | Add +81.7% |
| NCNO Ncino Inc. | 0.65% | 465,651 | $12.8M | Add +41.3% |
| ARLO Arlo Technologies Inc. | 0.64% | 1,284,729 | $12.7M | Reduce -18.6% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.64% | 282,906 | $12.6M | Reduce -4.9% |
| OUT Outfront Media Inc. | 0.62% | 752,761 | $12.1M | Reduce -31.0% |
| CWK Cushman & Wakefield UK Holdc | 0.61% | 1,183,805 | $12.1M | Reduce -4.8% |
| POWI Power Integrations Inc. | 0.61% | 237,037 | $12.0M | New |
| ARHS Arhaus Inc. | 0.61% | 1,374,017 | $12.0M | Add +171.4% |
| ADP Automatic Data Processing | 0.61% | 39,016 | $11.9M | No change |
| MP MP Materials Corp. | 0.59% | 479,550 | $11.7M | Add +37.5% |
| NVCR Novocure Ltd. | 0.59% | 653,331 | $11.6M | Reduce -4.9% |
| WD Walker & Dunlop Inc. | 0.59% | 135,080 | $11.5M | Reduce -1.6% |
| GTLS Chart Industries Inc. | 0.57% | 77,587 | $11.2M | Reduce -5.0% |
| ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP | 0.56% | 771,048 | $11.0M | Reduce -8.9% |
| AMPH Amphastar Pharmaceuticals Inc. | 0.55% | 375,778 | $10.9M | Reduce -5.3% |
| ECG Everus Construction Group | 0.55% | 293,060 | $10.9M | Reduce -5.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.55% | 30,688 | $10.8M | Reduce -13.8% |
| ABBV Abbvie Inc. | 0.50% | 47,406 | $9.9M | Reduce -0.1% |
| DFIN Donnelley Financial Solution | 0.50% | 225,687 | $9.9M | Add +20.2% |
| NEOG Neogen Corp. | 0.50% | 1,125,151 | $9.8M | Reduce -38.0% |
| ZTS Zoetis Inc. | 0.48% | 57,116 | $9.4M | Reduce -6.4% |
| ESTA Establishment Labs Holdings | 0.45% | 217,248 | $8.9M | New |
| NSSC Napco Security Technologies | 0.44% | 374,181 | $8.6M | Reduce -30.3% |
| ECL Ecolab Inc. | 0.44% | 33,846 | $8.6M | Reduce -0.7% |
| SMG Scotts Miracle-Gro Co. | 0.44% | 156,035 | $8.6M | Add +9.3% |
| CB Chubb Ltd. | 0.43% | 27,948 | $8.4M | Reduce -11.1% |
| IDXX Idexx Laboratories Inc. | 0.43% | 19,952 | $8.4M | Reduce -3.6% |
| HALO Halozyme Therapeutics Inc. | 0.42% | 129,616 | $8.3M | Reduce -68.3% |
| CCC CCC Intelligent Solutions Ho | 0.42% | 915,717 | $8.3M | Add +10.2% |
| MGNI Magnite Inc. | 0.42% | 720,873 | $8.2M | Reduce -20.7% |
| ADI Analog Devices Inc. | 0.40% | 39,139 | $7.9M | Reduce -10.9% |
| RXST Rxsight Inc. | 0.40% | 312,574 | $7.9M | Add +72.4% |
| RARE Ultragenyx Pharmaceutical Inc. | 0.40% | 216,883 | $7.9M | Add +35.2% |
| HP Helmerich & Payne | 0.39% | 294,847 | $7.7M | Reduce -35.6% |
| ADBE Adobe Inc. | 0.39% | 20,035 | $7.7M | Reduce -6.1% |
| EXPO Exponent Inc. | 0.39% | 93,448 | $7.6M | Add +123.0% |
| ARCB Arcbest Corp. | 0.38% | 106,064 | $7.5M | Reduce -7.3% |
| DHR Danaher Corp. | 0.38% | 36,232 | $7.4M | Reduce -6.2% |
| ABT Abbott Laboratories | 0.37% | 55,579 | $7.4M | No change |
| JNJ Johnson & Johnson | 0.37% | 44,390 | $7.4M | Reduce -3.1% |
| TECH Bio-Techne Corp. | 0.37% | 123,989 | $7.3M | Reduce -9.2% |
| ADSK Autodesk Inc. | 0.37% | 27,670 | $7.2M | Reduce -12.0% |
| SITM Sitime Corp. | 0.36% | 46,513 | $7.1M | Reduce -50.3% |
| PEP Pepsico Inc. | 0.36% | 46,955 | $7.0M | Reduce -1.0% |
| KRUS Kura Sushi USA Inc. Class A | 0.36% | 136,579 | $7.0M | Reduce -4.8% |
Portfolio Sells Q4 2024 → Q1 2025
| PYCR Paycor HCM Inc. | Sold out | 0.00% | −1.22 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −1.21 |
| BROS Dutch Bros Inc. Class A | Reduce -67.1% | 0.72% | −0.86 |
| NARI Inari Medical Inc. | Sold out | 0.00% | −0.66 |
| FLR Fluor Corp. | Reduce -82.1% | 0.11% | −0.59 |
| SITM Sitime Corp. | Reduce -50.3% | 0.36% | −0.51 |
| MRTN Marten Transport Ltd. | Sold out | 0.00% | −0.47 |
| NEOG Neogen Corp. | Reduce -38.0% | 0.50% | −0.46 |
| SIG Signet Jewelers Ltd. | Sold out | 0.00% | −0.44 |
| HALO Halozyme Therapeutics Inc. | Reduce -68.3% | 0.42% | −0.43 |
| TSEM Tower Semiconductor Ltd. | Reduce -12.9% | 0.96% | −0.39 |
| NSSC Napco Security Technologies | Reduce -30.3% | 0.44% | −0.39 |
| KTOS Kratos Defense & Security | Reduce -49.6% | 0.78% | −0.39 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.36 |
| ECG Everus Construction Group | Reduce -5.2% | 0.55% | −0.33 |
| AAPL Apple Inc. | Reduce -14.3% | 2.62% | −0.31 |
| OPCH Option Care Health Inc. | Sold out | 0.00% | −0.30 |
| IWM iShares Russell 2000 ETF | Reduce -86.2% | 0.05% | −0.30 |
| NVCR Novocure Ltd. | Reduce -4.9% | 0.59% | −0.29 |
| HLI Houlihan Lokey Inc. | Sold out | 0.00% | −0.29 |
| NVDA Nvidia Corp. | Reduce -9.0% | 1.60% | −0.25 |
| BDC Belden Inc. | Reduce -25.4% | 0.86% | −0.24 |
| HP Helmerich & Payne | Reduce -35.6% | 0.39% | −0.24 |
| OUT Outfront Media Inc. | Reduce -31.0% | 0.62% | −0.24 |
| VSTS Vestis Corp. | Reduce -37.9% | 0.21% | −0.24 |
| GOOG Alphabet Inc. Class C | Reduce -9.3% | 1.47% | −0.21 |
| GMS GMS Inc. | Reduce -41.4% | 0.31% | −0.21 |
| MGNI Magnite Inc. | Reduce -20.7% | 0.42% | −0.21 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -4.8% | 0.36% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -30.9% | 1.21% | −0.18 |
| SUM Summit Materials Inc. Class A | Sold out | 0.00% | −0.17 |
| HUBB Hubbell Inc. | Reduce -8.3% | 0.95% | −0.17 |
| PTC PTC Inc. | Sold out | 0.00% | −0.16 |
| LPX Louisiana-Pacific Corp. | Reduce -19.5% | 0.83% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -7.0% | 1.32% | −0.15 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.15 |
| VCYT Veracyte Inc. | Reduce -0.2% | 0.98% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -96.1% | 0.01% | −0.13 |
| ONT Onterris Inc. | Reduce -8.9% | 0.56% | −0.12 |
| ARLO Arlo Technologies Inc. | Reduce -18.6% | 0.64% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -7.5% | 1.94% | −0.12 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.12 |
| GTLS Chart Industries Inc. | Reduce -5.0% | 0.57% | −0.10 |
| MYRG MYR Group Inc./Delaware | Reduce -29.0% | 0.18% | −0.10 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.10 |
| FMC FMC Corp. | Sold out | 0.00% | −0.09 |
| SLAB Silicon Laboratories Inc. | Reduce -37.9% | 0.17% | −0.09 |
| CWK Cushman & Wakefield UK Holdc | Reduce -4.8% | 0.61% | −0.09 |
| MEOH Methanex Corp. | Reduce -4.8% | 0.31% | −0.08 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -5.3% | 0.55% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| GENI Genius Sports Ltd. | New | 1.06% | +1.06 |
| SKY Champion Homes Inc. | New | 0.93% | +0.93 |
| GH Guardant Health Inc. | New | 0.91% | +0.91 |
| LMB Limbach Holdings Inc. | New | 0.76% | +0.76 |
| INSP Inspire Medical Systems Inc. | Add +672.8% | 0.84% | +0.73 |
| RUSHA Rush Enterprises Inc. Class A | New | 0.68% | +0.68 |
| POWI Power Integrations Inc. | New | 0.61% | +0.61 |
| VSEC Vse Corp. | Add +66.1% | 0.97% | +0.58 |
| AXSM Axsome Therapeutics Inc. | Add +51.4% | 0.82% | +0.49 |
| ESTA Establishment Labs Holdings | New | 0.45% | +0.45 |
| FCFS Firstcash Holdings Inc. | Add +26.6% | 1.03% | +0.43 |
| ARHS Arhaus Inc. | Add +171.4% | 0.61% | +0.40 |
| JPM JPMorgan Chase & Co. | Add +52.4% | 0.84% | +0.38 |
| MP MP Materials Corp. | Add +37.5% | 0.59% | +0.36 |
| GO Grocery Outlet Holding Corp. | Add +81.7% | 0.65% | +0.31 |
| ESAB Esab Corp. | Add +26.6% | 0.93% | +0.29 |
| INTU Intuit Inc. | New | 0.25% | +0.25 |
| SYK Stryker Corp. | Add +3.2% | 1.18% | +0.24 |
| EXPO Exponent Inc. | Add +123.0% | 0.39% | +0.22 |
| FOLD Amicus Therapeutics Inc. | Add +25.2% | 0.87% | +0.19 |
| CR Crane Co. | Add +15.4% | 0.69% | +0.19 |
| WTFC Wintrust Financial Corp. | Add +5.5% | 1.70% | +0.18 |
| SRAD Sportradar Group AG-A | New | 0.18% | +0.18 |
| LGND Ligand Pharmaceuticals | Add +15.2% | 0.71% | +0.18 |
| AZEK The Azek Co. Inc. | Add +2.3% | 0.90% | +0.17 |
| NCNO Ncino Inc. | Add +41.3% | 0.65% | +0.17 |
| WING Wingstop Inc. | New | 0.15% | +0.15 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.88% | +0.15 |
| HAYW Hayward Holdings Inc. | Add +12.8% | 0.85% | +0.15 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.14% | +0.14 |
| RXST Rxsight Inc. | Add +72.4% | 0.40% | +0.13 |
| ULS Ul Solutions Inc. Class A | Add +56.5% | 0.25% | +0.13 |
| GCMG GCM Grosvenor Inc. Class A | Add +69.8% | 0.20% | +0.11 |
| RARE Ultragenyx Pharmaceutical Inc. | Add +35.2% | 0.40% | +0.11 |
| SHOP Shopify Inc. Class A | Add +10.8% | 0.72% | +0.10 |
| TTD Trade Desk Inc./the Class A | Add +175.5% | 0.26% | +0.09 |
| TRN Trinity Industries Inc. | Add +21.3% | 0.72% | +0.09 |
| DAR Darling Ingredients Inc. | Add +81.8% | 0.15% | +0.07 |
| RGEN Repligen Corp. | Add +27.6% | 0.26% | +0.06 |
| NFLX Netflix Inc. | Add +431.1% | 0.07% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +12.7% | 0.20% | +0.04 |
| LFUS Littelfuse Inc. | Add +40.9% | 0.14% | +0.04 |
| GLOB Globant SA | New | 0.04% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.28% | +0.03 |
| AZZ Azz Inc. | Add +0.5% | 0.18% | +0.03 |
| HD Home Depot Inc. | Add +1.4% | 0.28% | +0.03 |
| PCTY Paylocity Holding Corp. | Add +6.2% | 0.18% | +0.03 |
| SMG Scotts Miracle-Gro Co. | Add +9.3% | 0.44% | +0.03 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.09% | +0.02 |
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 |