Granite Investment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Granite Investment Partners, LLC reported 255 stock positions worth $2.0 billion. Its top holding was Microsoft (MSFT) at 3.8% of the portfolio, followed by Apple (AAPL, 2.2%) and Nvidia (NVDA, 2.2%). Compared with Q1 2025, it opened 26 new positions, sold out of 27, added to 41 and reduced 134. The biggest buy was a new position in Elf Beauty (ELF) and the biggest sale Casella Waste Systems Class A (CWST, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $2.0B (Q2 2025)
- SEC Filing
- 0001398344-25-015229 ↗ filed Aug 13, 2025
Holdings Value
Holdings 255 stocks · $2.0B
| MSFT Microsoft Corp. | 3.80% | 156,412 | $77.8M | Reduce -2.0% |
| AAPL Apple Inc. | 2.19% | 218,400 | $44.8M | Reduce -6.0% |
| NVDA Nvidia Corp. | 2.17% | 281,864 | $44.5M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 2.07% | 193,612 | $42.5M | Reduce -3.4% |
| GE General Electric filed as GE AEROSPACE | 1.68% | 133,904 | $34.5M | Reduce -2.9% |
| ETN Eaton Corp. PLC | 1.67% | 96,112 | $34.3M | Add +0.9% |
| WTFC Wintrust Financial Corp. | 1.66% | 273,979 | $34.0M | Reduce -8.1% |
| GEV GE Vernova Inc. | 1.59% | 61,481 | $32.5M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 1.54% | 177,744 | $31.5M | Reduce -3.8% |
| CBZ Cbiz Inc. | 1.52% | 433,989 | $31.1M | Reduce -19.4% |
| V Visa Inc. Class A | 1.50% | 86,500 | $30.7M | Reduce -4.0% |
| AGYS Agilysys Inc. | 1.45% | 259,946 | $29.8M | Reduce -7.0% |
| SPGI S&P Global Inc. | 1.19% | 46,242 | $24.4M | Reduce -3.0% |
| SYK Stryker Corp. | 1.18% | 61,142 | $24.2M | Reduce -2.2% |
| WING Wingstop Inc. | 1.15% | 69,723 | $23.5M | Add +428.0% |
| ROK Rockwell Automation Inc. | 1.13% | 69,821 | $23.2M | Add +3.4% |
| HUBB Hubbell Inc. | 1.09% | 54,642 | $22.3M | Reduce -3.2% |
| KTOS Kratos Defense & Security | 1.08% | 477,073 | $22.2M | Reduce -7.2% |
| LLY Eli Lilly & Co. | 1.07% | 28,090 | $21.9M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 1.06% | 29,565 | $21.8M | Reduce -1.6% |
| CWST Casella Waste Systems Inc. Class A | 1.03% | 182,963 | $21.1M | Reduce -49.4% |
| TSEM Tower Semiconductor Ltd. | 1.02% | 484,171 | $21.0M | Reduce -8.4% |
| ELF Elf Beauty Inc. | 1.01% | 166,970 | $20.8M | New |
| DE Deere & Co. | 0.99% | 39,840 | $20.3M | Reduce -3.0% |
| ARLO Arlo Technologies Inc. | 0.99% | 1,190,247 | $20.2M | Reduce -7.3% |
| GH Guardant Health Inc. | 0.98% | 386,866 | $20.1M | Reduce -7.7% |
| GKOS Glaukos Corp. | 0.97% | 192,580 | $19.9M | Add +1189.7% |
| HAYW Hayward Holdings Inc. | 0.96% | 1,430,842 | $19.7M | Add +18.6% |
| TRN Trinity Industries Inc. | 0.96% | 726,584 | $19.6M | Add +44.7% |
| JPM JPMorgan Chase & Co. | 0.94% | 66,651 | $19.3M | Reduce -1.1% |
| ATEC Alphatec Holdings Inc. | 0.93% | 1,720,944 | $19.1M | Add +320.6% |
| CR Crane Co. | 0.93% | 100,421 | $19.1M | Add +13.6% |
| COST Costco Wholesale Corp. | 0.93% | 19,230 | $19.0M | Reduce -1.1% |
| LMB Limbach Holdings Inc. | 0.91% | 133,338 | $18.7M | Reduce -33.6% |
| SHW The Sherwin-Williams Co. | 0.90% | 53,948 | $18.5M | Add +27.3% |
| FRPT Freshpet Inc. | 0.88% | 266,782 | $18.1M | Reduce -7.5% |
| BDC Belden Inc. | 0.88% | 156,209 | $18.1M | Reduce -7.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.87% | 1,148,466 | $17.8M | Add +167.4% |
| EVR Evercore Inc. Class A | 0.85% | 64,690 | $17.5M | New |
| ECG Everus Construction Group | 0.85% | 272,590 | $17.3M | Reduce -7.0% |
| VCYT Veracyte Inc. | 0.84% | 636,223 | $17.2M | Reduce -1.7% |
| IPAR Interparfums Inc. | 0.84% | 130,326 | $17.1M | Reduce -8.9% |
| ANF Abercrombie & Fitch Co. Class A | 0.79% | 195,666 | $16.2M | New |
| FHB First Hawaiian Inc. | 0.78% | 644,370 | $16.1M | Reduce -7.7% |
| KRUS Kura Sushi USA Inc. Class A | 0.78% | 184,677 | $15.9M | Add +35.2% |
| SITE Siteone Landscape Supply Inc. | 0.76% | 128,282 | $15.5M | Reduce -8.9% |
| BLK BlackRock Inc. | 0.74% | 14,399 | $15.1M | Reduce -2.7% |
| MP MP Materials Corp. | 0.72% | 445,337 | $14.8M | Reduce -7.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.72% | 29,039 | $14.8M | Reduce -5.4% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.72% | 345,079 | $14.8M | Add +22.0% |
| SAIA Saia Inc. | 0.69% | 51,641 | $14.1M | New |
| LGND Ligand Pharmaceuticals | 0.69% | 124,462 | $14.1M | Reduce -6.5% |
| LPX Louisiana-Pacific Corp. | 0.69% | 164,484 | $14.1M | Reduce -7.3% |
| ESAB Esab Corp. | 0.67% | 113,363 | $13.7M | Reduce -28.2% |
| ODFL Old Dominion Freight Line | 0.66% | 83,744 | $13.6M | Reduce -3.9% |
| AXSM Axsome Therapeutics Inc. | 0.65% | 128,526 | $13.4M | Reduce -7.3% |
| CHEF The Chefs' Warehouse Inc. | 0.64% | 206,397 | $13.2M | New |
| NCNO Ncino Inc. | 0.64% | 469,455 | $13.1M | Add +0.8% |
| SKY Champion Homes Inc. | 0.62% | 203,764 | $12.8M | Add +5.0% |
| TRNO Terreno Realty Corp. | 0.61% | 223,592 | $12.5M | Reduce -7.7% |
| FCFS Firstcash Holdings Inc. | 0.61% | 91,786 | $12.4M | Reduce -45.5% |
| FOLD Amicus Therapeutics Inc. | 0.60% | 2,161,202 | $12.4M | Add +3.4% |
| POWI Power Integrations Inc. | 0.60% | 220,453 | $12.3M | Reduce -7.0% |
| PI Impinj Inc. | 0.59% | 109,480 | $12.2M | New |
| GENI Genius Sports Ltd. | 0.59% | 1,167,813 | $12.1M | Reduce -44.0% |
| RUSHA Rush Enterprises Inc. Class A | 0.59% | 234,044 | $12.1M | Reduce -7.1% |
| VSEC Vse Corp. | 0.59% | 92,018 | $12.1M | Reduce -42.2% |
| CWK Cushman & Wakefield UK Holdc | 0.59% | 1,088,242 | $12.0M | Reduce -8.1% |
| PCAR Paccar Inc. | 0.58% | 125,983 | $12.0M | Reduce -12.1% |
| ADP Automatic Data Processing | 0.58% | 38,716 | $11.9M | Reduce -0.8% |
| ICUI Icu Medical Inc. | 0.58% | 89,752 | $11.9M | Reduce -7.6% |
| GTLS Chart Industries Inc. | 0.58% | 71,871 | $11.8M | Reduce -7.4% |
| CB Chubb Ltd. | 0.53% | 37,596 | $10.9M | Add +34.5% |
| NVCR Novocure Ltd. | 0.52% | 604,045 | $10.8M | Reduce -7.5% |
| NSSC Napco Security Technologies | 0.50% | 347,170 | $10.3M | Reduce -7.2% |
| ESTA Establishment Labs Holdings | 0.48% | 232,700 | $9.9M | Add +7.1% |
| GO Grocery Outlet Holding Corp. | 0.46% | 755,348 | $9.4M | Reduce -18.0% |
| TECH Bio-Techne Corp. | 0.45% | 178,901 | $9.2M | Add +44.3% |
| ECL Ecolab Inc. | 0.45% | 33,846 | $9.1M | No change |
| POWL Powell Industries Inc. | 0.44% | 42,669 | $9.0M | New |
| ABBV Abbvie Inc. | 0.43% | 47,323 | $8.8M | Reduce -0.2% |
| WCC Wesco International Inc. | 0.43% | 47,226 | $8.7M | New |
| SITM Sitime Corp. | 0.42% | 40,679 | $8.7M | Reduce -12.5% |
| ZTS Zoetis Inc. | 0.41% | 54,336 | $8.5M | Reduce -4.9% |
| PRCT Procept Biorobotics Corp. | 0.40% | 141,642 | $8.2M | New |
| ADSK Autodesk Inc. | 0.39% | 25,713 | $8.0M | Reduce -7.1% |
| MEOH Methanex Corp. | 0.39% | 240,114 | $7.9M | Add +39.4% |
| PECO Phillips Edison & Company Inc. | 0.38% | 221,929 | $7.8M | New |
| EXPO Exponent Inc. | 0.37% | 102,267 | $7.6M | Add +9.4% |
| ABT Abbott Laboratories | 0.37% | 55,549 | $7.6M | Reduce -0.1% |
| INTU Intuit Inc. | 0.37% | 9,507 | $7.5M | Add +19.5% |
| CCC CCC Intelligent Solutions Ho | 0.36% | 790,747 | $7.4M | Reduce -13.7% |
| DSP Viant Technology Inc. Class A | 0.35% | 547,148 | $7.2M | New |
| ADBE Adobe Inc. | 0.35% | 18,591 | $7.2M | Reduce -7.2% |
| ORCL Oracle Corp. | 0.34% | 31,892 | $7.0M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.34% | 39,132 | $6.9M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.33% | 44,390 | $6.8M | No change |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.32% | 90,664 | $6.5M | Reduce -4.8% |
| AVAV Aerovironment Inc. | 0.30% | 21,533 | $6.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 12,619 | $6.1M | Reduce -1.6% |
Portfolio Sells Q1 2025 → Q2 2025
| CWST Casella Waste Systems Inc. Class A | Reduce -49.4% | 1.03% | −1.02 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.90 |
| INSP Inspire Medical Systems Inc. | Reduce -88.7% | 0.07% | −0.77 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.72 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.59 |
| CBZ Cbiz Inc. | Reduce -19.4% | 1.52% | −0.56 |
| AMPH Amphastar Pharmaceuticals Inc. | Sold out | 0.00% | −0.55 |
| DFIN Donnelley Financial Solution | Sold out | 0.00% | −0.50 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.50 |
| ONT Onterris Inc. | Reduce -89.3% | 0.09% | −0.47 |
| GENI Genius Sports Ltd. | Reduce -44.0% | 0.59% | −0.47 |
| AAPL Apple Inc. | Reduce -6.0% | 2.19% | −0.44 |
| SMG Scotts Miracle-Gro Co. | Sold out | 0.00% | −0.44 |
| BROS Dutch Bros Inc. Class A | Reduce -62.5% | 0.29% | −0.43 |
| FCFS Firstcash Holdings Inc. | Reduce -45.5% | 0.61% | −0.42 |
| MGNI Magnite Inc. | Sold out | 0.00% | −0.42 |
| ARHS Arhaus Inc. | Reduce -64.6% | 0.21% | −0.40 |
| RXST Rxsight Inc. | Sold out | 0.00% | −0.40 |
| RARE Ultragenyx Pharmaceutical Inc. | Sold out | 0.00% | −0.40 |
| HP Helmerich & Payne | Sold out | 0.00% | −0.39 |
| VSEC Vse Corp. | Reduce -42.2% | 0.59% | −0.38 |
| ARCB Arcbest Corp. | Sold out | 0.00% | −0.38 |
| FRPT Freshpet Inc. | Reduce -7.5% | 0.88% | −0.33 |
| IDXX Idexx Laboratories Inc. | Reduce -80.8% | 0.10% | −0.33 |
| OUT Outfront Media Inc. | Reduce -50.8% | 0.29% | −0.32 |
| GMS GMS Inc. | Sold out | 0.00% | −0.31 |
| ESAB Esab Corp. | Reduce -28.2% | 0.67% | −0.27 |
| ROG Rogers Corp. | Sold out | 0.00% | −0.27 |
| VSTS Vestis Corp. | Sold out | 0.00% | −0.21 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.21 |
| HALO Halozyme Therapeutics Inc. | Reduce -32.9% | 0.22% | −0.20 |
| GO Grocery Outlet Holding Corp. | Reduce -18.0% | 0.46% | −0.20 |
| BFAM Bright Horizons Family Solut | Sold out | 0.00% | −0.20 |
| MYRG MYR Group Inc./Delaware | Sold out | 0.00% | −0.18 |
| AXSM Axsome Therapeutics Inc. | Reduce -7.3% | 0.65% | −0.17 |
| TRNO Terreno Realty Corp. | Reduce -7.7% | 0.61% | −0.17 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -2.8% | 1.07% | −0.14 |
| LPX Louisiana-Pacific Corp. | Reduce -7.3% | 0.69% | −0.14 |
| MKSI MKS Inc. | Sold out | 0.00% | −0.14 |
| VCYT Veracyte Inc. | Reduce -1.7% | 0.84% | −0.14 |
| PCAR Paccar Inc. | Reduce -12.1% | 0.58% | −0.12 |
| ADI Analog Devices Inc. | Reduce -38.1% | 0.28% | −0.12 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.12 |
| SITE Siteone Landscape Supply Inc. | Reduce -8.9% | 0.76% | −0.11 |
| AZTA Azenta Inc. | Sold out | 0.00% | −0.11 |
| ICUI Icu Medical Inc. | Reduce -7.6% | 0.58% | −0.11 |
| V Visa Inc. Class A | Reduce -4.0% | 1.50% | −0.11 |
| LOPE Grand Canyon Education Inc. | Reduce -51.3% | 0.11% | −0.10 |
| RGEN Repligen Corp. | Reduce -35.1% | 0.16% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| ELF Elf Beauty Inc. | New | 1.01% | +1.01 |
| WING Wingstop Inc. | Add +428.0% | 1.15% | +0.99 |
| GKOS Glaukos Corp. | Add +1189.7% | 0.97% | +0.90 |
| EVR Evercore Inc. Class A | New | 0.85% | +0.85 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.79% | +0.79 |
| ATEC Alphatec Holdings Inc. | Add +320.6% | 0.93% | +0.72 |
| SAIA Saia Inc. | New | 0.69% | +0.69 |
| CHEF The Chefs' Warehouse Inc. | New | 0.64% | +0.64 |
| PI Impinj Inc. | New | 0.59% | +0.59 |
| ZETA Zeta Global Holdings Corp. Class A | Add +167.4% | 0.87% | +0.57 |
| POWL Powell Industries Inc. | New | 0.44% | +0.44 |
| WCC Wesco International Inc. | New | 0.43% | +0.43 |
| KRUS Kura Sushi USA Inc. Class A | Add +35.2% | 0.78% | +0.42 |
| PRCT Procept Biorobotics Corp. | New | 0.40% | +0.40 |
| PECO Phillips Edison & Company Inc. | New | 0.38% | +0.38 |
| ETN Eaton Corp. PLC | Add +0.9% | 1.67% | +0.36 |
| DSP Viant Technology Inc. Class A | New | 0.35% | +0.35 |
| AVAV Aerovironment Inc. | New | 0.30% | +0.30 |
| ROK Rockwell Automation Inc. | Add +3.4% | 1.13% | +0.25 |
| CR Crane Co. | Add +13.6% | 0.93% | +0.24 |
| TRN Trinity Industries Inc. | Add +44.7% | 0.96% | +0.24 |
| GTLB Gitlab Inc. Class A | New | 0.20% | +0.20 |
| FAF First American Financial | New | 0.19% | +0.19 |
| CON Concentra Group Holdings Par | New | 0.19% | +0.19 |
| NOW ServiceNow Inc. | New | 0.19% | +0.19 |
| BSX Boston Scientific Corp. | New | 0.18% | +0.18 |
| AMKR Amkor Technology Inc. | New | 0.16% | +0.16 |
| SHW The Sherwin-Williams Co. | Add +27.3% | 0.90% | +0.15 |
| TREX Trex Company Inc. | New | 0.13% | +0.13 |
| INTU Intuit Inc. | Add +19.5% | 0.37% | +0.12 |
| ORCL Oracle Corp. | Add +0.0% | 0.34% | +0.11 |
| HAYW Hayward Holdings Inc. | Add +18.6% | 0.96% | +0.11 |
| CB Chubb Ltd. | Add +34.5% | 0.53% | +0.10 |
| DIS The Walt Disney Co. | Add +32.2% | 0.25% | +0.09 |
| CWAN Clearwater Analytics HDS-A | Add +86.7% | 0.28% | +0.09 |
| MEOH Methanex Corp. | Add +39.4% | 0.39% | +0.08 |
| TECH Bio-Techne Corp. | Add +44.3% | 0.45% | +0.08 |
| BWIN Baldwin Insurance Group Inc./ | Add +22.0% | 0.72% | +0.08 |
| FLR Fluor Corp. | Add +25.2% | 0.18% | +0.08 |
| RRX Regal Rexnord Corp. | New | 0.06% | +0.06 |
| MAR Marriott International Class A | Add +110.1% | 0.08% | +0.04 |
| C Citigroup Inc. | Add +19.3% | 0.15% | +0.04 |
| APG Api Group Corp. | Add +28.6% | 0.24% | +0.04 |
| ESTA Establishment Labs Holdings | Add +7.1% | 0.48% | +0.03 |
| CAT Caterpillar Inc. | Add +28.6% | 0.10% | +0.03 |
| JLL Jones Lang Lasalle Inc. | Add +15.0% | 0.20% | +0.02 |
| BA The Boeing Co. | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +7.4% | 0.28% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | New | 0.01% | +0.01 |
| PACK Ranpak Holdings Corp. | 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 |