Granite Investment Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Granite Investment Partners, LLC reported 249 stock positions worth $1.8 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Apple (AAPL, 2.8%) and Nvidia (NVDA, 2.6%). Compared with Q2 2025, it opened 19 new positions, sold out of 25, added to 33 and reduced 150. The biggest buy was a new position in Aaon (AAON) and the biggest sale Wingstop (WING, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0001398344-25-020592 ↗ filed Nov 10, 2025
Holdings Value
Holdings 249 stocks · $1.8B
| MSFT Microsoft Corp. | 4.26% | 144,731 | $75.0M | Reduce -7.5% |
| AAPL Apple Inc. | 2.76% | 190,664 | $48.5M | Reduce -12.7% |
| NVDA Nvidia Corp. | 2.62% | 247,208 | $46.1M | Reduce -12.3% |
| GOOG Alphabet Inc. Class C | 2.36% | 170,954 | $41.6M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 2.30% | 184,118 | $40.4M | Reduce -4.9% |
| GE General Electric filed as GE AEROSPACE | 2.15% | 126,152 | $37.9M | Reduce -5.8% |
| GEV GE Vernova Inc. | 2.07% | 59,326 | $36.5M | Reduce -3.5% |
| ETN Eaton Corp. PLC | 1.98% | 93,084 | $34.8M | Reduce -3.1% |
| V Visa Inc. Class A | 1.47% | 76,020 | $26.0M | Reduce -12.1% |
| WTFC Wintrust Financial Corp. | 1.44% | 190,964 | $25.3M | Reduce -30.3% |
| ROK Rockwell Automation Inc. | 1.33% | 67,006 | $23.4M | Reduce -4.0% |
| TSEM Tower Semiconductor Ltd. | 1.30% | 317,733 | $23.0M | Reduce -34.4% |
| META Meta Platforms Inc. Class A | 1.29% | 30,894 | $22.7M | Add +4.5% |
| HUBB Hubbell Inc. | 1.27% | 52,060 | $22.4M | Reduce -4.7% |
| SPGI S&P Global Inc. | 1.25% | 45,149 | $22.0M | Reduce -2.4% |
| SYK Stryker Corp. | 1.22% | 58,118 | $21.5M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 1.21% | 28,010 | $21.4M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.17% | 65,366 | $20.6M | Reduce -1.9% |
| ATEC Alphatec Holdings Inc. | 1.14% | 1,380,030 | $20.1M | Reduce -19.8% |
| AGYS Agilysys Inc. | 1.02% | 170,335 | $17.9M | Reduce -34.5% |
| SHW The Sherwin-Williams Co. | 1.02% | 51,721 | $17.9M | Reduce -4.1% |
| DE Deere & Co. | 0.99% | 38,292 | $17.5M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.96% | 18,215 | $16.9M | Reduce -5.3% |
| FOLD Amicus Therapeutics Inc. | 0.95% | 2,118,696 | $16.7M | Reduce -2.0% |
| VCYT Veracyte Inc. | 0.93% | 476,983 | $16.4M | Reduce -25.0% |
| BLK BlackRock Inc. | 0.92% | 13,858 | $16.2M | Reduce -3.8% |
| CWST Casella Waste Systems Inc. Class A | 0.89% | 165,653 | $15.7M | Reduce -9.5% |
| ZETA Zeta Global Holdings Corp. Class A | 0.89% | 790,807 | $15.7M | Reduce -31.1% |
| CBZ Cbiz Inc. | 0.89% | 296,177 | $15.7M | Reduce -31.8% |
| AAON Aaon Inc. | 0.83% | 156,598 | $14.6M | New |
| PI Impinj Inc. | 0.83% | 80,673 | $14.6M | Reduce -26.3% |
| EVR Evercore Inc. Class A | 0.80% | 41,983 | $14.2M | Reduce -35.1% |
| TRN Trinity Industries Inc. | 0.76% | 477,560 | $13.4M | Reduce -34.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.76% | 27,226 | $13.4M | Reduce -6.2% |
| MEOH Methanex Corp. | 0.76% | 335,273 | $13.3M | Add +39.6% |
| SKY Champion Homes Inc. | 0.76% | 174,526 | $13.3M | Reduce -14.3% |
| POWL Powell Industries Inc. | 0.74% | 42,896 | $13.1M | Add +0.5% |
| BDC Belden Inc. | 0.73% | 107,254 | $12.9M | Reduce -31.3% |
| NSSC Napco Security Technologies | 0.73% | 297,704 | $12.8M | Reduce -14.3% |
| EYE National Vision Holdings Inc. | 0.72% | 435,640 | $12.7M | New |
| FNB FNB Corp. | 0.72% | 785,816 | $12.7M | New |
| HAYW Hayward Holdings Inc. | 0.72% | 833,110 | $12.6M | Reduce -41.8% |
| FCFS Firstcash Holdings Inc. | 0.69% | 76,605 | $12.1M | Reduce -16.5% |
| VSEC Vse Corp. | 0.69% | 72,853 | $12.1M | Reduce -20.8% |
| ECG Everus Construction Group | 0.68% | 140,415 | $12.0M | Reduce -48.5% |
| CWK Cushman & Wakefield UK Holdc | 0.68% | 750,552 | $11.9M | Reduce -31.0% |
| PCAR Paccar Inc. | 0.68% | 121,490 | $11.9M | Reduce -3.6% |
| FRPT Freshpet Inc. | 0.66% | 212,326 | $11.7M | Reduce -20.4% |
| HWKN Hawkins Inc. | 0.66% | 63,541 | $11.6M | New |
| GH Guardant Health Inc. | 0.66% | 185,301 | $11.6M | Reduce -52.1% |
| CLBT Cellebrite Di Ltd. | 0.65% | 615,527 | $11.4M | New |
| ODFL Old Dominion Freight Line | 0.64% | 80,582 | $11.3M | Reduce -3.8% |
| ESAB Esab Corp. | 0.64% | 100,306 | $11.2M | Reduce -11.5% |
| GKOS Glaukos Corp. | 0.64% | 137,347 | $11.2M | Reduce -28.7% |
| FHB First Hawaiian Inc. | 0.63% | 443,787 | $11.0M | Reduce -31.1% |
| LGND Ligand Pharmaceuticals | 0.62% | 61,620 | $10.9M | Reduce -50.5% |
| ONTO Onto Innovation Inc. | 0.62% | 84,080 | $10.9M | New |
| ANF Abercrombie & Fitch Co. Class A | 0.62% | 126,983 | $10.9M | Reduce -35.1% |
| AXSM Axsome Therapeutics Inc. | 0.61% | 88,558 | $10.8M | Reduce -31.1% |
| ADP Automatic Data Processing | 0.61% | 36,343 | $10.7M | Reduce -6.1% |
| POWI Power Integrations Inc. | 0.59% | 259,573 | $10.4M | Add +17.8% |
| SAIA Saia Inc. | 0.57% | 33,509 | $10.0M | Reduce -35.1% |
| GENI Genius Sports Ltd. | 0.57% | 804,820 | $10.0M | Reduce -31.1% |
| LPX Louisiana-Pacific Corp. | 0.56% | 111,552 | $9.9M | Reduce -32.2% |
| VC Visteon Corp. | 0.55% | 81,522 | $9.8M | New |
| WCC Wesco International Inc. | 0.55% | 45,679 | $9.7M | Reduce -3.3% |
| INTU Intuit Inc. | 0.55% | 14,143 | $9.7M | Add +48.8% |
| LMB Limbach Holdings Inc. | 0.54% | 97,758 | $9.5M | Reduce -26.7% |
| HD Home Depot Inc. | 0.54% | 23,358 | $9.5M | Add +47.3% |
| ELF Elf Beauty Inc. | 0.53% | 71,015 | $9.4M | Reduce -57.5% |
| ICUI Icu Medical Inc. | 0.53% | 77,167 | $9.3M | Reduce -14.0% |
| AIN Albany Intl Corp. Class A | 0.52% | 171,707 | $9.2M | Add +299.2% |
| ECL Ecolab Inc. | 0.51% | 32,976 | $9.0M | Reduce -2.6% |
| ARLO Arlo Technologies Inc. | 0.50% | 523,883 | $8.9M | Reduce -56.0% |
| RRX Regal Rexnord Corp. | 0.50% | 61,374 | $8.8M | Add +579.9% |
| TRNO Terreno Realty Corp. | 0.49% | 153,429 | $8.7M | Reduce -31.4% |
| TREX Trex Company Inc. | 0.49% | 166,809 | $8.6M | Add +240.1% |
| GOOGL Alphabet Inc. Class A | 0.49% | 35,343 | $8.6M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.49% | 36,989 | $8.6M | Reduce -21.8% |
| JNJ Johnson & Johnson | 0.48% | 45,880 | $8.5M | Add +3.4% |
| SITM Sitime Corp. | 0.48% | 27,945 | $8.4M | Reduce -31.3% |
| CHEF The Chefs' Warehouse Inc. | 0.47% | 141,798 | $8.3M | Reduce -31.3% |
| PAY Paymentus Holdings Inc. Class A | 0.46% | 266,499 | $8.2M | New |
| ADSK Autodesk Inc. | 0.43% | 24,093 | $7.7M | Reduce -6.3% |
| ORCL Oracle Corp. | 0.43% | 26,925 | $7.6M | Reduce -15.6% |
| ZTS Zoetis Inc. | 0.42% | 50,840 | $7.4M | Reduce -6.4% |
| KTOS Kratos Defense & Security | 0.41% | 79,429 | $7.3M | Reduce -83.3% |
| TECH Bio-Techne Corp. | 0.40% | 126,827 | $7.1M | Reduce -29.1% |
| KRUS Kura Sushi USA Inc. Class A | 0.39% | 116,084 | $6.9M | Reduce -37.1% |
| BA The Boeing Co. | 0.39% | 31,448 | $6.8M | Add +1984.0% |
| ESTA Establishment Labs Holdings | 0.37% | 161,017 | $6.6M | Reduce -30.8% |
| PEP Pepsico Inc. | 0.35% | 44,344 | $6.2M | Reduce -1.7% |
| ADBE Adobe Inc. | 0.35% | 17,249 | $6.1M | Reduce -7.2% |
| RUSHA Rush Enterprises Inc. Class A | 0.34% | 111,324 | $6.0M | Reduce -52.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 11,716 | $5.9M | Reduce -7.2% |
| GO Grocery Outlet Holding Corp. | 0.33% | 363,231 | $5.8M | Reduce -51.9% |
| HLIO Helios Technologies Inc. | 0.33% | 109,906 | $5.7M | Reduce -14.1% |
| LIN Linde PLC | 0.32% | 12,025 | $5.7M | Reduce -5.0% |
| FIBK First Interstate Bancsys-A | 0.32% | 178,220 | $5.7M | Add +1.3% |
| CWAN Clearwater Analytics HDS-A | 0.32% | 312,068 | $5.6M | Add +18.3% |
Portfolio Sells Q2 2025 → Q3 2025
| WING Wingstop Inc. | Reduce -93.2% | 0.07% | −1.08 |
| CR Crane Co. | Sold out | 0.00% | −0.93 |
| BWIN Baldwin Insurance Group Inc./ | Sold out | 0.00% | −0.72 |
| KTOS Kratos Defense & Security | Reduce -83.3% | 0.41% | −0.67 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.64 |
| CBZ Cbiz Inc. | Reduce -31.8% | 0.89% | −0.63 |
| IPAR Interparfums Inc. | Reduce -69.3% | 0.22% | −0.61 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.58 |
| SITE Siteone Landscape Supply Inc. | Reduce -79.5% | 0.19% | −0.57 |
| NVCR Novocure Ltd. | Sold out | 0.00% | −0.52 |
| ARLO Arlo Technologies Inc. | Reduce -56.0% | 0.50% | −0.48 |
| CB Chubb Ltd. | Reduce -91.5% | 0.05% | −0.48 |
| ELF Elf Beauty Inc. | Reduce -57.5% | 0.53% | −0.48 |
| MP MP Materials Corp. | Reduce -84.8% | 0.26% | −0.47 |
| AGYS Agilysys Inc. | Reduce -34.5% | 1.02% | −0.44 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -37.1% | 0.39% | −0.38 |
| LMB Limbach Holdings Inc. | Reduce -26.7% | 0.54% | −0.37 |
| DSP Viant Technology Inc. Class A | Sold out | 0.00% | −0.35 |
| GKOS Glaukos Corp. | Reduce -28.7% | 0.64% | −0.33 |
| GH Guardant Health Inc. | Reduce -52.1% | 0.66% | −0.33 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.32 |
| OUT Outfront Media Inc. | Sold out | 0.00% | −0.29 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -52.4% | 0.34% | −0.25 |
| HAYW Hayward Holdings Inc. | Reduce -41.8% | 0.72% | −0.25 |
| PRCT Procept Biorobotics Corp. | Reduce -47.1% | 0.15% | −0.25 |
| WTFC Wintrust Financial Corp. | Reduce -30.3% | 1.44% | −0.22 |
| FRPT Freshpet Inc. | Reduce -20.4% | 0.66% | −0.22 |
| AVAV Aerovironment Inc. | Reduce -75.5% | 0.09% | −0.21 |
| TRN Trinity Industries Inc. | Reduce -34.3% | 0.76% | −0.20 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.19 |
| FAF First American Financial | Sold out | 0.00% | −0.19 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -35.1% | 0.62% | −0.17 |
| CHEF The Chefs' Warehouse Inc. | Reduce -31.3% | 0.47% | −0.17 |
| ECG Everus Construction Group | Reduce -48.5% | 0.68% | −0.16 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.16 |
| FHB First Hawaiian Inc. | Reduce -31.1% | 0.63% | −0.16 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.16 |
| BDC Belden Inc. | Reduce -31.3% | 0.73% | −0.15 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.15 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.15 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.14 |
| CWST Casella Waste Systems Inc. Class A | Reduce -9.5% | 0.89% | −0.14 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.14 |
| LPX Louisiana-Pacific Corp. | Reduce -32.2% | 0.56% | −0.13 |
| UFPI Ufp Industries Inc. | Sold out | 0.00% | −0.13 |
| GO Grocery Outlet Holding Corp. | Reduce -51.9% | 0.33% | −0.13 |
| SAIA Saia Inc. | Reduce -35.1% | 0.57% | −0.12 |
| TRNO Terreno Realty Corp. | Reduce -31.4% | 0.49% | −0.12 |
| ESTA Establishment Labs Holdings | Reduce -30.8% | 0.37% | −0.11 |
| APG Api Group Corp. | Reduce -67.0% | 0.14% | −0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| AAON Aaon Inc. | New | 0.83% | +0.83 |
| EYE National Vision Holdings Inc. | New | 0.72% | +0.72 |
| FNB FNB Corp. | New | 0.72% | +0.72 |
| HWKN Hawkins Inc. | New | 0.66% | +0.66 |
| CLBT Cellebrite Di Ltd. | New | 0.65% | +0.65 |
| ONTO Onto Innovation Inc. | New | 0.62% | +0.62 |
| VC Visteon Corp. | New | 0.55% | +0.55 |
| PAY Paymentus Holdings Inc. Class A | New | 0.46% | +0.46 |
| RRX Regal Rexnord Corp. | Add +579.9% | 0.50% | +0.44 |
| AIN Albany Intl Corp. Class A | Add +299.2% | 0.52% | +0.37 |
| BA The Boeing Co. | Add +1984.0% | 0.39% | +0.37 |
| MEOH Methanex Corp. | Add +39.6% | 0.76% | +0.37 |
| TREX Trex Company Inc. | Add +240.1% | 0.49% | +0.36 |
| POWL Powell Industries Inc. | Add +0.5% | 0.74% | +0.30 |
| HD Home Depot Inc. | Add +47.3% | 0.54% | +0.25 |
| KEYS Keysight Technologies Inc. | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | Add +4.5% | 1.29% | +0.22 |
| INTU Intuit Inc. | Add +48.8% | 0.55% | +0.18 |
| JNJ Johnson & Johnson | Add +3.4% | 0.48% | +0.15 |
| SG Sweetgreen Inc. Class A | New | 0.14% | +0.14 |
| CFR Cullen/Frost Bankers Inc. | New | 0.11% | +0.11 |
| PSN Parsons Corp. | New | 0.10% | +0.10 |
| CAT Caterpillar Inc. | Add +36.3% | 0.19% | +0.09 |
| AMSF Amerisafe Inc. | Add +19.5% | 0.29% | +0.08 |
| FIBK First Interstate Bancsys-A | Add +1.3% | 0.32% | +0.07 |
| EXAS Exact Sciences Corp. | New | 0.07% | +0.07 |
| ATS Ats Corp. | Add +34.5% | 0.31% | +0.07 |
| C Citigroup Inc. | Add +3.0% | 0.22% | +0.07 |
| GTLB Gitlab Inc. Class A | Add +12.3% | 0.26% | +0.06 |
| DORM Dorman Products Inc. | Add +1.8% | 0.17% | +0.06 |
| LFUS Littelfuse Inc. | Add +1.8% | 0.20% | +0.05 |
| NOW ServiceNow Inc. | Add +18.1% | 0.23% | +0.04 |
| CWAN Clearwater Analytics HDS-A | Add +18.3% | 0.32% | +0.04 |
| CAVA Cava Group Inc. | New | 0.04% | +0.04 |
| SSD Simpson Manufacturing Co. Inc. | Add +1.8% | 0.15% | +0.03 |
| BL Blackline Inc. | Add +2.2% | 0.29% | +0.03 |
| RTX RTX Corp. | Add +0.2% | 0.12% | +0.03 |
| VITL Vital Farms Inc. | Add +0.7% | 0.14% | +0.03 |
| RAL Ralliant Corp. | New | 0.02% | +0.02 |
| VRRM Verra Mobility Corp. | Add +1.8% | 0.12% | +0.02 |
| ANET Arista Networks Inc. | New | 0.01% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 0.04% | +0.01 |
| LPTH Lightpath Technologies Inc. Class A | New | 0.01% | +0.01 |
| PACK Ranpak Holdings Corp. | Add +0.9% | 0.01% | +0.00 |
| RRGB Red Robin Gourmet Burgers | New | 0.00% | +0.00 |
| HYT BlackRock Corp. Hi YLD | Add +2.1% | 0.03% | +0.00 |
| DSL Doubleline Income Solutions | Add +2.4% | 0.02% | +0.00 |
| SRTA Strata Critical Medical Inc. | New | 0.00% | +0.00 |
| ADPT Adaptive Biotechnologies | Add +0.6% | 0.01% | +0.00 |
| NXDR Nextdoor Holdings Inc. | Add +72.7% | 0.00% | +0.00 |
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 |