Granite Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Granite Investment Partners, LLC reported 263 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 3.4% of the portfolio, followed by Microsoft (MSFT, 3.2%) and GE Vernova (GEV, 3.0%). Compared with Q4 2025, it opened 40 new positions, sold out of 21, added to 92 and reduced 98. The biggest buy was a new position in Stride (LRN) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- EL SEGUNDO, CA
- CIK
- 0001542266
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0001398344-26-007897 ↗ filed Apr 30, 2026
Holdings Value
Holdings 263 stocks · $1.6B
| AAPL Apple Inc. | 3.42% | 219,048 | $55.6M | Add +10.1% |
| MSFT Microsoft Corp. | 3.18% | 139,809 | $51.8M | Reduce -5.2% |
| GEV GE Vernova Inc. | 3.03% | 56,481 | $49.3M | Reduce -2.9% |
| GOOG Alphabet Inc. Class C | 2.88% | 163,179 | $46.8M | Reduce -3.2% |
| NVDA Nvidia Corp. | 2.50% | 232,951 | $40.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.28% | 178,135 | $37.1M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 2.20% | 126,308 | $35.8M | Add +1.5% |
| ETN Eaton Corp. PLC | 1.90% | 86,199 | $30.8M | Reduce -4.7% |
| LLY Eli Lilly & Co. | 1.53% | 27,139 | $25.0M | Reduce -1.0% |
| ROK Rockwell Automation Inc. | 1.49% | 67,451 | $24.2M | Add +3.1% |
| HUBB Hubbell Inc. | 1.46% | 48,394 | $23.7M | Add +0.9% |
| V Visa Inc. Class A | 1.34% | 71,962 | $21.7M | Reduce -1.7% |
| WTFC Wintrust Financial Corp. | 1.31% | 153,453 | $21.3M | Reduce -5.8% |
| DE Deere & Co. | 1.29% | 37,363 | $21.0M | Reduce -0.3% |
| SPGI S&P Global Inc. | 1.18% | 45,184 | $19.2M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 1.18% | 65,016 | $19.1M | Add +0.8% |
| COST Costco Wholesale Corp. | 1.12% | 18,327 | $18.3M | Add +2.5% |
| MEOH Methanex Corp. | 1.11% | 303,631 | $18.1M | Reduce -3.4% |
| TSEM Tower Semiconductor Ltd. | 1.11% | 102,856 | $18.0M | Reduce -5.3% |
| ODFL Old Dominion Freight Line | 1.08% | 90,092 | $17.6M | Add +24.8% |
| POWI Power Integrations Inc. | 1.02% | 324,926 | $16.6M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.99% | 28,197 | $16.1M | Add +0.8% |
| SYK Stryker Corp. | 0.96% | 47,288 | $15.5M | Reduce -15.6% |
| PCAR Paccar Inc. | 0.92% | 129,656 | $15.0M | Add +9.6% |
| DOCN Digitalocean Holdings Inc. | 0.89% | 168,311 | $14.4M | Reduce -18.3% |
| FNB FNB Corp. | 0.89% | 861,556 | $14.4M | Reduce -5.8% |
| RRX Regal Rexnord Corp. | 0.88% | 76,538 | $14.3M | Add +17.4% |
| ONTO Onto Innovation Inc. | 0.86% | 68,437 | $14.0M | Reduce -5.3% |
| AXSM Axsome Therapeutics Inc. | 0.83% | 80,299 | $13.6M | Reduce -5.4% |
| NOVT Novanta Inc. | 0.83% | 114,234 | $13.5M | Add +0.7% |
| ATEC Alphatec Holdings Inc. | 0.80% | 1,195,156 | $13.0M | Add +4.7% |
| CWST Casella Waste Systems Inc. Class A | 0.80% | 163,583 | $13.0M | Reduce -5.2% |
| FCFS Firstcash Holdings Inc. | 0.78% | 67,704 | $12.7M | Reduce -5.7% |
| TRN Trinity Industries Inc. | 0.76% | 381,728 | $12.3M | Reduce -5.3% |
| BA The Boeing Co. | 0.75% | 61,048 | $12.2M | Add +35.2% |
| GKOS Glaukos Corp. | 0.74% | 111,872 | $12.0M | Reduce -6.3% |
| POWL Powell Industries Inc. | 0.73% | 21,909 | $11.9M | Reduce -36.5% |
| OII Oceaneering Intl Inc. | 0.71% | 327,053 | $11.6M | Add +37.2% |
| AAON Aaon Inc. | 0.71% | 139,236 | $11.5M | Reduce -7.0% |
| HWKN Hawkins Inc. | 0.69% | 73,480 | $11.3M | Reduce -5.8% |
| ZETA Zeta Global Holdings Corp. Class A | 0.69% | 700,167 | $11.1M | Reduce -5.8% |
| JNJ Johnson & Johnson | 0.68% | 45,045 | $11.0M | Reduce -1.8% |
| LGND Ligand Pharmaceuticals | 0.66% | 54,155 | $10.8M | Reduce -6.5% |
| VSEC Vse Corp. | 0.65% | 57,343 | $10.6M | Reduce -5.4% |
| NSSC Napco Security Technologies | 0.65% | 267,526 | $10.5M | Reduce -4.8% |
| KEYS Keysight Technologies Inc. | 0.65% | 37,245 | $10.5M | Add +3.8% |
| ECG Everus Construction Group | 0.64% | 88,319 | $10.4M | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.64% | 47,914 | $10.4M | Add +2.1% |
| CALY Callaway Golf Company | 0.64% | 750,571 | $10.4M | Add +181.8% |
| HAYW Hayward Holdings Inc. | 0.64% | 772,357 | $10.3M | Reduce -3.0% |
| LASR Nlight Inc. | 0.62% | 177,359 | $10.1M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 0.60% | 34,212 | $9.8M | Add +1.9% |
| SHW The Sherwin-Williams Co. | 0.60% | 30,651 | $9.8M | Reduce -21.2% |
| HD Home Depot Inc. | 0.59% | 29,333 | $9.6M | Add +25.9% |
| AGYS Agilysys Inc. | 0.59% | 135,329 | $9.6M | Reduce -5.4% |
| VCYT Veracyte Inc. | 0.59% | 298,589 | $9.6M | Reduce -14.9% |
| FHB First Hawaiian Inc. | 0.59% | 390,042 | $9.6M | Reduce -6.3% |
| SAIA Saia Inc. | 0.59% | 27,089 | $9.5M | Add +38.2% |
| RUSHA Rush Enterprises Inc. Class A | 0.58% | 143,619 | $9.5M | Add +124.1% |
| LRN Stride Inc. | 0.58% | 106,800 | $9.4M | New |
| APLS Apellis Pharmaceuticals Inc. | 0.57% | 231,917 | $9.3M | Reduce -29.1% |
| BMI Badger Meter Inc. | 0.57% | 61,060 | $9.3M | New |
| ARLO Arlo Technologies Inc. | 0.57% | 650,917 | $9.3M | Reduce -5.1% |
| EYE National Vision Holdings Inc. | 0.54% | 342,098 | $8.9M | Reduce -5.2% |
| GH Guardant Health Inc. | 0.54% | 95,726 | $8.8M | Reduce -39.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.54% | 22,507 | $8.8M | Reduce -3.0% |
| ECL Ecolab Inc. | 0.53% | 32,446 | $8.6M | Reduce -1.6% |
| LMB Limbach Holdings Inc. | 0.53% | 110,269 | $8.6M | Add +20.3% |
| WCC Wesco International Inc. | 0.52% | 31,160 | $8.5M | Reduce -5.2% |
| BDC Belden Inc. | 0.51% | 72,850 | $8.4M | Reduce -5.8% |
| TRNO Terreno Realty Corp. | 0.51% | 135,416 | $8.3M | Reduce -5.7% |
| ESTA Establishment Labs Holdings | 0.50% | 143,549 | $8.2M | Reduce -5.3% |
| CWK Cushman & Wakefield Ltd. | 0.50% | 660,430 | $8.1M | Reduce -6.2% |
| SKY Champion Homes Inc. | 0.49% | 106,117 | $7.9M | Reduce -27.8% |
| APPF Appfolio Inc. Class A | 0.47% | 48,774 | $7.7M | New |
| ESAB Esab Corp. | 0.47% | 78,468 | $7.6M | Reduce -5.4% |
| CSW CSW Industrials Inc. | 0.47% | 29,080 | $7.6M | New |
| ADP Automatic Data Processing | 0.45% | 35,937 | $7.3M | Reduce -5.7% |
| KRUS Kura Sushi USA Inc. Class A | 0.45% | 103,999 | $7.3M | Reduce -4.8% |
| ESI Element Solutions Inc. | 0.45% | 212,055 | $7.2M | New |
| CGNX Cognex Corp. | 0.44% | 147,002 | $7.2M | New |
| TECH Bio-Techne Corp. | 0.44% | 137,562 | $7.2M | Add +31.3% |
| BLK BlackRock Inc. | 0.44% | 7,463 | $7.2M | Reduce -0.7% |
| FND Floor & Decor Holdings Inc. Class A | 0.43% | 138,726 | $7.0M | Add +86.9% |
| PAY Paymentus Holdings Inc. Class A | 0.43% | 274,844 | $7.0M | Reduce -5.7% |
| ADPT Adaptive Biotechnologies | 0.43% | 500,061 | $6.9M | New |
| ADI Analog Devices Inc. | 0.42% | 21,295 | $6.8M | Reduce -2.4% |
| ESQ Esquire Financial Holdings I | 0.41% | 61,334 | $6.6M | New |
| DAL Delta Air Lines Inc. | 0.40% | 98,188 | $6.5M | Add +399.3% |
| PEP Pepsico Inc. | 0.40% | 41,594 | $6.5M | Reduce -5.4% |
| BROS Dutch Bros Inc. Class A | 0.39% | 124,881 | $6.3M | Add +1.2% |
| PRCT Procept Biorobotics Corp. | 0.39% | 252,028 | $6.3M | Reduce -5.1% |
| KRYS Krystal Biotech Inc. | 0.39% | 24,284 | $6.3M | Reduce -5.7% |
| ELF Elf Beauty Inc. | 0.38% | 102,433 | $6.2M | Add +53.9% |
| NVT Nvent Electric PLC | 0.38% | 52,385 | $6.2M | Add +0.1% |
| LIN Linde PLC | 0.38% | 12,496 | $6.2M | Add +2.2% |
| FRPT Freshpet Inc. | 0.38% | 103,919 | $6.1M | Reduce -53.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 12,189 | $5.8M | Add +4.5% |
| FIBK First Interstate Bancsys-A | 0.35% | 172,335 | $5.8M | Add +3.1% |
| AIN Albany Intl Corp. Class A | 0.35% | 108,420 | $5.7M | Add +72.0% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -5.2% | 3.18% | −1.04 |
| CBZ Cbiz Inc. | Sold out | 0.00% | −0.91 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −0.61 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.58 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −0.57 |
| EXPO Exponent Inc. | Reduce -63.0% | 0.31% | −0.54 |
| PSN Parsons Corp. | Reduce -73.3% | 0.17% | −0.52 |
| FRPT Freshpet Inc. | Reduce -53.4% | 0.38% | −0.43 |
| AGYS Agilysys Inc. | Reduce -5.4% | 0.59% | −0.42 |
| GH Guardant Health Inc. | Reduce -39.5% | 0.54% | −0.41 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.41 |
| IWF iShares Russell 1000 Growth | Reduce -99.8% | 0.00% | −0.34 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.34 |
| SUSA iShares ESG Optimized MSCI U | Sold out | 0.00% | −0.30 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.30 |
| VCYT Veracyte Inc. | Reduce -14.9% | 0.59% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 2.88% | −0.26 |
| INTU Intuit Inc. | Reduce -18.4% | 0.32% | −0.26 |
| SKY Champion Homes Inc. | Reduce -27.8% | 0.49% | −0.25 |
| PI Impinj Inc. | Reduce -5.7% | 0.30% | −0.22 |
| CHEF The Chefs' Warehouse Inc. | Reduce -42.5% | 0.28% | −0.21 |
| SYK Stryker Corp. | Reduce -15.6% | 0.96% | −0.21 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -5.8% | 0.69% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 1.53% | −0.21 |
| CWST Casella Waste Systems Inc. Class A | Reduce -5.2% | 0.80% | −0.20 |
| V Visa Inc. Class A | Reduce -1.7% | 1.34% | −0.18 |
| CWK Cushman & Wakefield Ltd. | Reduce -6.2% | 0.50% | −0.18 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −0.17 |
| ESTA Establishment Labs Holdings | Reduce -5.3% | 0.50% | −0.15 |
| SHW The Sherwin-Williams Co. | Reduce -21.2% | 0.60% | −0.14 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.14 |
| ADP Automatic Data Processing | Reduce -5.7% | 0.45% | −0.13 |
| PCH Potlatchdeltic Corp. | Sold out | 0.00% | −0.13 |
| PAY Paymentus Holdings Inc. Class A | Reduce -5.7% | 0.43% | −0.12 |
| PRCT Procept Biorobotics Corp. | Reduce -5.1% | 0.39% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -3.0% | 0.54% | −0.10 |
| HAYW Hayward Holdings Inc. | Reduce -3.0% | 0.64% | −0.09 |
| AXSM Axsome Therapeutics Inc. | Reduce -5.4% | 0.83% | −0.08 |
| NKE Nike Inc. Class B | Reduce -59.9% | 0.04% | −0.08 |
| ESAB Esab Corp. | Reduce -5.4% | 0.47% | −0.08 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.33% | −0.07 |
| ADSK Autodesk Inc. | Reduce -1.9% | 0.33% | −0.07 |
| GO Grocery Outlet Holding Corp. | Reduce -5.7% | 0.14% | −0.06 |
| DHR Danaher Corp. | Reduce -3.3% | 0.31% | −0.06 |
| GKOS Glaukos Corp. | Reduce -6.3% | 0.74% | −0.06 |
| NSSC Napco Security Technologies | Reduce -4.8% | 0.65% | −0.05 |
| FNB FNB Corp. | Reduce -5.8% | 0.89% | −0.04 |
| WTFC Wintrust Financial Corp. | Reduce -5.8% | 1.31% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -7.5% | 0.14% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| LRN Stride Inc. | New | 0.58% | +0.58 |
| BMI Badger Meter Inc. | New | 0.57% | +0.57 |
| APPF Appfolio Inc. Class A | New | 0.47% | +0.47 |
| CSW CSW Industrials Inc. | New | 0.47% | +0.47 |
| CALY Callaway Golf Company | Add +181.8% | 0.64% | +0.46 |
| ESI Element Solutions Inc. | New | 0.45% | +0.45 |
| CGNX Cognex Corp. | New | 0.44% | +0.44 |
| ADPT Adaptive Biotechnologies | New | 0.43% | +0.43 |
| ODFL Old Dominion Freight Line | Add +24.8% | 1.08% | +0.41 |
| ESQ Esquire Financial Holdings I | New | 0.41% | +0.41 |
| RUSHA Rush Enterprises Inc. Class A | Add +124.1% | 0.58% | +0.38 |
| OII Oceaneering Intl Inc. | Add +37.2% | 0.71% | +0.37 |
| NEO Neogenomics Inc. | New | 0.34% | +0.34 |
| RRX Regal Rexnord Corp. | Add +17.4% | 0.88% | +0.34 |
| DAL Delta Air Lines Inc. | Add +399.3% | 0.40% | +0.32 |
| PCTY Paylocity Holding Corp. | New | 0.31% | +0.31 |
| KEYS Keysight Technologies Inc. | Add +3.8% | 0.65% | +0.21 |
| AAPL Apple Inc. | Add +10.1% | 3.42% | +0.21 |
| COST Costco Wholesale Corp. | Add +2.5% | 1.12% | +0.21 |
| SAIA Saia Inc. | Add +38.2% | 0.59% | +0.21 |
| HUBB Hubbell Inc. | Add +0.9% | 1.46% | +0.20 |
| BA The Boeing Co. | Add +35.2% | 0.75% | +0.17 |
| FND Floor & Decor Holdings Inc. Class A | Add +86.9% | 0.43% | +0.17 |
| AIN Albany Intl Corp. Class A | Add +72.0% | 0.35% | +0.16 |
| PCAR Paccar Inc. | Add +9.6% | 0.92% | +0.15 |
| HRI Herc Holdings Inc. | New | 0.14% | +0.14 |
| CERT Certara Inc. | New | 0.13% | +0.13 |
| UAL United Airlines Holdings Inc. | Add +185.3% | 0.20% | +0.12 |
| HD Home Depot Inc. | Add +25.9% | 0.59% | +0.12 |
| IPAR Interparfums Inc. | Add +58.3% | 0.27% | +0.12 |
| LMB Limbach Holdings Inc. | Add +20.3% | 0.53% | +0.11 |
| DIS The Walt Disney Co. | Add +69.6% | 0.31% | +0.10 |
| CAT Caterpillar Inc. | Add +10.8% | 0.33% | +0.10 |
| DORM Dorman Products Inc. | Add +88.9% | 0.23% | +0.09 |
| LFUS Littelfuse Inc. | Add +3.0% | 0.30% | +0.09 |
| HALO Halozyme Therapeutics Inc. | Add +76.5% | 0.21% | +0.09 |
| VCEL Vericel Corp. | Add +66.6% | 0.24% | +0.08 |
| ELF Elf Beauty Inc. | Add +53.9% | 0.38% | +0.08 |
| TECH Bio-Techne Corp. | Add +31.3% | 0.44% | +0.08 |
| LIN Linde PLC | Add +2.2% | 0.38% | +0.07 |
| NVT Nvent Electric PLC | Add +0.1% | 0.38% | +0.06 |
| GWW WW Grainger Inc. | Add +11.8% | 0.26% | +0.05 |
| VRRM Verra Mobility Corp. | Add +121.3% | 0.16% | +0.05 |
| FLR Fluor Corp. | Add +3.2% | 0.21% | +0.04 |
| NOVT Novanta Inc. | Add +0.7% | 0.83% | +0.03 |
| WAT Waters Corp. | New | 0.03% | +0.03 |
| AMBA Ambarella Inc. | Add +59.3% | 0.14% | +0.02 |
| UTI Universal Technical Institut | New | 0.02% | +0.02 |
| SHOP Shopify Inc. Class A | New | 0.02% | +0.02 |
| SSD Simpson Manufacturing Co. Inc. | Add +3.0% | 0.17% | +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 |