Granite Investment Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Granite Investment Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 256 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 256
Total Value: 1967523767
Accession Number: 0001398344-25-009267
Form Type: 13F-HR
CIK: 0001542266
Manager Name: Granite Investment Partners, LLC

Data Enrichment

97% identified

248 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

256 positions • $1,967,523.767K total value

256 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

159588(-6.9%)

Value:

$59.9B(-17.1%)

Apple Inc.

AAPL|037833100

232438(-14.3%)

Value:

$51.6B(-24.0%)

CBIZ, Inc.

CBZ|124805102

538292(-4.1%)

Value:

$40.8B(-11.1%)

CASELLA WASTE SYSTEMS INC

CWST|147448104

361228(-5.8%)

Value:

$40.3B(-0.7%)

AMAZON COM INC

AMZN|023135106

200455(-7.5%)

Value:

$38.1B(-19.8%)

WINTRUST FINANCIAL CORP

WTFC|97650W108

298116(+5.5%)

Value:

$33.5B(-4.8%)

VISA INC.

V|92826C839

90124(-8.5%)

Value:

$31.6B(+1.5%)

NVIDIA CORP

NVDA|67066G104

291033(-9.0%)

Value:

$31.5B(-26.5%)

Alphabet Inc.

GOOG|02079K107

184765(-9.3%)

Value:

$28.9B(-25.6%)

GENERAL ELECTRIC CO

GE|369604301

137917(-4.5%)

Value:

$27.6B(+14.6%)

Eaton Corp plc

ETN|G29183103

95251(-7.0%)

Value:

$25.9B(-23.8%)

S&P Global Inc.

SPGI|78409V104

47684(-5.8%)

Value:

$24.2B(-3.9%)

Freshpet, Inc.

FRPT|358039105

288436(+16.8%)

Value:

$24.0B(-34.4%)

ELI LILLY & Co

LLY|532457108

28885(-30.9%)

Value:

$23.9B(-26.1%)

STRYKER CORP

SYK|863667101

62532(+3.2%)

Value:

$23.3B(+6.7%)

Genius Sports Ltd

GENI|G3934V109

2086715

Value:

$20.9B

AGILYSYS INC

AGYS|00847J105

279532(+8.3%)

Value:

$20.3B(-40.4%)

FirstCash Holdings, Inc.

FCFS|33768G107

168405(+26.6%)

Value:

$20.3B(+47.0%)

DEERE & CO

DE|244199105

41067(-9.7%)

Value:

$19.3B(+0.1%)

VERACYTE, INC.

VCYT|92337F107

647431(-0.2%)

Value:

$19.2B(-25.3%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	159.6K	QoQ -6.91% (-11.8K) YoY -10.71% (-19.2K)	All Managers (Combined)	$59.9M	QoQ -17.09% (-$12.4M) YoY -20.33% (-$15.3M)
Apple Inc.(AAPLcusip037833100)	232.4K	QoQ -14.34% (-38.9K) YoY -17.52% (-49.4K)	All Managers (Combined)	$51.6M	QoQ -24.01% (-$16.3M) YoY +6.84% (-$3.3M)
Cbiz, Inc.(CBZcusip124805102)	538.3K	QoQ -4.09% (-23.0K) YoY -17.88% (-117.2K)	All Managers (Combined)	$40.8M	QoQ -11.08% (-$5.1M) YoY -20.64% (-$10.6M)
Casella Waste Systems Inc(CWSTcusip147448104)	361.2K	QoQ -5.82% (-22.3K) YoY -26.91% (-133.0K)	All Managers (Combined)	$40.3M	QoQ -0.74% (-$303.6K) YoY -17.56% (-$8.6M)
Amazon Com Inc(AMZNcusip023135106)	200.5K	QoQ -7.49% (-16.3K) YoY -6.07% (-13.0K)	All Managers (Combined)	$38.1M	QoQ -19.78% (-$9.4M) YoY -0.92% (-$358.0K)
Wintrust Financial Corp(WTFCcusip97650W108)	298.1K	QoQ +5.50% (-15.6K) YoY -6.12% (-19.4K)	All Managers (Combined)	$33.5M	QoQ -4.85% (-$1.7M) YoY +1.13% (-$376.6K)
Visa Inc.(Vcusip92826C839)	90.1K	QoQ -8.50% (-8.4K) YoY -19.55% (-21.9K)	All Managers (Combined)	$31.6M	QoQ +1.46% (-$454.6K) YoY +1.01% (-$317.3K)
Nvidia Corp(NVDAcusip67066G104)	291.0K	QoQ -8.98% (-28.7K) YoY +638.86% (-251.6K)	All Managers (Combined)	$31.5M	QoQ -26.54% (-$11.4M) YoY -11.37% (-$4.0M)
Alphabet Inc.(GOOGcusip02079K107)	184.8K	QoQ -9.29% (-18.9K) YoY -16.67% (-37.0K)	All Managers (Combined)	$28.9M	QoQ -25.58% (-$9.9M) YoY -14.50% (-$4.9M)
General Electric Co(GEcusip369604301)	137.9K	QoQ -4.52% (-6.5K) YoY +32.46% (+33.8K)	All Managers (Combined)	$27.6M	QoQ +14.57% (-$3.5M) YoY +51.04% (+$9.3M)
Eaton Corp Plc(ETNcusipG29183103)	95.3K	QoQ -6.96% (-7.1K) YoY -16.59% (-18.9K)	All Managers (Combined)	$25.9M	QoQ -23.79% (-$8.1M) YoY -27.48% (-$9.8M)
S&P Global Inc.(SPGIcusip78409V104)	47.7K	QoQ -5.82% (-3.0K) YoY -4.74% (-2.4K)	All Managers (Combined)	$24.2M	QoQ -3.92% (-$989.5K) YoY +13.76% (-$2.9M)
Freshpet, Inc.(FRPTcusip358039105)	288.4K	QoQ +16.83% (-41.6K) YoY -29.24% (-119.2K)	All Managers (Combined)	$24.0M	QoQ -34.39% (-$12.6M) YoY -49.20% (-$23.2M)
Eli Lilly & Co(LLYcusip532457108)	28.9K	QoQ -30.90% (-12.9K) YoY -24.46% (-9.4K)	All Managers (Combined)	$23.9M	QoQ -26.08% (-$8.4M) YoY -19.81% (-$5.9M)
Stryker Corp(SYKcusip863667101)	62.5K	QoQ +3.16% (+1.9K) YoY +30.50% (+14.6K)	All Managers (Combined)	$23.3M	QoQ +6.65% (+$1.5M) YoY +35.75% (+$6.1M)
Genius Sports Ltd(GENIcusipG3934V109)	2.1M	QoQ NEW(+2.1M) YoY NEW(+2.1M)	All Managers (Combined)	$20.9M	QoQ NEW(+$20.9M) YoY NEW(+$20.9M)
Agilysys Inc(AGYScusip00847J105)	279.5K	QoQ +8.25% (-21.3K) YoY -15.92% (-52.9K)	All Managers (Combined)	$20.3M	QoQ -40.37% (-$13.7M) YoY -27.61% (-$7.7M)
Firstcash Holdings, Inc.(FCFScusip33768G107)	168.4K	QoQ +26.60% (+35.4K) YoY +1.81% (-3.0K)	All Managers (Combined)	$20.3M	QoQ +47.03% (+$6.5M) YoY -3.94% (-$832.2K)
Deere & Co(DEcusip244199105)	41.1K	QoQ -9.67% (-4.4K) YoY -20.05% (-10.3K)	All Managers (Combined)	$19.3M	QoQ +0.06% (-$11.7K) YoY -8.64% (-$1.8M)
Veracyte, Inc.(VCYTcusip92337F107)	647.4K	QoQ -0.24% (-1.6K) YoY -29.30% (-268.3K)	All Managers (Combined)	$19.2M	QoQ -25.30% (-$6.5M) YoY -5.40% (-$1.1M)