Granite Investment Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 256Value: $2.0BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "AXSM",
  "NCNO",
  "RGEN",
  "FIBK",
  "AZEK",
  "PCOR",
  "GLOB",
  "INSP",
  "MEG",
  "JAZZ",
  "KTOS",
  "CCCS",
  "BROS",
  "FROG",
  "KRUS",
  "HP",
  "MP",
  "ARCB",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JLL",
  "FRPT",
  "GOOGL",
  "AIN",
  "VCYT",
  "RUSHA",
  "FOLD",
  "APG",
  "ARHS",
  "BLK",
  "ESAB",
  "CAT",
  "LOW",
  "AIT",
  "CP.TO",
  null,
  "HNST",
  "CCI",
  "LGND",
  "LMB",
  "NSSC",
  "MYRG",
  "RXST",
  "ECG",
  "AMBA",
  "SRAD",
  "TSEM",
  "ULS",
  "NVCR",
  "IPAR",
  "FCX",
  "ADPT",
  "SRCE",
  "GIS",
  "AMSF",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "ESTA",
  "UNP",
  "GENI",
  "ISRG",
  "GH",
  "HUBB",
  "HLIO",
  "ITW",
  "EMR",
  "META",
  "MAMA",
  "MEOH",
  null,
  "IJH",
  "ROG",
  "TRN",
  "IONS",
  null,
  "LIN",
  "SSY",
  "MA",
  "MSFT",
  "MDLZ",
  "NEOG",
  "ESE",
  "TALK",
  "EXPO",
  "FLS",
  "FTV",
  "GE",
  "GMS",
  "ICUI",
  null,
  "ODFL",
  "PCAR",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  "IWF",
  "PANW",
  "PEP",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "NYT",
  "ROK",
  "SPGI",
  null,
  "SHW",
  "SHOP",
  "SHEL",
  "RTX",
  "IBM",
  "SYK",
  "TMO",
  "TRV",
  "UPS",
  "VSEC",
  "AGYS",
  "PCH",
  "ARLO",
  "ATEC",
  "FCFS",
  "PCTY",
  "MGNI",
  "SITE",
  "SCHW",
  "AMPH",
  "VWO",
  "LPX",
  "DSL",
  "IWO",
  "GKOS",
  "WY",
  "MTD",
  "GMED",
  "SMG",
  "GO",
  null,
  "LOPE",
  "LFUS",
  "MKSI",
  "PRI",
  "ADSK",
  "TKR",
  "FI",
  "FOUR",
  "DORM",
  "GCMG",
  "HFFG",
  "IDXX",
  "AMZN",
  "SCHB",
  null,
  "AMTM",
  "VLTO",
  "VRRM",
  "VSTS",
  "V",
  "VITL",
  "WD",
  "WMT",
  "WFC",
  "WING",
  "WTFC",
  "ZETA",
  "FHB",
  "POWI",
  "HAYW",
  "SITM",
  "FLR",
  "SCHF",
  "SCHA",
  null,
  "MGM",
  "TTD",
  "UFPI",
  "SPXC",
  "RARE",
  "SSD",
  "CRM",
  "SLAB",
  "SYY",
  "HALO",
  "LNTH",
  "UHS",
  "GEV",
  "ZWS",
  "NVT",
  "GWW",
  "NUE",
  "ATS",
  "ADP",
  "AZTA",
  "AZZ",
  "BAC",
  "BRK-B",
  "BDX",
  "BDC",
  "TECH",
  "BL",
  "BPMC",
  "BFAM",
  "CWST",
  "CBZ",
  "CASY",
  "SKY",
  "CVX",
  "GTLS",
  "CB",
  "CSCO",
  "CWAN",
  "C",
  "KO",
  "CL",
  "CVGI",
  "COST",
  "CNM",
  "CR",
  "CRWD",
  "CWK",
  "DHR",
  "DAR",
  "DE",
  "DSGX",
  "DCI",
  "DFIN",
  "EFA",
  "J",
  "ADI",
  "TRNO",
  "NEE",
  "NKE",
  "MAR",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM",
  "ZTS"
]

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: granite-investment-partners
Manager Name: Granite-Investment-Partners

Data Enrichment

97% identified

248 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

256 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:159.6K

Value:$59.9M

% of Portfolio:3.0% ($59.9M/$2.0B)

Apple Inc.

AAPL|037833100

Shares:232.4K

Value:$51.6M

% of Portfolio:2.6% ($51.6M/$2.0B)

CBIZ, Inc.

CBZ|124805102

Shares:538.3K

Value:$40.8M

% of Portfolio:2.1% ($40.8M/$2.0B)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:361.2K

Value:$40.3M

% of Portfolio:2.0% ($40.3M/$2.0B)

AMAZON COM INC

AMZN|023135106

Shares:200.5K

Value:$38.1M

% of Portfolio:1.9% ($38.1M/$2.0B)

WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:298.1K

Value:$33.5M

% of Portfolio:1.7% ($33.5M/$2.0B)

VISA INC.

V|92826C839

Shares:90.1K

Value:$31.6M

% of Portfolio:1.6% ($31.6M/$2.0B)

NVIDIA CORP

NVDA|67066G104

Shares:291.0K

Value:$31.5M

% of Portfolio:1.6% ($31.5M/$2.0B)

Alphabet Inc.

GOOG|02079K107

Shares:184.8K

Value:$28.9M

% of Portfolio:1.5% ($28.9M/$2.0B)

GENERAL ELECTRIC CO

GE|369604301

Shares:137.9K

Value:$27.6M

% of Portfolio:1.4% ($27.6M/$2.0B)

Eaton Corp plc

ETN|G29183103

Shares:95.3K

Value:$25.9M

% of Portfolio:1.3% ($25.9M/$2.0B)

S&P Global Inc.

SPGI|78409V104

Shares:47.7K

Value:$24.2M

% of Portfolio:1.2% ($24.2M/$2.0B)

Freshpet, Inc.

FRPT|358039105

Shares:288.4K

Value:$24.0M

% of Portfolio:1.2% ($24.0M/$2.0B)

ELI LILLY & Co

LLY|532457108

Shares:28.9K

Value:$23.9M

% of Portfolio:1.2% ($23.9M/$2.0B)

STRYKER CORP

SYK|863667101

Shares:62.5K

Value:$23.3M

% of Portfolio:1.2% ($23.3M/$2.0B)

Genius Sports Ltd

GENI|G3934V109

Shares:2.1M

Value:$20.9M

% of Portfolio:1.1% ($20.9M/$2.0B)

AGILYSYS INC

AGYS|00847J105

Shares:279.5K

Value:$20.3M

% of Portfolio:1.0% ($20.3M/$2.0B)

FirstCash Holdings, Inc.

FCFS|33768G107

Shares:168.4K

Value:$20.3M

% of Portfolio:1.0% ($20.3M/$2.0B)

DEERE & CO

DE|244199105

Shares:41.1K

Value:$19.3M

% of Portfolio:1.0% ($19.3M/$2.0B)

VERACYTE, INC.

VCYT|92337F107

Shares:647.4K

Value:$19.2M

% of Portfolio:1.0% ($19.2M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	159.6K	QoQ -6.91% (-11.8K) YoY -10.71% (-19.2K)	All Managers (Combined)	$59.9M	3.0% ($59.9M/$2.0B)	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	2.6% ($51.6M/$2.0B)	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	2.1% ($40.8M/$2.0B)	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	2.0% ($40.3M/$2.0B)	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	1.9% ($38.1M/$2.0B)	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	1.7% ($33.5M/$2.0B)	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	1.6% ($31.6M/$2.0B)	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	1.6% ($31.5M/$2.0B)	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	1.5% ($28.9M/$2.0B)	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	1.4% ($27.6M/$2.0B)	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	1.3% ($25.9M/$2.0B)	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	1.2% ($24.2M/$2.0B)	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	1.2% ($24.0M/$2.0B)	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	1.2% ($23.9M/$2.0B)	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	1.2% ($23.3M/$2.0B)	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	1.1% ($20.9M/$2.0B)	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	1.0% ($20.3M/$2.0B)	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	1.0% ($20.3M/$2.0B)	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	1.0% ($19.3M/$2.0B)	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	1.0% ($19.2M/$2.0B)	QoQ -25.30% (-$6.5M) YoY -5.40% (-$1.1M)