Granite Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.63B
Q ending 2026-03-31
Prior quarter
$1.69B
Q ending 2025-12-31
Change
-3.6% QoQ · -17.3% YoY
Positions
263
reported holdings
Largest positions
Top 100 of 263 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $55.6M | 219K |
| Microsoft Corp | MSFT | Shares | $51.8M | 140K |
| Ge Vernova Inc | GEV | Shares | $49.3M | 56K |
| Alphabet Inc | GOOG | Shares | $46.8M | 163K |
| Nvidia Corporation | NVDA | Shares | $40.6M | 233K |
| Amazon Com Inc | AMZN | Shares | $37.1M | 178K |
| Ge Aerospace | GE | Shares | $35.8M | 126K |
| Eaton Corp Plc | Shares | $30.8M | 86K | |
| Eli Lilly & Co | LLY | Shares | $25.0M | 27K |
| Rockwell Automation Inc | ROK | Shares | $24.2M | 67K |
| Hubbell Inc | HUBB | Shares | $23.7M | 48K |
| Visa Inc | V | Shares | $21.7M | 72K |
| Wintrust Finl Corp | WTFC | Shares | $21.3M | 153K |
| Deere & Co | DE | Shares | $21.0M | 37K |
| S&P Global Inc | SPGI | Shares | $19.2M | 45K |
| Jpmorgan Chase & Co | JPM | Shares | $19.1M | 65K |
| Costco Wholesale Corporation | COST | Shares | $18.3M | 18K |
| Methanex Corp | MEOH | Shares | $18.1M | 304K |
| Tower Semiconductor Ltd | Shares | $18.0M | 103K | |
| Old Dominion Freight Line In | ODFL | Shares | $17.6M | 90K |
| Power Integrations Inc | POWI | Shares | $16.6M | 325K |
| Meta Platforms Inc | META | Shares | $16.1M | 28K |
| Stryker Corporation | SYK | Shares | $15.5M | 47K |
| Paccar Inc | PCAR | Shares | $15.0M | 130K |
| Digitalocean Hldgs Inc | DOCN | Shares | $14.4M | 168K |
| F N B Corp | FNB | Shares | $14.4M | 862K |
| Regal Rexnord Corporation | RRX | Shares | $14.3M | 77K |
| Onto Innovation Inc | ONTO | Shares | $14.0M | 68K |
| Axsome Therapeutics Inc. | AXSM | Shares | $13.6M | 80K |
| Novanta Inc | NOVT | Shares | $13.5M | 114K |
| Alphatec Hldgs Inc | ATEC | Shares | $13.0M | 1.2M |
| Casella Waste Sys Inc | CWST | Shares | $13.0M | 164K |
| Firstcash Holdings Inc | FCFS | Shares | $12.7M | 68K |
| Trinity Inds Inc | TRN | Shares | $12.3M | 382K |
| Boeing Co | BA | Shares | $12.2M | 61K |
| Glaukos Corp | GKOS | Shares | $12.0M | 112K |
| Powell Inds Inc | POWL | Shares | $11.9M | 22K |
| Oceaneering Intl Inc | OII | Shares | $11.6M | 327K |
| Aaon Inc | AAON | Shares | $11.5M | 139K |
| Hawkins Inc | HWKN | Shares | $11.3M | 73K |
| Zeta Global Holdings Corp | ZETA | Shares | $11.1M | 700K |
| Johnson & Johnson | JNJ | Shares | $11.0M | 45K |
| Ligand Pharmaceuticals Inc | LGND | Shares | $10.8M | 54K |
| Vse Corp | VSEC | Shares | $10.6M | 57K |
| Napco Sec Technologies Inc | NSSC | Shares | $10.5M | 268K |
| Keysight Technologies Inc | KEYS | Shares | $10.5M | 37K |
| Everus Constr Group | ECG | Shares | $10.4M | 88K |
| Abbvie Inc | ABBV | Shares | $10.4M | 48K |
| Callaway Golf Co | CALY | Shares | $10.4M | 751K |
| Hayward Hldgs Inc | HAYW | Shares | $10.3M | 772K |
| Nlight Inc | LASR | Shares | $10.1M | 177K |
| Alphabet Inc | GOOGL | Shares | $9.8M | 34K |
| Sherwin Williams Co | SHW | Shares | $9.8M | 31K |
| Home Depot Inc | HD | Shares | $9.6M | 29K |
| Agilysys Inc | AGYS | Shares | $9.6M | 135K |
| Veracyte Inc | VCYT | Shares | $9.6M | 299K |
| First Hawaiian Inc | FHB | Shares | $9.6M | 390K |
| Saia Inc | SAIA | Shares | $9.5M | 27K |
| Rush Enterprises Inc | RUSHA | Shares | $9.5M | 144K |
| Stride Inc | LRN | Shares | $9.4M | 107K |
| Apellis Pharmaceuticals Inc | APLS | Shares | $9.3M | 232K |
| Badger Meter Inc | BMI | Shares | $9.3M | 61K |
| Arlo Technologies Inc | ARLO | Shares | $9.3M | 651K |
| National Vision Hldgs Inc | EYE | Shares | $8.9M | 342K |
| Guardant Health Inc | GH | Shares | $8.8M | 96K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $8.8M | 23K |
| Ecolab Inc | ECL | Shares | $8.6M | 32K |
| Limbach Hldgs Inc | LMB | Shares | $8.6M | 110K |
| Wesco Intl Inc | WCC | Shares | $8.5M | 31K |
| Belden Inc | BDC | Shares | $8.4M | 73K |
| Terreno Rlty Corp | TRNO | Shares | $8.3M | 135K |
| Establishment Labs Hldgs Inc | Shares | $8.2M | 144K | |
| Cushman And Wakefield Ltd | Shares | $8.1M | 660K | |
| Champion Homes Inc | SKY | Shares | $7.9M | 106K |
| Appfolio Inc | APPF | Shares | $7.7M | 49K |
| Esab Corporation | ESAB | Shares | $7.6M | 78K |
| Csw Industrials Inc | CSW | Shares | $7.6M | 29K |
| Automatic Data Processing In | ADP | Shares | $7.3M | 36K |
| Kura Sushi Usa Inc | KRUS | Shares | $7.3M | 104K |
| Element Solutions Inc | ESI | Shares | $7.2M | 212K |
| Cognex Corp | CGNX | Shares | $7.2M | 147K |
| Bio-Techne Corp | TECH | Shares | $7.2M | 138K |
| Blackrock Inc | BLK | Shares | $7.2M | 7K |
| Floor & Decor Hldgs Inc | FND | Shares | $7.0M | 139K |
| Paymentus Holdings Inc | PAY | Shares | $7.0M | 275K |
| Adaptive Biotechnologies Cor | ADPT | Shares | $6.9M | 500K |
| Analog Devices Inc | ADI | Shares | $6.8M | 21K |
| Esquire Finl Hldgs Inc | ESQ | Shares | $6.6M | 61K |
| Delta Air Lines Inc | DAL | Shares | $6.5M | 98K |
| Pepsico Inc | PEP | Shares | $6.5M | 42K |
| Dutch Bros Inc | BROS | Shares | $6.3M | 125K |
| Procept Biorobotics Corp | PRCT | Shares | $6.3M | 252K |
| Krystal Biotech Inc | KRYS | Shares | $6.3M | 24K |
| E L F Beauty Inc | ELF | Shares | $6.2M | 102K |
| Nvent Elec Plc | Shares | $6.2M | 52K | |
| Linde Plc | Shares | $6.2M | 12K | |
| Freshpet Inc | FRPT | Shares | $6.1M | 104K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.8M | 12K |
| First Intst Bancsystem Inc | FIBK | Shares | $5.8M | 172K |
| Albany Intl Corp | AIN | Shares | $5.7M | 108K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.