Granite Investment Partners

Latest statistics and disclosures from Granite Investment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, FIVN, MSFT, SITE, LPSN, and represent 10.66% of Granite Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: LGND (+$19M), GSHD (+$18M), KEX (+$17M), USPH (+$17M), BLD (+$16M), EVR (+$15M), ZTS (+$14M), CAKE (+$14M), HGV (+$12M), CYRX (+$11M).
  • Started 33 new stock positions in HYRE, WW, JLL, BOOM, RTX, CRNC, JWN, EBS, CVGI, SMAR.
  • Reduced shares in these 10 stocks: APPN (-$16M), AVAV (-$14M), SKY (-$13M), CDXS (-$12M), PHR (-$11M), CUB (-$11M), AIN (-$10.0M), TEX (-$9.1M), SBCF (-$8.4M), PZZA (-$8.4M).
  • Sold out of its positions in AVAV, AIN, APPN, BP, BLKB, CHWY, CDXS, CUB, FLIR, FIVE.
  • Granite Investment Partners was a net buyer of stock by $123M.
  • Granite Investment Partners has $2.1B in assets under management (AUM), growing by 34.60%.

Portfolio Holdings for Granite Investment Partners

Companies in the Granite Investment Partners portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 2.4 $50M +6% 18k 2758.81
Five9 (FIVN) 2.4 $49M 446k 110.67
Microsoft Corporation (MSFT) 2.2 $45M -5% 223k 203.51
Siteone Landscape Supply (SITE) 2.0 $41M 363k 113.97
LivePerson (LPSN) 1.7 $36M 862k 41.43
Appfolio Com Cl A (APPF) 1.7 $35M 214k 162.71
Halozyme Therapeutics (HALO) 1.6 $34M 1.3M 26.81
Neogenomics Com New (NEO) 1.5 $31M 999k 30.98
Docusign (DOCU) 1.4 $28M -3% 165k 172.21
Paypal Holdings (PYPL) 1.3 $28M +8% 161k 174.23
New York Times Cl A (NYT) 1.3 $28M 660k 42.03
Caredx (CDNA) 1.3 $28M 780k 35.43
Natera (NTRA) 1.2 $26M 519k 49.86
Visa Com Cl A (V) 1.2 $26M +3% 133k 193.17
Apple (AAPL) 1.2 $25M 70k 364.79
Crown Castle Intl (CCI) 1.2 $25M +6% 147k 167.35
Alphabet Cap Stk Cl C (GOOG) 1.2 $25M +8% 17k 1413.60
S&p Global (SPGI) 1.2 $25M +12% 75k 329.47
Descartes Sys Grp (DSGX) 1.2 $24M -2% 456k 52.90
Facebook Cl A (FB) 1.2 $24M +15% 106k 227.07
Boingo Wireless (WIFI) 1.1 $24M 1.8M 13.32
Kratos Defense & Sec Solutio Com New (KTOS) 1.1 $24M 1.5M 15.63
salesforce (CRM) 1.1 $23M +9% 124k 187.33
Vicor Corporation (VICR) 1.1 $23M +53% 318k 71.95
Ligand Pharmaceuticals Com New (LGND) 1.1 $22M +468% 200k 111.85
Brooks Automation (BRKS) 1.1 $22M 497k 44.24
Cbiz (CBZ) 1.0 $22M 899k 23.97
Thermo Fisher Scientific (TMO) 1.0 $21M +10% 58k 362.34
Materion Corporation (MTRN) 0.9 $19M +38% 314k 61.49
Knowles (KN) 0.9 $19M -19% 1.2M 15.26
Jacobs Engineering (J) 0.9 $19M +58% 219k 84.80
Inter Parfums (IPAR) 0.9 $18M +24% 378k 48.15
Nike CL B (NKE) 0.9 $18M +20% 183k 98.05
Terreno Realty Corporation (TRNO) 0.9 $18M 338k 52.64
Veracyte (VCYT) 0.8 $18M 679k 25.90
Goosehead Ins Com Cl A (GSHD) 0.8 $18M NEW 233k 75.16
Kirby Corporation (KEX) 0.8 $17M NEW 322k 53.56
Marten Transport (MRTN) 0.8 $17M -27% 681k 25.16
U.S. Physical Therapy (USPH) 0.8 $17M NEW 209k 81.02
SJW (SJW) 0.8 $17M 270k 62.11
Ttec Holdings (TTEC) 0.8 $17M 356k 46.56
Visteon Corp Com New (VC) 0.8 $17M 241k 68.50
Acushnet Holdings Corp (GOLF) 0.8 $16M 464k 34.79
Topbuild (BLD) 0.8 $16M NEW 141k 113.77
H&E Equipment Services (HEES) 0.8 $16M +52% 859k 18.48
HealthStream (HSTM) 0.8 $16M -13% 714k 22.13
Hub Group Cl A (HUBG) 0.8 $16M 327k 47.86
Papa John's Int'l (PZZA) 0.8 $16M -34% 197k 79.41
Evercore Class A (EVR) 0.7 $15M NEW 262k 58.92
Re Max Hldgs Cl A (RMAX) 0.7 $15M -19% 489k 31.43
Scholastic Corporation (SCHL) 0.7 $15M 497k 29.94
Medallia (MDLA) 0.7 $15M +15% 585k 25.24
Saia (SAIA) 0.7 $15M 133k 111.18
NVIDIA Corporation (NVDA) 0.7 $14M +9% 37k 379.91
California Water Service (CWT) 0.7 $14M +2% 297k 47.70
Rockwell Automation (ROK) 0.7 $14M +13% 66k 213.00
Inspire Med Sys (INSP) 0.7 $14M -19% 162k 87.02
Zoetis Cl A (ZTS) 0.7 $14M NEW 102k 137.04
Keysight Technologies (KEYS) 0.7 $14M +23% 139k 100.78
Sprouts Fmrs Mkt (SFM) 0.7 $14M -11% 543k 25.59
BlackRock (BLK) 0.7 $14M +9% 25k 544.09
Hercules Technology Growth Capital (HTGC) 0.7 $14M 1.3M 10.47
Cheesecake Factory Incorporated (CAKE) 0.7 $14M NEW 593k 22.92
Encore Wire Corporation (WIRE) 0.7 $14M 277k 48.82
Monmouth Real Estate Invt Cl A (MNR) 0.7 $14M 933k 14.49
Columbia Banking System (COLB) 0.6 $13M +47% 466k 28.35
stock (SPLK) 0.6 $13M +25% 65k 198.70
Hilton Grand Vacations (HGV) 0.6 $12M NEW 635k 19.55
National Bk Hldgs Corp Cl A (NBHC) 0.6 $12M 444k 27.00
Old Dominion Freight Line (ODFL) 0.6 $12M +41% 70k 169.58
Danaher Corporation (DHR) 0.5 $11M +29% 64k 176.84
Cryoport Com Par $0.001 (CYRX) 0.5 $11M NEW 377k 30.25
Horace Mann Educators Corporation (HMN) 0.5 $11M 304k 36.73
Marcus & Millichap (MMI) 0.5 $11M 383k 28.86
Cerence (CRNC) 0.5 $11M NEW 269k 40.84
Catalent (CTLT) 0.5 $11M +38% 146k 73.30
Ww Intl (WW) 0.5 $11M NEW 421k 25.38
Pepsi (PEP) 0.5 $10M 77k 132.26
Nevro (NVRO) 0.5 $10M +81% 84k 119.47
Corporate Office Pptys Tr Sh Ben Int (OFC) 0.5 $10.0M +106% 393k 25.34
Disney Walt Com Disney (DIS) 0.5 $9.9M -13% 89k 111.51
Match (MTCH) 0.5 $9.9M +27% 93k 107.05
Ecolab (ECL) 0.5 $9.9M 50k 198.95
Slack Technologies Com Cl A (WORK) 0.5 $9.7M NEW 311k 31.09
Costco Wholesale Corporation (COST) 0.4 $9.2M 30k 303.21
Dex (DXCM) 0.4 $9.1M -24% 22k 405.41
Central Pac Finl Corp Com New (CPF) 0.4 $8.9M +21% 554k 16.03
Verisk Analytics (VRSK) 0.4 $8.6M +12% 51k 170.21
Dmc Global (BOOM) 0.4 $8.6M NEW 310k 27.60
Spotify Technology S A SHS (SPOT) 0.4 $8.5M +11% 33k 258.19
Align Technology (ALGN) 0.4 $8.3M +62% 30k 274.44
Johnson & Johnson (JNJ) 0.4 $8.2M 59k 140.63
Automatic Data Processing (ADP) 0.4 $8.2M 55k 148.89
Lululemon Athletica (LULU) 0.4 $8.1M +90% 26k 312.02
Methanex Corp (MEOH) 0.4 $8.0M NEW 442k 18.08
Livent Corp (LTHM) 0.4 $7.9M 1.3M 6.16
Proofpoint (PFPT) 0.3 $7.2M -15% 65k 111.13
Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.0M 4.9k 1418.14
Becton, Dickinson and (BDX) 0.3 $6.9M 29k 239.25
Illumina (ILMN) 0.3 $6.8M -25% 18k 370.34
Booking Holdings (BKNG) 0.3 $6.6M +62% 4.1k 1592.32
Okta Cl A (OKTA) 0.3 $6.3M +14% 32k 200.22
Littelfuse (LFUS) 0.3 $6.2M +72% 36k 170.64
Fidelity National Information Services (FIS) 0.3 $5.9M 44k 134.08
UnitedHealth (UNH) 0.3 $5.9M 20k 294.97
Cme (CME) 0.3 $5.7M +14% 35k 162.53
Abbott Laboratories (ABT) 0.3 $5.6M 61k 91.43
2u (TWOU) 0.3 $5.5M 146k 37.96
Insulet Corporation (PODD) 0.3 $5.5M NEW 28k 194.27
Paylocity Holding Corporation (PCTY) 0.3 $5.3M -15% 37k 145.90
Activision Blizzard (ATVI) 0.3 $5.2M -50% 69k 75.90
Intuitive Surgical Com New (ISRG) 0.2 $5.1M +25% 9.0k 569.81
Rogers Corporation (ROG) 0.2 $5.1M +35% 41k 124.61
Etsy (ETSY) 0.2 $4.9M +2% 46k 106.24
Lauder Estee Cos Cl A (EL) 0.2 $4.9M 26k 188.69
Healthcare Services (HCSG) 0.2 $4.8M +11% 197k 24.46
Wix SHS (WIX) 0.2 $4.7M -27% 18k 256.20
Liveramp Holdings (RAMP) 0.2 $4.7M 110k 42.47
JPMorgan Chase & Co. (JPM) 0.2 $4.6M +12% 49k 94.05
Aptar (ATR) 0.2 $4.6M +72% 41k 111.97
New Relic (NEWR) 0.2 $4.4M 64k 68.90
ACI Worldwide (ACIW) 0.2 $4.4M +54% 161k 26.99
Raytheon Technologies Corp (RTX) 0.2 $4.3M NEW 70k 61.61
Monro Muffler Brake (MNRO) 0.2 $4.0M 73k 54.95
Verizon Communications (VZ) 0.2 $3.8M 69k 55.13
Axogen (AXGN) 0.2 $3.7M +34% 403k 9.24
Horizon Therapeutics Pub SHS (HZNP) 0.2 $3.7M +3% 67k 55.58
Catchmark Timber Tr Cl A (CTT) 0.2 $3.7M +13% 417k 8.85
Aerie Pharmaceuticals (AERI) 0.2 $3.6M +147% 246k 14.76
Home Depot (HD) 0.2 $3.5M 14k 250.53
Grand Canyon Education (LOPE) 0.2 $3.5M -25% 39k 90.53
GenMark Diagnostics (GNMK) 0.2 $3.5M -68% 237k 14.71
Deere & Company (DE) 0.2 $3.3M +458% 21k 157.16
Dorman Products (DORM) 0.2 $3.1M +15% 47k 67.06
Cavco Industries (CVCO) 0.1 $3.1M +2% 16k 192.85
Stryker Corporation (SYK) 0.1 $3.1M +15% 17k 180.19
Cisco Systems (CSCO) 0.1 $3.1M 66k 46.64
Oracle Corporation (ORCL) 0.1 $3.0M 54k 55.26
Louisiana-Pacific Corporation (LPX) 0.1 $3.0M +23% 116k 25.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.9M -5% 16k 178.50
Lockheed Martin Corporation (LMT) 0.1 $2.9M -25% 7.9k 364.93
First Republic Bank/san F (FRC) 0.1 $2.9M 27k 106.00
Royal Gold (RGLD) 0.1 $2.8M +2% 23k 124.32
Chevron Corporation (CVX) 0.1 $2.8M 31k 89.23
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $2.8M +55% 79k 34.92
Abbvie (ABBV) 0.1 $2.7M 28k 98.17
Intel Corporation (INTC) 0.1 $2.7M 45k 59.82
Freshpet (FRPT) 0.1 $2.6M 31k 83.68
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.6M -12% 116k 22.46
Silicon Laboratories (SLAB) 0.1 $2.6M 26k 100.25
Primerica (PRI) 0.1 $2.5M +41% 22k 116.58
Lennox International (LII) 0.1 $2.5M NEW 11k 233.02
HMS Holdings (HMSY) 0.1 $2.5M -43% 76k 32.39
Medtronic SHS (MDT) 0.1 $2.5M +61% 27k 91.70
Skechers U S A Cl A (SKX) 0.1 $2.4M +2% 77k 31.38
Ambarella SHS (AMBA) 0.1 $2.4M +35% 52k 45.79
Glaukos (GKOS) 0.1 $2.3M 61k 38.42
UniFirst Corporation (UNF) 0.1 $2.3M NEW 13k 178.98
Timken Company (TKR) 0.1 $2.3M +2% 50k 45.49
Emergent BioSolutions (EBS) 0.1 $2.3M NEW 29k 79.06
Heartland Express (HTLD) 0.1 $2.2M -31% 108k 20.82
Albemarle Corporation (ALB) 0.1 $2.2M +2% 29k 77.20
Knight Swift Transn Hldgs In Cl A (KNX) 0.1 $2.2M +2% 53k 41.70
Marriott Vacations Wrldwde Cp (VAC) 0.1 $2.2M NEW 27k 82.22
Smartsheet Com Cl A (SMAR) 0.1 $2.2M NEW 43k 50.92
Coherent (COHR) 0.1 $2.2M +2% 17k 130.99
Firstcash (FCFS) 0.1 $2.2M +28% 32k 67.48
Ritchie Bros. Auctioneers Inco (RBA) 0.1 $2.2M -19% 53k 40.85
Neogen Corporation (NEOG) 0.1 $2.1M -18% 28k 77.59
3M Company (MMM) 0.1 $2.1M 14k 156.01
ViaSat (VSAT) 0.1 $2.1M +3% 56k 38.37
Wells Fargo & Company (WFC) 0.1 $2.1M -3% 83k 25.60
Cantel Medical (CMD) 0.1 $2.1M -23% 48k 44.23
Gentex Corporation (GNTX) 0.1 $2.1M +2% 82k 25.77
Parsons Corporation (PSN) 0.1 $2.1M 58k 36.23
Thor Industries (THO) 0.1 $2.1M NEW 20k 106.54
Simpson Manufacturing (SSD) 0.1 $2.1M 25k 84.35
Herc Hldgs (HRI) 0.1 $2.0M +55% 65k 30.73
CoreSite Realty (COR) 0.1 $2.0M +2% 16k 121.04
First Intst Bancsystem Com Cl A (FIBK) 0.1 $2.0M 64k 30.95
Thermon Group Holdings (THR) 0.1 $1.9M 132k 14.57
Omnicell (OMCL) 0.1 $1.9M -17% 27k 70.60
Procter & Gamble Company (PG) 0.1 $1.9M 16k 119.60
Rexford Industrial Realty Inc reit (REXR) 0.1 $1.9M +2% 46k 41.43
Bristol Myers Squibb (BMY) 0.1 $1.9M 32k 58.81
Novocure Ord Shs (NVCR) 0.1 $1.8M +2% 31k 59.29
Mettler-Toledo International (MTD) 0.1 $1.8M +149% 2.2k 805.38
Amgen (AMGN) 0.1 $1.8M 7.6k 235.86
Carpenter Technology Corporation (CRS) 0.1 $1.8M -72% 73k 24.28
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.8M +27% 23k 77.15
Gw Pharmaceuticals Ads (GWPH) 0.1 $1.8M +2% 14k 122.72
Integra Lifesciences Hldgs C Com New (IART) 0.1 $1.7M +2% 37k 46.99
Bank of Hawaii Corporation (BOH) 0.1 $1.7M +2% 28k 61.41
Jones Lang LaSalle Incorporated (JLL) 0.1 $1.7M NEW 16k 103.45
Mercury Computer Systems (MRCY) 0.1 $1.7M -57% 21k 78.66
Ida (IDA) 0.1 $1.6M +2% 19k 87.37
Webster Financial Corporation (WBS) 0.1 $1.5M +3% 53k 28.62
General Electric Company (GE) 0.1 $1.5M +34% 221k 6.83
Linde SHS (LIN) 0.1 $1.5M 7.0k 212.17
Mondelez Intl Cl A (MDLZ) 0.1 $1.4M 28k 51.13
Helmerich & Payne (HP) 0.1 $1.4M NEW 73k 19.51
United Parcel Service CL B (UPS) 0.1 $1.4M 12k 111.19
Kilroy Realty Corporation (KRC) 0.1 $1.4M -8% 24k 58.69
Charles Schwab Corporation (SCHW) 0.1 $1.4M 40k 33.75
Nordstrom (JWN) 0.1 $1.4M NEW 87k 15.49
IDEXX Laboratories (IDXX) 0.1 $1.3M 4.0k 330.25
Iaa (IAA) 0.1 $1.3M -50% 34k 38.58
McDonald's Corporation (MCD) 0.1 $1.3M 7.0k 184.46
Bio-techne Corporation (TECH) 0.1 $1.3M NEW 4.8k 264.12
Citigroup Com New (C) 0.1 $1.3M 25k 51.10
W.W. Grainger (GWW) 0.1 $1.2M 3.9k 314.13
Philip Morris International (PM) 0.1 $1.2M 17k 70.07
Guardant Health (GH) 0.1 $1.2M +3% 14k 81.14
Exxon Mobil Corporation (XOM) 0.1 $1.2M 26k 44.72
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.0M -15% 16k 63.54
Union Pacific Corporation (UNP) 0.0 $1.0M -3% 6.1k 169.14
Colgate-Palmolive Company (CL) 0.0 $995k 14k 73.27
Merck & Co (MRK) 0.0 $978k 13k 77.31
Fiserv (FISV) 0.0 $954k +21% 9.8k 97.59
Ptc (PTC) 0.0 $865k NEW 11k 77.77
Lowe's Companies (LOW) 0.0 $811k 6.0k 135.17
International Business Machines (IBM) 0.0 $728k 6.0k 120.77
Donaldson Company (DCI) 0.0 $672k 15k 46.51
General Mills (GIS) 0.0 $624k 10k 61.66
Ishares Tr Russell 2000 Etf (IWM) 0.0 $623k +108% 4.3k 145.94
Kansas City Southern Com New (KSU) 0.0 $621k 4.2k 149.28
Paychex (PAYX) 0.0 $617k -2% 8.1k 75.72
Western Asset Income Fund (PAI) 0.0 $611k 41k 14.96
Illinois Tool Works (ITW) 0.0 $594k 3.4k 174.71
American Woodmark Corporation (AMWD) 0.0 $578k NEW 7.6k 75.71
Hubbell (HUBB) 0.0 $522k 4.2k 125.36
At&t (T) 0.0 $509k 17k 30.20
Walgreen Boots Alliance (WBA) 0.0 $489k 12k 42.36
Emerson Electric (EMR) 0.0 $469k -5% 7.6k 62.08
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $451k 44k 10.17
Fortive (FTV) 0.0 $426k -56% 6.3k 67.62
Mastercard Incorporated Cl A (MA) 0.0 $395k 1.3k 295.88
Honeywell International (HON) 0.0 $389k 2.7k 144.72
Ishares Tr China Lg-cap Etf (FXI) 0.0 $388k -19% 9.0k 43.13
SYSCO Corporation (SYY) 0.0 $328k -59% 6.0k 54.67
Doubleline Income Solutions (DSL) 0.0 $321k +4% 21k 15.35
ConocoPhillips (COP) 0.0 $312k 7.4k 42.00
Shopify Cl A (SHOP) 0.0 $295k NEW 311.00 948.55
Coca-Cola Company (KO) 0.0 $292k 6.5k 44.72
Sherwin-Williams Company (SHW) 0.0 $289k 500.00 578.00
Comcast Corp Cl A (CMCSA) 0.0 $257k -2% 6.6k 39.04
Altria (MO) 0.0 $250k -3% 6.4k 39.19
Palo Alto Networks (PANW) 0.0 $223k NEW 970.00 229.90
Pfizer (PFE) 0.0 $217k -45% 6.6k 32.74
Vail Resorts (MTN) 0.0 $200k NEW 1.1k 181.82
Pimco CA Municipal Income Fund (PCQ) 0.0 $194k 12k 16.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $166k +678% 911.00 182.22
Celsius Hldgs Com New (CELH) 0.0 $149k 13k 11.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $116k 2.1k 56.53
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $110k +1404% 3.5k 31.12
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $88k +634% 1.3k 69.29
Ishares Tr Msci Eafe Etf (EFA) 0.0 $61k +143% 950.00 64.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $50k +469% 245.00 204.08
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $46k 264.00 174.24
SunLink Health Systems (SSY) 0.0 $45k 50k 0.90
Commercial Vehicle (CVGI) 0.0 $40k NEW 14k 2.91
Hyrecar (HYRE) 0.0 $34k NEW 12k 2.95
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $28k +2% 236.00 118.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $19k +440% 135.00 140.74
Bristol-myers Squibb Right 99/99/9999 (BMY.R) 0.0 $14k 4.0k 3.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $6.0k -99% 33.00 181.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $3.0k 29.00 103.45
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k -99% 18.00 111.11

Past Filings by Granite Investment Partners

SEC 13F filings are viewable for Granite Investment Partners going back to 2011

View all past filings