Holders — by stockHoldings — by fund
Granite Investment Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001542266
$1.95B
disclosed book value
277
positions
3.3%
largest position share
Positions, as of 2026-06-30
top 100 of 277 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GEVGE VERNOVA INC | 55,181 | $64.8M | 3.3% |
| 2 | AAPLAPPLE INC | 218,008 | $63.1M | 3.2% |
| 3 | GOOGALPHABET INC | 163,324 | $57.7M | 3% |
| 4 | MSFTMICROSOFT CORP | 136,247 | $50.8M | 2.6% |
| 5 | GEGE AEROSPACE | 125,387 | $46.9M | 2.4% |
| 6 | NVDANVIDIA CORPORATION | 231,229 | $46.3M | 2.4% |
| 7 | AMZNAMAZON COM INC | 176,444 | $42.1M | 2.2% |
| 8 | EATON CORP PLC | 85,925 | $36.6M | 1.9% |
| 9 | ROKROCKWELL AUTOMATION INC | 67,116 | $33.2M | 1.7% |
| 10 | LLYELI LILLY & CO | 26,997 | $32.4M | 1.7% |
| 11 | NOVTNOVANTA INC | 161,754 | $26.2M | 1.3% |
| 12 | HUBBHUBBELL INC | 48,387 | $25.3M | 1.3% |
| 13 | WTFCWINTRUST FINL CORP | 153,322 | $24.6M | 1.3% |
| 14 | VVISA INC | 71,162 | $24.4M | 1.3% |
| 15 | DEDEERE & CO | 37,000 | $23.5M | 1.2% |
| 16 | DOCNDIGITALOCEAN HLDGS INC | 148,584 | $23.3M | 1.2% |
| 17 | RRXREGAL REXNORD CORPORATION | 91,975 | $21.9M | 1.1% |
| 18 | JPMJPMORGAN CHASE & CO | 64,986 | $21.3M | 1.1% |
| 19 | CALYCALLAWAY GOLF CO | 1.1M | $20.8M | 1.1% |
| 20 | AXSMAXSOME THERAPEUTICS INC. | 80,124 | $19.6M | 1% |
| 21 | ODFLOLD DOMINION FREIGHT LINE IN | 90,468 | $19.6M | 1% |
| 22 | ONTOONTO INNOVATION INC | 48,384 | $18.3M | 0.9% |
| 23 | SPGIS&P GLOBAL INC | 44,858 | $18.3M | 0.9% |
| 24 | LGNDLIGAND PHARMACEUTICALS INC | 54,128 | $17.1M | 0.9% |
| 25 | CRWDCROWDSTRIKE HLDGS INC | 22,133 | $16.9M | 0.9% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 18,007 | $16.8M | 0.9% |
| 27 | HRIHERC HLDGS INC | 113,985 | $16.3M | 0.8% |
| 28 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 757,217 | $16.2M | 0.8% |
| 29 | DCODUCOMMUN INC DEL | 86,703 | $16.1M | 0.8% |
| 30 | CWSTCASELLA WASTE SYS INC | 163,245 | $15.8M | 0.8% |
| 31 | DALDELTA AIR LINES INC | 168,671 | $15.8M | 0.8% |
| 32 | PCARPACCAR INC | 130,862 | $15.7M | 0.8% |
| 33 | METAMETA PLATFORMS INC | 27,867 | $15.7M | 0.8% |
| 34 | POWIPOWER INTEGRATIONS INC | 186,420 | $15.6M | 0.8% |
| 35 | ALGMALLEGRO MICROSYSTEMS INC | 215,679 | $15.0M | 0.8% |
| 36 | CORTCORCEPT THERAPEUTICS INC | 172,228 | $15.0M | 0.8% |
| 37 | ECGEVERUS CONSTR GROUP | 89,767 | $14.9M | 0.8% |
| 38 | VCYTVERACYTE INC | 252,923 | $14.9M | 0.8% |
| 39 | SYKSTRYKER CORPORATION | 46,801 | $14.7M | 0.8% |
| 40 | FCFSFIRSTCASH HOLDINGS INC | 67,614 | $14.6M | 0.7% |
| 41 | GHGUARDANT HEALTH INC | 95,760 | $14.4M | 0.7% |
| 42 | BABOEING CO | 64,342 | $13.9M | 0.7% |
| 43 | SAIASAIA INC | 32,248 | $13.6M | 0.7% |
| 44 | BMIBADGER METER INC | 91,485 | $13.6M | 0.7% |
| 45 | HAYWHAYWARD HLDGS INC | 775,310 | $13.4M | 0.7% |
| 46 | OIIOCEANEERING INTL INC | 328,414 | $13.3M | 0.7% |
| 47 | KEYSKEYSIGHT TECHNOLOGIES INC | 37,521 | $13.1M | 0.7% |
| 48 | VSECVSE CORP | 57,200 | $13.1M | 0.7% |
| 49 | VECOVEECO INSTRS INC DEL | 171,807 | $13.0M | 0.7% |
| 50 | TKRTIMKEN CO | 89,456 | $13.0M | 0.7% |
| 51 | GOOGLALPHABET INC | 35,691 | $12.8M | 0.7% |
| 52 | IPARINTERPARFUMS INC | 112,579 | $12.6M | 0.6% |
| 53 | AINALBANY INTL CORP | 167,164 | $12.5M | 0.6% |
| 54 | BROSDUTCH BROS INC | 172,303 | $12.4M | 0.6% |
| 55 | ESTABLISHMENT LABS HLDGS INC | 143,485 | $12.3M | 0.6% |
| 56 | ROGROGERS CORP | 74,743 | $12.2M | 0.6% |
| 57 | KRYSKRYSTAL BIOTECH INC | 32,837 | $12.2M | 0.6% |
| 58 | ABBVABBVIE INC | 47,889 | $12.1M | 0.6% |
| 59 | JNJJOHNSON & JOHNSON | 45,042 | $11.4M | 0.6% |
| 60 | FHBFIRST HAWAIIAN INC | 389,857 | $11.4M | 0.6% |
| 61 | CTRICENTURI HOLDINGS INC | 373,787 | $11.3M | 0.6% |
| 62 | HDHOME DEPOT INC | 31,882 | $11.2M | 0.6% |
| 63 | FNBF N B CORP | 587,036 | $11.2M | 0.6% |
| 64 | ARLOARLO TECHNOLOGIES INC | 826,906 | $11.1M | 0.6% |
| 65 | GKOSGLAUKOS CORP | 78,154 | $10.9M | 0.6% |
| 66 | CRCRANE COMPANY | 48,675 | $10.9M | 0.6% |
| 67 | RUSHARUSH ENTERPRISES INC | 143,955 | $10.5M | 0.5% |
| 68 | ATECALPHATEC HLDGS INC | 1.2M | $10.5M | 0.5% |
| 69 | HWKNHAWKINS INC | 73,444 | $10.4M | 0.5% |
| 70 | LASRNLIGHT INC | 147,948 | $10.3M | 0.5% |
| 71 | ESIELEMENT SOLUTIONS INC | 212,541 | $10.1M | 0.5% |
| 72 | NSSCNAPCO SEC TECHNOLOGIES INC | 266,069 | $10.1M | 0.5% |
| 73 | ADIANALOG DEVICES INC | 24,193 | $9.6M | 0.5% |
| 74 | TECHBIO-TECHNE CORP | 133,572 | $9.4M | 0.5% |
| 75 | SKYCHAMPION HOMES INC | 106,118 | $9.4M | 0.5% |
| 76 | CGNXCOGNEX CORP | 122,963 | $8.9M | 0.5% |
| 77 | CUSHMAN AND WAKEFIELD LTD | 659,859 | $8.8M | 0.5% |
| 78 | ECLECOLAB INC | 31,576 | $8.8M | 0.5% |
| 79 | TRNOTERRENO RLTY CORP | 135,320 | $8.8M | 0.4% |
| 80 | NVENT ELEC PLC | 51,404 | $8.7M | 0.4% |
| 81 | KRUSKURA SUSHI USA INC | 149,803 | $8.6M | 0.4% |
| 82 | MAMAMAMAS CREATIONS INC | 481,043 | $8.6M | 0.4% |
| 83 | LMBLIMBACH HLDGS INC | 110,620 | $8.5M | 0.4% |
| 84 | CATCATERPILLAR INC | 7,820 | $8.3M | 0.4% |
| 85 | CSWCSW INDUSTRIALS INC | 29,158 | $8.1M | 0.4% |
| 86 | ZETAZETA GLOBAL HOLDINGS CORP | 411,712 | $8.1M | 0.4% |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 35,705 | $8.0M | 0.4% |
| 88 | AGYSAGILYSYS INC | 75,237 | $7.9M | 0.4% |
| 89 | NICENICE LTD | 84,570 | $7.7M | 0.4% |
| 90 | APPFAPPFOLIO INC | 47,738 | $7.7M | 0.4% |
| 91 | ELFE L F BEAUTY INC | 102,209 | $7.6M | 0.4% |
| 92 | FRPTFRESHPET INC | 127,905 | $7.6M | 0.4% |
| 93 | CHEFCHEFS WHSE INC | 76,389 | $7.3M | 0.4% |
| 94 | ESQESQUIRE FINL HLDGS INC | 61,306 | $7.3M | 0.4% |
| 95 | JFROG LTD | 79,890 | $7.3M | 0.4% |
| 96 | BLKBLACKROCK INC | 7,448 | $7.2M | 0.4% |
| 97 | POWLPOWELL INDS INC | 24,151 | $6.9M | 0.4% |
| 98 | RHIROBERT HALF INC. | 224,917 | $6.9M | 0.4% |
| 99 | PIIMPINJ INC | 47,616 | $6.8M | 0.3% |
| 100 | FIBKFIRST INTST BANCSYSTEM INC | 174,428 | $6.7M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.