# Granite Investment Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1542266. Source: https://holderbook.com/funds/1542266-granite-investment-partners-llc/

- Reported value: $2.0B
- Positions: 277
- Weight of the ten largest: 24.3%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $64.8M | 55,181 | 3.3% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $63.1M | 218,008 | 3.2% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $57.7M | 163,324 | 3.0% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $50.8M | 136,247 | 2.6% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $46.9M | 125,387 | 2.4% | 20 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $46.3M | 231,229 | 2.4% | 27 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $42.1M | 176,444 | 2.2% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $36.6M | 85,925 | 1.9% | 22 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $33.2M | 67,116 | 1.7% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $32.4M | 26,997 | 1.7% | 19 |
| NOVANTA INC | [NOVT](https://holderbook.com/stocks/NOVT/) | $26.2M | 161,754 | 1.3% | 3 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $25.3M | 48,387 | 1.3% | 31 |
| WINTRUST FINL CORP | [WTFC](https://holderbook.com/stocks/WTFC/) | $24.6M | 153,322 | 1.3% | 13 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $24.4M | 71,162 | 1.3% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $23.5M | 37,000 | 1.2% | 29 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $23.3M | 148,584 | 1.2% | 3 |
| REGAL REXNORD CORPORATION | [RRX](https://holderbook.com/stocks/RRX/) | $21.9M | 91,975 | 1.1% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $21.3M | 64,986 | 1.1% | 31 |
| CALLAWAY GOLF CO | [CALY](https://holderbook.com/stocks/CALY/) | $20.8M | 1,109,057 | 1.1% | 3 |
| AXSOME THERAPEUTICS INC | [AXSM](https://holderbook.com/stocks/AXSM/) | $19.6M | 80,124 | 1.0% | 7 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $19.6M | 90,468 | 1.0% | 31 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $18.3M | 48,384 | 0.9% | 4 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $18.3M | 44,858 | 0.9% | 31 |
| LIGAND PHARMACEUTICALS INC | [LGND](https://holderbook.com/stocks/LGND/) | $17.1M | 54,128 | 0.9% | 8 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $16.9M | 22,133 | 0.9% | 13 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $16.8M | 18,007 | 0.9% | 31 |
| HERC HLDGS INC | [HRI](https://holderbook.com/stocks/HRI/) | $16.3M | 113,985 | 0.8% | 2 |
| ADAPTIVE BIOTECHNOLOGIES COR | [ADPT](https://holderbook.com/stocks/ADPT/) | $16.2M | 757,217 | 0.8% | 2 |
| DUCOMMUN INC DEL | [DCO](https://holderbook.com/stocks/DCO/) | $16.1M | 86,703 | 0.8% | 2 |
| CASELLA WASTE SYS INC | [CWST](https://holderbook.com/stocks/CWST/) | $15.8M | 163,245 | 0.8% | 20 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $15.8M | 168,671 | 0.8% | 3 |
| PACCAR INC | [PCAR](https://holderbook.com/stocks/PCAR/) | $15.7M | 130,862 | 0.8% | 18 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $15.7M | 27,867 | 0.8% | 31 |
| POWER INTEGRATIONS INC | [POWI](https://holderbook.com/stocks/POWI/) | $15.6M | 186,420 | 0.8% | 6 |
| ALLEGRO MICROSYSTEMS INC | [ALGM](https://holderbook.com/stocks/ALGM/) | $15.0M | 215,679 | 0.8% | 1 |
| CORCEPT THERAPEUTICS INC | [CORT](https://holderbook.com/stocks/CORT/) | $15.0M | 172,228 | 0.8% | 1 |
| EVERUS CONSTR GROUP | [ECG](https://holderbook.com/stocks/ECG/) | $14.9M | 89,767 | 0.8% | 7 |
| VERACYTE INC | [VCYT](https://holderbook.com/stocks/VCYT/) | $14.9M | 252,923 | 0.8% | 26 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $14.7M | 46,801 | 0.8% | 31 |
| FIRSTCASH HOLDINGS INC | [FCFS](https://holderbook.com/stocks/FCFS/) | $14.6M | 67,614 | 0.7% | 11 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $14.4M | 95,760 | 0.7% | 6 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $13.9M | 64,342 | 0.7% | 5 |
| SAIA INC | [SAIA](https://holderbook.com/stocks/SAIA/) | $13.6M | 32,248 | 0.7% | 5 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $13.6M | 91,485 | 0.7% | 2 |
| HAYWARD HLDGS INC | [HAYW](https://holderbook.com/stocks/HAYW/) | $13.4M | 775,310 | 0.7% | 14 |
| OCEANEERING INTL INC | [OII](https://holderbook.com/stocks/OII/) | $13.3M | 328,414 | 0.7% | 3 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $13.1M | 37,521 | 0.7% | 4 |
| VSE CORP | [VSEC](https://holderbook.com/stocks/VSEC/) | $13.1M | 57,200 | 0.7% | 7 |
| VEECO INSTRS INC DEL | [VECO](https://holderbook.com/stocks/VECO/) | $13.0M | 171,807 | 0.7% | 1 |
| TIMKEN CO | [TKR](https://holderbook.com/stocks/TKR/) | $13.0M | 89,456 | 0.7% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $12.8M | 35,691 | 0.7% | 31 |
| INTER PARFUMS INC | [IPAR](https://holderbook.com/stocks/IPAR/) | $12.6M | 112,579 | 0.6% | 31 |
| ALBANY INTL CORP | [AIN](https://holderbook.com/stocks/AIN/) | $12.5M | 167,164 | 0.6% | 15 |
| DUTCH BROS INC | [BROS](https://holderbook.com/stocks/BROS/) | $12.4M | 172,303 | 0.6% | 10 |
| ESTABLISHMENT LABS HLDGS INC | [ESTA](https://holderbook.com/stocks/ESTA/) | $12.3M | 143,485 | 0.6% | 6 |
| ROGERS CORP | [ROG](https://holderbook.com/stocks/ROG/) | $12.2M | 74,743 | 0.6% | 1 |
| KRYSTAL BIOTECH INC | [KRYS](https://holderbook.com/stocks/KRYS/) | $12.2M | 32,837 | 0.6% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $12.1M | 47,889 | 0.6% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $11.4M | 45,042 | 0.6% | 31 |
| FIRST HAWAIIAN INC | [FHB](https://holderbook.com/stocks/FHB/) | $11.4M | 389,857 | 0.6% | 8 |
| CENTURI HOLDINGS INC | [CTRI](https://holderbook.com/stocks/CTRI/) | $11.3M | 373,787 | 0.6% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $11.2M | 31,882 | 0.6% | 31 |
| F N B CORP | [FNB](https://holderbook.com/stocks/FNB/) | $11.2M | 587,036 | 0.6% | 4 |
| ARLO TECHNOLOGIES INC | [ARLO](https://holderbook.com/stocks/ARLO/) | $11.1M | 826,906 | 0.6% | 11 |
| GLAUKOS CORP | [GKOS](https://holderbook.com/stocks/GKOS/) | $10.9M | 78,154 | 0.6% | 31 |
| CRANE COMPANY | [CR](https://holderbook.com/stocks/CR/) | $10.9M | 48,675 | 0.6% | 1 |
| RUSH ENTERPRISES INC | [RUSHA](https://holderbook.com/stocks/RUSHA/) | $10.5M | 143,955 | 0.5% | 6 |
| ALPHATEC HLDGS INC | [ATEC](https://holderbook.com/stocks/ATEC/) | $10.5M | 1,213,570 | 0.5% | 10 |
| HAWKINS INC | [HWKN](https://holderbook.com/stocks/HWKN/) | $10.4M | 73,444 | 0.5% | 4 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $10.3M | 147,948 | 0.5% | 3 |
| ELEMENT SOLUTIONS INC | [ESI](https://holderbook.com/stocks/ESI/) | $10.1M | 212,541 | 0.5% | 2 |
| NAPCO SEC TECHNOLOGIES INC | [NSSC](https://holderbook.com/stocks/NSSC/) | $10.1M | 266,069 | 0.5% | 14 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $9.6M | 24,193 | 0.5% | 23 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $9.4M | 133,572 | 0.5% | 25 |
| CHAMPION HOMES INC | [SKY](https://holderbook.com/stocks/SKY/) | $9.4M | 106,118 | 0.5% | 6 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $8.9M | 122,963 | 0.5% | 2 |
| CUSHMAN AND WAKEFIELD LTD | [CWK](https://holderbook.com/stocks/CWK/) | $8.8M | 659,859 | 0.5% | 3 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $8.8M | 31,576 | 0.5% | 31 |
| TERRENO RLTY CORP | [TRNO](https://holderbook.com/stocks/TRNO/) | $8.8M | 135,320 | 0.4% | 31 |
| NVENT ELEC PLC | [NVT](https://holderbook.com/stocks/NVT/) | $8.7M | 51,404 | 0.4% | 9 |
| KURA SUSHI USA INC | [KRUS](https://holderbook.com/stocks/KRUS/) | $8.6M | 149,803 | 0.4% | 13 |
| MAMAS CREATIONS INC | [MAMA](https://holderbook.com/stocks/MAMA/) | $8.6M | 481,043 | 0.4% | 10 |
| LIMBACH HLDGS INC | [LMB](https://holderbook.com/stocks/LMB/) | $8.5M | 110,620 | 0.4% | 6 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $8.3M | 7,820 | 0.4% | 12 |
| CSW INDUSTRIALS INC | [CSW](https://holderbook.com/stocks/CSW/) | $8.1M | 29,158 | 0.4% | 2 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $8.1M | 411,712 | 0.4% | 7 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $8.0M | 35,705 | 0.4% | 31 |
| AGILYSYS INC | [AGYS](https://holderbook.com/stocks/AGYS/) | $7.9M | 75,237 | 0.4% | 22 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $7.7M | 84,570 | 0.4% | 1 |
| APPFOLIO INC | [APPF](https://holderbook.com/stocks/APPF/) | $7.7M | 47,738 | 0.4% | 2 |
| E L F BEAUTY INC | [ELF](https://holderbook.com/stocks/ELF/) | $7.6M | 102,209 | 0.4% | 5 |
| FRESHPET INC | [FRPT](https://holderbook.com/stocks/FRPT/) | $7.6M | 127,905 | 0.4% | 31 |
| CHEFS WHSE INC | [CHEF](https://holderbook.com/stocks/CHEF/) | $7.3M | 76,389 | 0.4% | 5 |
| ESQUIRE FINL HLDGS INC | [ESQ](https://holderbook.com/stocks/ESQ/) | $7.3M | 61,306 | 0.4% | 2 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $7.3M | 79,890 | 0.4% | 21 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $7.2M | 7,448 | 0.4% | 7 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $6.9M | 24,151 | 0.4% | 5 |
| ROBERT HALF INC. | [RHI](https://holderbook.com/stocks/RHI/) | $6.9M | 224,917 | 0.4% | 1 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $6.8M | 47,616 | 0.3% | 5 |
| FIRST INTST BANCSYSTEM INC | [FIBK](https://holderbook.com/stocks/FIBK/) | $6.7M | 174,428 | 0.3% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +19.1% | +14.8% | +4.3% | 99% |
| Q1 2026 | -3.0% | -4.6% | +1.7% | 100% |
| Q4 2025 | +4.4% | +2.4% | +2.0% | 100% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 100% |
| Q2 2025 | +10.3% | +10.5% | -0.1% | 100% |
| Q1 2025 | -9.0% | -4.6% | -4.4% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.7% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 277 |
| Q1 2026 | $1.6B | 263 |
| Q4 2025 | $1.7B | 244 |
| Q3 2025 | $1.8B | 249 |
| Q2 2025 | $2.0B | 255 |
| Q1 2025 | $2.0B | 256 |
| Q4 2024 | $2.3B | 261 |
| Q3 2024 | $2.3B | 245 |
| Q2 2024 | $2.4B | 253 |
| Q1 2024 | $2.6B | 261 |
| Q4 2023 | $2.6B | 261 |
| Q3 2023 | $2.4B | 260 |