Granite Investment Partners, LLC

13F filer · CIK 0001542266

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$1.95BU.S. long equity reported on 13F

Positions25936 new · 23 closed

Net flow last quarter+$16.1MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026259 positions
GEVGE Vernova Inc.	$64.8M	3.32%	0.02%	-2.3%	Q1 2024
AAPLApple Inc.	$63.1M	3.23%	0.00%	-0.5%	Q2 2013
GOOGAlphabet Inc.	$57.7M	2.96%	Not reported	+0.1%	Q4 2015
MSFTMicrosoft Corp	$50.8M	2.60%	0.00%	-2.6%	Q2 2013
GEGeneral Electric Co	$46.9M	2.40%	0.01%	-0.7%	Q3 2021
NVDANvidia Corp	$46.3M	2.37%	0.00%	-0.7%	Q4 2019
AMZNAmazon Com Inc	$42.1M	2.15%	0.00%	-1.0%	Q2 2013
ETNEaton Corp plc	$36.6M	1.88%	0.02%	-0.3%	Q2 2013
ROKRockwell Automation, Inc	$33.2M	1.70%	0.06%	-0.5%	Q2 2015
LLYELI LILLY & Co	$32.4M	1.66%	0.00%	-0.5%	Q4 2021
NOVTNovanta Inc	$26.2M	1.34%	0.45%	+41.6%	Q4 2025
HUBBHubbell Inc	$25.3M	1.30%	0.09%	0.0%	Q2 2013
WTFCWintrust Financial Corp	$24.6M	1.26%	0.23%	-0.1%	Q2 2013
VVisa Inc.	$24.4M	1.25%	0.00%	-1.1%	Q2 2013
DEDeere & Co	$23.5M	1.20%	0.01%	-1.0%	Q2 2019
DOCNDigitalOcean Holdings, Inc.	$23.3M	1.20%	0.14%	-11.7%	Q3 2021
RRXRegal Rexnord Corp	$21.9M	1.12%	0.14%	+20.2%	Q2 2025
JPMJPMorgan Chase & Co	$21.3M	1.09%	0.00%	-0.1%	Q2 2013
CALYCallaway Golf Co	$20.8M	1.07%	0.62%	+47.8%	Q2 2013
AXSMAxsome Therapeutics, Inc.	$19.6M	1.00%	0.15%	-0.2%	Q4 2024
ODFLOld Dominion Freight Line, Inc.	$19.6M	1.00%	0.04%	+0.4%	Q4 2014
ONTOOnto Innovation Inc.	$18.3M	0.94%	0.10%	-29.3%	Q3 2025
SPGIS&P Global Inc.	$18.3M	0.94%	0.02%	-0.7%	Q2 2016
LGNDLigand Pharmaceuticals Inc	$17.1M	0.88%	0.27%	-0.1%	Q4 2015
CRWDCrowdStrike Holdings, Inc.	$16.9M	0.87%	0.01%	-1.7%	Q2 2023
COSTCostco Wholesale Corp	$16.8M	0.86%	0.00%	-1.8%	Q2 2013
HRIHerc Holdings Inc	$16.3M	0.84%	0.34%	+386.8%	Q1 2020
ADPTAdaptive Biotechnologies Corp	$16.2M	0.83%	0.48%	+51.4%	Q1 2025
DCODucommun Inc	$16.1M	0.82%	0.57%	+4793.0%	Q1 2026
CWSTCasella Waste Systems Inc	$15.8M	0.81%	Not reported	-0.2%	Q3 2021
DALDelta Air Lines, Inc.	$15.8M	0.81%	0.03%	+71.8%	Q2 2014
PCARPaccar Inc	$15.7M	0.81%	0.02%	+0.9%	Q2 2014
METAMeta Platforms, Inc.	$15.7M	0.80%	Not reported	-1.2%	Q2 2013
POWIPower Integrations Inc	$15.6M	0.80%	0.33%	-42.6%	Q1 2025
ALGMAllegro Microsystems, Inc.	$15M	0.77%	0.12%	Not reported	Q1 2024
CORTCorcept Therapeutics Inc	$15M	0.77%	0.16%	Not reported	Q1 2023
ECGEverus Construction Group, Inc.	$14.9M	0.76%	0.18%	+1.6%	Q4 2024
VCYTVeracyte, Inc.	$14.9M	0.76%	0.31%	-15.3%	Q3 2015
SYKStryker Corp	$14.7M	0.75%	0.01%	-1.0%	Q2 2013
FCFSFirstCash Holdings, Inc.	$14.6M	0.75%	0.15%	-0.1%	Q1 2020
GHGuardant Health, Inc.	$14.4M	0.74%	0.07%	0.0%	Q1 2020
BABoeing Co	$13.9M	0.71%	0.01%	+5.4%	Q3 2018
SAIASaia Inc	$13.6M	0.70%	0.12%	+19.0%	Q4 2016
BMIBadger Meter Inc	$13.6M	0.70%	0.31%	+49.8%	Q1 2026
HAYWHayward Holdings, Inc.	$13.4M	0.69%	0.36%	+0.4%	Q1 2023
OIIOceaneering International Inc	$13.3M	0.68%	0.33%	+0.4%	Q2 2018
KEYSKeysight Technologies, Inc.	$13.1M	0.67%	0.02%	+0.7%	Q3 2019
VSECVse Corp	$13.1M	0.67%	0.20%	-0.3%	Q4 2024
VECOVeeco Instruments Inc	$13M	0.67%	0.28%	New	Q2 2026
TKRTimken Co	$13M	0.67%	0.13%	Not reported	Q4 2018

Q1 2026Reported Apr 30, 2026245 positions
AAPLApple Inc.	$55.6M	3.42%	0.00%	+10.1%	Q2 2013
MSFTMicrosoft Corp	$51.8M	3.18%	0.00%	-5.2%	Q2 2013
GEVGE Vernova Inc.	$49.3M	3.03%	0.02%	-2.9%	Q1 2024
GOOGAlphabet Inc.	$46.8M	2.88%	Not reported	-3.2%	Q4 2015
NVDANvidia Corp	$40.6M	2.50%	0.00%	+0.1%	Q4 2019
AMZNAmazon Com Inc	$37.1M	2.28%	0.00%	+0.3%	Q2 2013
GEGeneral Electric Co	$35.8M	2.20%	0.01%	+1.5%	Q3 2021
ETNEaton Corp plc	$30.8M	1.90%	0.02%	-4.7%	Q2 2013
LLYELI LILLY & Co	$25M	1.53%	0.00%	-1.0%	Q4 2021
ROKRockwell Automation, Inc	$24.2M	1.49%	0.06%	+3.1%	Q2 2015
HUBBHubbell Inc	$23.7M	1.46%	0.09%	+0.9%	Q2 2013
VVisa Inc.	$21.7M	1.34%	0.00%	-1.7%	Q2 2013
WTFCWintrust Financial Corp	$21.3M	1.31%	0.23%	-5.9%	Q2 2013
DEDeere & Co	$21M	1.29%	0.01%	-0.3%	Q2 2019
SPGIS&P Global Inc.	$19.2M	1.18%	0.02%	+1.3%	Q2 2016
JPMJPMorgan Chase & Co	$19.1M	1.18%	0.00%	+0.8%	Q2 2013
COSTCostco Wholesale Corp	$18.3M	1.12%	0.00%	+2.5%	Q2 2013
MEOHMethanex Corp	$18.1M	1.11%	0.39%	-3.4%	Q2 2020
TSEMTower Semiconductor Ltd	$18M	1.11%	0.09%	-5.3%	Q4 2023
ODFLOld Dominion Freight Line, Inc.	$17.6M	1.08%	0.04%	+24.8%	Q4 2014
POWIPower Integrations Inc	$16.6M	1.02%	0.58%	-8.5%	Q1 2025
METAMeta Platforms, Inc.	$16.1M	0.99%	Not reported	+0.8%	Q2 2013
SYKStryker Corp	$15.5M	0.96%	0.01%	-15.6%	Q2 2013
PCARPaccar Inc	$15M	0.92%	0.02%	+9.6%	Q2 2014
DOCNDigitalOcean Holdings, Inc.	$14.4M	0.89%	0.16%	-18.3%	Q3 2021
FNBFNB Corp	$14.4M	0.89%	0.24%	-5.8%	Q3 2025
RRXRegal Rexnord Corp	$14.3M	0.88%	0.11%	+17.4%	Q2 2025
ONTOOnto Innovation Inc.	$14M	0.86%	0.14%	-5.3%	Q3 2025
AXSMAxsome Therapeutics, Inc.	$13.6M	0.83%	0.16%	-5.4%	Q4 2024
NOVTNovanta Inc	$13.5M	0.83%	0.32%	+0.7%	Q4 2025
ATECAlphatec Holdings, Inc.	$13M	0.80%	0.78%	+4.7%	Q2 2013
CWSTCasella Waste Systems Inc	$13M	0.80%	Not reported	-5.2%	Q3 2021
FCFSFirstCash Holdings, Inc.	$12.7M	0.78%	0.15%	-5.7%	Q1 2020
TRNTrinity Industries Inc	$12.3M	0.76%	0.48%	-5.3%	Q4 2024
BABoeing Co	$12.2M	0.75%	0.01%	+35.2%	Q3 2018
GKOSGLAUKOS Corp	$12M	0.74%	0.19%	-6.3%	Q3 2017
POWLPowell Industries Inc	$11.9M	0.73%	0.06%	-36.6%	Q1 2016
OIIOceaneering International Inc	$11.6M	0.71%	0.33%	+37.2%	Q2 2018
AAONAaon, Inc.	$11.5M	0.71%	0.17%	-7.0%	Q3 2025
HWKNHawkins Inc	$11.3M	0.69%	0.35%	-5.8%	Q4 2014
ZETAZeta Global Holdings Corp.	$11.1M	0.69%	Not reported	-5.8%	Q4 2024
JNJJohnson & Johnson	$11M	0.68%	0.00%	-1.8%	Q2 2013
LGNDLigand Pharmaceuticals Inc	$10.8M	0.66%	0.27%	-6.5%	Q4 2015
VSECVse Corp	$10.6M	0.65%	0.20%	-5.4%	Q4 2024
NSSCNapco Security Technologies, Inc	$10.5M	0.65%	0.75%	-4.8%	Q4 2014
KEYSKeysight Technologies, Inc.	$10.5M	0.65%	0.02%	+3.8%	Q3 2019
ECGEverus Construction Group, Inc.	$10.4M	0.64%	0.17%	-5.7%	Q4 2024
ABBVAbbVie Inc.	$10.4M	0.64%	0.00%	+2.2%	Q2 2013
CALYCallaway Golf Co	$10.4M	0.64%	0.41%	+181.8%	Q2 2013
HAYWHayward Holdings, Inc.	$10.3M	0.64%	0.35%	-3.0%	Q1 2023

Q4 2025Reported Feb 12, 2026223 positions
MSFTMicrosoft Corp	$71.3M	4.23%	0.00%	+1.9%	Q2 2013
AAPLApple Inc.	$54.1M	3.21%	0.00%	+4.4%	Q2 2013
GOOGAlphabet Inc.	$52.9M	3.13%	Not reported	-1.4%	Q4 2015
NVDANvidia Corp	$43.4M	2.57%	0.00%	-5.8%	Q4 2019
AMZNAmazon Com Inc	$41M	2.43%	0.00%	-3.6%	Q2 2013
GEGeneral Electric Co	$38.3M	2.27%	0.01%	-1.3%	Q3 2021
GEVGE Vernova Inc.	$38M	2.25%	0.02%	-1.9%	Q1 2024
LLYELI LILLY & Co	$29.4M	1.75%	0.00%	-2.2%	Q4 2021
ETNEaton Corp plc	$28.8M	1.71%	0.02%	-2.8%	Q2 2013
VVisa Inc.	$25.7M	1.52%	0.00%	-3.7%	Q2 2013
ROKRockwell Automation, Inc	$25.5M	1.51%	0.06%	-2.3%	Q2 2015
ATECAlphatec Holdings, Inc.	$24M	1.42%	0.76%	-17.3%	Q2 2013
SPGIS&P Global Inc.	$23.3M	1.38%	0.01%	-1.2%	Q2 2016
WTFCWintrust Financial Corp	$22.8M	1.35%	0.24%	-14.7%	Q2 2013
HUBBHubbell Inc	$21.3M	1.26%	0.09%	-7.9%	Q2 2013
JPMJPMorgan Chase & Co	$20.8M	1.23%	0.00%	-1.3%	Q2 2013
SYKStryker Corp	$19.7M	1.17%	0.01%	-3.7%	Q2 2013
METAMeta Platforms, Inc.	$18.5M	1.09%	Not reported	-9.4%	Q2 2013
DEDeere & Co	$17.4M	1.03%	0.01%	-2.2%	Q2 2019
AGYSAgilysys Inc	$17M	1.01%	0.51%	-16.1%	Q1 2019
CWSTCasella Waste Systems Inc	$16.9M	1.00%	Not reported	+4.2%	Q3 2021
GHGuardant Health, Inc.	$16.2M	0.96%	0.12%	-14.6%	Q1 2020
FNBFNB Corp	$15.6M	0.93%	0.26%	+16.3%	Q3 2025
AXSMAxsome Therapeutics, Inc.	$15.5M	0.92%	0.17%	-4.1%	Q4 2024
COSTCostco Wholesale Corp	$15.4M	0.91%	0.00%	-1.8%	Q2 2013
CBZCBIZ, Inc.	$15.3M	0.91%	0.56%	+2.3%	Q2 2017
ZETAZeta Global Holdings Corp.	$15.1M	0.90%	Not reported	-6.0%	Q4 2024
VCYTVeracyte, Inc.	$14.8M	0.88%	0.44%	-26.4%	Q3 2015
EXPOExponent Inc	$14.3M	0.85%	0.41%	+159.9%	Q1 2024
FRPTFreshpet, Inc.	$13.6M	0.81%	0.46%	+5.0%	Q4 2015
NOVTNovanta Inc	$13.5M	0.80%	0.32%	New	Q4 2025
GKOSGLAUKOS Corp	$13.5M	0.80%	0.21%	-13.1%	Q3 2017
PCARPaccar Inc	$13M	0.77%	0.02%	-2.6%	Q2 2014
TSEMTower Semiconductor Ltd	$12.8M	0.76%	0.10%	-65.8%	Q4 2023
POWIPower Integrations Inc	$12.6M	0.75%	0.64%	+36.8%	Q1 2025
SHWSherwin Williams Co	$12.6M	0.75%	0.02%	-24.8%	Q4 2014
MEOHMethanex Corp	$12.5M	0.74%	0.41%	-6.3%	Q2 2020
SKYChampion Homes, Inc.	$12.4M	0.74%	0.26%	-15.8%	Q1 2014
HAYWHayward Holdings, Inc.	$12.3M	0.73%	0.37%	-4.5%	Q1 2023
NSSCNapco Security Technologies, Inc	$11.7M	0.69%	0.79%	-5.7%	Q4 2014
PSNParsons Corp	$11.7M	0.69%	0.34%	+785.6%	Q4 2019
FCFSFirstCash Holdings, Inc.	$11.4M	0.68%	0.16%	-6.3%	Q1 2020
AAONAaon, Inc.	$11.4M	0.68%	0.18%	-4.4%	Q3 2025
ONTOOnto Innovation Inc.	$11.4M	0.68%	0.15%	-14.1%	Q3 2025
CWKCushman & Wakefield Ltd.	$11.4M	0.68%	0.30%	-6.2%	Q2 2024
ODFLOld Dominion Freight Line, Inc.	$11.3M	0.67%	0.03%	-10.4%	Q4 2014
HWKNHawkins Inc	$11.1M	0.66%	0.38%	+22.7%	Q4 2014
ESTAEstablishment Labs Holdings Inc.	$11M	0.65%	0.52%	-5.9%	Q1 2025
POWLPowell Industries Inc	$11M	0.65%	0.28%	-19.5%	Q1 2016
LGNDLigand Pharmaceuticals Inc	$11M	0.65%	0.29%	-6.0%	Q4 2015

Q3 2025Reported Nov 10, 2025232 positions
MSFTMicrosoft Corp	$75M	4.26%	0.00%	-7.5%	Q2 2013
AAPLApple Inc.	$48.5M	2.76%	0.00%	-12.7%	Q2 2013
NVDANvidia Corp	$46.1M	2.62%	0.00%	-12.3%	Q4 2019
GOOGAlphabet Inc.	$41.6M	2.36%	Not reported	-3.8%	Q4 2015
AMZNAmazon Com Inc	$40.4M	2.30%	0.00%	-4.9%	Q2 2013
GEGeneral Electric Co	$37.9M	2.15%	0.01%	-5.8%	Q3 2021
GEVGE Vernova Inc.	$36.5M	2.07%	0.02%	-3.5%	Q1 2024
ETNEaton Corp plc	$34.8M	1.98%	0.02%	-3.2%	Q2 2013
VVisa Inc.	$26M	1.47%	0.00%	-12.1%	Q2 2013
WTFCWintrust Financial Corp	$25.3M	1.44%	0.29%	-30.3%	Q2 2013
ROKRockwell Automation, Inc	$23.4M	1.33%	0.06%	-4.0%	Q2 2015
TSEMTower Semiconductor Ltd	$23M	1.30%	0.28%	-34.4%	Q4 2023
METAMeta Platforms, Inc.	$22.7M	1.29%	Not reported	+4.5%	Q2 2013
HUBBHubbell Inc	$22.4M	1.27%	0.10%	-4.7%	Q2 2013
SPGIS&P Global Inc.	$22M	1.25%	0.01%	-2.4%	Q2 2016
SYKStryker Corp	$21.5M	1.22%	0.02%	-5.0%	Q2 2013
LLYELI LILLY & Co	$21.4M	1.21%	0.00%	-0.3%	Q4 2021
JPMJPMorgan Chase & Co	$20.6M	1.17%	0.00%	-1.9%	Q2 2013
ATECAlphatec Holdings, Inc.	$20.1M	1.14%	0.92%	-19.8%	Q2 2013
AGYSAgilysys Inc	$17.9M	1.02%	0.61%	-34.5%	Q1 2019
SHWSherwin Williams Co	$17.9M	1.02%	0.02%	-4.1%	Q4 2014
DEDeere & Co	$17.5M	0.99%	0.01%	-3.9%	Q2 2019
COSTCostco Wholesale Corp	$16.9M	0.96%	0.00%	-5.3%	Q2 2013
FOLDAmicus Therapeutics, Inc.	$16.7M	0.95%	0.69%	-2.0%	Q1 2024
VCYTVeracyte, Inc.	$16.4M	0.93%	0.60%	-25.0%	Q3 2015
BLKBlackRock, Inc.	$16.2M	0.92%	0.01%	-3.8%	Q2 2013
CWSTCasella Waste Systems Inc	$15.7M	0.89%	Not reported	-9.5%	Q3 2021
ZETAZeta Global Holdings Corp.	$15.7M	0.89%	Not reported	-31.1%	Q4 2024
CBZCBIZ, Inc.	$15.7M	0.89%	0.55%	-31.8%	Q2 2017
AAONAaon, Inc.	$14.6M	0.83%	0.19%	New	Q3 2025
PIImpinj Inc	$14.6M	0.83%	0.27%	-26.3%	Q1 2018
EVREvercore Inc.	$14.2M	0.80%	Not reported	-35.1%	Q2 2020
TRNTrinity Industries Inc	$13.4M	0.76%	0.59%	-34.3%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$13.4M	0.76%	0.01%	-6.2%	Q2 2023
MEOHMethanex Corp	$13.3M	0.76%	0.50%	+39.6%	Q2 2020
SKYChampion Homes, Inc.	$13.3M	0.76%	0.31%	-14.4%	Q1 2014
POWLPowell Industries Inc	$13.1M	0.74%	0.12%	+0.5%	Q1 2016
BDCBelden Inc.	$12.9M	0.73%	0.27%	-31.3%	Q3 2021
NSSCNapco Security Technologies, Inc	$12.8M	0.73%	0.83%	-14.3%	Q4 2014
EYENational Vision Holdings, Inc.	$12.7M	0.72%	0.55%	New	Q3 2025
FNBFNB Corp	$12.7M	0.72%	0.22%	New	Q3 2025
HAYWHayward Holdings, Inc.	$12.6M	0.72%	0.38%	-41.8%	Q1 2023
FCFSFirstCash Holdings, Inc.	$12.1M	0.69%	0.17%	-16.5%	Q1 2020
VSECVse Corp	$12.1M	0.69%	0.35%	-20.8%	Q4 2024
ECGEverus Construction Group, Inc.	$12M	0.68%	0.28%	-48.5%	Q4 2024
CWKCushman & Wakefield Ltd.	$11.9M	0.68%	0.32%	-31.0%	Q2 2024
PCARPaccar Inc	$11.9M	0.68%	0.02%	-3.6%	Q2 2014
FRPTFreshpet, Inc.	$11.7M	0.66%	0.44%	-20.4%	Q4 2015
HWKNHawkins Inc	$11.6M	0.66%	0.31%	Not reported	Q4 2014
GHGuardant Health, Inc.	$11.6M	0.66%	0.15%	-52.1%	Q1 2020

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