Granite Investment Partners
EL SEGUNDO, CAfiles as Granite Investment Partners, LLC
$2.0bn in 277 US stocks at the end of 30 June 2026. The top 10 are 24.3% of the money. It changed about 15.7% of the portfolio this quarter.
Value
$2.0bn
Stocks
277
Top 10 share
24.3%
Turnover
15.7%
What changed this quarter
New
Bought for the first time this quarter.
- Allegro MicrosystemsALGM0.8% of the fund
- Corcept TherapeuticsCORT0.8% of the fund
- Veeco InstrumentsVECO0.7% of the fund
- TimkenTKR0.7% of the fund
- RogersROG0.6% of the fund
- Centuri HoldingsCTRI0.6% of the fund
- CraneCR0.6% of the fund
- NiceNICE0.4% of the fund
- Robert HalfRHI0.4% of the fund
- Enphase EnergyENPH0.3% of the fund
- MoogMOG-A0.1% of the fund
- AtriCureATRC<0.1% of the fund
- Lincoln Electric HoldingsLECO<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- U-Haul HoldingUHAL-B<0.1% of the fund
- EzcorpEZPW<0.1% of the fund
- AxogenAXGN<0.1% of the fund
- Legend BiotechLEGN<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Park AerospacePKE<0.1% of the fund
- Karman HoldingsKRMN<0.1% of the fund
- Texas RoadhouseTXRH<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
- American SuperconductorAMSC<0.1% of the fund
Added
Bought more of a stock they already held.
- NovantaNOVT1.3% of the fund+42%
- Regal RexnordRRX1.1% of the fund+20%
- Callaway GolfCALY1.1% of the fund+48%
- Herc HoldingsHRI0.8% of the fund+387%
- Adaptive BiotechnologiesADPT0.8% of the fund+51%
- DucommunDCO0.8% of the fund+4793%
- Delta Air LinesDAL0.8% of the fund+72%
- BoeingBA0.7% of the fund+5%
- SaiaSAIA0.7% of the fund+19%
- Badger MeterBMI0.7% of the fund+50%
- AlphabetGOOGL0.7% of the fund+4%
- InterparfumsIPAR0.6% of the fund+130%
- Albany InternationalAIN0.6% of the fund+54%
- Dutch BrosBROS0.6% of the fund+38%
- Krystal BiotechKRYS0.6% of the fund+35%
- Home DepotHD0.6% of the fund+9%
- Arlo TechnologiesARLO0.6% of the fund+27%
- Analog DevicesADI0.5% of the fund+14%
- Kura Sushi USAKRUS0.4% of the fund+44%
- Mama's CreationsMAMA0.4% of the fund+2173%
- FreshpetFRPT0.4% of the fund+23%
- VisteonVC0.3% of the fund+123%
- United Airlines HoldingsUAL0.3% of the fund+15%
- ATS Corp /ATSATS0.3% of the fund+13%
- Halozyme TherapeuticsHALO0.3% of the fund+23%
Cut
Sold some of their stake.
- GE VernovaGEV3.3% of the fund-2%
- MicrosoftMSFT2.6% of the fund-3%
- DigitalOcean HoldingsDOCN1.2% of the fund-12%
- Onto InnovationONTO0.9% of the fund-29%
- Power IntegrationsPOWI0.8% of the fund-43%
- VeracyteVCYT0.8% of the fund-15%
- FNBFNB0.6% of the fund-32%
- GlaukosGKOS0.6% of the fund-30%
- NlightLASR0.5% of the fund-17%
- Bio-TechneTECH0.5% of the fund-3%
- CognexCGNX0.5% of the fund-16%
- EcolabECL0.5% of the fund-3%
- Zeta Global HoldingsZETA0.4% of the fund-41%
- AgilysysAGYS0.4% of the fund-44%
- AppfolioAPPF0.4% of the fund-2%
- JFrogFROG0.4% of the fund-11%
- Powell IndustriesPOWL0.4% of the fund-63%
- LittelfuseLFUS0.3% of the fund-11%
- AaonAAON0.3% of the fund-69%
- StrideLRN0.3% of the fund-43%
- NeogenomicsNEO0.3% of the fund-53%
- Floor & Decor HoldingsFND0.3% of the fund-40%
- DanaherDHR0.3% of the fund-3%
- Abbott LaboratoriesABT0.2% of the fund-3%
- Wesco InternationalWCC0.2% of the fund-60%
Sold out
Sold their entire stake.
- Trinity IndustriesTRN-100%
- Apellis Pharmaceuticals-100%
- BeldenBDC-100%
- EsabESAB-100%
- Paymentus HoldingsPAY-100%
- IntuitINTU-100%
- Boston ScientificBSX-100%
- Verra MobilityVRRM-100%
- Grocery Outlet HoldingGO-100%
- Honeywell InternationalHON-100%
- NikeNKE-100%
- Blackrock Corporate High Yield FundHYT-100%
- StandardAeroSARO-100%
- ShopifySHOP-100%
- FlowserveFLS-100%
- AeroVironmentAVAV-100%
- Lincoln Educational ServicesLINC-100%
- Viking HoldingsVIK-100%
- CME GroupCME-100%
- TalkspaceTALK-100%
- Pimco Calif MUN Income FDXPCQX-100%
- Strata Critical MedicalSRTA-100%
- Nextdoor HoldingsNXDR-100%
- Adagio Medical HoldingsADGM-100%
Holdings
- NiceNICE
- Share
- 0.4%
- Value
- $8m
- Shares
- 84,570
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GE VernovaGEV | 3.3% | $65m | 55,181 | -2% |
| AppleAAPL | 3.2% | $63m | 218,008 | Held |
| AlphabetGOOG | 3.0% | $58m | 163,324 | Held |
| MicrosoftMSFT | 2.6% | $51m | 136,247 | -3% |
| General ElectricGE | 2.4% | $47m | 125,387 | Held |
| NvidiaNVDA | 2.4% | $46m | 231,229 | Held |
| Amazon.comAMZN | 2.2% | $42m | 176,444 | Held |
| EatonETN | 1.9% | $37m | 85,925 | Held |
| Rockwell AutomationROK | 1.7% | $33m | 67,116 | Held |
| Eli LillyLLY | 1.7% | $32m | 26,997 | Held |
| NovantaNOVT | 1.3% | $26m | 161,754 | +42% |
| HubbellHUBB | 1.3% | $25m | 48,387 | Held |
| Wintrust FinancialWTFC | 1.3% | $25m | 153,322 | Held |
| VisaV | 1.3% | $24m | 71,162 | Held |
| DeereDE | 1.2% | $23m | 37,000 | Held |
| DigitalOcean HoldingsDOCN | 1.2% | $23m | 148,584 | -12% |
| Regal RexnordRRX | 1.1% | $22m | 91,975 | +20% |
| JPMorgan ChaseJPM | 1.1% | $21m | 64,986 | Held |
| Callaway GolfCALY | 1.1% | $21m | 1,109,057 | +48% |
| Axsome TherapeuticsAXSM | 1.0% | $20m | 80,124 | Held |
| Old Dominion Freight LineODFL | 1.0% | $20m | 90,468 | Held |
| Onto InnovationONTO | 0.9% | $18m | 48,384 | -29% |
| S&P GlobalSPGI | 0.9% | $18m | 44,858 | Held |
| Ligand PharmaceuticalsLGND | 0.9% | $17m | 54,128 | Held |
| CrowdStrike HoldingsCRWD | 0.9% | $17m | 22,133 | Held |
| Costco WholesaleCOST | 0.9% | $17m | 18,007 | Held |
| Herc HoldingsHRI | 0.8% | $16m | 113,985 | +387% |
| Adaptive BiotechnologiesADPT | 0.8% | $16m | 757,217 | +51% |
| DucommunDCO | 0.8% | $16m | 86,703 | +4793% |
| Casella Waste SystemsCWST | 0.8% | $16m | 163,245 | Held |
| Delta Air LinesDAL | 0.8% | $16m | 168,671 | +72% |
| PaccarPCAR | 0.8% | $16m | 130,862 | Held |
| Meta PlatformsMETA | 0.8% | $16m | 27,867 | Held |
| Power IntegrationsPOWI | 0.8% | $16m | 186,420 | -43% |
| Allegro MicrosystemsALGM | 0.8% | $15m | 215,679 | New |
| Corcept TherapeuticsCORT | 0.8% | $15m | 172,228 | New |
| Everus Construction GroupECG | 0.8% | $15m | 89,767 | Held |
| VeracyteVCYT | 0.8% | $15m | 252,923 | -15% |
| StrykerSYK | 0.8% | $15m | 46,801 | Held |
| FirstCash HoldingsFCFS | 0.7% | $15m | 67,614 | Held |
| Guardant HealthGH | 0.7% | $14m | 95,760 | Held |
| BoeingBA | 0.7% | $14m | 64,342 | +5% |
| SaiaSAIA | 0.7% | $14m | 32,248 | +19% |
| Badger MeterBMI | 0.7% | $14m | 91,485 | +50% |
| Hayward HoldingsHAYW | 0.7% | $13m | 775,310 | Held |
| Oceaneering InternationalOII | 0.7% | $13m | 328,414 | Held |
| Keysight TechnologiesKEYS | 0.7% | $13m | 37,521 | Held |
| VSEVSEC | 0.7% | $13m | 57,200 | Held |
| Veeco InstrumentsVECO | 0.7% | $13m | 171,807 | New |
| TimkenTKR | 0.7% | $13m | 89,456 | New |
| AlphabetGOOGL | 0.7% | $13m | 35,691 | +4% |
| InterparfumsIPAR | 0.6% | $13m | 112,579 | +130% |
| Albany InternationalAIN | 0.6% | $12m | 167,164 | +54% |
| Dutch BrosBROS | 0.6% | $12m | 172,303 | +38% |
| Establishment Labs HoldingsESTA | 0.6% | $12m | 143,485 | Held |
| RogersROG | 0.6% | $12m | 74,743 | New |
| Krystal BiotechKRYS | 0.6% | $12m | 32,837 | +35% |
| AbbVieABBV | 0.6% | $12m | 47,889 | Held |
| Johnson & JohnsonJNJ | 0.6% | $11m | 45,042 | Held |
| First HawaiianFHB | 0.6% | $11m | 389,857 | Held |
| Centuri HoldingsCTRI | 0.6% | $11m | 373,787 | New |
| Home DepotHD | 0.6% | $11m | 31,882 | +9% |
| FNBFNB | 0.6% | $11m | 587,036 | -32% |
| Arlo TechnologiesARLO | 0.6% | $11m | 826,906 | +27% |
| GlaukosGKOS | 0.6% | $11m | 78,154 | -30% |
| CraneCR | 0.6% | $11m | 48,675 | New |
| Rush EnterprisesRUSHA | 0.5% | $11m | 143,955 | Held |
| Alphatec HoldingsATEC | 0.5% | $10m | 1,213,570 | Held |
| HawkinsHWKN | 0.5% | $10m | 73,444 | Held |
| NlightLASR | 0.5% | $10m | 147,948 | -17% |
| Element SolutionsESI | 0.5% | $10m | 212,541 | Held |
| Napco Security TechnologiesNSSC | 0.5% | $10m | 266,069 | Held |
| Analog DevicesADI | 0.5% | $10m | 24,193 | +14% |
| Bio-TechneTECH | 0.5% | $9m | 133,572 | -3% |
| Champion HomesSKY | 0.5% | $9m | 106,118 | Held |
| CognexCGNX | 0.5% | $9m | 122,963 | -16% |
| Cushman & WakefieldCWK | 0.5% | $9m | 659,859 | Held |
| EcolabECL | 0.5% | $9m | 31,576 | -3% |
| Terreno RealtyTRNO | 0.4% | $9m | 135,320 | Held |
| nVent ElectricNVT | 0.4% | $9m | 51,404 | Held |
| Kura Sushi USAKRUS | 0.4% | $9m | 149,803 | +44% |
| Mama's CreationsMAMA | 0.4% | $9m | 481,043 | +2173% |
| Limbach HoldingsLMB | 0.4% | $9m | 110,620 | Held |
| CaterpillarCAT | 0.4% | $8m | 7,820 | Held |
| CSW IndustrialsCSW | 0.4% | $8m | 29,158 | Held |
| Zeta Global HoldingsZETA | 0.4% | $8m | 411,712 | -41% |
| Automatic Data ProcessingADP | 0.4% | $8m | 35,705 | Held |
| AgilysysAGYS | 0.4% | $8m | 75,237 | -44% |
| NiceNICE | 0.4% | $8m | 84,570 | New |
| AppfolioAPPF | 0.4% | $8m | 47,738 | -2% |
| e.l.f. BeautyELF | 0.4% | $8m | 102,209 | Held |
| FreshpetFRPT | 0.4% | $8m | 127,905 | +23% |
| Chefs' WarehouseCHEF | 0.4% | $7m | 76,389 | Held |
| Esquire Financial HoldingsESQ | 0.4% | $7m | 61,306 | Held |
| JFrogFROG | 0.4% | $7m | 79,890 | -11% |
| BlackRockBLK | 0.4% | $7m | 7,448 | Held |
| Powell IndustriesPOWL | 0.4% | $7m | 24,151 | -63% |
| Robert HalfRHI | 0.4% | $7m | 224,917 | New |
| ImpinjPI | 0.3% | $7m | 47,616 | Held |
| First Interstate BancsystemFIBK | 0.3% | $7m | 174,428 | Held |
Showing the largest 100 of 277.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 4.7% since 30 June 2025.
Where the money is
Industrials28.8%
Technology23.6%
Health care14.1%
Financial services8.7%
Retail & consumer8.5%
Media & telecom4.7%
Materials3.9%
Everyday goods3.1%
Utilities1.4%
Real estate1.0%
Energy0.9%
Other1.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.