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Granite Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,839,700,991
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $72,717,279
- MICROSOFT CORP · COM · 594918104 · shares: $68,859,265
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $56,183,239
- NVIDIA CORPORATION · COM · 67066G104 · shares: $54,785,393
- GE VERNOVA INC · COM · 36828A101 · shares: $53,615,983
- AMAZON COM INC · COM · 023135106 · shares: $45,154,700
- GE AEROSPACE · COM NEW · 369604301 · shares: $40,759,111
- EATON CORP PLC · SHS · G29183103 · shares: $38,046,953
- ELI LILLY & CO · COM · 532457108 · shares: $32,126,326
- ROCKWELL AUTOMATION INC · COM · 773903109 · shares: $30,527,081
Reported holdings
271 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 218,357 shares | $72,717,279 |
| MICROSOFT CORP | COM | 594918104 | — | 134,255 shares | $68,859,265 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 164,886 shares | $56,183,239 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 239,887 shares | $54,785,393 |
| GE VERNOVA INC | COM | 36828A101 | — | 56,409 shares | $53,615,983 |
| AMAZON COM INC | COM | 023135106 | — | 181,235 shares | $45,154,700 |
| GE AEROSPACE | COM NEW | 369604301 | — | 130,517 shares | $40,759,111 |
| EATON CORP PLC | SHS | G29183103 | — | 88,541 shares | $38,046,953 |
| ELI LILLY & CO | COM | 532457108 | — | 27,765 shares | $32,126,326 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 70,124 shares | $30,527,081 |
| VISA INC | COM CL A | 92826C839 | — | 72,986 shares | $26,226,059 |
| DEERE & CO | COM | 244199105 | — | 36,483 shares | $24,500,159 |
| NOVANTA INC | COM | 67000B104 | — | 159,572 shares | $22,689,543 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 67,204 shares | $22,233,099 |
| WINTRUST FINL CORP | COM | 97650W108 | — | 146,524 shares | $20,780,034 |
| HUBBELL INC | COM | 443510607 | — | 45,072 shares | $20,444,670 |
| META PLATFORMS INC | CL A | 30303M102 | — | 25,206 shares | $18,278,887 |
| S&P GLOBAL INC | COM | 78409V104 | — | 46,063 shares | $18,170,472 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | — | 628,096 shares | $18,151,974 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 68,204 shares | $18,057,009 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 25,727 shares | $17,367,011 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 141,986 shares | $16,361,047 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 91,645 shares | $16,345,802 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 93,210 shares | $16,203,632 |
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | — | 1,509,092 shares | $15,573,829 |
| REGAL REXNORD CORPORATION | COM | 758750103 | — | 98,850 shares | $15,332,624 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 1,078,977 shares | $15,202,786 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 180,951 shares | $15,102,170 |
| PACCAR INC | COM | 693718108 | — | 137,293 shares | $15,076,089 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 181,083 shares | $14,550,019 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 39,826 shares | $14,498,257 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 15,912 shares | $14,485,330 |
| BADGER METER INC | COM | 056525108 | — | 111,827 shares | $13,815,108 |
| HERC HLDGS INC | COM | 42704L104 | — | 109,887 shares | $13,713,898 |
| CHARLES RIV LABS INTL INC | COM | 159864107 | — | 46,070 shares | $13,591,111 |
| FRESHPET INC | COM | 358039105 | — | 226,847 shares | $13,057,313 |
| STRYKER CORPORATION | COM | 863667101 | — | 46,981 shares | $12,938,098 |
| RUSH ENTERPRISES INC | CL A | 781846209 | — | 277,348 shares | $12,705,312 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | — | 341,540 shares | $12,636,980 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 36,721 shares | $12,634,962 |
| BOEING CO | COM | 097023105 | — | 67,790 shares | $12,612,330 |
| ABBVIE INC | COM | 00287Y109 | — | 47,868 shares | $12,521,790 |
| OCEANEERING INTL INC | COM | 675232102 | — | 282,477 shares | $12,324,472 |
| DUCOMMUN INC DEL | COM | 264147109 | — | 71,380 shares | $12,244,525 |
| INTERPARFUMS INC | COM | 458334109 | — | 107,971 shares | $11,980,462 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 43,301 shares | $11,463,507 |
| ROBERT HALF INC. | COM | 770323103 | — | 308,412 shares | $11,334,141 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 60,645 shares | $11,182,332 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 38,206 shares | $11,006,384 |
| VERACYTE INC | COM | 92337F107 | — | 236,170 shares | $10,873,267 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | — | 34,598 shares | $10,807,377 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 31,492 shares | $10,472,980 |
| EZCORP INC | CL A NON VTG | 302301106 | — | 350,948 shares | $10,444,212 |
| ESQUIRE FINL HLDGS INC | COM | 29667J101 | — | 88,917 shares | $10,347,271 |
| SAIA INC | COM | 78709Y105 | — | 30,874 shares | $10,303,889 |
| TIMKEN CO | COM | 887389104 | — | 86,361 shares | $10,082,647 |
| ANALOG DEVICES INC | COM | 032654105 | — | 25,274 shares | $10,026,449 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 794,389 shares | $9,850,424 |
| TERRENO RLTY CORP | COM | 88146M101 | — | 151,939 shares | $9,807,662 |
| HOULIHAN LOKEY INC | CL A | 441593100 | — | 75,901 shares | $9,589,332 |
| ALBANY INTL CORP | CL A | 012348108 | — | 160,367 shares | $9,559,477 |
| CRANE COMPANY | COMMON STOCK | 224408104 | — | 46,589 shares | $9,505,088 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 45,692 shares | $9,162,160 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | — | 250,803 shares | $9,116,689 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | — | 254,497 shares | $9,065,183 |
| NICE LTD | SPONSORED ADR | 653656108 | — | 81,288 shares | $9,044,916 |
| VSE CORP | COM | 918284100 | — | 54,851 shares | $9,033,960 |
| EVERUS CONSTR GROUP | COM | 300426103 | — | 76,707 shares | $9,014,607 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 34,705 shares | $8,955,972 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 137,529 shares | $8,825,236 |
| CHAMPION HOMES INC | COM | 830830105 | — | 101,545 shares | $8,702,407 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | — | 134,933 shares | $8,597,931 |
| ECOLAB INC | COM | 278865100 | — | 31,076 shares | $8,532,848 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 23,924 shares | $8,509,049 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 | — | 63,584 shares | $8,481,470 |
| FREENOME INC | COMMON STOCK | 35661P100 | — | 537,169 shares | $8,460,412 |
| ONTO INNOVATION INC | COM | 683344105 | — | 27,002 shares | $8,311,756 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 51,724 shares | $8,294,978 |
| CHEFS WHSE INC | COM | 163086101 | — | 73,281 shares | $8,219,930 |
| IMPINJ INC | COM | 453204109 | — | 45,666 shares | $8,187,457 |
| ROGERS CORP | COM | 775133101 | — | 53,309 shares | $8,155,744 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 258,109 shares | $8,148,501 |
| POWELL INDS INC | COM | 739128106 | — | 43,698 shares | $8,060,970 |
| BLACKROCK INC | COM | 09290D101 | — | 7,443 shares | $7,876,852 |
| STRIDE INC | COM | 86333M108 | — | 99,630 shares | $7,769,147 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | — | 200,496 shares | $7,628,873 |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | — | 1,309,789 shares | $7,505,091 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 | — | 630,692 shares | $7,448,473 |
| VEECO INSTRS INC DEL | COM | 922417100 | — | 139,763 shares | $7,253,700 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 70,045 shares | $7,220,939 |
| COGNEX CORP | COM | 192422103 | — | 118,022 shares | $7,158,034 |
| AGILYSYS INC | COM | 00847J105 | — | 72,360 shares | $7,024,709 |
| ILLUMINA INC | COM | 452327109 | — | 25,439 shares | $6,962,146 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 146,327 shares | $6,913,951 |
| 1ST SOURCE CORP | COM | 336901103 | — | 81,792 shares | $6,911,424 |
| POWER INTEGRATIONS INC | COM | 739276103 | — | 130,750 shares | $6,772,850 |
| DUTCH BROS INC | CL A | 26701L100 | — | 174,801 shares | $6,740,327 |
| PAYLOCITY HLDG CORP | COM | 70438V106 | — | 47,005 shares | $6,701,503 |
| HAWKINS INC | COM | 420261109 | — | 53,121 shares | $6,693,246 |
| CATERPILLAR INC | COM | 149123101 | — | 8,147 shares | $6,605,506 |