Granite Investment Partners, LLC Top Holdings and 13F Report (2024) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $2.34 billion in total holdings as of September 30, 2024.Granite Investment Partners, LLC owns shares of 245 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 16.89% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 253 new stocks and bought additional shares in 47 stocks.Granite Investment Partners, LLC sold shares of 152 stocks and completely divested from 24 stocks this quarter.Largest Holdings Microsoft $74,148,435Apple $64,805,455NVIDIA $41,133,671Amazon.com $40,990,178Casella Waste Systems $39,587,071 Largest New Holdings this Quarter First Hawaiian $17,335,715 HoldingMDU Resources Group $16,489,719 HoldingInari Medical $12,606,532 HoldingLigand Pharmaceuticals $11,810,720 HoldingDonnelley Financial Solutions $10,206,744 Holding Largest Purchases this Quarter First Hawaiian 748,843 shares (about $17.34M)MDU Resources Group 601,595 shares (about $16.49M)SiteOne Landscape Supply 109,251 shares (about $16.49M)Inari Medical 305,687 shares (about $12.61M)Ligand Pharmaceuticals 118,001 shares (about $11.81M) Largest Sales this Quarter Halozyme Therapeutics 313,542 shares (about $17.95M)The Descartes Systems Group 163,571 shares (about $16.84M)Noble 443,962 shares (about $16.04M)Freshpet 95,826 shares (about $13.11M)ICF International 60,783 shares (about $10.14M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$74,148,435$1,891,168 ▼-2.5%172,3183.2%Computer and TechnologyAAPLApple$64,805,455$2,629,638 ▼-3.9%278,1352.8%Computer and TechnologyNVDANVIDIA$41,133,671$6,506,512 ▼-13.7%338,7161.8%Computer and TechnologyAMZNAmazon.com$40,990,178$1,401,574 ▲3.5%219,9871.8%Retail/WholesaleCWSTCasella Waste Systems$39,587,071$5,061,056 ▼-11.3%397,9001.7%Industrial ProductsCBZCBIZ$39,322,796$233,900 ▲0.6%584,3781.7%Business ServicesFRPTFreshpet$36,995,875$13,106,122 ▼-26.2%270,4971.6%Consumer StaplesGOOGAlphabet$35,126,786$641,341 ▼-1.8%210,1011.5%Computer and TechnologyNEOGNeogen$34,564,302$225,893 ▼-0.6%2,056,1751.5%MedicalETNEaton$34,343,481$3,045,602 ▼-8.1%103,6191.5%Industrial ProductsLLYEli Lilly and Company$33,197,058$625,474 ▼-1.8%37,4711.4%MedicalWTFCWintrust Financial$31,321,649$681,026 ▲2.2%288,5991.3%FinanceLPXLouisiana-Pacific$31,062,495$2,494,791 ▼-7.4%289,0611.3%ConstructionAGYSAgilysys$29,226,953$3,856,448 ▼-11.7%268,2111.3%Computer and TechnologyVVisa$27,397,668$2,988,707 ▼-9.8%99,6461.2%Business ServicesIPARInter Parfums$27,134,735$3,364,149 ▼-11.0%209,5671.2%Consumer DiscretionaryBDCBelden$27,050,939$4,090,414 ▲17.8%230,9481.2%Industrial ProductsTSEMTower Semiconductor$26,878,301$1,800,010 ▲7.2%607,2821.2%Computer and TechnologyHUBBHubbell$26,705,909$58,256 ▲0.2%62,3461.1%Industrial ProductsSPGIS&P Global$26,432,862$982,611 ▲3.9%51,1651.1%Business ServicesHALOHalozyme Therapeutics$25,145,360$17,947,144 ▼-41.6%439,2971.1%MedicalVCYTVeracyte$24,629,778$7,197,418 ▼-22.6%723,5541.1%MedicalKTOSKratos Defense & Security Solutions$23,712,527$1,972,718 ▼-7.7%1,017,7051.0%AerospaceSITESiteOne Landscape Supply$23,544,073$16,487,069 ▲233.6%156,0141.0%Industrial ProductsCRSCarpenter Technology$23,061,704$4,414,940 ▼-16.1%144,5151.0%Basic MaterialsPYCRPaycor HCM$22,965,068$4,513,073 ▲24.5%1,618,3981.0%Computer and TechnologyNSSCNapco Security Technologies$22,235,238$1,763,085 ▼-7.3%549,5611.0%Industrial ProductsSTCStewart Information Services$21,591,489$1,725,747 ▼-7.4%288,8880.9%FinanceLITELumentum$21,522,644$1,570,747 ▼-6.8%339,5810.9%Computer and TechnologyOUTOUTFRONT Media$20,549,612$1,601,449 ▼-7.2%1,118,0420.9%FinanceAMPHAmphastar Pharmaceuticals$19,689,495$398,140 ▲2.1%405,7180.8%MedicalGEGeneral Electric$19,366,600$262,692 ▼-1.3%102,6970.8%TransportationFLRFluor$19,288,247$1,356,204 ▼-6.6%404,2810.8%ConstructionSITMSiTime$19,146,690$1,448,573 ▼-7.0%111,6360.8%Computer and TechnologyDEDeere & Company$19,070,312$2,382,954 ▼-11.1%45,6960.8%Industrial ProductsICUIICU Medical$19,005,910$2,663,145 ▲16.3%104,3020.8%MedicalACLSAxcelis Technologies$18,471,844$2,028,533 ▼-9.9%176,1740.8%Computer and TechnologyODFLOld Dominion Freight Line$18,275,675$3,244,586 ▲21.6%92,0040.8%TransportationABBVAbbVie$17,865,028$74,647 ▼-0.4%90,4650.8%MedicalHPHelmerich & Payne$17,798,164$2,303,463 ▼-11.5%585,0810.8%Oils/EnergyCOSTCostco Wholesale$17,523,841$426,416 ▼-2.4%19,7670.8%Retail/WholesaleTRNOTerreno Realty$17,416,433$1,421,541 ▼-7.5%260,6080.7%FinanceFHBFirst Hawaiian$17,335,715$17,335,715 ▲New Holding748,8430.7%FinanceCWKCushman & Wakefield$17,289,696$1,056,298 ▼-5.8%1,268,5030.7%FinanceAZEKAZEK$17,249,310$2,363,587 ▼-12.1%368,5750.7%ConstructionARCBArcBest$16,958,760$1,966,741 ▼-10.4%156,3740.7%TransportationARLOArlo Technologies$16,916,265$1,278,973 ▼-7.0%1,396,8840.7%Computer and TechnologyHAYWHayward$16,747,169$8,190,900 ▲95.7%1,091,7320.7%Computer and TechnologySYKStryker$16,673,955$272,029 ▼-1.6%46,1550.7%MedicalCRCrane$16,653,747$8,842,312 ▼-34.7%105,2170.7%IndustrialsMDUMDU Resources Group$16,489,719$16,489,719 ▲New Holding601,5950.7%UtilitiesMETAMeta Platforms$16,423,876$402,425 ▼-2.4%28,6910.7%Computer and TechnologyFOLDAmicus Therapeutics$16,050,726$7,280,545 ▲83.0%1,502,8770.7%MedicalVESTIS CORPORATION$15,747,259$1,006,614 ▼-6.0%1,056,8630.7%COM SHSFCFSFirstCash$15,614,063$1,237,200 ▼-7.3%136,0110.7%Business ServicesPCARPACCAR$15,194,253$1,049,166 ▲7.4%153,9750.7%Auto/Tires/TrucksBLKBlackRock$15,157,028$155,720 ▼-1.0%15,9630.6%FinanceBRPThe Baldwin Insurance Group$15,139,698$1,209,343 ▼-7.4%304,0100.6%FinanceSHWSherwin-Williams$15,022,913$966,770 ▲6.9%39,3610.6%Basic MaterialsROKRockwell Automation$14,113,211$123,492 ▼-0.9%52,5710.6%Computer and TechnologyGE VERNOVA INC$13,776,059$96,637 ▲0.7%54,0280.6%COMMEGMontrose Environmental Group$13,754,006$1,960,744 ▼-12.5%522,9660.6%Business ServicesKRUSKura Sushi USA$13,628,899$2,621,906 ▲23.8%169,1770.6%Retail/WholesaleTMOThermo Fisher Scientific$13,572,044$924,144 ▼-6.4%21,9410.6%MedicalESABESAB$13,531,137$4,784,907 ▼-26.1%127,2800.6%Industrial ProductsSIGSignet Jewelers$13,016,062$7,482,395 ▼-36.5%126,1980.6%Retail/WholesaleMGNIMagnite$12,851,207$1,151,309 ▲9.8%927,8850.6%Computer and TechnologyZTSZoetis$12,622,916$164,510 ▼-1.3%64,6070.5%MedicalNARIInari Medical$12,606,532$12,606,532 ▲New Holding305,6870.5%MedicalMRTNMarten Transport$12,506,431$1,031,857 ▼-7.6%706,5780.5%TransportationMEOHMethanex$12,495,676$996,459 ▼-7.4%302,2660.5%Basic MaterialsADBEAdobe$11,978,840$136,176 ▼-1.1%23,1350.5%Computer and TechnologyLGNDLigand Pharmaceuticals$11,810,720$11,810,720 ▲New Holding118,0010.5%MedicalIDXXIDEXX Laboratories$11,358,356$130,852 ▼-1.1%22,4820.5%MedicalSHOPShopify$11,014,602$1,555,598 ▼-12.4%137,4420.5%Computer and TechnologySTAASTAAR Surgical$10,989,230$2,460,927 ▼-18.3%295,8070.5%MedicalADPAutomatic Data Processing$10,795,514$294,717 ▼-2.7%39,0110.5%Business ServicesDHRDanaher$10,727,958$1,002,262 ▼-8.5%38,5870.5%Multi-Sector ConglomeratesNCNOnCino$10,628,456$5,269,749 ▼-33.1%336,4500.5%Computer and TechnologyPTCPTC$10,520,374$2,526,349 ▲31.6%58,2330.5%Computer and TechnologyDFINDonnelley Financial Solutions$10,206,744$10,206,744 ▲New Holding155,0470.4%Computer and TechnologyADIAnalog Devices$10,187,554$159,047 ▼-1.5%44,2610.4%Computer and TechnologyCRWDCrowdStrike$10,184,146$1,404,313 ▼-12.1%36,3110.4%Computer and TechnologyBRZEBraze$10,016,668$745,566 ▼-6.9%309,7300.4%Business ServicesZIPZipRecruiter$10,010,027$754,082 ▼-7.0%1,053,6870.4%Business ServicesCCCSCCC Intelligent Solutions$9,941,795$1,868,478 ▲23.1%899,7100.4%FinanceRAREUltragenyx Pharmaceutical$9,722,694$9,722,694 ▲New Holding175,0260.4%MedicalJPMJPMorgan Chase & Co.$9,277,840$80,970 ▲0.9%44,0000.4%FinanceTXG10x Genomics$9,252,968$1,156,706 ▼-11.1%409,7860.4%MedicalBROSDutch Bros$9,233,032$1,427,865 ▼-13.4%288,2620.4%Retail/WholesaleRXSTRxSight$9,205,547$706,997 ▼-7.1%186,2340.4%MedicalMODGTopgolf Callaway Brands$9,152,884$719,563 ▼-7.3%833,5960.4%Consumer DiscretionaryNENoble$9,078,693$16,044,786 ▼-63.9%251,2090.4%Oils/EnergyNTRANatera$9,055,597$4,482,858 ▼-33.1%71,3320.4%MedicalCBChubb$9,055,158$9,055,158 ▲New Holding31,3990.4%FinanceICFIICF International$8,814,685$10,137,997 ▼-53.5%52,8490.4%Business ServicesECLEcolab$8,694,242$310,226 ▼-3.4%34,0510.4%Basic MaterialsROGRogers$8,686,853$2,383,946 ▼-21.5%76,8680.4%Computer and TechnologyMGMMGM Resorts International$8,358,771$509,851 ▼-5.7%213,8340.4%Consumer DiscretionaryPEPPepsiCo$8,179,405$634,627 ▼-7.2%48,1000.4%Consumer StaplesShowing largest 100 holdings. 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