Granite Investment Partners, LLC Top Holdings and 13F Report (2024) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $2.41 billion in total holdings as of June 30, 2024.Granite Investment Partners, LLC owns shares of 253 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 9.79% of the portfolio was purchased this quarter.About 15.47% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 261 new stocks and bought additional shares in 38 stocks.Granite Investment Partners, LLC sold shares of 156 stocks and completely divested from 23 stocks this quarter.Largest Holdings Microsoft $78,981,875Apple $60,957,851NVIDIA $48,464,001Freshpet $47,398,533Casella Waste Systems $44,526,959 Largest New Holdings this Quarter Axcelis Technologies $27,801,131 HoldingSTAAR Surgical $17,237,201 HoldingCushman & Wakefield $13,998,410 HoldingTopgolf Callaway Brands $13,756,689 HoldingVESTIS CORPORATION $13,751,669 Holding Largest Purchases this Quarter NVIDIA 352,905 shares (about $43.60M)Axcelis Technologies 195,521 shares (about $27.80M)STAAR Surgical 362,050 shares (about $17.24M)Cushman & Wakefield 1,346,001 shares (about $14.00M)Topgolf Callaway Brands 899,130 shares (about $13.76M) Largest Sales this Quarter Visteon 197,921 shares (about $21.12M)Carpenter Technology 187,979 shares (about $20.60M)Albany International 207,298 shares (about $17.51M)BlackLine 358,162 shares (about $17.35M)The Descartes Systems Group 122,441 shares (about $11.86M) 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$78,981,875$905,521 ▼-1.1%176,7133.3%Computer and TechnologyAAPLApple$60,957,851$1,601,976 ▲2.7%289,4212.5%Computer and TechnologyNVDANVIDIA$48,464,001$43,597,884 ▲895.9%392,2942.0%Computer and TechnologyFRPTFreshpet$47,398,533$5,344,972 ▼-10.1%366,3232.0%Consumer StaplesCWSTCasella Waste Systems$44,526,959$4,510,541 ▼-9.2%448,7701.8%Industrial ProductsCBZCBIZ$43,044,838$5,529,861 ▼-11.4%580,9021.8%Business ServicesAMZNAmazon.com$41,058,861$184,360 ▼-0.4%212,4651.7%Retail/WholesaleHALOHalozyme Therapeutics$39,418,650$3,069,291 ▼-7.2%752,8391.6%MedicalGOOGAlphabet$39,240,325$1,433,244 ▼-3.5%213,9371.6%Computer and TechnologyETNEaton$35,370,948$436,462 ▼-1.2%112,8081.5%Industrial ProductsLLYEli Lilly and Company$34,564,692$57,944 ▼-0.2%38,1771.4%MedicalNEOGNeogen$32,348,051$1,293,820 ▼-3.8%2,069,6131.3%MedicalAGYSAgilysys$31,617,008$3,005,585 ▼-8.7%303,6011.3%Computer and TechnologyNENoble$31,039,385$3,309,681 ▼-9.6%695,1711.3%Oils/EnergyNSSCNapco Security Technologies$30,813,467$3,755,102 ▼-10.9%593,1371.3%Industrial ProductsVVisa$29,007,135$399,479 ▼-1.4%110,5161.2%Business ServicesWTFCWintrust Financial$27,825,853$3,472,367 ▼-11.1%282,3241.2%FinanceACLSAxcelis Technologies$27,801,131$27,801,131 ▲New Holding195,5211.2%Computer and TechnologyIPARInter Parfums$27,330,750$2,615,548 ▼-8.7%235,5491.1%Consumer DiscretionaryMEGMontrose Environmental Group$26,625,447$3,271,372 ▼-10.9%597,5191.1%Business ServicesLPXLouisiana-Pacific$25,709,765$3,127,552 ▼-10.8%312,2771.1%ConstructionHPHelmerich & Payne$23,881,420$2,372,952 ▼-9.0%660,8031.0%Oils/EnergyCRCrane$23,353,668$2,804,203 ▼-10.7%161,0821.0%IndustrialsHUBBHubbell$22,736,511$97,949 ▼-0.4%62,2100.9%Industrial ProductsTSEMTower Semiconductor$22,273,557$2,765,183 ▼-11.0%566,6130.9%Computer and TechnologyKTOSKratos Defense & Security Solutions$22,058,444$2,723,481 ▼-11.0%1,102,3710.9%AerospaceSPGIS&P Global$21,971,298$354,570 ▼-1.6%49,2630.9%Business ServicesDSGXThe Descartes Systems Group$20,381,527$11,857,186 ▼-36.8%210,4660.8%Computer and TechnologyVCYTVeracyte$20,261,320$417,017 ▲2.1%934,9940.8%MedicalARLOArlo Technologies$19,592,561$2,091,642 ▼-9.6%1,502,4970.8%Computer and TechnologySTCStewart Information Services$19,367,594$2,380,395 ▼-10.9%311,9780.8%FinanceDEDeere & Company$19,206,824$13,824 ▲0.1%51,4060.8%Industrial ProductsCRSCarpenter Technology$18,867,594$20,598,739 ▼-52.2%172,1810.8%Basic MaterialsFLRFluor$18,844,390$1,965,760 ▼-9.4%432,7070.8%ConstructionARCBArcBest$18,686,424$2,037,197 ▼-9.8%174,5090.8%TransportationLITELumentum$18,553,415$1,164,031 ▲6.7%364,3640.8%Computer and TechnologyBDCBelden$18,387,239$9,284,512 ▼-33.6%196,0260.8%Industrial ProductsSIGSignet Jewelers$17,803,488$2,382,649 ▼-11.8%198,7440.7%Retail/WholesaleAZEKAZEK$17,655,798$3,573,846 ▼-16.8%419,0790.7%ConstructionSTAASTAAR Surgical$17,237,201$17,237,201 ▲New Holding362,0500.7%MedicalOUTOUTFRONT Media$17,233,960$2,101,499 ▼-10.9%1,205,1720.7%FinanceCOSTCostco Wholesale$17,210,598$61,199 ▼-0.4%20,2480.7%Retail/WholesaleICFIICF International$16,869,807$2,069,087 ▼-10.9%113,6320.7%Business ServicesTRNOTerreno Realty$16,681,599$2,227,535 ▼-11.8%281,8790.7%FinanceGEGeneral Electric$16,547,187$3,974 ▼0.0%104,0900.7%TransportationPYCRPaycor HCM$16,514,470$3,400,793 ▼-17.1%1,300,3520.7%Computer and TechnologyESABESAB$16,269,250$5,024,337 ▼-23.6%172,2890.7%Industrial ProductsSYKStryker$15,960,447$342,292 ▼-2.1%46,9080.7%MedicalAMPHAmphastar Pharmaceuticals$15,900,560$1,789,760 ▲12.7%397,5140.7%MedicalCRWDCrowdStrike$15,832,644$23,758 ▼-0.1%41,3180.7%Computer and TechnologyNCNOnCino$15,827,747$2,001,132 ▼-11.2%503,2670.7%Computer and TechnologyMEOHMethanex$15,750,616$1,885,132 ▼-10.7%326,3700.7%Basic MaterialsABBVAbbVie$15,581,391$347,843 ▼-2.2%90,8430.6%MedicalFCFSFirstCash$15,395,125$1,951,712 ▼-11.3%146,7880.6%Business ServicesCERTCertara$14,957,571$1,845,554 ▼-11.0%1,079,9690.6%MedicalSITMSiTime$14,935,799$1,828,510 ▼-10.9%120,0820.6%Computer and TechnologyMETAMeta Platforms$14,821,043$203,705 ▼-1.4%29,3940.6%Computer and TechnologyPCARPACCAR$14,755,728$1,690,892 ▲12.9%143,3430.6%Auto/Tires/TrucksROKRockwell Automation$14,598,374$58,084 ▲0.4%53,0310.6%Computer and TechnologyMRTNMarten Transport$14,111,944$1,901,457 ▼-11.9%764,8750.6%TransportationCWKCushman & Wakefield$13,998,410$13,998,410 ▲New Holding1,346,0010.6%FinanceBROSDutch Bros$13,779,617$1,125,293 ▲8.9%332,8410.6%Retail/WholesaleMODGTopgolf Callaway Brands$13,756,689$13,756,689 ▲New Holding899,1300.6%Consumer DiscretionaryVESTIS CORPORATION$13,751,669$13,751,669 ▲New Holding1,124,4210.6%COM SHSODFLOld Dominion Freight Line$13,363,322$10,243 ▼-0.1%75,6700.6%TransportationADBEAdobe$12,998,525$97,775 ▼-0.7%23,3980.5%Computer and TechnologyTMOThermo Fisher Scientific$12,959,555$18,802 ▼-0.1%23,4350.5%MedicalCWTCalifornia Water Service Group$12,936,211$1,717,661 ▼-11.7%266,7810.5%UtilitiesBRZEBraze$12,925,331$12,925,331 ▲New Holding332,7840.5%Business ServicesBLKBlackRock$12,697,110$13,384 ▼-0.1%16,1270.5%FinanceRXSTRxSight$12,066,311$1,441,974 ▼-10.7%200,5370.5%MedicalVIAVViavi Solutions$11,981,994$1,431,632 ▼-10.7%1,744,1040.5%Computer and TechnologyROGRogers$11,815,317$2,032,761 ▲20.8%97,9630.5%Computer and TechnologyBRPThe Baldwin Insurance Group$11,644,588$1,463,102 ▼-11.2%328,2940.5%FinanceNTRANatera$11,548,479$208,133 ▼-1.8%106,6440.5%MedicalZTSZoetis$11,346,239$58,769 ▼-0.5%65,4490.5%MedicalMGNIMagnite$11,226,834$11,226,834 ▲New Holding844,7580.5%Computer and TechnologyIDXXIDEXX Laboratories$11,079,415$28,258 ▼-0.3%22,7410.5%MedicalSHWSherwin-Williams$10,990,580$2,778,383 ▲33.8%36,8280.5%Basic MaterialsAVDXAvidXchange$10,796,438$1,358,836 ▼-11.2%895,2270.4%Computer and TechnologyICUIICU Medical$10,650,331$10,650,331 ▲New Holding89,6870.4%MedicalDHRDanaher$10,541,6710.0%42,1920.4%Multi-Sector ConglomeratesSHOPShopify$10,360,141$1,653,958 ▲19.0%156,8530.4%Computer and TechnologyZIPZipRecruiter$10,299,552$1,166,356 ▼-10.2%1,133,0640.4%Business ServicesADIAnalog Devices$10,260,744$86,282 ▼-0.8%44,9520.4%Computer and TechnologyMGMMGM Resorts International$10,082,414$432,846 ▼-4.1%226,8770.4%Consumer DiscretionaryADPAutomatic Data Processing$9,565,740$347,294 ▼-3.5%40,0760.4%Business ServicesGE VERNOVA INC$9,201,340$7,923,590 ▲620.1%53,6490.4%COMTXG10x Genomics$8,966,703$933,989 ▼-9.4%461,0130.4%MedicalJPMJPMorgan Chase & Co.$8,821,772$2,832 ▼0.0%43,6160.4%FinanceKRUSKura Sushi USA$8,620,050$1,063,003 ▼-11.0%136,6310.4%Retail/WholesaleSPXCSPX Technologies$8,591,084$158,770 ▼-1.8%60,4410.4%Business ServicesPEPPepsiCo$8,548,652$1,012,670 ▼-10.6%51,8320.4%Consumer StaplesECLEcolab$8,393,3080.0%35,2660.3%Basic MaterialsCROXCrocs$8,234,956$154,113 ▼-1.8%56,4270.3%Consumer DiscretionaryFOLDAmicus Therapeutics$8,146,086$968,748 ▼-10.6%821,1780.3%MedicalCCCSCCC Intelligent Solutions$8,117,155$4,623,082 ▲132.3%730,6170.3%FinanceBMBLBumble$8,068,622$1,031,388 ▼-11.3%767,7090.3%Computer and TechnologyPTCPTC$8,038,716$461,078 ▲6.1%44,2490.3%Computer and TechnologyENOVEnovis$8,029,599$988,162 ▼-11.0%177,6460.3%MedicalShowing largest 100 holdings. 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