Granite Investment Partners, LLC Top Holdings and 13F Report (2024) → The only AI company to buy (From Porter & Company) (Ad) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $2.63 billion in total holdings as of March 31, 2024.Granite Investment Partners, LLC owns shares of 261 different stocks, but just 99 companies or ETFs make up 80% of its holdings.Approximately 8.48% of the portfolio was purchased this quarter.About 13.43% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 261 new stocks and bought additional shares in 53 stocks.Granite Investment Partners, LLC sold shares of 140 stocks and completely divested from 21 stocks this quarter.Largest Holdings Microsoft $75,199,072CBIZ $51,459,027Casella Waste Systems $48,864,520Apple $48,325,636Freshpet $47,228,244 Largest New Holdings this Quarter 10x Genomics $19,104,008 HoldingLumentum $16,170,214 HoldingZipRecruiter $14,493,210 HoldingSiTime $12,565,819 HoldingEnovis $12,459,275 Holding Largest Purchases this Quarter 10x Genomics 509,033 shares (about $19.10M)Lumentum 341,504 shares (about $16.17M)ZipRecruiter 1,261,376 shares (about $14.49M)Arlo Technologies 1,033,909 shares (about $13.08M)SiTime 134,783 shares (about $12.57M) Largest Sales this Quarter APi Group 749,415 shares (about $29.43M)AZEK 443,714 shares (about $22.28M)Freshpet 105,324 shares (about $12.20M)UnitedHealth Group 17,738 shares (about $8.77M)NVIDIA 8,868 shares (about $8.01M) 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$75,199,072$3,921,531 ▼-5.0%178,7392.9%Computer and TechnologyCBZCBIZ$51,459,027$1,945,309 ▼-3.6%655,5292.0%Business ServicesCWSTCasella Waste Systems$48,864,520$1,568,078 ▼-3.1%494,2301.9%Industrial ProductsAAPLApple$48,325,636$2,654,510 ▼-5.2%281,8151.8%Computer and TechnologyFRPTFreshpet$47,228,244$12,202,839 ▼-20.5%407,6321.8%Consumer StaplesAMZNAmazon.com$38,496,519$3,085,941 ▼-7.4%213,4191.5%Retail/WholesaleNENoble$37,303,163$1,360,290 ▼-3.5%769,2961.4%Oils/EnergyIPARInter Parfums$36,264,366$609,673 ▲1.7%258,0911.4%Consumer StaplesETNEaton$35,708,056$3,118,358 ▼-8.0%114,2001.4%Industrial ProductsNVDANVIDIA$35,590,325$8,012,770 ▼-18.4%39,3891.4%Computer and TechnologyNEOGNeogen$33,964,730$548,671 ▼-1.6%2,152,3911.3%MedicalGOOGAlphabet$33,763,807$2,220,255 ▼-6.2%221,7511.3%Computer and TechnologyWTFCWintrust Financial$33,149,566$1,208,732 ▼-3.5%317,5551.3%FinanceHALOHalozyme Therapeutics$33,010,111$852,816 ▼-2.5%811,4581.3%MedicalVVisa$31,267,565$3,199,373 ▼-9.3%112,0381.2%Business ServicesHPHelmerich & Payne$30,555,034$947,738 ▼-3.0%726,4631.2%Oils/EnergyPYCRPaycor HCM$30,484,467$511,214 ▲1.7%1,568,1311.2%Computer and TechnologyDSGXThe Descartes Systems Group$30,470,978$1,145,498 ▼-3.6%332,9071.2%Computer and TechnologyLLYEli Lilly and Company$29,749,968$2,460,687 ▼-7.6%38,2411.1%MedicalLPXLouisiana-Pacific$29,390,736$1,044,008 ▼-3.4%350,2651.1%ConstructionBLBlackLine$29,357,293$1,601,649 ▼-5.2%454,5881.1%Computer and TechnologyAGYSAgilysys$28,013,248$8,456,923 ▲43.2%332,4621.1%Computer and TechnologyARCBArcBest$27,578,595$7,897,065 ▲40.1%193,5341.0%TransportationBDCBelden$27,320,691$986,945 ▼-3.5%295,0081.0%Industrial ProductsNSSCNapco Security Technologies$26,723,267$346,741 ▼-1.3%665,4201.0%Industrial ProductsDVDoubleVerify$26,395,139$992,954 ▼-3.6%750,7151.0%Computer and TechnologyMEGMontrose Environmental Group$26,280,485$822,492 ▼-3.0%670,9341.0%Business ServicesHUBBHubbell$25,931,494$1,287,070 ▼-4.7%62,4781.0%Industrial ProductsCRSCarpenter Technology$25,722,627$7,842,273 ▼-23.4%360,1601.0%Basic MaterialsAZEKAZEK$25,306,260$22,283,317 ▼-46.8%503,9081.0%ConstructionAINAlbany International$25,288,377$6,487,069 ▼-20.4%270,4351.0%Industrial ProductsESABESAB$24,933,093$876,378 ▼-3.4%225,4960.9%Industrial ProductsCRCrane$24,380,695$856,589 ▼-3.4%180,4240.9%IndustrialsVCVisteon$23,562,458$2,562,487 ▲12.2%200,3440.9%Auto/Tires/TrucksSTCStewart Information Services$22,791,949$811,038 ▼-3.4%350,3220.9%FinanceKTOSKratos Defense & Security Solutions$22,763,207$865,992 ▼-3.7%1,238,4770.9%AerospaceOUTOUTFRONT Media$22,702,263$323,778 ▼-1.4%1,352,1300.9%FinanceSIGSignet Jewelers$22,549,974$841,288 ▼-3.6%225,3420.9%Retail/WholesaleCERTCertara$21,692,409$143,415 ▼-0.7%1,213,2220.8%MedicalTSEMTower Semiconductor$21,306,178$3,884,181 ▲22.3%636,9560.8%Computer and TechnologySPGIS&P Global$21,297,176$1,983,873 ▼-8.5%50,0580.8%Business ServicesTRNOTerreno Realty$21,216,062$768,381 ▼-3.5%319,5190.8%FinanceNCNOnCino$21,190,572$774,140 ▼-3.5%566,8960.8%Computer and TechnologyDEDeere & Company$21,099,303$1,159,108 ▼-5.2%51,3690.8%Industrial ProductsFCFSFirstCash$21,094,733$745,344 ▼-3.4%165,3970.8%Business ServicesARLOArlo Technologies$21,035,672$13,078,949 ▲164.4%1,662,8990.8%Computer and TechnologyVCYTVeracyte$20,293,020$941,778 ▲4.9%915,7500.8%MedicalFLRFluor$20,203,287$641,768 ▼-3.1%477,8450.8%ConstructionICFIICF International$19,215,718$615,474 ▼-3.1%127,5690.7%Business ServicesTXG10x Genomics$19,104,008$19,104,008 ▲New Holding509,0330.7%MedicalPGNYProgyny$19,093,579$613,528 ▼-3.1%500,4870.7%MedicalGEGeneral Electric$18,275,306$1,968,042 ▼-9.7%104,1150.7%TransportationALGAlamo Group$18,047,203$640,466 ▼-3.4%79,0400.7%Industrial ProductsVIAVViavi Solutions$17,748,161$5,915,517 ▲50.0%1,952,4930.7%Computer and TechnologyKRUSKura Sushi USA$17,674,757$239,302 ▼-1.3%153,4800.7%Retail/WholesaleLESLLeslie's$17,413,936$3,684,876 ▲26.8%2,679,0670.7%Consumer StaplesSYKStryker$17,146,983$1,812,254 ▼-9.6%47,9140.7%MedicalABBVAbbVie$16,911,809$394,246 ▼-2.3%92,8710.6%MedicalODFLOld Dominion Freight Line$16,607,908$7,786,602 ▲88.3%75,7280.6%TransportationMEOHMethanex$16,309,230$4,116,091 ▼-20.2%365,4320.6%Basic MaterialsLITELumentum$16,170,214$16,170,214 ▲New Holding341,5040.6%Computer and TechnologyMRTNMarten Transport$16,039,439$607,548 ▼-3.6%867,9350.6%TransportationPCARPACCAR$15,723,747$5,018,660 ▲46.9%126,9170.6%Auto/Tires/TrucksAMPHAmphastar Pharmaceuticals$15,490,131$551,949 ▼-3.4%352,7700.6%MedicalROKRockwell Automation$15,388,051$1,453,445 ▼-8.6%52,8200.6%Industrial ProductsCOSTCostco Wholesale$14,887,042$43,958 ▼-0.3%20,3200.6%Retail/WholesaleZIPZipRecruiter$14,493,210$14,493,210 ▲New Holding1,261,3760.6%Business ServicesMETAMeta Platforms$14,469,313$2,084,109 ▼-12.6%29,7980.6%Computer and TechnologyCWTCalifornia Water Service Group$14,046,442$526,200 ▼-3.6%302,2040.5%UtilitiesTMOThermo Fisher Scientific$13,640,417$722,444 ▼-5.0%23,4690.5%MedicalBLKBlackRock$13,459,253$995,438 ▼-6.9%16,1440.5%FinanceCRWDCrowdStrike$13,266,014$1,319,548 ▼-9.0%41,3800.5%Computer and TechnologyAVDXAvidXchange$13,253,885$3,755,890 ▲39.5%1,007,9000.5%Computer and TechnologySITMSiTime$12,565,819$12,565,819 ▲New Holding134,7830.5%Computer and TechnologyENOVEnovis$12,459,275$12,459,275 ▲New Holding199,5080.5%MedicalIDXXIDEXX Laboratories$12,309,864$1,400,038 ▼-10.2%22,7990.5%MedicalADBEAdobe$11,895,440$2,144,045 ▼-15.3%23,5740.5%Computer and TechnologyRXSTRxSight$11,579,813$331,401 ▼-2.8%224,5020.4%MedicalMGMMGM Resorts International$11,170,689$1,499,295 ▼-11.8%236,6170.4%Consumer DiscretionaryZTSZoetis$11,131,987$1,260,445 ▼-10.2%65,7880.4%MedicalFOLDAmicus Therapeutics$10,823,865$10,823,865 ▲New Holding918,8340.4%MedicalBRPThe Baldwin Insurance Group$10,694,574$29,577 ▼-0.3%369,5430.4%FinanceDHRDanaher$10,536,186$4,994 ▼0.0%42,1920.4%Multi-Sector ConglomeratesADPAutomatic Data Processing$10,371,952$28,720 ▼-0.3%41,5310.4%Business ServicesSHOPShopify$10,171,932$1,202,463 ▼-10.6%131,8120.4%Computer and TechnologyPEPPepsiCo$10,145,680$625,661 ▼-5.8%57,9720.4%Consumer StaplesBROSDutch Bros$10,086,780$10,086,780 ▲New Holding305,6600.4%Consumer StaplesNTRANatera$9,929,446$331,817 ▼-3.2%108,5660.4%MedicalBMBLBumble$9,827,318$11,418 ▼-0.1%865,8430.4%Computer and TechnologyMRVIMaravai LifeSciences$9,739,332$3,061 ▼0.0%1,123,3370.4%MedicalROGRogers$9,626,827$6,035,861 ▲168.1%81,1090.4%Computer and TechnologyHAYWHayward$9,600,748$315,080 ▼-3.2%627,0900.4%Computer and TechnologySHWSherwin-Williams$9,557,827$9,557,827 ▲New Holding27,5180.4%ConstructionPCORProcore Technologies$9,459,821$304,933 ▼-3.1%115,1250.4%Business ServicesFIGSFIGS$9,273,766$3,703,412 ▲66.5%1,862,2020.4%Retail/WholesaleMKSIMKS Instruments$9,087,358$179,284 ▼-1.9%68,3260.3%Computer and TechnologyADIAnalog Devices$8,965,821$925,855 ▼-9.4%45,3300.3%Computer and TechnologyJPMJPMorgan Chase & Co.$8,739,0890.0%43,6300.3%FinanceCNMCore & Main$8,428,059$1,899,097 ▼-18.4%147,2150.3%Business ServicesSITESiteOne Landscape Supply$8,336,857$178,041 ▼-2.1%47,7620.3%Industrial ProductsShowing largest 100 holdings. 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