Granite Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1542266 · latest 13F-HR filed 2026-08-07
Granite Investment Partners, LLC manages $1.95B in 13F-reported U.S. long-equity assets across 277 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GEV (3.32%), AAPL (3.23%), GOOG (2.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 38 new positions, exited 24, added to 147, and trimmed 51.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.95B
Long-equity book
277
Distinct positions
2026-06-30
Filed 2026-08-07
+38 / −24 / ↑147 / ↓51
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- DUCOMMUN INC DEL$15.8M +7328.1%
- GE VERNOVA INC$15.5M +31.5%
- HERC HLDGS INC$14.0M +600.9%
- NOVANTA INC$12.8M +94.5%
- GE AEROSPACE$11.0M +30.7%
Top Trims
- TOWER SEMICONDUCTOR LTD-$17.6M -97.3%
- METHANEX CORP-$15.2M -83.9%
- AAON INC-$6.0M -51.9%
- SHERWIN WILLIAMS CO-$5.5M -56.4%
- POWELL INDS INC-$4.9M -41.7%
New Positions
- ALLEGRO MICROSYSTEMS INC$15.0M
- CORCEPT THERAPEUTICS INC$15.0M
- VEECO INSTRS INC DEL$13.0M
- TIMKEN CO$13.0M
- ROGERS CORP$12.2M
Exited Positions
- TRINITY INDS INC$12.3M
- APELLIS PHARMACEUTICALS INC$9.3M
- BELDEN INC$8.4M
- ESAB CORPORATION$7.6M
- PAYMENTUS HOLDINGS INC$7.0M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GE VERNOVA INC | GEV | 36828A101 | $64.8M | 3.32% | 55,181 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $63.1M | 3.23% | 218,008 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $57.7M | 2.96% | 163,324 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $50.8M | 2.60% | 136,247 | SH |
| 5 | GE AEROSPACE | GE | 369604301 | $46.9M | 2.40% | 125,387 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $46.3M | 2.37% | 231,229 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $42.1M | 2.15% | 176,444 | SH |
| 8 | EATON CORP PLC | ETN | G29183103 | $36.6M | 1.88% | 85,925 | SH |
| 9 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $33.2M | 1.70% | 67,116 | SH |
| 10 | ELI LILLY & CO | LLY | 532457108 | $32.4M | 1.66% | 26,997 | SH |
| 11 | NOVANTA INC | NOVT | 67000B104 | $26.2M | 1.34% | 161,754 | SH |
| 12 | HUBBELL INC | HUBB | 443510607 | $25.3M | 1.30% | 48,387 | SH |
| 13 | WINTRUST FINL CORP | WTFC | 97650W108 | $24.6M | 1.26% | 153,322 | SH |
| 14 | VISA INC | V | 92826C839 | $24.4M | 1.25% | 71,162 | SH |
| 15 | DEERE & CO | DE | 244199105 | $23.5M | 1.20% | 37,000 | SH |
| 16 | DIGITALOCEAN HLDGS INC | DOCN | 25402D102 | $23.3M | 1.20% | 148,584 | SH |
| 17 | REGAL REXNORD CORPORATION | RRX | 758750103 | $21.9M | 1.12% | 91,975 | SH |
| 18 | JPMORGAN CHASE & CO | JPM | 46625H100 | $21.3M | 1.09% | 64,986 | SH |
| 19 | CALLAWAY GOLF CO | CALY | 131193104 | $20.8M | 1.07% | 1,109,057 | SH |
| 20 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $19.6M | 1.00% | 80,124 | SH |
| 21 | OLD DOMINION FREIGHT LINE IN | ODFL | 679580100 | $19.6M | 1.00% | 90,468 | SH |
| 22 | ONTO INNOVATION INC | ONTO | 683344105 | $18.3M | 0.94% | 48,384 | SH |
| 23 | S&P GLOBAL INC | SPGI | 78409V104 | $18.3M | 0.94% | 44,858 | SH |
| 24 | LIGAND PHARMACEUTICALS INC | LGND | 53220K504 | $17.1M | 0.88% | 54,128 | SH |
| 25 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $16.9M | 0.87% | 22,133 | SH |
| 26 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $16.8M | 0.86% | 18,007 | SH |
| 27 | HERC HLDGS INC | HRI | 42704L104 | $16.3M | 0.84% | 113,985 | SH |
| 28 | ADAPTIVE BIOTECHNOLOGIES COR | ADPT | 00650F109 | $16.2M | 0.83% | 757,217 | SH |
| 29 | DUCOMMUN INC DEL | DCO | 264147109 | $16.1M | 0.82% | 86,703 | SH |
| 30 | CASELLA WASTE SYS INC | CWST | 147448104 | $15.8M | 0.81% | 163,245 | SH |
| 31 | DELTA AIR LINES INC | DAL | 247361702 | $15.8M | 0.81% | 168,671 | SH |
| 32 | PACCAR INC | PCAR | 693718108 | $15.7M | 0.81% | 130,862 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $15.7M | 0.80% | 27,867 | SH |
| 34 | POWER INTEGRATIONS INC | POWI | 739276103 | $15.6M | 0.80% | 186,420 | SH |
| 35 | ALLEGRO MICROSYSTEMS INC | ALGM | 01749D105 | $15.0M | 0.77% | 215,679 | SH |
| 36 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $15.0M | 0.77% | 172,228 | SH |
| 37 | EVERUS CONSTR GROUP | ECG | 300426103 | $14.9M | 0.76% | 89,767 | SH |
| 38 | VERACYTE INC | VCYT | 92337F107 | $14.9M | 0.76% | 252,923 | SH |
| 39 | STRYKER CORPORATION | SYK | 863667101 | $14.7M | 0.75% | 46,801 | SH |
| 40 | FIRSTCASH HOLDINGS INC | FCFS | 33768G107 | $14.6M | 0.75% | 67,614 | SH |
| 41 | GUARDANT HEALTH INC | GH | 40131M109 | $14.4M | 0.74% | 95,760 | SH |
| 42 | BOEING CO | BA | 097023105 | $13.9M | 0.71% | 64,342 | SH |
| 43 | SAIA INC | SAIA | 78709Y105 | $13.6M | 0.70% | 32,248 | SH |
| 44 | BADGER METER INC | BMI | 056525108 | $13.6M | 0.70% | 91,485 | SH |
| 45 | HAYWARD HLDGS INC | HAYW | 421298100 | $13.4M | 0.69% | 775,310 | SH |
| 46 | OCEANEERING INTL INC | OII | 675232102 | $13.3M | 0.68% | 328,414 | SH |
| 47 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $13.1M | 0.67% | 37,521 | SH |
| 48 | VSE CORP | VSEC | 918284100 | $13.1M | 0.67% | 57,200 | SH |
| 49 | VEECO INSTRS INC DEL | VECO | 922417100 | $13.0M | 0.67% | 171,807 | SH |
| 50 | TIMKEN CO | TKR | 887389104 | $13.0M | 0.67% | 89,456 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $1.95B | 277 | 0001398344-26-013762 |
| 2026-03-31 | 2026-04-30 | $1.63B | 263 | 0001398344-26-007897 |
| 2025-12-31 | 2026-02-12 | $1.69B | 244 | 0001398344-26-002843 |
EL SEGUNDO, CA 90245