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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Granite Investment Partners, LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001398344-23-002752

Total Value
$2.41B
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT226,728$54.4M2.26%
2HELMERICH & PAYNE INCHP1,064,931$52.8M2.19%
3HALOZYME THERAPEUTICS INCHALO902,882$51.4M2.13%
4APPLE INCAAPL345,036$44.8M1.86%
5VISTEON CORPVC323,172$42.3M1.76%
6AGILYSYS INCAGYS472,970$37.4M1.56%
7VISA INCV169,557$35.2M1.46%
8TECHNIPFMC PLCFTI2,816,636$34.3M1.43%
9CBIZ INCCBZ722,714$33.9M1.41%
10INTER PARFUMS INCINTR344,272$33.2M1.38%
11INSPIRE MED SYS INC457730109127,629$32.1M1.34%
12CASELLA WASTE SYS INCCWST396,399$31.4M1.31%
13DEERE & CODE72,445$31.1M1.29%
14UNITEDHEALTH GROUP INCUNH56,527$30.0M1.25%
15ALPHABET INCGOOG334,700$29.7M1.23%
16AXONICS INC05465P101461,114$28.8M1.20%
17HEALTHEQUITY INCHQY449,871$27.7M1.15%
18SAIA INCSAIA131,569$27.6M1.15%
19FRESHPET INCFRPT515,021$27.2M1.13%
20LIVENT CORPLIVG1,354,390$26.9M1.12%
21FIVE9 INCFIVN383,113$26.0M1.08%
22DESCARTES SYS GROUP INC249906108371,882$25.9M1.08%
23AMAZON COM INCAMZN303,025$25.5M1.06%
24CARPENTER TECHNOLOGY CORPCRS664,292$24.5M1.02%
25AZEK CO INC05478C1051,200,620$24.4M1.01%
26MONTROSE ENVIRONMENTAL GROUPMEG534,616$23.7M0.99%
27S&P GLOBAL INCSPGI70,463$23.6M0.98%
28ALAMO GROUP INCALG165,887$23.5M0.98%
29BELDEN INCBDC324,349$23.3M0.97%
30FLUOR CORP NEWFLR671,747$23.3M0.97%
31PAYCOR HCM INC70435P102939,915$23.0M0.96%
32SPROUT SOCIAL INCSPT406,211$22.9M0.95%
33EATON CORP PLCETN145,258$22.8M0.95%
34ROCKWELL AUTOMATION INCROK88,168$22.7M0.94%
35HILTON GRAND VACATIONS INCHGV569,788$22.0M0.91%
36KEYSIGHT TECHNOLOGIES INCKEYS127,949$21.9M0.91%
37ALBANY INTL CORP012348108218,622$21.6M0.90%
38HERITAGE COMM CORPHTBK1,580,537$20.5M0.85%
39NATIONAL BK HLDGS CORP633707104486,006$20.4M0.85%
40CALIFORNIA WTR SVC GROUP130788102334,061$20.3M0.84%
41TERRENO RLTY CORP88146M101347,036$19.7M0.82%
42ANALOG DEVICES INCADI120,124$19.7M0.82%
43LILLY ELI & COLLY53,843$19.7M0.82%
44FIRSTCASH HOLDINGS INCFCFS225,159$19.6M0.81%
45RETAIL OPPORTUNITY INVTS COR76131N1011,299,065$19.5M0.81%
46METHANEX CORPMEOH514,564$19.5M0.81%
47TEXAS CAP BANCSHARES INC88224Q107320,012$19.3M0.80%
48LAUDER ESTEE COS INC51843910477,554$19.2M0.80%
49MARTEN TRANS LTDMRTN947,506$18.7M0.78%
50DYCOM INDS INC267475101198,011$18.5M0.77%
51DOUBLEVERIFY HLDGS INCDV815,933$17.9M0.74%
52ATRICURE INCATRC401,244$17.8M0.74%
53PORTLAND GEN ELEC CO736508847357,695$17.5M0.73%
54TANGER FACTORY OUTLET CTRS ISKT934,999$16.8M0.70%
55EASTERN BANKSHARES INCEBC940,044$16.2M0.67%
56BLACKROCK INCBLK22,560$16.0M0.66%
57CRYOPORT INCCYRX912,975$15.8M0.66%
58ZOETIS INCZTS107,028$15.7M0.65%
59CALIX INCCALX218,351$14.9M0.62%
60NOBLE CORP PLCNE-WT391,621$14.8M0.61%
61ICF INTL INC44925C103147,732$14.6M0.61%
62TANDEM DIABETES CARE INCTNDM319,524$14.4M0.60%
63ARCOSA INCACA260,494$14.2M0.59%
64CERTARA INCCERT853,402$13.7M0.57%
65CHART INDS INC16115Q308115,033$13.3M0.55%
66MGM RESORTS INTERNATIONALMGM388,838$13.0M0.54%
67RITCHIE BROS AUCTIONEERS767744105223,776$12.9M0.54%
68FIRST REP BK SAN FRANCISCO C33616C100105,078$12.8M0.53%
69DISNEY WALT CO254687106146,480$12.7M0.53%
70INARI MED INC45332Y109196,866$12.5M0.52%
71JACK IN THE BOX INCJACK179,542$12.3M0.51%
72NCINO INCNCNO462,952$12.2M0.51%
73JACOBS SOLUTIONS INCJ101,311$12.2M0.51%
74OLD DOMINION FREIGHT LINE INODFL41,939$11.9M0.49%
75DEXCOM INCDXCM101,693$11.5M0.48%
76DANAHER CORPORATION23585110242,203$11.2M0.47%
77PEPSICO INCPEP61,625$11.1M0.46%
78HERCULES CAPITAL INCHCXY811,064$10.7M0.45%
79AMERICAN EAGLE OUTFITTERS INAEO756,440$10.6M0.44%
80IDEXX LABS INC45168D10425,837$10.5M0.44%
81KRATOS DEFENSE & SEC SOLUTIO50077B2071,019,120$10.5M0.44%
82STRYKER CORPORATIONSYK42,449$10.4M0.43%
83ADOBE SYSTEMS INCORPORATEDADBE30,050$10.1M0.42%
84AUTOMATIC DATA PROCESSING INADP41,988$10.0M0.42%
85BIO-TECHNE CORPTECH119,990$9.9M0.41%
86SIGNET JEWELERS LIMITEDSIG143,439$9.8M0.41%
87COSTCO WHSL CORP NEW22160K10520,806$9.5M0.39%
88JOHNSON & JOHNSONJNJ50,722$9.0M0.37%
89APTIV PLCAPTV93,536$8.7M0.36%
90GLOBUS MED INCGMED116,160$8.6M0.36%
91PAYPAL HLDGS INCPYPL120,426$8.6M0.36%
92HEALTHSTREAM INCHSTM334,044$8.3M0.34%
93UNITED THERAPEUTICS CORP DELUTHR28,679$8.0M0.33%
94INSULET CORPPODD26,111$7.7M0.32%
95THERMO FISHER SCIENTIFIC INCTMO13,805$7.6M0.32%
96NIKE INCNKE64,393$7.5M0.31%
97VEEVA SYS INCVEEV44,238$7.1M0.30%
98WINTRUST FINL CORP97650W10883,643$7.1M0.29%
99INTUITIVE SURGICAL INCISRG25,760$6.8M0.28%
100NVIDIA CORPORATIONNVDA46,148$6.7M0.28%
101CME GROUP INCCME39,103$6.6M0.27%
102PLANET FITNESS INCPLNT81,468$6.4M0.27%
103ABBOTT LABSABLZF58,138$6.4M0.27%
104ACI WORLDWIDE INCACIW276,144$6.4M0.26%
105NEOGEN CORPNEOG416,504$6.3M0.26%
106ESCO TECHNOLOGIES INCESE70,746$6.2M0.26%
107TIMKEN COTKR86,054$6.1M0.25%
108JPMORGAN CHASE & COVYLD45,223$6.1M0.25%
109AMERISAFE INCAMSF115,242$6.0M0.25%
110MARRIOTT VACATIONS WORLDWIDEVAC43,779$5.9M0.24%
111KIRBY CORPKEX90,988$5.9M0.24%
112IDACORP INCIDA53,255$5.7M0.24%
113HAWAIIAN ELEC INDUSTRIES419870100136,330$5.7M0.24%
114SEACOAST BKG CORP FLASE180,638$5.6M0.23%
115VERRA MOBILITY CORPVRRM405,060$5.6M0.23%
116AEROVIRONMENT INCAVAV65,062$5.6M0.23%
117MYR GROUP INC DELMYRG60,394$5.6M0.23%
118META PLATFORMS INCMETA46,080$5.5M0.23%
119SITEONE LANDSCAPE SUPPLY INCSITE46,885$5.5M0.23%
120CROWN CASTLE INCCCI40,475$5.5M0.23%
121SHOCKWAVE MED INC82489T10426,526$5.5M0.23%
122NATIONAL INSTRS CORP636518102147,262$5.4M0.23%
123ALPHABET INCGOOG61,205$5.4M0.22%
124BUMBLE INCBMBL256,036$5.4M0.22%
125LENNOX INTL INC52610710722,520$5.4M0.22%
126VITAL FARMS INCVITL359,680$5.4M0.22%
127AUTODESK INCADSK28,570$5.3M0.22%
128BANNER CORPBANR83,290$5.3M0.22%
129AXOGEN INCAXGN526,434$5.3M0.22%
130ECOLAB INCECL36,019$5.2M0.22%
131ILLUMINA INCILMN25,245$5.1M0.21%
132PARSONS CORP DELPSN109,918$5.1M0.21%
133BECTON DICKINSON & COBDX19,947$5.1M0.21%
134NEW YORK TIMES CONYT153,765$5.0M0.21%
135SPLUNK INC84863710457,818$5.0M0.21%
136JFROG LTDFROG231,759$4.9M0.21%
137SENSIENT TECHNOLOGIES CORPSXT67,591$4.9M0.20%
138TOAST INCTOST267,072$4.8M0.20%
139HESKA CORP42805E30676,873$4.8M0.20%
140WD 40 COWDFC29,303$4.7M0.20%
141LINDE PLCLIN14,201$4.6M0.19%
142MONRO INCMNRO101,282$4.6M0.19%
143LIVERAMP HLDGS INCRAMP194,599$4.6M0.19%
144ABBVIE INCABBV27,931$4.5M0.19%
145CACI INTL INC12719030414,883$4.5M0.19%
146GUARDANT HEALTH INCGH163,566$4.4M0.18%
147PHILLIPS EDISON & CO INCPECO137,399$4.4M0.18%
148JONES LANG LASALLE INCJLL27,142$4.3M0.18%
149REXFORD INDL RLTY INC76169C10077,683$4.2M0.18%
150BERKSHIRE HATHAWAY INC DELBRK-A13,604$4.2M0.17%
151HUBBELL INCHUBB17,451$4.1M0.17%
152LANTHEUS HLDGS INCLNTH79,256$4.0M0.17%
153OMNICELL COMOMCL79,560$4.0M0.17%
154SWEETGREEN INCSG443,892$3.8M0.16%
155CASEYS GEN STORES INC14752810316,855$3.8M0.16%
156FIRST INTST BANCSYSTEM INC32055Y20197,073$3.8M0.16%
157HOME DEPOT INCHD11,573$3.7M0.15%
158MATCH GROUP INC NEWMTCH87,594$3.6M0.15%
159HELIOS TECHNOLOGIES INCHLIO64,983$3.5M0.15%
160CHEVRON CORP NEWCVX19,602$3.5M0.15%
161ZURN ELKAY WATER SOLNS CORP98983L108160,960$3.4M0.14%
162PROCORE TECHNOLOGIES INCPCOR70,220$3.3M0.14%
163APARTMENT INCOME REIT CORPAPA95,269$3.3M0.14%
164LITTELFUSE INCLFUS14,770$3.3M0.14%
165METTLER TOLEDO INTERNATIONALMTD2,236$3.2M0.13%
166AGILITI INCAGBK198,003$3.2M0.13%
167PROS HOLDINGS INC74346Y103132,700$3.2M0.13%
168AMBARELLA INCAMBA39,089$3.2M0.13%
169SMARTSHEET INC83200N10378,120$3.1M0.13%
170VERACYTE INCVCYT129,512$3.1M0.13%
171UNION PAC CORPUNP14,680$3.0M0.13%
172SCHWAB CHARLES CORPSCHW-PJ36,501$3.0M0.13%
173SALESFORCE INCCRM22,885$3.0M0.13%
174RAYTHEON TECHNOLOGIES CORPRTX29,311$3.0M0.12%
175FIRST TR EXCHANGE TRADED FD33734X84675,795$2.9M0.12%
176GENERAL ELECTRIC CO36960430134,187$2.9M0.12%
177RHRH10,356$2.8M0.11%
178ORACLE CORPORCL-PD33,759$2.8M0.11%
179ALLBIRDS INCBIRD1,127,836$2.7M0.11%
180WELLS FARGO CO NEW94974610164,584$2.7M0.11%
181GLAUKOS CORPGKOS59,524$2.6M0.11%
182SCHWAB STRATEGIC TR80852410257,199$2.6M0.11%
183BRIGHT HORIZONS FAM SOL IN D10919410040,262$2.5M0.11%
184DORMAN PRODS INC25827810031,231$2.5M0.10%
185MONDELEZ INTL INC60920710536,541$2.4M0.10%
186NOVOCURE LTDNVCR33,164$2.4M0.10%
187LENDINGCLUB CORPLC271,006$2.4M0.10%
188WEYERHAEUSER CO MTN BEWY75,958$2.4M0.10%
189SILICON LABORATORIES INCSLAB17,351$2.4M0.10%
190CIENA CORPCIEN46,175$2.4M0.10%
191NANOSTRING TECHNOLOGIES INC63009R109291,818$2.3M0.10%
192PROCTER AND GAMBLE CO74271810914,964$2.3M0.09%
193DEFINITIVE HEALTHCARE CORPDH203,123$2.2M0.09%
194GRAINGER W W INC3848021043,906$2.2M0.09%
195PACCAR INCPCAR21,719$2.1M0.09%
196SCHLUMBERGER LTDSLB39,436$2.1M0.09%
197VERIZON COMMUNICATIONS INCVZ53,503$2.1M0.09%
198CISCO SYS INCCSCO44,052$2.1M0.09%
199UNITED PARCEL SERVICE INCUPS12,043$2.1M0.09%
200LYFT INCLYFT183,455$2.0M0.08%
201SIMPSON MFG INC82907310522,406$2.0M0.08%
202EXXON MOBIL CORPXOM17,327$1.9M0.08%
203PTC INCPTC15,323$1.8M0.08%
204MCDONALDS CORPMCD6,811$1.8M0.07%
205BOEING COBA-PA8,890$1.7M0.07%
206HONEYWELL INTL INC4385161067,598$1.6M0.07%
207TRAVELERS COMPANIES INCTRV8,625$1.6M0.07%
208STARBUCKS CORPSBUX16,168$1.6M0.07%
209BRISTOL-MYERS SQUIBB COCELG-RI22,186$1.6M0.07%
2103M COMMM13,249$1.6M0.07%
211AMGEN INCAMGN5,445$1.4M0.06%
212EOG RES INCEOG10,838$1.4M0.06%
213VANGUARD INTL EQUITY INDEX F92204285832,536$1.3M0.05%
214CITIGROUP INCC-PR27,976$1.3M0.05%
215NUCOR CORPNUE9,254$1.2M0.05%
216LOWES COS INC5486611076,000$1.2M0.05%
217MERCK & CO INCMRK10,306$1.1M0.05%
218CANADIAN PAC RY LTD13645T10014,718$1.1M0.05%
219FORTIVE CORPFTV16,925$1.1M0.05%
220PHILIP MORRIS INTL INC71817210910,509$1.1M0.04%
221COLGATE PALMOLIVE COCL12,416$978,2570.04%
222PAYCHEX INCPAYX7,648$883,8030.04%
223FISERV INCFISV8,540$863,1380.04%
224DONALDSON INCDCI14,450$850,6720.04%
225INTERNATIONAL BUSINESS MACHSINTR6,028$849,2850.04%
226GENERAL MLS INC37033410410,120$848,5620.04%
227CATERPILLAR INCCAT3,492$836,5440.03%
228EMERSON ELEC COEMR7,555$725,7330.03%
229ILLINOIS TOOL WKS INC4523081092,900$638,8700.03%
230WESTERN ASSET INVESTMENT GRA95766T10043,217$500,4530.02%
231MASTERCARD INCORPORATEDMA1,363$473,9560.02%
232SYSCO CORPSYY6,000$458,7000.02%
233LOCKHEED MARTIN CORPLMT930$452,4360.02%
234BLACKROCK CORPOR HI YLD FD IBLK49,978$436,8080.02%
235FREEPORT-MCMORAN INCFCX11,393$432,9340.02%
236NEXTERA ENERGY INCNEE-PW5,052$422,3470.02%
237COCA COLA COKO6,529$415,3100.02%
238WALGREENS BOOTS ALLIANCE INC93142710810,926$408,1950.02%
239UNITED AIRLS HLDGS INCUNTCW9,000$339,3000.01%
240SCHWAB STRATEGIC TR8085248059,474$305,1580.01%
241DOUBLELINE INCOME SOLUTIONSDSL26,645$295,4930.01%
242UNIVERSAL HLTH SVCS INC9139031002,000$281,7800.01%
243SHELL PLCRYDAF4,655$265,1020.01%
244BANK AMERICA CORP0605051047,470$247,4060.01%
245PALO ALTO NETWORKS INCPANW1,773$247,4040.01%
246VAIL RESORTS INCMTN1,000$238,3500.01%
247ISHARES TR464287507911$220,3620.01%
248HCA HEALTHCARE INCHCA866$207,8050.01%
249ISHARES TR4642878041,270$120,1930.00%
250SCHWAB STRATEGIC TR8085248392,042$93,2170.00%
251ISHARES TR464287465950$62,3580.00%
252SCHWAB STRATEGIC TR8085246071,521$61,6160.00%
253ISHARES TR464287614282$60,4160.00%
254ISHARES TR464287879481$43,9100.00%
255SUNLINK HEALTH SYS INC86737U10260,147$36,6900.00%
256ISHARES TR4642871841,000$28,3000.00%
257ISHARES TR464287242110$11,5970.00%
258ISHARES TR46428764830$6,4360.00%
259ISHARES TR46428759829$4,3980.00%