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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 Q2 2023 · Filed May 3, 2023 · Accession 0001398344-23-008611

Total Value
$2.40B
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT194,295$56.0M2.33%
2APPLE INCAAPL321,358$53.0M2.21%
3INTER PARFUMS INCINTR341,027$48.5M2.02%
4FRESHPET INCFRPT609,453$40.3M1.68%
5CASELLA WASTE SYS INCCWST448,372$37.1M1.54%
6SAIA INCSAIA134,747$36.7M1.53%
7CBIZ INCCBZ716,194$35.4M1.48%
8VISTEON CORPVC224,640$35.2M1.47%
9NOBLE CORP PLCNE-WT804,944$31.8M1.32%
10ALAMO GROUP INCALG166,062$30.6M1.27%
11VISA INCV131,074$29.6M1.23%
12CARPENTER TECHNOLOGY CORPCRS658,729$29.5M1.23%
13LIVENT CORPLIVG1,350,802$29.3M1.22%
14DESCARTES SYS GROUP INC249906108363,758$29.3M1.22%
15INSPIRE MED SYS INC457730109124,928$29.2M1.22%
16FIVE9 INCFIVN388,766$28.1M1.17%
17BELDEN INCBDC322,123$28.0M1.16%
18SPROUT SOCIAL INCSPT454,134$27.6M1.15%
19HELMERICH & PAYNE INCHP769,974$27.5M1.15%
20HALOZYME THERAPEUTICS INCHALO715,247$27.3M1.14%
21NEOGEN CORPNEOG1,469,876$27.2M1.13%
22FIRSTCASH HOLDINGS INCFCFS282,500$26.9M1.12%
23ALPHABET INCGOOG244,782$25.5M1.06%
24CERTARA INCCERT1,052,246$25.4M1.06%
25AMAZON COM INCAMZN245,062$25.3M1.05%
26HILTON GRAND VACATIONS INCHGV565,778$25.1M1.05%
27TECHNIPFMC PLCFTI1,832,609$25.0M1.04%
28PAYCOR HCM INC70435P102943,168$25.0M1.04%
29DOUBLEVERIFY HLDGS INCDV816,531$24.6M1.03%
30AXONICS INC05465P101451,073$24.6M1.02%
31CRANE HLDGS COCXT214,374$24.3M1.01%
32AZEK CO INC05478C1051,031,763$24.3M1.01%
33METHANEX CORPMEOH512,741$23.9M0.99%
34DEERE & CODE56,808$23.5M0.98%
35CRYOPORT INCCYRX947,436$22.7M0.95%
36TERRENO RLTY CORP88146M101346,845$22.4M0.93%
37FLUOR CORP NEWFLR668,766$20.7M0.86%
38ICF INTL INC44925C103186,360$20.4M0.85%
39EATON CORP PLCETN118,338$20.3M0.84%
40AMPHASTAR PHARMACEUTICALS INAMPH536,821$20.1M0.84%
41AGILYSYS INCAGYS242,759$20.0M0.83%
42MARTEN TRANS LTDMRTN943,975$19.8M0.82%
43S&P GLOBAL INCSPGI57,341$19.8M0.82%
44ALBANY INTL CORP012348108218,751$19.5M0.81%
45MONTROSE ENVIRONMENTAL GROUPMEG545,564$19.5M0.81%
46CALIFORNIA WTR SVC GROUP130788102330,158$19.2M0.80%
47UNITEDHEALTH GROUP INCUNH39,387$18.6M0.78%
48ESAB CORPORATIONESAB314,542$18.6M0.77%
49BUMBLE INCBMBL941,143$18.4M0.77%
50OMNICELL COMOMCL309,855$18.2M0.76%
51NVIDIA CORPORATIONNVDA65,387$18.2M0.76%
52KRATOS DEFENSE & SEC SOLUTIO50077B2071,344,690$18.1M0.75%
53HAYWARD HLDGS INCHAYW1,541,825$18.1M0.75%
54ROCKWELL AUTOMATION INCROK60,751$17.8M0.74%
55RETAIL OPPORTUNITY INVTS COR76131N1011,267,137$17.7M0.74%
56PORTLAND GEN ELEC CO736508847356,213$17.4M0.73%
57CORCEPT THERAPEUTICS INCCORT795,076$17.2M0.72%
58BRP GROUP INC05589G102665,632$16.9M0.71%
59ATRICURE INCATRC398,578$16.5M0.69%
60LAUDER ESTEE COS INC51843910466,047$16.3M0.68%
61CALIX INCCALX295,251$15.8M0.66%
62KEYSIGHT TECHNOLOGIES INCKEYS97,957$15.8M0.66%
63ANALOG DEVICES INCADI79,702$15.7M0.65%
64DISNEY WALT CO254687106149,998$15.0M0.63%
65OLD DOMINION FREIGHT LINE INODFL42,414$14.5M0.60%
66IDEXX LABS INC45168D10428,224$14.1M0.59%
67ZOETIS INCZTS81,656$13.6M0.57%
68THERMO FISHER SCIENTIFIC INCTMO22,878$13.2M0.55%
69LILLY ELI & COLLY37,550$12.9M0.54%
70ABBVIE INCABBV80,743$12.9M0.54%
71STRYKER CORPORATIONSYK44,588$12.7M0.53%
72MGM RESORTS INTERNATIONALMGM284,339$12.6M0.53%
73NAPCO SEC TECHNOLOGIES INC630402105329,844$12.4M0.52%
74BLACKROCK INCBLK18,294$12.2M0.51%
75HELIOS TECHNOLOGIES INCHLIO182,010$11.9M0.50%
76CHEGG INCCHGG725,916$11.8M0.49%
77RITCHIE BROS AUCTIONEERS767744105203,439$11.5M0.48%
78ADOBE SYSTEMS INCORPORATEDADBE29,460$11.4M0.47%
79FIVERR INTL LTDM4R82T106319,125$11.1M0.46%
80PEPSICO INCPEP59,990$10.9M0.46%
81SIGNET JEWELERS LIMITEDSIG140,326$10.9M0.45%
82DANAHER CORPORATION23585110241,668$10.5M0.44%
83HERITAGE COMM CORPHTBK1,227,047$10.2M0.43%
84AMERICAN EAGLE OUTFITTERS INAEO754,375$10.1M0.42%
85COSTCO WHSL CORP NEW22160K10520,133$10.0M0.42%
86AUTOMATIC DATA PROCESSING INADP41,378$9.2M0.38%
87APTIV PLCAPTV73,604$8.3M0.34%
88CME GROUP INCCME41,719$8.0M0.33%
89NIKE INCNKE64,521$7.9M0.33%
90MYR GROUP INC DELMYRG61,209$7.7M0.32%
91JOHNSON & JOHNSONJNJ49,572$7.7M0.32%
92AMERISAFE INCAMSF152,579$7.5M0.31%
93INARI MED INC45332Y109117,716$7.3M0.30%
94HESKA CORP42805E30673,523$7.2M0.30%
95TIMKEN COTKR87,077$7.1M0.30%
96META PLATFORMS INCMETA32,775$6.9M0.29%
97ESCO TECHNOLOGIES INCESE72,767$6.9M0.29%
98BIO-TECHNE CORPTECH92,273$6.8M0.29%
99NCINO INCNCNO275,962$6.8M0.28%
100PAYPAL HLDGS INCPYPL88,667$6.7M0.28%
101SITEONE LANDSCAPE SUPPLY INCSITE48,651$6.7M0.28%
102GLOBUS MED INCGMED117,448$6.7M0.28%
103VERRA MOBILITY CORPVRRM382,842$6.5M0.27%
104MONRO INCMNRO130,456$6.4M0.27%
105NATIONAL INSTRS CORP636518102122,213$6.4M0.27%
106PLANET FITNESS INCPLNT82,413$6.4M0.27%
107STEWART INFORMATION SVCS COR860372101153,591$6.2M0.26%
108NEW YORK TIMES CONYT158,701$6.2M0.26%
109MARRIOTT VACATIONS WORLDWIDEVAC45,158$6.1M0.25%
110WD 40 COWDFC34,117$6.1M0.25%
111PROCORE TECHNOLOGIES INCPCOR96,550$6.0M0.25%
112AEROVIRONMENT INCAVAV65,824$6.0M0.25%
113ACUSHNET HLDGS CORPGOLF118,016$6.0M0.25%
114ACI WORLDWIDE INCACIW221,997$6.0M0.25%
115CACI INTL INC12719030419,832$5.9M0.24%
116LANTHEUS HLDGS INCLNTH70,782$5.8M0.24%
117IDACORP INCIDA53,782$5.8M0.24%
118ABBOTT LABSABLZF57,518$5.8M0.24%
119SHOCKWAVE MED INC82489T10426,807$5.8M0.24%
120LENNOX INTL INC52610710723,079$5.8M0.24%
121JPMORGAN CHASE & COVYLD44,363$5.8M0.24%
122DEXCOM INCDXCM49,629$5.8M0.24%
123ECOLAB INCECL34,819$5.8M0.24%
124CASEYS GEN STORES INC14752810326,566$5.8M0.24%
125VITAL FARMS INCVITL374,066$5.7M0.24%
126BRIGHT HORIZONS FAM SOL IN D10919410073,491$5.7M0.24%
127JACOBS SOLUTIONS INCJ48,067$5.6M0.24%
128AGILITI INCAGBK347,232$5.5M0.23%
129ZURN ELKAY WATER SOLNS CORP98983L108258,760$5.5M0.23%
130FIRST AMERN FINL CORP31847R10298,222$5.5M0.23%
131LINDE PLCLIN15,336$5.5M0.23%
132JAZZ PHARMACEUTICALS PLCJAZZ36,983$5.4M0.23%
133CROWN CASTLE INCCCI39,595$5.3M0.22%
134SENSIENT TECHNOLOGIES CORPSXT67,744$5.2M0.22%
135ALPHABET INCGOOG49,592$5.1M0.21%
136AXOGEN INCAXGN542,632$5.1M0.21%
137PARSONS CORP DELPSN113,092$5.1M0.21%
138TOAST INCTOST269,796$4.8M0.20%
139REXFORD INDL RLTY INC76169C10080,249$4.8M0.20%
140AUTODESK INCADSK22,843$4.8M0.20%
141BECTON DICKINSON & COBDX18,922$4.7M0.20%
142CIENA CORPCIEN84,546$4.4M0.18%
143SPLUNK INC84863710446,288$4.4M0.18%
144INSULET CORPPODD13,588$4.3M0.18%
145HUBBELL INCHUBB17,711$4.3M0.18%
146UNITED THERAPEUTICS CORP DELUTHR18,596$4.2M0.17%
147JFROG LTDFROG211,380$4.2M0.17%
148BERKSHIRE HATHAWAY INC DELBRK-A13,329$4.1M0.17%
149CONFLUENT INC20717M103166,808$4.0M0.17%
150SMARTSHEET INC83200N10380,350$3.8M0.16%
151FIRST INTST BANCSYSTEM INC32055Y201125,569$3.7M0.16%
152MARAVAI LIFESCIENCES HLDGS IMARA260,754$3.7M0.15%
153DORMAN PRODS INC25827810041,683$3.6M0.15%
154LITTELFUSE INCLFUS13,258$3.6M0.15%
155APARTMENT INCOME REIT CORPAPA97,706$3.5M0.15%
156METTLER TOLEDO INTERNATIONALMTD2,274$3.5M0.14%
157HOME DEPOT INCHD11,628$3.4M0.14%
158DEFINITIVE HEALTHCARE CORPDH324,977$3.4M0.14%
159GENERAL ELECTRIC CO36960430134,872$3.3M0.14%
160RAYTHEON TECHNOLOGIES CORPRTX33,871$3.3M0.14%
161PROS HOLDINGS INC74346Y103120,528$3.3M0.14%
162CHEVRON CORP NEWCVX19,602$3.2M0.13%
163FIRST TR EXCHANGE TRADED FD33734X84674,595$3.2M0.13%
164AMBARELLA INCAMBA40,339$3.1M0.13%
165GUARDANT HEALTH INCGH131,731$3.1M0.13%
166SALESFORCE INCCRM15,437$3.1M0.13%
167POTLATCHDELTIC CORPORATION73763010362,167$3.1M0.13%
168GLAUKOS CORPGKOS61,333$3.1M0.13%
169WEYERHAEUSER CO MTN BEWY101,358$3.1M0.13%
170NANOSTRING TECHNOLOGIES INC63009R109307,334$3.0M0.13%
171BOEING COBA-PA14,125$3.0M0.12%
172VERACYTE INCVCYT133,582$3.0M0.12%
173ORACLE CORPORCL-PD31,922$3.0M0.12%
174UNION PAC CORPUNP14,705$3.0M0.12%
175CHART INDS INC16115Q30823,343$2.9M0.12%
176DRIVEN BRANDS HLDGS INCDRVN96,297$2.9M0.12%
177MKS INSTRS INCMKSI31,491$2.8M0.12%
178RAYONIER INCRYN83,881$2.8M0.12%
179SCHWAB STRATEGIC TR80852410257,199$2.7M0.11%
180GRAINGER W W INC3848021043,906$2.7M0.11%
181SILICON LABORATORIES INCSLAB15,334$2.7M0.11%
182SEACOAST BKG CORP FLASE109,053$2.6M0.11%
183MONDELEZ INTL INC60920710536,506$2.5M0.11%
184SIMPSON MFG INC82907310522,972$2.5M0.10%
185JOHN BEAN TECHNOLOGIES CORPJBTM22,892$2.5M0.10%
186PACCAR INCPCAR32,953$2.4M0.10%
187UNITED PARCEL SERVICE INCUPS12,043$2.3M0.10%
188SEMTECH CORPSMTC95,519$2.3M0.10%
189CISCO SYS INCCSCO42,052$2.2M0.09%
190PROCTER AND GAMBLE CO74271810914,664$2.2M0.09%
191SCHLUMBERGER LTDSLB43,336$2.1M0.09%
192VERIZON COMMUNICATIONS INCVZ53,278$2.1M0.09%
193PTC INCPTC15,714$2.0M0.08%
194MCDONALDS CORPMCD6,796$1.9M0.08%
195LYFT INCLYFT189,283$1.8M0.07%
196HONEYWELL INTL INC4385161068,868$1.7M0.07%
197STARBUCKS CORPSBUX16,191$1.7M0.07%
198EXXON MOBIL CORPXOM15,330$1.7M0.07%
199BRISTOL-MYERS SQUIBB COCELG-RI21,791$1.5M0.06%
200TRAVELERS COMPANIES INCTRV8,730$1.5M0.06%
201SCHWAB CHARLES CORPSCHW-PJ28,231$1.5M0.06%
202NUCOR CORPNUE9,394$1.5M0.06%
203AMGEN INCAMGN5,445$1.3M0.05%
204CATERPILLAR INCCAT5,702$1.3M0.05%
205EOG RES INCEOG11,003$1.3M0.05%
206CITIGROUP INCC-PR26,778$1.3M0.05%
207VANGUARD INTL EQUITY INDEX F92204285831,036$1.3M0.05%
208LOWES COS INC5486611076,000$1.2M0.05%
209WELLS FARGO CO NEW94974610131,587$1.2M0.05%
210FORTIVE CORPFTV16,675$1.1M0.05%
211CANADIAN PAC RY LTD13645T10014,718$1.1M0.05%
212MERCK & CO INCMRK10,306$1.1M0.05%
213PHILIP MORRIS INTL INC71817210910,409$1.0M0.04%
214FISERV INCFISV8,440$953,9730.04%
215DONALDSON INCDCI14,450$944,1630.04%
216GE HEALTHCARE TECHNOLOGIES IGEHC11,506$943,8370.04%
217COLGATE PALMOLIVE COCL12,416$933,0620.04%
218PAYCHEX INCPAYX7,648$876,3840.04%
219GENERAL MLS INC37033410410,120$864,8550.04%
220INTERNATIONAL BUSINESS MACHSINTR6,028$790,2110.03%
221ILLINOIS TOOL WKS INC4523081092,900$706,0050.03%
222EMERSON ELEC COEMR7,555$658,3430.03%
2233M COMMM5,233$550,0410.02%
224FREEPORT-MCMORAN INCFCX11,913$487,3610.02%
225MASTERCARD INCORPORATEDMA1,338$486,2430.02%
226SYSCO CORPSYY6,000$463,3800.02%
227LOCKHEED MARTIN CORPLMT930$439,6390.02%
228BLACKROCK CORPOR HI YLD FD IBLK49,852$434,7090.02%
229COCA COLA COKO6,529$404,9940.02%
230UNITED AIRLS HLDGS INCUNTCW9,000$398,2500.02%
231NEXTERA ENERGY INCNEE-PW5,052$389,4080.02%
232PALO ALTO NETWORKS INCPANW1,908$381,1040.02%
233WALGREENS BOOTS ALLIANCE INC93142710810,926$377,8210.02%
234SCHWAB STRATEGIC TR8085248059,474$329,6950.01%
235DOUBLELINE INCOME SOLUTIONSDSL26,987$306,8420.01%
236WESTERN ASSET INVESTMENT GRA95766T10023,832$284,5540.01%
237SHELL PLCRYDAF4,655$267,8490.01%
238UNIVERSAL HLTH SVCS INC9139031002,000$254,2000.01%
239INTUITIVE SURGICAL INCISRG922$235,5430.01%
240VAIL RESORTS INCMTN1,000$233,6800.01%
241HCA HEALTHCARE INCHCA866$228,3470.01%
242ISHARES TR464287507911$227,8960.01%
243VANGUARD INDEX FDS9229085951,030$222,9020.01%
244BANK AMERICA CORP0605051047,170$205,0620.01%
245ISHARES TR4642878041,270$122,8090.01%
246SCHWAB STRATEGIC TR8085248392,042$95,7900.00%
247ISHARES TR464287614282$68,9010.00%
248ISHARES TR464287465950$67,9440.00%
249SUNLINK HEALTH SYS INC86737U10260,147$65,8610.00%
250SCHWAB STRATEGIC TR8085246071,521$63,7760.00%
251ISHARES TR464287879481$45,0060.00%
252ISHARES TR4642871841,000$29,5300.00%
253ISHARES TR46428764830$6,8050.00%
254ISHARES TR46428759829$4,4160.00%
255ISHARES TR46428717618$1,9850.00%