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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 Q4 2023 · Filed November 14, 2023 · Accession 0001398344-23-020693

Total Value
$2.39B
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT189,394$59.8M2.50%
2APPLE INCAAPL299,027$51.2M2.14%
3INTER PARFUMS INCINTR323,826$43.5M1.82%
4CARPENTER TECHNOLOGY CORPCRS640,760$43.1M1.80%
5NOBLE CORP PLCNE-WT804,273$40.7M1.71%
6CASELLA WASTE SYS INCCWST526,656$40.2M1.68%
7FRESHPET INCFRPT588,908$38.8M1.62%
8CBIZ INCCBZ709,834$36.8M1.54%
9HALOZYME THERAPEUTICS INCHALO856,253$32.7M1.37%
10TECHNIPFMC PLCFTI1,588,083$32.3M1.35%
11HELMERICH & PAYNE INCHP751,235$31.7M1.33%
12ALPHABET INCGOOG234,896$31.0M1.30%
13BELDEN INCBDC319,131$30.8M1.29%
14AZEK CO INC05478C1051,032,743$30.7M1.29%
15AMAZON COM INCAMZN231,962$29.5M1.23%
16PAYCOR HCM INC70435P1021,278,337$29.2M1.22%
17ALBANY INTL CORP012348108333,431$28.8M1.20%
18VISA INCV124,200$28.6M1.20%
19DESCARTES SYS GROUP INC249906108360,194$26.4M1.11%
20WINTRUST FINL CORP97650W108341,910$25.8M1.08%
21NEOGEN CORPNEOG1,382,659$25.6M1.07%
22VISTEON CORPVC183,955$25.4M1.06%
23EATON CORP PLCETN117,681$25.1M1.05%
24FLUOR CORP NEWFLR677,008$24.8M1.04%
25DOUBLEVERIFY HLDGS INCDV811,522$22.7M0.95%
26ICF INTL INC44925C103186,377$22.5M0.94%
27ELI LILLY & COLLY41,749$22.4M0.94%
28BLACKLINE INCBL401,515$22.3M0.93%
29ESAB CORPORATIONESAB315,056$22.1M0.93%
30HAYWARD HLDGS INCHAYW1,545,747$21.8M0.91%
31CORCEPT THERAPEUTICS INCCORT798,552$21.8M0.91%
32CRANE COMPANYCR243,671$21.6M0.91%
33METHANEX CORPMEOH474,860$21.4M0.90%
34NVIDIA CORPORATIONNVDA48,543$21.1M0.88%
35DEERE & CODE54,491$20.6M0.86%
36KRATOS DEFENSE & SEC SOLUTIO50077B2071,339,783$20.1M0.84%
37S&P GLOBAL INCSPGI55,044$20.1M0.84%
38API GROUP CORPAPG773,987$20.1M0.84%
39TERRENO RLTY CORP88146M101345,074$19.6M0.82%
40NCINO INCNCNO611,948$19.5M0.81%
41VERACYTE INCVCYT865,770$19.3M0.81%
42MARTEN TRANS LTDMRTN938,620$18.5M0.77%
43AXONICS INC05465P101328,666$18.4M0.77%
44HILTON GRAND VACATIONS INCHGV444,609$18.1M0.76%
45ALAMO GROUP INCALG104,337$18.0M0.76%
46SPROUT SOCIAL INCSPT360,541$18.0M0.75%
47LOUISIANA PAC CORPLPX318,513$17.6M0.74%
48SIGNET JEWELERS LIMITEDSIG243,669$17.5M0.73%
49ATRICURE INCATRC395,810$17.3M0.73%
50ROCKWELL AUTOMATION INCROK58,304$16.7M0.70%
51UNITEDHEALTH GROUP INCUNH32,828$16.6M0.69%
52OLD DOMINION FREIGHT LINE INODFL40,430$16.5M0.69%
53STEWART INFORMATION SVCS COR860372101377,526$16.5M0.69%
54AGILYSYS INCAGYS241,795$16.0M0.67%
55BRP GROUP INC05589G102672,556$15.6M0.65%
56MONTROSE ENVIRONMENTAL GROUPMEG530,987$15.5M0.65%
57CALIFORNIA WTR SVC GROUP130788102327,331$15.5M0.65%
58CERTARA INCCERT1,055,418$15.3M0.64%
59AMPHASTAR PHARMACEUTICALS INAMPH330,911$15.2M0.64%
60HUBBELL INCHUBB47,807$15.0M0.63%
61MARAVAI LIFESCIENCES HLDGS IMARA1,488,359$14.9M0.62%
62ABBVIE INCABBV96,257$14.3M0.60%
63ADOBE INCADBE28,067$14.3M0.60%
64BUMBLE INCBMBL939,191$14.0M0.59%
65CALIX INCCALX293,532$13.5M0.56%
66STRYKER CORPORATIONSYK48,925$13.4M0.56%
67XPONENTIAL FITNESS INCXPOF851,726$13.2M0.55%
68THERMO FISHER SCIENTIFIC INCTMO25,812$13.1M0.55%
69ZOETIS INCZTS74,558$13.0M0.54%
70ISHARES TR46428765573,311$13.0M0.54%
71ANALOG DEVICES INCADI73,019$12.8M0.54%
72NAPCO SEC TECHNOLOGIES INC630402105560,439$12.5M0.52%
73HELIOS TECHNOLOGIES INCHLIO221,051$12.3M0.51%
74COSTCO WHSL CORP NEW22160K10520,560$11.6M0.49%
75IDEXX LABS INC45168D10426,341$11.5M0.48%
76BLACKROCK INCBLK17,511$11.3M0.47%
77GENERAL ELECTRIC CO369604301102,006$11.3M0.47%
78ARCBEST CORPARCB109,813$11.2M0.47%
79ECOVYST INCECVT1,127,123$11.1M0.46%
80KURA SUSHI USA INCKRUS163,792$10.8M0.45%
81SILK RD MED INC82710M100715,907$10.7M0.45%
82SAIA INCSAIA26,835$10.7M0.45%
83DANAHER CORPORATION23585110242,237$10.5M0.44%
84META PLATFORMS INCMETA34,861$10.5M0.44%
85PEPSICO INCPEP61,547$10.4M0.44%
86AUTOMATIC DATA PROCESSING INADP41,846$10.1M0.42%
87MGM RESORTS INTERNATIONALMGM260,434$9.6M0.40%
88LAUDER ESTEE COS INC51843910461,888$8.9M0.37%
89MYR GROUP INC DELMYRG61,785$8.3M0.35%
90COHU INCCOHU237,194$8.2M0.34%
91SITEONE LANDSCAPE SUPPLY INCSITE49,160$8.0M0.34%
92OUTFRONT MEDIA INCOUT780,363$7.9M0.33%
93JOHNSON & JOHNSONJNJ50,572$7.9M0.33%
94ESCO TECHNOLOGIES INCESE74,523$7.8M0.33%
95CME GROUP INCCME38,247$7.7M0.32%
96BIO-TECHNE CORPTECH109,468$7.5M0.31%
97CASEYS GEN STORES INC14752810326,886$7.3M0.31%
98RB GLOBAL INCRBA114,627$7.2M0.30%
99WD 40 COWDFC34,523$7.0M0.29%
100CHART INDS INC16115Q30841,293$7.0M0.29%
101GUARDANT HEALTH INCGH232,378$6.9M0.29%
102FIGS INCFIGS1,166,978$6.9M0.29%
103TRACTOR SUPPLY COTSCO33,903$6.9M0.29%
104LESLIES INC5270641091,204,457$6.8M0.29%
105PORTLAND GEN ELEC CO736508847166,402$6.7M0.28%
106ZURN ELKAY WATER SOLNS CORP98983L108238,583$6.7M0.28%
107APTIV PLCAPTV67,492$6.7M0.28%
108NEW YORK TIMES CONYT160,262$6.6M0.28%
109PROCORE TECHNOLOGIES INCPCOR97,817$6.4M0.27%
110JPMORGAN CHASE & COVYLD43,630$6.3M0.26%
111CACI INTL INC12719030420,071$6.3M0.26%
112HOULIHAN LOKEY INCHLI58,665$6.3M0.26%
113ALPHABET INCGOOG47,699$6.2M0.26%
114LINDE PLCLIN16,707$6.2M0.26%
115SPLUNK INC84863710442,237$6.2M0.26%
116LENNOX INTL INC52610710716,372$6.1M0.26%
117SHOPIFY INCSHOP111,995$6.1M0.26%
118BRIGHT HORIZONS FAM SOL IN D10919410074,373$6.1M0.25%
119NIKE INCNKE62,812$6.0M0.25%
120ECOLAB INCECL35,451$6.0M0.25%
121GXO LOGISTICS INCORPORATEDGXO101,443$5.9M0.25%
122CIENA CORPCIEN125,365$5.9M0.25%
123GLOBUS MED INCGMED118,316$5.9M0.25%
124SEACOAST BKG CORP FLASE262,291$5.8M0.24%
125JACOBS SOLUTIONS INCJ41,748$5.7M0.24%
126ABBOTT LABSABLZF58,069$5.6M0.24%
127FIRST AMERN FINL CORP31847R10299,404$5.6M0.24%
128CROWDSTRIKE HLDGS INCCRWD33,133$5.5M0.23%
129LANTHEUS HLDGS INCLNTH78,928$5.5M0.23%
130PARSONS CORP DELPSN100,844$5.5M0.23%
131DORMAN PRODS INC25827810072,325$5.5M0.23%
132JOHN BEAN TECHNOLOGIES CORPJBTM51,589$5.4M0.23%
133TIMKEN COTKR72,443$5.3M0.22%
134UFP INDUSTRIES INCUFPI51,933$5.3M0.22%
135FIVE9 INCFIVN81,819$5.3M0.22%
136VERRA MOBILITY CORPVRRM276,873$5.2M0.22%
137BECTON DICKINSON & COBDX19,922$5.2M0.22%
138TOAST INCTOST272,482$5.1M0.21%
139CONFLUENT INC20717M103170,594$5.1M0.21%
140MKS INSTRS INCMKSI57,210$5.0M0.21%
141INSPIRE MED SYS INC45773010924,017$4.8M0.20%
142BERKSHIRE HATHAWAY INC DELBRK-A13,304$4.7M0.20%
143AZENTA INCAZTA92,720$4.7M0.19%
144MONRO INCMNRO165,260$4.6M0.19%
145DEFINITIVE HEALTHCARE CORPDH555,044$4.4M0.19%
146AUTODESK INCADSK21,111$4.4M0.18%
147PROS HOLDINGS INC74346Y103123,484$4.3M0.18%
148UNITED THERAPEUTICS CORP DELUTHR18,793$4.2M0.18%
149AMERISAFE INCAMSF84,332$4.2M0.18%
150CORE & MAIN INCCNM146,080$4.2M0.18%
151GENERAC HLDGS INCGNRC38,391$4.2M0.18%
152NATERA INCNTRA92,948$4.1M0.17%
153PLANET FITNESS INCPLNT83,289$4.1M0.17%
154POTLATCHDELTIC CORPORATION73763010389,388$4.1M0.17%
155SEMTECH CORPSMTC155,914$4.0M0.17%
156VITAL FARMS INCVITL344,701$4.0M0.17%
157SMARTSHEET INC83200N10398,361$4.0M0.17%
158WEYERHAEUSER CO MTN BEWY128,958$4.0M0.17%
159FIRST INTST BANCSYSTEM INC32055Y201158,427$4.0M0.17%
160LYFT INCLYFT374,486$3.9M0.17%
161GLAUKOS CORPGKOS51,551$3.9M0.16%
162SHOCKWAVE MED INC82489T10419,461$3.9M0.16%
163ACI WORLDWIDE INCACIW171,278$3.9M0.16%
164ORACLE CORPORCL-PD33,800$3.6M0.15%
165CROWN CASTLE INCCCI38,784$3.6M0.15%
166SILICON LABORATORIES INCSLAB30,756$3.6M0.15%
167JFROG LTDFROG140,509$3.6M0.15%
168HOME DEPOT INCHD11,661$3.5M0.15%
169SIMPSON MFG INC82907310523,473$3.5M0.15%
170FIRST TR EXCHANGE TRADED FD33734X84676,395$3.5M0.15%
171BOEING COBA-PA17,763$3.4M0.14%
172CHEVRON CORP NEWCVX19,602$3.3M0.14%
173SPORTRADAR GROUP AGSRAD329,820$3.3M0.14%
174LITTELFUSE INCLFUS13,338$3.3M0.14%
175REPLIGEN CORPRGEN20,550$3.3M0.14%
176SALESFORCE INCCRM15,077$3.1M0.13%
177APPLIED INDL TECHNOLOGIES IN03820C10519,497$3.0M0.13%
178AMBARELLA INCAMBA54,300$2.9M0.12%
179INTEGRAL AD SCIENCE HLDNG CO45828L108241,592$2.9M0.12%
180IDACORP INCIDA30,511$2.9M0.12%
181SCHWAB STRATEGIC TR80852410257,199$2.9M0.12%
182AZZ INCAZZ62,548$2.9M0.12%
183PACCAR INCPCAR33,348$2.8M0.12%
184DISNEY WALT CO25468710633,822$2.7M0.11%
185OMNICELL COMOMCL60,041$2.7M0.11%
186GRAINGER W W INC3848021043,906$2.7M0.11%
187DOXIMITY INCDOCS122,934$2.6M0.11%
188SCHLUMBERGER LTDSLB43,747$2.6M0.11%
189METTLER TOLEDO INTERNATIONALMTD2,286$2.5M0.11%
190MONDELEZ INTL INC60920710536,401$2.5M0.11%
191CISCO SYS INCCSCO44,052$2.4M0.10%
192AGILITI INCAGBK351,430$2.3M0.10%
193PTC INCPTC15,442$2.2M0.09%
194PROCTER AND GAMBLE CO74271810914,689$2.1M0.09%
195EXXON MOBIL CORPXOM17,335$2.0M0.09%
196SURMODICS INC86887310061,992$2.0M0.08%
197MCDONALDS CORPMCD6,696$1.8M0.07%
198AXOGEN INCAXGN351,007$1.8M0.07%
199CANADIAN PACIFIC KANSAS CITYCP22,828$1.7M0.07%
200UNITED PARCEL SERVICE INCUPS10,458$1.6M0.07%
201NUCOR CORPNUE9,562$1.5M0.06%
202AMGEN INCAMGN5,435$1.5M0.06%
203STARBUCKS CORPSBUX14,549$1.3M0.06%
204WELLS FARGO CO NEW94974610131,587$1.3M0.05%
205FORTIVE CORPFTV16,925$1.3M0.05%
206LOWES COS INC5486611076,000$1.2M0.05%
207SCHWAB CHARLES CORPSCHW-PJ22,541$1.2M0.05%
208BRISTOL-MYERS SQUIBB COCELG-RI21,241$1.2M0.05%
209VANGUARD INTL EQUITY INDEX F92204285830,528$1.2M0.05%
210VERIZON COMMUNICATIONS INCVZ35,419$1.1M0.05%
211UNION PAC CORPUNP5,374$1.1M0.05%
212CITIGROUP INCC-PR25,429$1.0M0.04%
213PAYPAL HLDGS INCPYPL17,371$1.0M0.04%
214PHILIP MORRIS INTL INC71817210910,409$963,6650.04%
215FISERV INCFISV8,440$953,3820.04%
216MARRIOTT INTL INC NEW5719032024,762$936,0190.04%
217RTX CORPORATIONRTX12,772$919,2010.04%
218HONEYWELL INTL INC4385161064,863$898,3910.04%
219COLGATE PALMOLIVE COCL12,413$882,6880.04%
220PAYCHEX INCPAYX7,648$882,0440.04%
221DONALDSON INCDCI14,450$861,7980.04%
222INTERNATIONAL BUSINESS MACHSINTR6,028$845,7280.04%
223MERCK & CO INCMRK7,892$812,4810.03%
224EMERSON ELEC COEMR7,555$729,5860.03%
225EOG RES INCEOG5,598$709,6020.03%
226CATERPILLAR INCCAT2,542$693,9660.03%
227GE HEALTHCARE TECHNOLOGIES IGEHC9,965$678,0190.03%
228ILLINOIS TOOL WKS INC4523081092,900$667,8990.03%
229GENERAL MLS INC37033410410,120$647,5790.03%
230TESLA INCTSLA2,324$581,5110.02%
231MASTERCARD INCORPORATEDMA1,353$535,6660.02%
2323M COMMM5,233$489,9130.02%
233FREEPORT-MCMORAN INCFCX12,173$453,9310.02%
234PALO ALTO NETWORKS INCPANW1,908$447,3120.02%
235BLACKROCK CORPOR HI YLD FD IBLK51,800$447,0340.02%
236SYSCO CORPSYY6,000$396,3000.02%
237SCHWAB STRATEGIC TR80852480511,570$392,9170.02%
238LOCKHEED MARTIN CORPLMT930$380,3330.02%
239COCA COLA COKO6,529$365,4930.02%
240DOUBLELINE INCOME SOLUTIONSDSL28,291$331,5710.01%
241SHELL PLCRYDAF4,655$299,6890.01%
242UNIVERSAL HLTH SVCS INC9139031002,000$251,4600.01%
243WALGREENS BOOTS ALLIANCE INC93142710810,926$242,9940.01%
244INTUITIVE SURGICAL INCISRG828$242,0160.01%
245ISHARES TR464287507911$227,1580.01%
246WESTERN ASSET INVESTMENT GRA95766T10019,932$224,2350.01%
247VAIL RESORTS INCMTN1,000$221,8900.01%
248INTEL CORPINTC5,764$204,9100.01%
249SCHWAB STRATEGIC TR8085246073,282$135,9400.01%
250ISHARES TR464287614497$132,1970.01%
251ISHARES TR4642878041,270$119,7990.01%
252SCHWAB STRATEGIC TR8085248391,890$83,5950.00%
253ISHARES TR464287465950$65,4740.00%
254SUNLINK HEALTH SYS INC86737U10274,505$59,6110.00%
255ISHARES TR464287879481$42,9150.00%
256TALKSPACE INCTALKW19,341$37,7150.00%
257ISHARES TR4642871841,000$26,5300.00%
258ISHARES TR46428764830$6,7250.00%
259ISHARES TR46428759829$4,4030.00%
260ISHARES TR46428717618$1,8670.00%