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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 2024 · Filed May 13, 2024 · Accession 0001398344-24-009246

Total Value
$2.63B
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT178,739$75.2M2.86%
2CBIZ INCCBZ655,529$51.5M1.96%
3CASELLA WASTE SYS INCCWST494,230$48.9M1.86%
4APPLE INCAAPL281,815$48.3M1.84%
5FRESHPET INCFRPT407,632$47.2M1.80%
6AMAZON COM INCAMZN213,419$38.5M1.46%
7NOBLE CORP PLCNE-WT769,296$37.3M1.42%
8INTER PARFUMS INCINTR258,091$36.3M1.38%
9EATON CORP PLCETN114,200$35.7M1.36%
10NVIDIA CORPORATIONNVDA39,389$35.6M1.35%
11NEOGEN CORPNEOG2,152,391$34.0M1.29%
12ALPHABET INCGOOG221,751$33.8M1.28%
13WINTRUST FINL CORP97650W108317,555$33.1M1.26%
14HALOZYME THERAPEUTICS INCHALO811,458$33.0M1.26%
15VISA INCV112,038$31.3M1.19%
16HELMERICH & PAYNE INCHP726,463$30.6M1.16%
17PAYCOR HCM INC70435P1021,568,131$30.5M1.16%
18DESCARTES SYS GROUP INC249906108332,907$30.5M1.16%
19ELI LILLY & COLLY38,241$29.7M1.13%
20LOUISIANA PAC CORPLPX350,265$29.4M1.12%
21BLACKLINE INCBL454,588$29.4M1.12%
22AGILYSYS INCAGYS332,462$28.0M1.07%
23ARCBEST CORPARCB193,534$27.6M1.05%
24BELDEN INCBDC295,008$27.3M1.04%
25NAPCO SEC TECHNOLOGIES INC630402105665,420$26.7M1.02%
26DOUBLEVERIFY HLDGS INCDV750,715$26.4M1.00%
27MONTROSE ENVIRONMENTAL GROUPMEG670,934$26.3M1.00%
28HUBBELL INCHUBB62,478$25.9M0.99%
29CARPENTER TECHNOLOGY CORPCRS360,160$25.7M0.98%
30AZEK CO INC05478C105503,908$25.3M0.96%
31ALBANY INTL CORP012348108270,435$25.3M0.96%
32ESAB CORPORATIONESAB225,496$24.9M0.95%
33CRANE COMPANYCR180,424$24.4M0.93%
34VISTEON CORPVC200,344$23.6M0.90%
35STEWART INFORMATION SVCS COR860372101350,322$22.8M0.87%
36KRATOS DEFENSE & SEC SOLUTIO50077B2071,238,477$22.8M0.87%
37OUTFRONT MEDIA INCOUT1,352,130$22.7M0.86%
38SIGNET JEWELERS LIMITEDSIG225,342$22.5M0.86%
39CERTARA INCCERT1,213,222$21.7M0.83%
40TOWER SEMICONDUCTOR LTDTSEM636,956$21.3M0.81%
41S&P GLOBAL INCSPGI50,058$21.3M0.81%
42TERRENO RLTY CORP88146M101319,519$21.2M0.81%
43NCINO INCNCNO566,896$21.2M0.81%
44DEERE & CODE51,369$21.1M0.80%
45FIRSTCASH HOLDINGS INCFCFS165,397$21.1M0.80%
46ARLO TECHNOLOGIES INCARLO1,662,899$21.0M0.80%
47VERACYTE INCVCYT915,750$20.3M0.77%
48FLUOR CORP NEWFLR477,845$20.2M0.77%
49ICF INTL INC44925C103127,569$19.2M0.73%
5010X GENOMICS INCTXG509,033$19.1M0.73%
51PROGYNY INCPGNY500,487$19.1M0.73%
52GENERAL ELECTRIC CO369604301104,115$18.3M0.70%
53ALAMO GROUP INCALG79,040$18.0M0.69%
54VIAVI SOLUTIONS INCVIAV1,952,493$17.7M0.68%
55KURA SUSHI USA INCKRUS153,480$17.7M0.67%
56LESLIES INC5270641092,679,067$17.4M0.66%
57STRYKER CORPORATIONSYK47,914$17.1M0.65%
58ABBVIE INCABBV92,871$16.9M0.64%
59OLD DOMINION FREIGHT LINE INODFL75,728$16.6M0.63%
60METHANEX CORPMEOH365,432$16.3M0.62%
61LUMENTUM HLDGS INCLITE341,504$16.2M0.62%
62MARTEN TRANS LTDMRTN867,935$16.0M0.61%
63PACCAR INCPCAR126,917$15.7M0.60%
64AMPHASTAR PHARMACEUTICALS INAMPH352,770$15.5M0.59%
65ROCKWELL AUTOMATION INCROK52,820$15.4M0.59%
66COSTCO WHSL CORP NEW22160K10520,320$14.9M0.57%
67ZIPRECRUITER INCZIP1,261,376$14.5M0.55%
68META PLATFORMS INCMETA29,798$14.5M0.55%
69CALIFORNIA WTR SVC GROUP130788102302,204$14.0M0.53%
70THERMO FISHER SCIENTIFIC INCTMO23,469$13.6M0.52%
71BLACKROCK INCBLK16,144$13.5M0.51%
72CROWDSTRIKE HLDGS INCCRWD41,380$13.3M0.50%
73AVIDXCHANGE HOLDINGS INC05368X1021,007,900$13.3M0.50%
74SITIME CORPSITM134,783$12.6M0.48%
75ENOVIS CORPORATIONENOV199,508$12.5M0.47%
76IDEXX LABS INC45168D10422,799$12.3M0.47%
77ADOBE INCADBE23,574$11.9M0.45%
78RXSIGHT INCRXST224,502$11.6M0.44%
79MGM RESORTS INTERNATIONALMGM236,617$11.2M0.43%
80ZOETIS INCZTS65,788$11.1M0.42%
81AMICUS THERAPEUTICS INCFOLD918,834$10.8M0.41%
82BRP GROUP INC05589G102369,543$10.7M0.41%
83DANAHER CORPORATION23585110242,192$10.5M0.40%
84AUTOMATIC DATA PROCESSING INADP41,531$10.4M0.39%
85SHOPIFY INCSHOP131,812$10.2M0.39%
86PEPSICO INCPEP57,972$10.1M0.39%
87DUTCH BROS INCBROS305,660$10.1M0.38%
88NATERA INCNTRA108,566$9.9M0.38%
89BUMBLE INCBMBL865,843$9.8M0.37%
90MARAVAI LIFESCIENCES HLDGS IMARA1,123,337$9.7M0.37%
91ROGERS CORPROG81,109$9.6M0.37%
92HAYWARD HLDGS INCHAYW627,090$9.6M0.37%
93SHERWIN WILLIAMS COSHW27,518$9.6M0.36%
94PROCORE TECHNOLOGIES INCPCOR115,125$9.5M0.36%
95FIGS INCFIGS1,862,202$9.3M0.35%
96MKS INSTRS INCMKSI68,326$9.1M0.35%
97ANALOG DEVICES INCADI45,330$9.0M0.34%
98JPMORGAN CHASE & COVYLD43,630$8.7M0.33%
99CORE & MAIN INCCNM147,215$8.4M0.32%
100SITEONE LANDSCAPE SUPPLY INCSITE47,762$8.3M0.32%
101CROCS INCCROX57,483$8.3M0.31%
102ECOLAB INCECL35,266$8.1M0.31%
103PTC INCPTC41,711$7.9M0.30%
104JOHNSON & JOHNSONJNJ49,772$7.9M0.30%
105WAYFAIR INCW115,362$7.8M0.30%
106LINDE PLCLIN16,702$7.8M0.30%
107SPX TECHNOLOGIES INCSPXC61,558$7.6M0.29%
108HELIOS TECHNOLOGIES INCHLIO166,738$7.5M0.28%
109ESCO TECHNOLOGIES INCESE69,337$7.4M0.28%
110HOULIHAN LOKEY INCHLI57,282$7.3M0.28%
111API GROUP CORPAPG183,396$7.2M0.27%
112UNITEDHEALTH GROUP INCUNH14,509$7.2M0.27%
113CME GROUP INCCME33,295$7.2M0.27%
114JOHN BEAN TECHNOLOGIES CORPJBTM66,537$7.0M0.27%
115MYR GROUP INC DELMYRG38,429$6.8M0.26%
116NEW YORK TIMES CONYT155,476$6.7M0.26%
117BIO-TECHNE CORPTECH93,030$6.5M0.25%
118SEACOAST BKG CORP FLASE255,464$6.5M0.25%
119ABBOTT LABSABLZF56,294$6.4M0.24%
120ALPHABET INCGOOG42,234$6.4M0.24%
121DORMAN PRODS INC25827810066,054$6.4M0.24%
122JACOBS SOLUTIONS INCJ41,323$6.4M0.24%
123JFROG LTDFROG142,005$6.3M0.24%
124APPLIED INDL TECHNOLOGIES IN03820C10531,556$6.2M0.24%
125UFP INDUSTRIES INCUFPI50,638$6.2M0.24%
126MP MATERIALS CORPMP434,077$6.2M0.24%
127TIMKEN COTKR70,660$6.2M0.24%
128VITAL FARMS INCVITL265,557$6.2M0.23%
129PARSONS CORP DELPSN73,878$6.1M0.23%
130CLEARWATER ANALYTICS HLDGS ICWAN345,055$6.1M0.23%
131FIRST AMERN FINL CORP31847R10296,831$5.9M0.22%
132SILICON LABORATORIES INCSLAB40,918$5.9M0.22%
133DEFINITIVE HEALTHCARE CORPDH722,440$5.8M0.22%
134REPLIGEN CORPRGEN31,455$5.8M0.22%
135ZURN ELKAY WATER SOLNS CORP98983L108172,615$5.8M0.22%
136NIKE INCNKE61,293$5.8M0.22%
137GLOBUS MED INCGMED106,961$5.7M0.22%
138BRIGHT HORIZONS FAM SOL IN D10919410050,248$5.7M0.22%
139BERKSHIRE HATHAWAY INC DELBRK-A12,824$5.4M0.21%
140ALLEGRO MICROSYSTEMS INCALGM198,952$5.4M0.20%
141RB GLOBAL INCRBA69,960$5.3M0.20%
142GXO LOGISTICS INCORPORATEDGXO98,874$5.3M0.20%
143MONRO INCMNRO167,585$5.3M0.20%
144SHOCKWAVE MED INC82489T10415,919$5.2M0.20%
145BILL HOLDINGS INCBILL74,987$5.2M0.20%
146CASEYS GEN STORES INC14752810316,062$5.1M0.19%
147CACI INTL INC12719030413,332$5.1M0.19%
148VERRA MOBILITY CORPVRRM202,159$5.0M0.19%
149IONIS PHARMACEUTICALS INCIONS116,144$5.0M0.19%
150POTLATCHDELTIC CORPORATION737630103106,190$5.0M0.19%
151LANTHEUS HLDGS INCLNTH79,795$5.0M0.19%
152BECTON DICKINSON & COBDX19,922$4.9M0.19%
153HOME DEPOT INCHD12,661$4.9M0.18%
154GENERAC HLDGS INCGNRC37,467$4.7M0.18%
155WEYERHAEUSER CO MTN BEWY130,678$4.7M0.18%
156AUTODESK INCADSK18,019$4.7M0.18%
157APTIV PLCAPTV58,658$4.7M0.18%
158SMARTSHEET INC83200N103118,049$4.5M0.17%
159DISNEY WALT CO25468710636,194$4.4M0.17%
160SALESFORCE INCCRM14,682$4.4M0.17%
161FMC CORPFMC69,001$4.4M0.17%
162FIRST INTST BANCSYSTEM INC32055Y201160,173$4.4M0.17%
163AZZ INCAZZ56,332$4.4M0.17%
164FIRST TR EXCHANGE TRADED FD33734X84676,395$4.3M0.16%
165ORACLE CORPORCL-PD33,827$4.2M0.16%
166GUARDANT HEALTH INCGH202,450$4.2M0.16%
167SIMPSON MFG INC82907310520,134$4.1M0.16%
168EXPONENT INCEXPO48,586$4.0M0.15%
169GRAINGER W W INC3848021043,934$4.0M0.15%
170ALPHATEC HLDGS INCATEC288,580$4.0M0.15%
171CCC INTELLIGENT SOLUTIONS HLCCC314,498$3.8M0.14%
172AMBARELLA INCAMBA72,257$3.7M0.14%
173AZENTA INCAZTA59,572$3.6M0.14%
174SEMTECH CORPSMTC126,759$3.5M0.13%
175SCHWAB STRATEGIC TR80852410256,974$3.5M0.13%
176LITTELFUSE INCLFUS13,243$3.2M0.12%
177AMERISAFE INCAMSF62,565$3.1M0.12%
178CHEVRON CORP NEWCVX19,602$3.1M0.12%
179TOOTSIE ROLL INDS INC89051610794,217$3.0M0.11%
180PROS HOLDINGS INC74346Y10381,790$3.0M0.11%
181METTLER TOLEDO INTERNATIONALMTD2,187$2.9M0.11%
182GLAUKOS CORPGKOS28,735$2.7M0.10%
183SURMODICS INC86887310088,164$2.6M0.10%
184MONDELEZ INTL INC60920710536,036$2.5M0.10%
185BOEING COBA-PA12,801$2.5M0.09%
186SCHLUMBERGER LTDSLB43,747$2.4M0.09%
187CANADIAN PACIFIC KANSAS CITYCP24,828$2.2M0.08%
188PROCTER AND GAMBLE CO74271810913,489$2.2M0.08%
189CROWN CASTLE INCCCI19,339$2.0M0.08%
190EXXON MOBIL CORPXOM17,342$2.0M0.08%
191NUCOR CORPNUE9,609$1.9M0.07%
192CITIGROUP INCC-PR30,035$1.9M0.07%
193MCDONALDS CORPMCD6,651$1.9M0.07%
194WELLS FARGO CO NEW94974610131,587$1.8M0.07%
195CISCO SYS INCCSCO36,282$1.8M0.07%
196UNITED PARCEL SERVICE INCUPS10,458$1.6M0.06%
197AMGEN INCAMGN5,435$1.5M0.06%
198LOWES COS INC5486611076,000$1.5M0.06%
199VERIZON COMMUNICATIONS INCVZ34,669$1.5M0.06%
200CATERPILLAR INCCAT3,876$1.4M0.05%
201FISERV INCFISV8,440$1.3M0.05%
202UNION PAC CORPUNP5,359$1.3M0.05%
203VANGUARD INTL EQUITY INDEX F92204285830,528$1.3M0.05%
204RTX CORPORATIONRTX12,422$1.2M0.05%
205INTERNATIONAL BUSINESS MACHSINTR6,028$1.2M0.04%
206SCHWAB CHARLES CORPSCHW-PJ15,091$1.1M0.04%
207DONALDSON INCDCI14,497$1.1M0.04%
208COLGATE PALMOLIVE COCL11,998$1.1M0.04%
209VERALTO CORPVLTO11,635$1.0M0.04%
210FORTIVE CORPFTV11,865$1.0M0.04%
211GE VERNOVA LLCGEV7,450$1.0M0.04%
212MERCK & CO INCMRK7,667$1.0M0.04%
213HONEYWELL INTL INC4385161064,863$998,1310.04%
214PAYCHEX INCPAYX7,648$939,1740.04%
215LAUDER ESTEE COS INC5184391045,675$874,8010.03%
216EMERSON ELEC COEMR7,555$856,8880.03%
217ILLINOIS TOOL WKS INC4523081092,900$778,1570.03%
218EOG RES INCEOG5,598$715,6480.03%
219GENERAL MLS INC37033410410,120$708,0960.03%
220PHILIP MORRIS INTL INC7181721097,249$664,1530.03%
221MASTERCARD INCORPORATEDMA1,353$651,5640.02%
222MARRIOTT INTL INC NEW5719032022,567$647,6800.02%
223PALO ALTO NETWORKS INCPANW1,908$542,1200.02%
2243M COMMM5,028$533,3200.02%
225SYSCO CORPSYY6,000$487,0800.02%
226FREEPORT-MCMORAN INCFCX10,173$478,3340.02%
227BLACKROCK CORPOR HI YLD FD IBLK48,774$477,4970.02%
228SCHWAB STRATEGIC TR80852480511,572$451,5390.02%
229LOCKHEED MARTIN CORPLMT930$423,0290.02%
230COCA COLA COKO6,529$399,4440.02%
231DOUBLELINE INCOME SOLUTIONSDSL29,635$376,3650.01%
232UNIVERSAL HLTH SVCS INC9139031002,000$364,9200.01%
233INTUITIVE SURGICAL INCISRG816$325,6570.01%
234SHELL PLCRYDAF4,655$312,0710.01%
235BRISTOL-MYERS SQUIBB COCELG-RI5,732$310,8460.01%
236ISHARES TR4642875074,555$276,6710.01%
237BANK AMERICA CORP0605051046,825$258,8040.01%
238INTEL CORPINTC5,764$254,5960.01%
239VAIL RESORTS INCMTN1,000$222,8300.01%
240WALGREENS BOOTS ALLIANCE INC9314271089,906$214,8610.01%
241HCA HEALTHCARE INCHCA616$205,4540.01%
242NEXTERA ENERGY INCNEE-PW3,200$204,5120.01%
243SCHWAB STRATEGIC TR8085246073,252$160,1280.01%
244ISHARES TR4642878041,270$140,3600.01%
245WESTERN ASSET INVESTMENT GRA95766T10011,132$135,6990.01%
246TALKSPACE INCTALKW34,318$122,5150.00%
247ISHARES TR464287614282$95,0480.00%
248SCHWAB STRATEGIC TR8085248391,890$86,9400.00%
249ISHARES TR464287465950$75,8670.00%
250SUNLINK HEALTH SYS INC86737U10274,505$54,3890.00%
251MAMAS CREATIONS INC56146T10310,609$53,0450.00%
252THE BEAUTY HEALTH COMPANY88331L10811,804$52,4100.00%
253LATHAM GROUP INCSWIM12,882$51,0130.00%
254ISHARES TR464287879481$49,4280.00%
255NEPHROS INCNEPH13,047$28,5730.00%
256RIGEL PHARMACEUTICALS INCRIGL10,578$15,6550.00%
257OPKO HEALTH INCOPK12,392$14,8700.00%
258ISHARES TR46428764830$8,1240.00%
259ISHARES TR46428759829$5,1940.00%
260ISHARES TR46428765510$2,1030.00%
261ISHARES TR46428717618$1,9330.00%