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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 HOLDINGS REPORT

Granite Investment Partners, LLC

Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001398344-24-014395

Total Value
$2.41B
Positions
253
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (253)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT176,713$79.0M3.27%
2APPLE INCAAPL289,421$61.0M2.52%
3NVIDIA CORPORATIONNVDA392,294$48.5M2.01%
4FRESHPET INCFRPT366,323$47.4M1.96%
5CASELLA WASTE SYS INCCWST448,770$44.5M1.84%
6CBIZ INCCBZ580,902$43.0M1.78%
7AMAZON COM INCAMZN212,465$41.1M1.70%
8HALOZYME THERAPEUTICS INCHALO752,839$39.4M1.63%
9ALPHABET INCGOOG213,937$39.2M1.63%
10EATON CORP PLCETN112,808$35.4M1.46%
11ELI LILLY & COLLY38,177$34.6M1.43%
12NEOGEN CORPNEOG2,069,613$32.3M1.34%
13AGILYSYS INCAGYS303,601$31.6M1.31%
14NOBLE CORP PLCNE-WT695,171$31.0M1.29%
15NAPCO SEC TECHNOLOGIES INC630402105593,137$30.8M1.28%
16VISA INCV110,516$29.0M1.20%
17WINTRUST FINL CORP97650W108282,324$27.8M1.15%
18AXCELIS TECHNOLOGIES INCACLS195,521$27.8M1.15%
19INTER PARFUMS INCINTR235,549$27.3M1.13%
20MONTROSE ENVIRONMENTAL GROUPMEG597,519$26.6M1.10%
21LOUISIANA PAC CORPLPX312,277$25.7M1.06%
22HELMERICH & PAYNE INCHP660,803$23.9M0.99%
23CRANE COMPANYCR161,082$23.4M0.97%
24HUBBELL INCHUBB62,210$22.7M0.94%
25TOWER SEMICONDUCTOR LTDTSEM566,613$22.3M0.92%
26KRATOS DEFENSE & SEC SOLUTIO50077B2071,102,371$22.1M0.91%
27S&P GLOBAL INCSPGI49,263$22.0M0.91%
28DESCARTES SYS GROUP INC249906108210,466$20.4M0.84%
29VERACYTE INCVCYT934,994$20.3M0.84%
30ARLO TECHNOLOGIES INCARLO1,502,497$19.6M0.81%
31STEWART INFORMATION SVCS COR860372101311,978$19.4M0.80%
32DEERE & CODE51,406$19.2M0.80%
33CARPENTER TECHNOLOGY CORPCRS172,181$18.9M0.78%
34FLUOR CORP NEWFLR432,707$18.8M0.78%
35ARCBEST CORPARCB174,509$18.7M0.77%
36LUMENTUM HLDGS INCLITE364,364$18.6M0.77%
37BELDEN INCBDC196,026$18.4M0.76%
38SIGNET JEWELERS LIMITEDSIG198,744$17.8M0.74%
39AZEK CO INC05478C105419,079$17.7M0.73%
40STAAR SURGICAL COSTAA362,050$17.2M0.71%
41OUTFRONT MEDIA INCOUT1,205,172$17.2M0.71%
42COSTCO WHSL CORP NEW22160K10520,248$17.2M0.71%
43ICF INTL INC44925C103113,632$16.9M0.70%
44TERRENO RLTY CORP88146M101281,879$16.7M0.69%
45GE AEROSPACE369604301104,090$16.5M0.69%
46PAYCOR HCM INC70435P1021,300,352$16.5M0.68%
47ESAB CORPORATIONESAB172,289$16.3M0.67%
48STRYKER CORPORATIONSYK46,908$16.0M0.66%
49AMPHASTAR PHARMACEUTICALS INAMPH397,514$15.9M0.66%
50CROWDSTRIKE HLDGS INCCRWD41,318$15.8M0.66%
51NCINO INCNCNO503,267$15.8M0.66%
52METHANEX CORPMEOH326,370$15.8M0.65%
53ABBVIE INCABBV90,843$15.6M0.65%
54FIRSTCASH HOLDINGS INCFCFS146,788$15.4M0.64%
55CERTARA INCCERT1,079,969$15.0M0.62%
56SITIME CORPSITM120,082$14.9M0.62%
57META PLATFORMS INCMETA29,394$14.8M0.61%
58PACCAR INCPCAR143,343$14.8M0.61%
59ROCKWELL AUTOMATION INCROK53,031$14.6M0.60%
60MARTEN TRANS LTDMRTN764,875$14.1M0.58%
61CUSHMAN WAKEFIELD PLCCWK1,346,001$14.0M0.58%
62DUTCH BROS INCBROS332,841$13.8M0.57%
63TOPGOLF CALLAWAY BRANDS CORP131193104899,130$13.8M0.57%
64VESTIS CORPORATIONVSTS1,124,421$13.8M0.57%
65OLD DOMINION FREIGHT LINE INODFL75,670$13.4M0.55%
66ADOBE INCADBE23,398$13.0M0.54%
67THERMO FISHER SCIENTIFIC INCTMO23,435$13.0M0.54%
68CALIFORNIA WTR SVC GROUP130788102266,781$12.9M0.54%
69BRAZE INCBRZE332,784$12.9M0.54%
70BLACKROCK INCBLK16,127$12.7M0.53%
71RXSIGHT INCRXST200,537$12.1M0.50%
72VIAVI SOLUTIONS INCVIAV1,744,104$12.0M0.50%
73ROGERS CORPROG97,963$11.8M0.49%
74THE BALDWIN INSURANCE GRP IN05589G102328,294$11.6M0.48%
75NATERA INCNTRA106,644$11.5M0.48%
76ZOETIS INCZTS65,449$11.3M0.47%
77MAGNITE INCMGNI844,758$11.2M0.46%
78IDEXX LABS INC45168D10422,741$11.1M0.46%
79SHERWIN WILLIAMS COSHW36,828$11.0M0.46%
80AVIDXCHANGE HOLDINGS INC05368X102895,227$10.8M0.45%
81ICU MED INCICUI89,687$10.7M0.44%
82DANAHER CORPORATION23585110242,192$10.5M0.44%
83SHOPIFY INCSHOP156,853$10.4M0.43%
84ZIPRECRUITER INCZIP1,133,064$10.3M0.43%
85ANALOG DEVICES INCADI44,952$10.3M0.42%
86MGM RESORTS INTERNATIONALMGM226,877$10.1M0.42%
87AUTOMATIC DATA PROCESSING INADP40,076$9.6M0.40%
88GE VERNOVA INCGEV53,649$9.2M0.38%
8910X GENOMICS INCTXG461,013$9.0M0.37%
90JPMORGAN CHASE & CO.VYLD43,616$8.8M0.37%
91KURA SUSHI USA INCKRUS136,631$8.6M0.36%
92SPX TECHNOLOGIES INCSPXC60,441$8.6M0.36%
93PEPSICO INCPEP51,832$8.5M0.35%
94ECOLAB INCECL35,266$8.4M0.35%
95CROCS INCCROX56,427$8.2M0.34%
96AMICUS THERAPEUTICS INCFOLD821,178$8.1M0.34%
97CCC INTELLIGENT SOLUTIONS HLCCC730,617$8.1M0.34%
98BUMBLE INCBMBL767,709$8.1M0.33%
99PTC INCPTC44,249$8.0M0.33%
100ENOVIS CORPORATIONENOV177,646$8.0M0.33%
101HELIOS TECHNOLOGIES INCHLIO166,573$8.0M0.33%
102NEW YORK TIMES CONYT152,231$7.8M0.32%
103ALPHABET INCGOOG42,031$7.7M0.32%
104HOULIHAN LOKEY INCHLI56,187$7.6M0.31%
105LINDE PLCLIN16,692$7.3M0.30%
106NVENT ELECTRIC PLCNVT95,045$7.3M0.30%
107ESCO TECHNOLOGIES INCESE69,275$7.3M0.30%
108GLOBUS MED INCGMED105,190$7.2M0.30%
109MARAVAI LIFESCIENCES HLDGS IMARA999,159$7.2M0.30%
110CORE & MAIN INCCNM144,623$7.1M0.29%
111ALPHATEC HLDGS INCATEC664,201$6.9M0.29%
112JOHNSON & JOHNSONJNJ47,372$6.9M0.29%
113UNITEDHEALTH GROUP INCUNH13,566$6.9M0.29%
114VITAL FARMS INCVITL147,383$6.9M0.29%
115HAYWARD HLDGS INCHAYW557,775$6.9M0.28%
116API GROUP CORPAPG180,115$6.8M0.28%
117BIO-TECHNE CORPTECH92,467$6.6M0.27%
118AMERISAFE INCAMSF147,654$6.5M0.27%
119JOHN BEAN TECHNOLOGIES CORPJBTM66,474$6.3M0.26%
120CLEARWATER ANALYTICS HLDGS ICWAN339,088$6.3M0.26%
121JFROG LTDFROG163,703$6.1M0.25%
122PROCORE TECHNOLOGIES INCPCOR91,983$6.1M0.25%
123PARSONS CORP DELPSN73,811$6.0M0.25%
124CASEYS GEN STORES INC14752810315,773$6.0M0.25%
125APPLIED INDL TECHNOLOGIES IN03820C10530,980$6.0M0.25%
126WAYFAIR INCW113,191$6.0M0.25%
127EXPONENT INCEXPO61,427$5.8M0.24%
128JACOBS SOLUTIONS INCJ40,941$5.7M0.24%
129SITEONE LANDSCAPE SUPPLY INCSITE46,763$5.7M0.24%
130CACI INTL INC12719030413,082$5.6M0.23%
131UFP INDUSTRIES INCUFPI49,706$5.6M0.23%
132TIMKEN COTKR69,210$5.5M0.23%
133ALLEGRO MICROSYSTEMS INCALGM195,458$5.5M0.23%
134DORMAN PRODS INC25827810060,040$5.5M0.23%
135VERRA MOBILITY CORPVRRM201,891$5.5M0.23%
136CME GROUP INCCME27,898$5.5M0.23%
137ABBOTT LABSABLZF52,524$5.5M0.23%
138IONIS PHARMACEUTICALS INCIONS114,090$5.4M0.23%
139BRIGHT HORIZONS FAM SOL IN D10919410049,354$5.4M0.23%
140ALBANY INTL CORP01234810863,137$5.3M0.22%
141AMBARELLA INCAMBA97,455$5.3M0.22%
142SILICON LABORATORIES INCSLAB47,338$5.2M0.22%
143BERKSHIRE HATHAWAY INC DELBRK-A12,819$5.2M0.22%
144SMARTSHEET INC83200N103117,951$5.2M0.22%
145FIRST AMERN FINL CORP31847R10295,026$5.1M0.21%
146MYR GROUP INC DELMYRG37,762$5.1M0.21%
147ZURN ELKAY WATER SOLNS CORP98983L108172,472$5.1M0.21%
148MP MATERIALS CORPMP385,976$4.9M0.20%
149LANTHEUS HLDGS INCLNTH60,665$4.9M0.20%
150DEFINITIVE HEALTHCARE CORPDH884,872$4.8M0.20%
151ORACLE CORPORCL-PD33,840$4.8M0.20%
152BLACKLINE INCBL96,426$4.7M0.19%
153PRIMERICA INCPRI19,253$4.6M0.19%
154NIKE INCNKE59,958$4.5M0.19%
155BECTON DICKINSON & COBDX19,297$4.5M0.19%
156MKS INSTRS INCMKSI34,126$4.5M0.18%
157AUTODESK INCADSK17,984$4.5M0.18%
158FIRST INTST BANCSYSTEM INC32055Y201160,049$4.4M0.18%
159AZZ INCAZZ56,287$4.3M0.18%
160FIRST TR EXCHANGE TRADED FD33734X84676,395$4.3M0.18%
161JONES LANG LASALLE INCJLL20,734$4.3M0.18%
162SUMMIT MATLS INC86614U100115,018$4.2M0.17%
163POTLATCHDELTIC CORPORATION737630103106,097$4.2M0.17%
164APTIV PLCAPTV58,539$4.1M0.17%
165HOME DEPOT INCHD11,921$4.1M0.17%
166FMC CORPFMC67,800$3.9M0.16%
167REPLIGEN CORPRGEN30,820$3.9M0.16%
168SHIFT4 PMTS INC82452J10951,799$3.8M0.16%
169OLIN CORPOLN77,657$3.7M0.15%
170WEYERHAEUSER CO MTN BEWY127,698$3.6M0.15%
171DISNEY WALT CO25468710636,194$3.6M0.15%
172SCHWAB STRATEGIC TR80852410256,974$3.6M0.15%
173GRAINGER W W INC3848021043,934$3.5M0.15%
174GLAUKOS CORPGKOS28,711$3.4M0.14%
175SIMPSON MFG INC82907310520,119$3.4M0.14%
176LITTELFUSE INCLFUS13,202$3.4M0.14%
177SEMTECH CORPSMTC108,715$3.2M0.13%
178AZENTA INCAZTA59,507$3.1M0.13%
179PROS HOLDINGS INC74346Y103107,461$3.1M0.13%
180CHEVRON CORP NEWCVX18,952$3.0M0.12%
181METTLER TOLEDO INTERNATIONALMTD2,092$2.9M0.12%
182TOOTSIE ROLL INDS INC89051610792,454$2.8M0.12%
183INSPIRE MED SYS INC45773010920,768$2.8M0.12%
184MONDELEZ INTL INC60920710535,886$2.3M0.10%
185PROCTER AND GAMBLE CO74271810912,939$2.1M0.09%
186EXXON MOBIL CORPXOM17,345$2.0M0.08%
187CROWN CASTLE INCCCI19,439$1.9M0.08%
188WELLS FARGO CO NEW94974610131,587$1.9M0.08%
189CANADIAN PACIFIC KANSAS CITYCP23,546$1.9M0.08%
190CITIGROUP INCC-PR26,837$1.7M0.07%
191AMGEN INCAMGN5,435$1.7M0.07%
192MCDONALDS CORPMCD6,561$1.7M0.07%
193CISCO SYS INCCSCO33,882$1.6M0.07%
194NUCOR CORPNUE9,609$1.5M0.06%
195SALESFORCE INCCRM5,756$1.5M0.06%
196LOWES COS INC5486611076,000$1.3M0.05%
197CATERPILLAR INCCAT3,876$1.3M0.05%
198VERIZON COMMUNICATIONS INCVZ31,169$1.3M0.05%
199FISERV INCFISV8,440$1.3M0.05%
200RTX CORPORATIONRTX12,422$1.2M0.05%
201UNION PAC CORPUNP5,359$1.2M0.05%
202VANGUARD INTL EQUITY INDEX F92204285827,528$1.2M0.05%
203COLGATE PALMOLIVE COCL11,931$1.2M0.05%
204SCHWAB CHARLES CORPSCHW-PJ15,091$1.1M0.05%
205VERALTO CORPVLTO11,635$1.1M0.05%
206INTERNATIONAL BUSINESS MACHSINTR6,028$1.0M0.04%
207DONALDSON INCDCI14,250$1.0M0.04%
208MERCK & CO INCMRK7,667$949,1750.04%
209PAYCHEX INCPAYX7,648$906,7470.04%
210UNITED PARCEL SERVICE INCUPS6,446$882,1350.04%
211FORTIVE CORPFTV11,865$879,1960.04%
212HONEYWELL INTL INC4385161064,038$862,2750.04%
213EMERSON ELEC COEMR7,555$832,2590.03%
214PHILIP MORRIS INTL INC7181721097,249$734,5410.03%
215ILLINOIS TOOL WKS INC4523081092,900$687,1840.03%
216MARRIOTT INTL INC NEW5719032022,697$652,0540.03%
217PALO ALTO NETWORKS INCPANW1,908$646,8310.03%
218GENERAL MLS INC3703341049,830$621,8460.03%
219LAUDER ESTEE COS INC5184391045,675$603,8200.03%
220MASTERCARD INCORPORATEDMA1,353$596,8890.02%
221FREEPORT-MCMORAN INCFCX10,173$494,4080.02%
222BLACKROCK CORPOR HI YLD FD IBLK49,746$482,0390.02%
2233M COMMM4,628$472,9350.02%
224SCHWAB STRATEGIC TR80852480511,822$454,2010.02%
225LOCKHEED MARTIN CORPLMT930$434,4030.02%
226SYSCO CORPSYY6,000$428,3400.02%
227COCA COLA COKO6,529$415,5710.02%
228DOUBLELINE INCOME SOLUTIONSDSL30,317$379,5690.02%
229UNIVERSAL HLTH SVCS INC9139031002,000$369,8600.02%
230INTUITIVE SURGICAL INCISRG816$362,9980.02%
231SHELL PLCRYDAF4,655$335,9980.01%
232ISHARES TR4642875074,555$266,5590.01%
233VISTEON CORPVC2,423$258,5340.01%
234BANK AMERICA CORP0605051046,125$243,5910.01%
235NEXTERA ENERGY INCNEE-PW3,200$226,5920.01%
236SCHWAB STRATEGIC TR8085246073,502$166,1700.01%
237ISHARES TR4642878041,270$135,4580.01%
238ISHARES TR464287614282$102,7920.00%
239ISHARES TR464287655444$90,0830.00%
240SCHWAB STRATEGIC TR8085248391,890$86,1460.00%
241TALKSPACE INCTALKW36,571$84,1130.00%
242MAMAS CREATIONS INC56146T10311,365$76,6000.00%
243ISHARES TR464287465950$74,4140.00%
244SUNLINK HEALTH SYS INC86737U10274,505$59,6040.00%
245LESLIES INC52706410911,848$49,6430.00%
246ISHARES TR464287879481$46,7870.00%
247LATHAM GROUP INCSWIM13,797$41,8050.00%
248NEPHROS INCNEPH13,973$29,4830.00%
249THE BEAUTY HEALTH COMPANY88331L10812,626$24,2420.00%
250OPKO HEALTH INCOPK13,269$16,5860.00%
251ISHARES TR46428764830$7,8760.00%
252ISHARES TR46428759829$5,0600.00%
253ISHARES TR46428717618$1,9220.00%