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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 Q1 2025 · Filed May 13, 2025 · Accession 0001398344-25-009267

Total Value
$1.97B
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT159,588$59.9M3.04%
2APPLE INCAAPL232,438$51.6M2.62%
3CBIZ INCCBZ538,292$40.8M2.08%
4CASELLA WASTE SYS INCCWST361,228$40.3M2.05%
5AMAZON COM INCAMZN200,455$38.1M1.94%
6WINTRUST FINL CORP97650W108298,116$33.5M1.70%
7VISA INCV90,124$31.6M1.61%
8NVIDIA CORPORATIONNVDA291,033$31.5M1.60%
9ALPHABET INCGOOG184,765$28.9M1.47%
10GE AEROSPACE369604301137,917$27.6M1.40%
11EATON CORP PLCETN95,251$25.9M1.32%
12S&P GLOBAL INCSPGI47,684$24.2M1.23%
13FRESHPET INCFRPT288,436$24.0M1.22%
14ELI LILLY & COLLY28,885$23.9M1.21%
15STRYKER CORPORATIONSYK62,532$23.3M1.18%
16GENIUS SPORTS LIMITEDGENI2,086,715$20.9M1.06%
17AGILYSYS INCAGYS279,532$20.3M1.03%
18FIRSTCASH HOLDINGS INCFCFS168,405$20.3M1.03%
19DEERE & CODE41,067$19.3M0.98%
20VERACYTE INCVCYT647,431$19.2M0.98%
21VSE CORPVSECU159,221$19.1M0.97%
22GE VERNOVA INCGEV62,052$18.9M0.96%
23TOWER SEMICONDUCTOR LTDTSEM528,587$18.8M0.96%
24HUBBELL INCHUBB56,428$18.7M0.95%
25COSTCO WHSL CORP NEW22160K10519,451$18.4M0.94%
26CHAMPION HOMES INCSKY194,114$18.4M0.93%
27ESAB CORPORATIONESAB157,881$18.4M0.93%
28GUARDANT HEALTH INCGH419,004$17.8M0.91%
29AZEK CO INC05478C105362,735$17.7M0.90%
30ROCKWELL AUTOMATION INCROK67,507$17.4M0.89%
31META PLATFORMS INCMETA30,060$17.3M0.88%
32SITEONE LANDSCAPE SUPPLY INCSITE140,880$17.1M0.87%
33FIRST HAWAIIAN INCFHB698,365$17.1M0.87%
34AMICUS THERAPEUTICS INCFOLD2,090,363$17.1M0.87%
35BELDEN INCBDC168,664$16.9M0.86%
36HAYWARD HLDGS INCHAYW1,206,797$16.8M0.85%
37INSPIRE MED SYS INC457730109104,116$16.6M0.84%
38JPMORGAN CHASE & CO.VYLD67,370$16.5M0.84%
39LOUISIANA PAC CORPLPX177,526$16.3M0.83%
40INTERPARFUMS INCINTR143,050$16.3M0.83%
41AXSOME THERAPEUTICS INCAXSM138,719$16.2M0.82%
42TERRENO RLTY CORP88146M101242,234$15.3M0.78%
43KRATOS DEFENSE & SEC SOLUTIO50077B207514,099$15.3M0.78%
44LIMBACH HLDGS INCLMB200,773$15.0M0.76%
45SHERWIN WILLIAMS COSHW42,384$14.8M0.75%
46OLD DOMINION FREIGHT LINE INODFL87,171$14.4M0.73%
47SHOPIFY INCSHOP148,679$14.2M0.72%
48DUTCH BROS INCBROS228,938$14.1M0.72%
49TRINITY INDS INC896522109502,006$14.1M0.72%
50BLACKROCK INCBLK14,795$14.0M0.71%
51LIGAND PHARMACEUTICALS INCLGNZZ133,129$14.0M0.71%
52PACCAR INCPCAR143,284$14.0M0.71%
53CRANE COMPANYCR88,420$13.5M0.69%
54ICU MED INCICUI97,152$13.5M0.69%
55RUSH ENTERPRISES INCRUSHB251,916$13.5M0.68%
56GROCERY OUTLET HLDG CORPGO921,250$12.9M0.65%
57NCINO INCNCNO465,651$12.8M0.65%
58ARLO TECHNOLOGIES INCARLO1,284,729$12.7M0.64%
59THE BALDWIN INSURANCE GRP IN05589G102282,906$12.6M0.64%
60OUTFRONT MEDIA INCOUT752,761$12.1M0.62%
61CUSHMAN WAKEFIELD PLCCWK1,183,805$12.1M0.61%
62POWER INTEGRATIONS INCPOWI237,037$12.0M0.61%
63ARHAUS INCARHS1,374,017$12.0M0.61%
64AUTOMATIC DATA PROCESSING INADP39,016$11.9M0.61%
65MP MATERIALS CORPMP479,550$11.7M0.59%
66NOVOCURE LTDNVCR653,331$11.6M0.59%
67WALKER & DUNLOP INCWD135,080$11.5M0.59%
68CHART INDS INC16115Q30877,587$11.2M0.57%
69MONTROSE ENVIRONMENTAL GROUPMEG771,048$11.0M0.56%
70AMPHASTAR PHARMACEUTICALS INAMPH375,778$10.9M0.55%
71EVERUS CONSTR GROUPEVEX-WT293,060$10.9M0.55%
72CROWDSTRIKE HLDGS INCCRWD30,688$10.8M0.55%
73ABBVIE INCABBV47,406$9.9M0.50%
74DONNELLEY FINL SOLUTIONS INC25787G100225,687$9.9M0.50%
75NEOGEN CORPNEOG1,125,151$9.8M0.50%
76ZOETIS INCZTS57,116$9.4M0.48%
77ESTABLISHMENT LABS HLDGS INCESTA217,248$8.9M0.45%
78NAPCO SEC TECHNOLOGIES INC630402105374,181$8.6M0.44%
79ECOLAB INCECL33,846$8.6M0.44%
80SCOTTS MIRACLE-GRO COSMG156,035$8.6M0.44%
81CHUBB LIMITEDCB27,948$8.4M0.43%
82IDEXX LABS INC45168D10419,952$8.4M0.43%
83HALOZYME THERAPEUTICS INCHALO129,616$8.3M0.42%
84CCC INTELLIGENT SOLUTIONS HLCCC915,717$8.3M0.42%
85MAGNITE INCMGNI720,873$8.2M0.42%
86ANALOG DEVICES INCADI39,139$7.9M0.40%
87RXSIGHT INCRXST312,574$7.9M0.40%
88ULTRAGENYX PHARMACEUTICAL INRARE216,883$7.9M0.40%
89HELMERICH & PAYNE INCHP294,847$7.7M0.39%
90ADOBE INCADBE20,035$7.7M0.39%
91EXPONENT INCEXPO93,448$7.6M0.38%
92ARCBEST CORPARCB106,064$7.5M0.38%
93DANAHER CORPORATION23585110236,232$7.4M0.38%
94ABBOTT LABSABLZF55,579$7.4M0.37%
95JOHNSON & JOHNSONJNJ44,390$7.4M0.37%
96BIO-TECHNE CORPTECH123,989$7.3M0.37%
97AUTODESK INCADSK27,670$7.2M0.37%
98SITIME CORPSITM46,513$7.1M0.36%
99PEPSICO INCPEP46,955$7.0M0.36%
100KURA SUSHI USA INCKRUS136,579$7.0M0.36%
101BERKSHIRE HATHAWAY INC DELBRK-A12,819$6.8M0.35%
102UNITEDHEALTH GROUP INCUNH12,655$6.6M0.34%
103ALPHABET INCGOOG39,290$6.1M0.31%
104METHANEX CORPMEOH172,207$6.0M0.31%
105GMS INC36251C10382,314$6.0M0.31%
106LINDE PLCLIN12,665$5.9M0.30%
107ZETA GLOBAL HOLDINGS CORPZETA429,461$5.8M0.30%
108THERMO FISHER SCIENTIFIC INCTMO11,162$5.6M0.28%
109HOME DEPOT INCHD14,765$5.4M0.28%
110ROGERS CORPROG77,862$5.3M0.27%
111THE TRADE DESK INC88339J10595,225$5.2M0.26%
112REPLIGEN CORPRGEN39,946$5.1M0.26%
113UL SOLUTIONS INCULS87,322$4.9M0.25%
114INTUITINTU7,955$4.9M0.25%
115LANTHEUS HLDGS INCLNTH49,427$4.8M0.25%
116FIRST INTST BANCSYSTEM INC32055Y201168,090$4.8M0.24%
117GLOBUS MED INCGMED64,525$4.7M0.24%
118BLACKLINE INCBL96,464$4.7M0.24%
119NEW YORK TIMES CONYT93,174$4.6M0.23%
120JFROG LTDFROG143,971$4.6M0.23%
121FIRST TR EXCHANGE TRADED FD33734X84671,145$4.5M0.23%
122JACOBS SOLUTIONS INCJ37,001$4.5M0.23%
123ORACLE CORPORCL-PD31,878$4.5M0.23%
124APPLIED INDL TECHNOLOGIES IN03820C10518,985$4.3M0.22%
125HELIOS TECHNOLOGIES INCHLIO131,514$4.2M0.21%
126VESTIS CORPORATIONVSTS425,400$4.2M0.21%
127CASEYS GEN STORES INC1475281039,679$4.2M0.21%
128POTLATCHDELTIC CORPORATION73763010392,835$4.2M0.21%
129AMERISAFE INCAMSF79,294$4.2M0.21%
130ALPHATEC HLDGS INCATEC409,196$4.1M0.21%
131GRAND CANYON ED INCLOPE23,761$4.1M0.21%
132SCHWAB STRATEGIC TR808524102187,082$4.0M0.20%
133GCM GROSVENOR INCGCMG304,376$4.0M0.20%
134JBT MAREL CORPORATIONJBTM32,570$4.0M0.20%
135API GROUP CORPAPG110,459$4.0M0.20%
136ATS CORPORATIONATS157,681$3.9M0.20%
137GRAINGER W W INC3848021043,934$3.9M0.20%
138DESCARTES SYS GROUP INC24990610838,135$3.8M0.20%
139BRIGHT HORIZONS FAM SOL IN D10919410030,247$3.8M0.20%
140ESCO TECHNOLOGIES INCESE23,941$3.8M0.19%
141CLEARWATER ANALYTICS HLDGS ICWAN141,337$3.8M0.19%
142BECTON DICKINSON & COBDX16,502$3.8M0.19%
143PROCORE TECHNOLOGIES INCPCOR56,325$3.7M0.19%
144PAYLOCITY HLDG CORPPCTY19,424$3.6M0.18%
145AZZ INCAZZ42,745$3.6M0.18%
146SPORTRADAR GROUP AGSRAD162,690$3.5M0.18%
147CORE & MAIN INCCNM72,745$3.5M0.18%
148ALBANY INTL CORP01234810850,696$3.5M0.18%
149MYR GROUP INC DELMYRG30,817$3.5M0.18%
150JONES LANG LASALLE INCJLL14,000$3.5M0.18%
151NIKE INCNKE54,255$3.4M0.18%
152SILICON LABORATORIES INCSLAB30,171$3.4M0.17%
1531ST SOURCE CORPSRCE56,537$3.4M0.17%
154NVENT ELECTRIC PLCNVT62,956$3.3M0.17%
155UFP INDUSTRIES INCUFPI30,504$3.3M0.17%
156CHEVRON CORP NEWCVX18,832$3.2M0.16%
157SHIFT4 PMTS INC82452J10938,189$3.1M0.16%
158DISNEY WALT CO25468710631,248$3.1M0.16%
159FLOWSERVE CORPFLS62,643$3.1M0.16%
160SPX TECHNOLOGIES INCSPXC23,383$3.0M0.15%
161PRIMERICA INCPRI10,565$3.0M0.15%
162WINGSTOP INCWING13,204$3.0M0.15%
163TRAVELERS COMPANIES INCTRV11,038$2.9M0.15%
164DARLING INGREDIENTS INCDAR92,416$2.9M0.15%
165DORMAN PRODS INC25827810023,432$2.8M0.14%
166LITTELFUSE INCLFUS14,003$2.8M0.14%
167MKS INSTRS INCMKSI34,043$2.7M0.14%
168JAZZ PHARMACEUTICALS PLCJAZZ21,521$2.7M0.14%
169ZURN ELKAY WATER SOLNS CORP98983L10879,537$2.6M0.13%
170SIMPSON MFG INC82907310515,797$2.5M0.13%
171MONDELEZ INTL INC60920710535,089$2.4M0.12%
172METTLER TOLEDO INTERNATIONALMTD1,972$2.3M0.12%
173AMBARELLA INCAMBA45,107$2.3M0.12%
174VERRA MOBILITY CORPVRRM98,979$2.2M0.11%
175CITIGROUP INCC-PR31,168$2.2M0.11%
176AZENTA INCAZTA63,523$2.2M0.11%
177WELLS FARGO CO NEW94974610130,587$2.2M0.11%
178VITAL FARMS INCVITL71,475$2.2M0.11%
179PROCTER AND GAMBLE CO74271810912,764$2.2M0.11%
180WEYERHAEUSER CO MTN BEWY73,567$2.2M0.11%
181FLUOR CORP NEWFLR58,443$2.1M0.11%
182IONIS PHARMACEUTICALS INCIONS68,434$2.1M0.10%
183TIMKEN COTKR28,562$2.1M0.10%
184FISERV INCFISV8,440$1.9M0.09%
185BLUEPRINT MEDICINES CORP09627Y10920,914$1.9M0.09%
186EXXON MOBIL CORPXOM15,355$1.8M0.09%
187MCDONALDS CORPMCD5,701$1.8M0.09%
188AMGEN INCAMGN5,430$1.7M0.09%
189RTX CORPORATIONRTX12,422$1.6M0.08%
190CISCO SYS INCCSCO25,750$1.6M0.08%
191VERIZON COMMUNICATIONS INCVZ33,927$1.5M0.08%
192INTERNATIONAL BUSINESS MACHSINTR6,028$1.5M0.08%
193GLAUKOS CORPGKOS14,932$1.5M0.07%
194CANADIAN PACIFIC KANSAS CITYCP20,336$1.4M0.07%
195SALESFORCE INCCRM5,295$1.4M0.07%
196LOWES COS INC5486611076,000$1.4M0.07%
197NETFLIX INCNFLX1,450$1.4M0.07%
198VANGUARD INTL EQUITY INDEX F92204285829,336$1.3M0.07%
199CROWN CASTLE INCCCI12,735$1.3M0.07%
200CATERPILLAR INCCAT3,929$1.3M0.07%
201UNION PAC CORPUNP5,349$1.3M0.06%
202PAYCHEX INCPAYX7,298$1.1M0.06%
203COLGATE PALMOLIVE COCL11,961$1.1M0.06%
204VERALTO CORPVLTO10,536$1.0M0.05%
205PHILIP MORRIS INTL INC7181721096,399$1.0M0.05%
206SCHWAB CHARLES CORPSCHW-PJ12,791$1.0M0.05%
207ISHARES TR4642876555,010$999,4450.05%
208NUCOR CORPNUE8,055$969,3390.05%
209DONALDSON INCDCI14,250$955,6050.05%
210GOLDMAN SACHS GROUP INCGSCE1,684$919,9520.05%
211FORTIVE CORPFTV11,865$868,2810.04%
212EMERSON ELEC COEMR7,800$855,1920.04%
213HONEYWELL INTL INC4385161063,941$834,5070.04%
214GLOBANT S AGLOB6,383$751,4070.04%
215MASTERCARD INCORPORATEDMA1,353$741,6060.04%
216MARRIOTT INTL INC NEW5719032022,784$663,1490.03%
2173M COMMM4,439$651,9120.03%
218PALO ALTO NETWORKS INCPANW3,816$651,1620.03%
219SCHWAB STRATEGIC TR80852480532,421$641,2870.03%
220MERCK & CO INCMRK6,725$603,6360.03%
221GENERAL MLS INC3703341049,770$584,1480.03%
222BLACKROCK CORPOR HI YLD FD IBLK52,763$505,4700.03%
223ILLINOIS TOOL WKS INC4523081091,900$471,2190.02%
224COCA COLA COKO6,291$450,5610.02%
225SYSCO CORPSYY6,000$450,2400.02%
226LOCKHEED MARTIN CORPLMT930$415,4400.02%
227DOUBLELINE INCOME SOLUTIONSDSL32,421$408,8290.02%
228MGM RESORTS INTERNATIONALMGM13,447$398,5690.02%
229INTUITIVE SURGICAL INCISRG768$380,3670.02%
230UNIVERSAL HLTH SVCS INC9139031002,000$375,8000.02%
231AMENTUM HOLDINGS INCAMTM20,053$364,9650.02%
232WALMART INCWMT4,001$351,2480.02%
233SHELL PLCRYDAF4,655$341,1180.02%
234FREEPORT-MCMORAN INCFCX8,796$333,0170.02%
235UNITED PARCEL SERVICE INCUPS2,822$310,3920.02%
236SCHWAB STRATEGIC TR80852460712,167$285,0730.01%
237ISHARES TR4642875074,555$265,7840.01%
238BANK AMERICA CORP0605051046,125$255,5960.01%
239NEXTERA ENERGY INCNEE-PW3,200$226,8480.01%
240TESLA INCTSLA824$213,5480.01%
241ISHARES TR4642878041,270$132,8040.01%
242MAMAS CREATIONS INC56146T10317,638$114,8230.01%
243ISHARES TR464287614312$112,6600.01%
244TALKSPACE INCTALKW35,324$90,4290.00%
245SCHWAB STRATEGIC TR8085248393,780$87,5450.00%
246ADAPTIVE BIOTECHNOLOGIES CORADTI11,449$85,0660.00%
247ISHARES TR464287465950$77,6440.00%
248SUNLINK HEALTH SYS INC86737U10274,505$74,5050.00%
249HONEST CO INCHNST12,137$57,0440.00%
250HF FOODS GROUP INCHFFG11,337$55,5510.00%
251ISHARES TR464287879481$46,8880.00%
252COMMERCIAL VEH GROUP INC20260810518,645$21,4420.00%
253ISHARES TR46428724285$9,2390.00%
254ISHARES TR46428764830$7,6660.00%
255ISHARES TR46428759829$5,4570.00%
256ISHARES TR46428717618$2,0000.00%