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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 2025 · Filed August 13, 2025 · Accession 0001398344-25-015229

Total Value
$2.05B
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT156,412$77.8M3.80%
2APPLE INCAAPL218,400$44.8M2.19%
3NVIDIA CORPORATIONNVDA281,864$44.5M2.17%
4AMAZON COM INCAMZN193,612$42.5M2.07%
5GE AEROSPACE369604301133,904$34.5M1.68%
6EATON CORP PLCETN96,112$34.3M1.67%
7WINTRUST FINL CORP97650W108273,979$34.0M1.66%
8GE VERNOVA INCGEV61,481$32.5M1.59%
9ALPHABET INCGOOG177,744$31.5M1.54%
10CBIZ INCCBZ433,989$31.1M1.52%
11VISA INCV86,500$30.7M1.50%
12AGILYSYS INCAGYS259,946$29.8M1.45%
13S&P GLOBAL INCSPGI46,242$24.4M1.19%
14STRYKER CORPORATIONSYK61,142$24.2M1.18%
15WINGSTOP INCWING69,723$23.5M1.15%
16ROCKWELL AUTOMATION INCROK69,821$23.2M1.13%
17HUBBELL INCHUBB54,642$22.3M1.09%
18KRATOS DEFENSE & SEC SOLUTIO50077B207477,073$22.2M1.08%
19ELI LILLY & COLLY28,090$21.9M1.07%
20META PLATFORMS INCMETA29,565$21.8M1.06%
21CASELLA WASTE SYS INCCWST182,963$21.1M1.03%
22TOWER SEMICONDUCTOR LTDTSEM484,171$21.0M1.02%
23E L F BEAUTY INCELF166,970$20.8M1.01%
24DEERE & CODE39,840$20.3M0.99%
25ARLO TECHNOLOGIES INCARLO1,190,247$20.2M0.99%
26GUARDANT HEALTH INCGH386,866$20.1M0.98%
27GLAUKOS CORPGKOS192,580$19.9M0.97%
28HAYWARD HLDGS INCHAYW1,430,842$19.7M0.96%
29TRINITY INDS INC896522109726,584$19.6M0.96%
30JPMORGAN CHASE & CO.VYLD66,651$19.3M0.94%
31ALPHATEC HLDGS INCATEC1,720,944$19.1M0.93%
32CRANE COMPANYCR100,421$19.1M0.93%
33COSTCO WHSL CORP NEW22160K10519,230$19.0M0.93%
34LIMBACH HLDGS INCLMB133,338$18.7M0.91%
35SHERWIN WILLIAMS COSHW53,948$18.5M0.90%
36FRESHPET INCFRPT266,782$18.1M0.88%
37BELDEN INCBDC156,209$18.1M0.88%
38ZETA GLOBAL HOLDINGS CORPZETA1,148,466$17.8M0.87%
39EVERCORE INCEVR64,690$17.5M0.85%
40EVERUS CONSTR GROUPEVEX-WT272,590$17.3M0.85%
41VERACYTE INCVCYT636,223$17.2M0.84%
42INTERPARFUMS INCINTR130,326$17.1M0.84%
43ABERCROMBIE & FITCH COANF195,666$16.2M0.79%
44FIRST HAWAIIAN INCFHB644,370$16.1M0.78%
45KURA SUSHI USA INCKRUS184,677$15.9M0.78%
46SITEONE LANDSCAPE SUPPLY INCSITE128,282$15.5M0.76%
47BLACKROCK INCBLK14,399$15.1M0.74%
48MP MATERIALS CORPMP445,337$14.8M0.72%
49CROWDSTRIKE HLDGS INCCRWD29,039$14.8M0.72%
50THE BALDWIN INSURANCE GRP IN05589G102345,079$14.8M0.72%
51SAIA INCSAIA51,641$14.1M0.69%
52LIGAND PHARMACEUTICALS INCLGNZZ124,462$14.1M0.69%
53LOUISIANA PAC CORPLPX164,484$14.1M0.69%
54ESAB CORPORATIONESAB113,363$13.7M0.67%
55OLD DOMINION FREIGHT LINE INODFL83,744$13.6M0.66%
56AXSOME THERAPEUTICS INCAXSM128,526$13.4M0.65%
57CHEFS WHSE INC163086101206,397$13.2M0.64%
58NCINO INCNCNO469,455$13.1M0.64%
59CHAMPION HOMES INCSKY203,764$12.8M0.62%
60TERRENO RLTY CORP88146M101223,592$12.5M0.61%
61FIRSTCASH HOLDINGS INCFCFS91,786$12.4M0.61%
62AMICUS THERAPEUTICS INCFOLD2,161,202$12.4M0.60%
63POWER INTEGRATIONS INCPOWI220,453$12.3M0.60%
64IMPINJ INCPI109,480$12.2M0.59%
65GENIUS SPORTS LIMITEDGENI1,167,813$12.1M0.59%
66RUSH ENTERPRISES INCRUSHB234,044$12.1M0.59%
67VSE CORPVSECU92,018$12.1M0.59%
68CUSHMAN WAKEFIELD PLCCWK1,088,242$12.0M0.59%
69PACCAR INCPCAR125,983$12.0M0.58%
70AUTOMATIC DATA PROCESSING INADP38,716$11.9M0.58%
71ICU MED INCICUI89,752$11.9M0.58%
72CHART INDS INC16115Q30871,871$11.8M0.58%
73CHUBB LIMITEDCB37,596$10.9M0.53%
74NOVOCURE LTDNVCR604,045$10.8M0.52%
75NAPCO SEC TECHNOLOGIES INC630402105347,170$10.3M0.50%
76ESTABLISHMENT LABS HLDGS INCESTA232,700$9.9M0.49%
77GROCERY OUTLET HLDG CORPGO755,348$9.4M0.46%
78BIO-TECHNE CORPTECH178,901$9.2M0.45%
79ECOLAB INCECL33,846$9.1M0.45%
80POWELL INDS INC73912810642,669$9.0M0.44%
81ABBVIE INCABBV47,323$8.8M0.43%
82WESCO INTL INC95082P10547,226$8.7M0.43%
83SITIME CORPSITM40,679$8.7M0.42%
84ZOETIS INCZTS54,336$8.5M0.41%
85PROCEPT BIOROBOTICS CORPPRCT141,642$8.2M0.40%
86AUTODESK INCADSK25,713$8.0M0.39%
87METHANEX CORPMEOH240,114$7.9M0.39%
88PHILLIPS EDISON & CO INCPECO221,929$7.8M0.38%
89EXPONENT INCEXPO102,267$7.6M0.37%
90ABBOTT LABSABLZF55,549$7.6M0.37%
91INTUITINTU9,507$7.5M0.37%
92CCC INTELLIGENT SOLUTIONS HLCCC790,747$7.4M0.36%
93VIANT TECHNOLOGY INCDSP547,148$7.2M0.35%
94ADOBE INCADBE18,591$7.2M0.35%
95ORACLE CORPORCL-PD31,892$7.0M0.34%
96ALPHABET INCGOOG39,132$6.9M0.34%
97JOHNSON & JOHNSONJNJ44,390$6.8M0.33%
98THE TRADE DESK INC88339J10590,664$6.5M0.32%
99AEROVIRONMENT INCAVAV21,533$6.1M0.30%
100BERKSHIRE HATHAWAY INC DELBRK-A12,619$6.1M0.30%
101OUTFRONT MEDIA INCOUT370,223$6.0M0.29%
102PEPSICO INCPEP45,109$6.0M0.29%
103LINDE PLCLIN12,665$5.9M0.29%
104DUTCH BROS INCBROS85,788$5.9M0.29%
105HOME DEPOT INCHD15,860$5.8M0.28%
106CLEARWATER ANALYTICS HLDGS ICWAN263,860$5.8M0.28%
107ANALOG DEVICES INCADI24,234$5.8M0.28%
108DANAHER CORPORATION23585110228,754$5.7M0.28%
109JFROG LTDFROG128,323$5.6M0.27%
110BLACKLINE INCBL95,348$5.4M0.26%
111FIRST TR EXCHANGE TRADED FD33734X84671,145$5.4M0.26%
112DISNEY WALT CO25468710641,321$5.1M0.25%
113FIRST INTST BANCSYSTEM INC32055Y201175,978$5.1M0.25%
114ATS CORPORATIONATS153,040$4.9M0.24%
115JACOBS SOLUTIONS INCJ37,001$4.9M0.24%
116API GROUP CORPAPG142,083$4.8M0.24%
117HALOZYME THERAPEUTICS INCHALO86,935$4.5M0.22%
118THERMO FISHER SCIENTIFIC INCTMO11,098$4.5M0.22%
119NEW YORK TIMES CONYT79,935$4.5M0.22%
120SCHWAB STRATEGIC TR808524102184,918$4.4M0.22%
121NVENT ELECTRIC PLCNVT58,874$4.3M0.21%
122HELIOS TECHNOLOGIES INCHLIO127,895$4.3M0.21%
123AMERISAFE INCAMSF96,882$4.2M0.21%
124ARHAUS INCARHS485,863$4.2M0.21%
125JONES LANG LASALLE INCJLL16,106$4.1M0.20%
126ESCO TECHNOLOGIES INCESE21,384$4.1M0.20%
127GRAINGER W W INC3848021043,934$4.1M0.20%
128GITLAB INCGTLB89,382$4.0M0.20%
129UNITEDHEALTH GROUP INCUNH12,655$3.9M0.19%
130LANTHEUS HLDGS INCLNTH47,972$3.9M0.19%
131SPORTRADAR GROUP AGSRAD139,715$3.9M0.19%
132AZZ INCAZZ41,486$3.9M0.19%
133FIRST AMERN FINL CORP31847R10263,498$3.9M0.19%
134SILICON LABORATORIES INCSLAB26,348$3.9M0.19%
135CONCENTRA GROUP HOLDINGS PARCON187,424$3.9M0.19%
136SERVICENOW INCNOW3,714$3.8M0.19%
137JBT MAREL CORPORATIONJBTM31,611$3.8M0.19%
138APPLIED INDL TECHNOLOGIES IN03820C10516,287$3.8M0.18%
139CORE & MAIN INCCNM62,473$3.8M0.18%
140FLUOR CORP NEWFLR73,170$3.8M0.18%
141BOSTON SCIENTIFIC CORPBSX34,240$3.7M0.18%
142POTLATCHDELTIC CORPORATION73763010390,104$3.5M0.17%
143NIKE INCNKE48,113$3.4M0.17%
144SPX TECHNOLOGIES INCSPXC20,064$3.4M0.16%
145DESCARTES SYS GROUP INC24990610832,725$3.3M0.16%
146PROCORE TECHNOLOGIES INCPCOR48,350$3.3M0.16%
147GLOBUS MED INCGMED55,367$3.3M0.16%
148REPLIGEN CORPRGEN25,916$3.2M0.16%
149AMKOR TECHNOLOGY INCAMKR152,515$3.2M0.16%
150CITIGROUP INCC-PR37,186$3.2M0.15%
151UL SOLUTIONS INCULS43,310$3.2M0.15%
152LITTELFUSE INCLFUS13,590$3.1M0.15%
153SHIFT4 PMTS INC82452J10930,852$3.1M0.15%
154GCM GROSVENOR INCGCMG261,487$3.0M0.15%
155PAYLOCITY HLDG CORPPCTY16,679$3.0M0.15%
1561ST SOURCE CORPSRCE48,644$3.0M0.15%
157ALBANY INTL CORP01234810843,014$3.0M0.15%
158AMBARELLA INCAMBA44,514$2.9M0.14%
159FLOWSERVE CORPFLS54,807$2.9M0.14%
160TRAVELERS COMPANIES INCTRV10,490$2.8M0.14%
161CHEVRON CORP NEWCVX18,832$2.7M0.13%
162TREX CO INCTREX49,045$2.7M0.13%
163UFP INDUSTRIES INCUFPI26,175$2.6M0.13%
164PRIMERICA INCPRI9,077$2.5M0.12%
165WELLS FARGO CO NEW94974610130,587$2.5M0.12%
166SIMPSON MFG INC82907310515,330$2.4M0.12%
167MONDELEZ INTL INC60920710534,724$2.3M0.11%
168DORMAN PRODS INC25827810018,562$2.3M0.11%
169VITAL FARMS INCVITL58,687$2.3M0.11%
170ZURN ELKAY WATER SOLNS CORP98983L10861,816$2.3M0.11%
171GRAND CANYON ED INCLOPE11,566$2.2M0.11%
172BECTON DICKINSON & COBDX11,975$2.1M0.10%
173IDEXX LABS INC45168D1043,836$2.1M0.10%
174VERRA MOBILITY CORPVRRM80,780$2.1M0.10%
175PROCTER AND GAMBLE CO74271810912,734$2.0M0.10%
176CATERPILLAR INCCAT5,054$2.0M0.10%
177JAZZ PHARMACEUTICALS PLCJAZZ18,484$2.0M0.10%
178NETFLIX INCNFLX1,450$1.9M0.09%
179WEYERHAEUSER CO MTN BEWY73,567$1.9M0.09%
180RTX CORPORATIONRTX12,422$1.8M0.09%
181MONTROSE ENVIRONMENTAL GROUPMEG82,736$1.8M0.09%
182CISCO SYS INCCSCO25,750$1.8M0.09%
183INTERNATIONAL BUSINESS MACHSINTR6,028$1.8M0.09%
184TIMKEN COTKR23,882$1.7M0.08%
185IONIS PHARMACEUTICALS INCIONS43,181$1.7M0.08%
186MCDONALDS CORPMCD5,701$1.7M0.08%
187EXXON MOBIL CORPXOM15,359$1.7M0.08%
188CANADIAN PACIFIC KANSAS CITYCP20,336$1.6M0.08%
189MARRIOTT INTL INC NEW5719032025,849$1.6M0.08%
190INSPIRE MED SYS INC45773010911,785$1.5M0.07%
191AMGEN INCAMGN5,430$1.5M0.07%
192VERIZON COMMUNICATIONS INCVZ33,727$1.5M0.07%
193FISERV INCFISV8,440$1.5M0.07%
194VANGUARD INTL EQUITY INDEX F92204285829,336$1.5M0.07%
195SALESFORCE INCCRM5,090$1.4M0.07%
196LOWES COS INC5486611076,000$1.3M0.06%
197REGAL REXNORD CORPORATIONRRX9,027$1.3M0.06%
198CROWN CASTLE INCCCI12,735$1.3M0.06%
199UNION PAC CORPUNP5,319$1.2M0.06%
200SCHWAB CHARLES CORPSCHW-PJ12,791$1.2M0.06%
201PHILIP MORRIS INTL INC7181721096,399$1.2M0.06%
202COLGATE PALMOLIVE COCL11,961$1.1M0.05%
203PAYCHEX INCPAYX7,298$1.1M0.05%
204NUCOR CORPNUE8,055$1.0M0.05%
205EMERSON ELEC COEMR7,800$1.0M0.05%
206DONALDSON INCDCI14,250$988,2370.05%
207VERALTO CORPVLTO9,237$932,4750.05%
208HONEYWELL INTL INC4385161063,941$917,7800.04%
209PALO ALTO NETWORKS INCPANW3,791$775,7900.04%
210MASTERCARD INCORPORATEDMA1,353$760,3050.04%
211SCHWAB STRATEGIC TR80852480532,423$716,5480.03%
2123M COMMM4,439$675,7930.03%
213FORTIVE CORPFTV11,865$618,5220.03%
214MERCK & CO INCMRK6,725$532,3510.03%
215BLACKROCK CORPOR HI YLD FD IBLK53,839$524,9300.03%
216GLOBANT S AGLOB5,692$517,0610.03%
217GENERAL MLS INC3703341049,770$506,1840.02%
218AMENTUM HOLDINGS INCAMTM19,973$471,5630.02%
219ILLINOIS TOOL WKS INC4523081091,900$469,7750.02%
220SYSCO CORPSYY6,000$454,4400.02%
221COCA COLA COKO6,291$445,0880.02%
222INTUITIVE SURGICAL INCISRG796$432,5540.02%
223LOCKHEED MARTIN CORPLMT930$430,7200.02%
224DOUBLELINE INCOME SOLUTIONSDSL33,193$406,2820.02%
225MGM RESORTS INTERNATIONALMGM11,500$395,4850.02%
226WALMART INCWMT4,001$391,2180.02%
227FREEPORT-MCMORAN INCFCX8,842$383,3010.02%
228UNIVERSAL HLTH SVCS INC9139031002,000$362,3000.02%
229SHELL PLCRYDAF4,655$327,7590.02%
230BOEING COBA-PA1,509$316,1810.02%
231SCHWAB STRATEGIC TR80852460712,168$307,8500.02%
232BANK AMERICA CORP0605051046,125$289,8350.01%
233UNITED PARCEL SERVICE INCUPS2,822$284,8530.01%
234ISHARES TR4642875074,555$282,5010.01%
235TESLA INCTSLA824$261,7520.01%
236NEXTERA ENERGY INCNEE-PW3,200$222,1440.01%
237ISHARES TR4642883072,209$177,2280.01%
238ISHARES TR4642878041,270$138,7980.01%
239MAMAS CREATIONS INC56146T10315,295$126,9480.01%
240ISHARES TR464287614282$119,7320.01%
241ADAPTIVE BIOTECHNOLOGIES CORADTI10,006$116,5700.01%
242RANPAK HOLDINGS CORPPACK29,283$104,5400.01%
243SCHWAB STRATEGIC TR8085248393,780$87,8470.00%
244ISHARES TR464287465950$84,9210.00%
245SUNLINK HEALTH SYS INC86737U10274,505$65,5640.00%
246TALKSPACE INCTALKW21,733$60,4180.00%
247ISHARES TR464287879480$47,7550.00%
248ONE STOP SYS INCOSS11,068$39,2910.00%
249HF FOODS GROUP INCHFFG11,542$36,7040.00%
250ISHARES TR464288646476$25,1140.00%
251NEXTDOOR HOLDINGS INCNXDR13,468$22,3570.00%
252ISHARES TR46428724285$9,3170.00%
253ISHARES TR46428764830$8,5760.00%
254ISHARES TR46428759829$5,6330.00%
255ISHARES TR46428717618$1,9810.00%