HoldingsChannel.com
Granite Investment Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 234,713 -3,501 $37,017
     MSFT234,713-3,501$37,017
FIVE9 INC 452,426 -15,446 $34,592
     FIVN452,426-15,446$34,592
AMAZON COM INC 16,907 -135 $32,964
     AMZN16,907-135$32,964
NEOGENOMICS INC 995,855 -924,868 $27,496
     NEO995,855-924,868$27,496
SITEONE LANDSCAPE SUPPLY INC 358,463 -144,538 $26,390
     SITE358,463-144,538$26,390
APPFOLIO INC 216,114 -39,582 $23,978
     APPF216,114-39,582$23,978
HALOZYME THERAPEUTICS INC 1,277,438 -41,738 $22,981
     HALO1,277,438-41,738$22,981
KRATOS DEFENSE & SEC SOLUTIO 1,510,468 +26,878 $20,905
     KTOS1,510,468+26,878$20,905
VISA INC 128,741 -3,409 $20,743
     V128,741-3,409$20,743
NEW YORK TIMES CO 667,470 -27,216 $20,498
     NYT667,470-27,216$20,498
KNOWLES CORP 1,511,037 -24,187 $20,218
     KN1,511,037-24,187$20,218
CROWN CASTLE INTL CORP NEW 138,083 -11,288 $19,939
     CCI138,083-11,288$19,939
HEALTHSTREAM INC 829,171 +110,602 $19,859
     HSTM829,171+110,602$19,859
LIVEPERSON INC 861,731 -26,729 $19,604
     LPSN861,731-26,729$19,604
MARTEN TRANS LTD 942,119 -33,008 $19,332
     MRTN942,119-33,008$19,332
CBIZ INC 911,268 -30,400 $19,064
     CBZ911,268-30,400$19,064
ALPHABET INC 16,118 -331 $18,742
     GOOG16,118-331$18,742
BOINGO WIRELESS INC 1,761,399 +740,856 $18,688
     WIFI1,761,399+740,856$18,688
APPLE INC 70,360 -417 $17,892
     AAPL70,360-417$17,892
TERRENO RLTY CORP 334,922 -81,751 $17,332
     TRNO334,922-81,751$17,332
CAREDX INC 775,697 +775,697 $16,933
     CDNA775,697+775,697$16,933
VERACYTE INC 674,712 +674,712 $16,402
     VCYT674,712+674,712$16,402
SALESFORCE COM INC 112,957 -11,200 $16,264
     CRM112,957-11,200$16,264
S&P GLOBAL INC 66,360 -14,415 $16,262
     SPGI66,360-14,415$16,262
PAPA JOHNS INTL INC 302,369 -177,813 $16,137
     PZZA302,369-177,813$16,137
DESCARTES SYS GROUP INC 467,000 -18,634 $16,060
     DSGX467,000-18,634$16,060
APPIAN CORP 398,233 -7,171 $16,021
     APPN398,233-7,171$16,021
SJW GROUP 274,613 -10,077 $15,864
     SJW274,613-10,077$15,864
DOCUSIGN INC 171,384 -3,999 $15,836
     DOCU171,384-3,999$15,836
NATERA INC 516,525 +104,258 $15,423
     NTRA516,525+104,258$15,423
FACEBOOK INC 91,939 -23 $15,335
     FB91,939-23$15,335
BROOKS AUTOMATION INC NEW 500,008 +32 $15,250
     BRKS500,008+32$15,250
HUB GROUP INC 332,844 -12,773 $15,134
     HUBG332,844-12,773$15,134
THERMO FISHER SCIENTIFIC INC 52,964 -1,764 $15,021
     TMO52,964-1,764$15,021
CALIFORNIA WTR SVC GROUP 289,981 +289,981 $14,592
     CWT289,981+289,981$14,592
PAYPAL HLDGS INC 148,443 -17,578 $14,212
     PYPL148,443-17,578$14,212
INTER PARFUMS INC 302,997 -10,054 $14,044
     IPAR302,997-10,054$14,044
AEROVIRONMENT INC 222,570 +222,570 $13,568
     AVAV222,570+222,570$13,568
RE MAX HLDGS INC 604,229 -50,705 $13,245
     RMAX604,229-50,705$13,245
TTEC HLDGS INC 349,962 +276,754 $12,851
     TTEC349,962+276,754$12,851
SCHOLASTIC CORP 495,570 +4,135 $12,632
     SCHL495,570+4,135$12,632
SKYLINE CHAMPION CORPORATION 801,888 -29,287 $12,574
     SKY801,888-29,287$12,574
NIKE INC 151,848 -16,688 $12,564
     NKE151,848-16,688$12,564
CODEXIS INC 1,095,160 +533,742 $12,222
     CDXS1,095,160+533,742$12,222
INSPIRE MED SYS INC 201,540 +85,082 $12,149
     INSP201,540+85,082$12,149
ACUSHNET HOLDINGS CORP 461,593 -304,088 $11,872
     GOLF461,593-304,088$11,872
ENCORE WIRE CORP 276,695 -9,927 $11,618
     WIRE276,695-9,927$11,618
VISTEON CORP 239,805 +51,506 $11,506
     VC239,805+51,506$11,506
SPROUTS FMRS MKT INC 612,505 +479,846 $11,386
     SFM612,505+479,846$11,386
MONMOUTH REAL ESTATE INVT CO 922,965 -186,837 $11,122
     MNR922,965-186,837$11,122

See Full List: All Stocks Held By Granite Investment Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Granite Investment Partners LLC

Size ($ in 1000's)
At 03/31/2020: $1,544,549
At 12/31/2019: $2,126,953

Granite Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Granite Investment Partners LLC 13F filings. Link to 13F filings: SEC filings

Granite Investment Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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