Granite Investment Partners, LLC

CIK 0001542266 · EL SEGUNDO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Granite Investment Partners, LLC reported 277 positions worth $1.95B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: GEV (3.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.95B
2026 Q2
Positions
277
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.3%
Est. Net Flow (Q)
2026 Q2
10 / 277 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GEVGE VERNOVA INCSH$64.8M3.32%55,181
2AAPLAPPLE INCSH$63.1M3.23%218,008
3GOOGALPHABET INCSH$57.7M2.96%163,324
4MSFTMICROSOFT CORPSH$50.8M2.60%136,247
5GEGE AEROSPACESH$46.9M2.40%125,387
6NVDANVIDIA CORPORATIONSH$46.3M2.37%231,229
7AMZNAMAZON COM INCSH$42.1M2.15%176,444
8ETNEATON CORP PLCSH$36.6M1.88%85,925
9ROKROCKWELL AUTOMATION INCSH$33.2M1.70%67,116
10LLYELI LILLY & COSH$32.4M1.66%26,997

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Granite Investment Partners, LLC hold as of Q2 2026?

Granite Investment Partners, LLC reported 277 positions worth $1.95B in its Q2 2026 13F filing. Largest positions: GEV (3.3%), AAPL (3.2%), GOOG (3.0%), MSFT (2.6%) and GE (2.4%).

What did Granite Investment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Granite Investment Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.