Granite Investment Partners, LLC
EL SEGUNDO CA · SEC CIK 0001542266
$19.52亿2026Q2 申报市值
277持仓数
24.3%前十大占比 · 第一大 3.3%
36 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DCO 加仓+$1,573.01万
ALGM 新建仓+$1,501.56万
CORT 新建仓+$1,497.52万
VECO 新建仓+$1,302.30万
TKR 新建仓+$1,299.97万
2026Q2 卖出最多 按季末市值估算
TSEM 减仓-$2,631.74万
TRN 清仓-$1,228.40万
AAON 减仓-$1,211.96万
POWL 减仓-$1,190.57万
POWI 减仓-$1,160.13万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $6,482.97万 | 3.32% | 55,181 | -1,300 | -2.3% | -$152.73万 | 减仓 |
| AAPL | APPLE INC | $6,308.28万 | 3.23% | 218,008 | -1,040 | -0.5% | -$30.09万 | 减仓 |
| GOOG | ALPHABET INC | $5,770.72万 | 2.96% | 163,324 | 145 | 0.1% | $5.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,082.28万 | 2.60% | 136,247 | -3,562 | -2.5% | -$132.87万 | 减仓 |
| GE | GE AEROSPACE | $4,686.08万 | 2.40% | 125,387 | -921 | -0.7% | -$34.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,626.66万 | 2.37% | 231,229 | -1,722 | -0.7% | -$34.46万 | 减仓 |
| AMZN | AMAZON COM INC | $4,205.37万 | 2.15% | 176,444 | -1,691 | -0.9% | -$40.30万 | 减仓 |
| ETN | EATON CORP PLC | $3,661.44万 | 1.88% | 85,925 | -274 | -0.3% | -$11.68万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $3,322.78万 | 1.70% | 67,116 | -335 | -0.5% | -$16.59万 | 减仓 |
| LLY | ELI LILLY & CO | $3,238.10万 | 1.66% | 26,997 | -142 | -0.5% | -$17.03万 | 减仓 |
| NOVT | NOVANTA INC | $2,624.30万 | 1.34% | 161,754 | 47,520 | 41.6% | $770.96万 | 加仓 |
| HUBB | HUBBELL INC | $2,531.61万 | 1.30% | 48,387 | -7 | -0.0% | -$3,662 | 减仓 |
| WTFC | WINTRUST FINL CORP | $2,464.19万 | 1.26% | 153,322 | -131 | -0.1% | -$2.11万 | 减仓 |
| V | VISA INC | $2,441.50万 | 1.25% | 71,162 | -800 | -1.1% | -$27.45万 | 减仓 |
| DE | DEERE & CO | $2,347.02万 | 1.20% | 37,000 | -363 | -1.0% | -$23.03万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,333.21万 | 1.20% | 148,584 | -19,727 | -11.7% | -$309.77万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $2,190.75万 | 1.12% | 91,975 | 15,437 | 20.2% | $367.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,127.19万 | 1.09% | 64,986 | -30 | -0.0% | -$9,820 | 减仓 |
| CALY | CALLAWAY GOLF CO | $2,083.92万 | 1.07% | 1,109,057 | 358,486 | 47.8% | $673.60万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,961.20万 | 1.00% | 80,124 | -175 | -0.2% | -$4.28万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,959.54万 | 1.00% | 90,468 | 376 | 0.4% | $8.14万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1,831.09万 | 0.94% | 48,384 | -20,053 | -29.3% | -$758.91万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,826.89万 | 0.94% | 44,858 | -326 | -0.7% | -$13.28万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,710.93万 | 0.88% | 54,128 | -27 | -0.0% | -$8,534 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,689.06万 | 0.87% | 22,133 | -374 | -1.7% | -$28.54万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,684.50万 | 0.86% | 18,007 | -320 | -1.7% | -$29.94万 | 减仓 |
| HRI | HERC HLDGS INC | $1,633.86万 | 0.84% | 113,985 | 90,569 | 386.8% | $1,298.22万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,624.23万 | 0.83% | 757,217 | 257,156 | 51.4% | $551.60万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $1,605.83万 | 0.82% | 86,703 | 84,931 | 4,792.9% | $1,573.01万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $1,582.99万 | 0.81% | 163,245 | -338 | -0.2% | -$3.28万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1,579.77万 | 0.81% | 168,671 | 70,483 | 71.8% | $660.14万 | 加仓 |
| PCAR | PACCAR INC | $1,571.91万 | 0.81% | 130,862 | 1,206 | 0.9% | $14.49万 | 加仓 |
| META | META PLATFORMS INC | $1,569.72万 | 0.80% | 27,867 | -330 | -1.2% | -$18.59万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $1,561.45万 | 0.80% | 186,420 | -138,506 | -42.6% | -$1,160.13万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,501.56万 | 0.77% | 215,679 | 215,679 | — | $1,501.56万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,497.52万 | 0.77% | 172,228 | 172,228 | — | $1,497.52万 | 新建仓 |
| ECG | EVERUS CONSTR GROUP | $1,489.68万 | 0.76% | 89,767 | 1,448 | 1.6% | $24.03万 | 加仓 |
| VCYT | VERACYTE INC | $1,485.42万 | 0.76% | 252,923 | -45,666 | -15.3% | -$268.20万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,473.48万 | 0.75% | 46,801 | -487 | -1.0% | -$15.33万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,462.63万 | 0.75% | 67,614 | -90 | -0.1% | -$1.95万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,436.69万 | 0.74% | 95,760 | 34 | 0.0% | $5,101 | 加仓 |
| BA | BOEING CO | $1,392.81万 | 0.71% | 64,342 | 3,294 | 5.4% | $71.31万 | 加仓 |
| SAIA | SAIA INC | $1,358.16万 | 0.70% | 32,248 | 5,159 | 19.0% | $217.28万 | 加仓 |
| BMI | BADGER METER INC | $1,357.45万 | 0.70% | 91,485 | 30,425 | 49.8% | $451.45万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $1,342.06万 | 0.69% | 775,310 | 2,953 | 0.4% | $5.11万 | 加仓 |
| OII | OCEANEERING INTL INC | $1,330.73万 | 0.68% | 328,414 | 1,361 | 0.4% | $5.51万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,313.50万 | 0.67% | 37,521 | 276 | 0.7% | $9.66万 | 加仓 |
| VSEC | VSE CORP | $1,307.02万 | 0.67% | 57,200 | -143 | -0.2% | -$3.27万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $1,302.30万 | 0.67% | 171,807 | 171,807 | — | $1,302.30万 | 新建仓 |
| TKR | TIMKEN CO | $1,299.97万 | 0.67% | 89,456 | 89,456 | — | $1,299.97万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,275.49万 | 0.65% | 35,691 | 1,479 | 4.3% | $52.86万 | 加仓 |
| IPAR | INTERPARFUMS INC | $1,259.31万 | 0.65% | 112,579 | 63,614 | 129.9% | $711.59万 | 加仓 |
| AIN | ALBANY INTL CORP | $1,245.37万 | 0.64% | 167,164 | 58,744 | 54.2% | $437.64万 | 加仓 |
| BROS | DUTCH BROS INC | $1,237.31万 | 0.63% | 172,303 | 47,422 | 38.0% | $340.54万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $1,231.24万 | 0.63% | 143,485 | -64 | -0.0% | -$5,492 | 减仓 |
| ROG | ROGERS CORP | $1,223.77万 | 0.63% | 74,743 | 74,743 | — | $1,223.77万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,220.45万 | 0.63% | 32,837 | 8,553 | 35.2% | $317.89万 | 加仓 |
| ABBV | ABBVIE INC | $1,205.08万 | 0.62% | 47,889 | -25 | -0.1% | -$6,291 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,143.93万 | 0.59% | 45,042 | -3 | -0.0% | -$762 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $1,142.28万 | 0.59% | 389,857 | -185 | -0.0% | -$5,420 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $1,130.33万 | 0.58% | 373,787 | 373,787 | — | $1,130.33万 | 新建仓 |
| HD | HOME DEPOT INC | $1,124.41万 | 0.58% | 31,882 | 2,549 | 8.7% | $89.90万 | 加仓 |
| FNB | F N B CORP | $1,120.06万 | 0.57% | 587,036 | -274,520 | -31.9% | -$523.78万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $1,114.67万 | 0.57% | 826,906 | 175,989 | 27.0% | $237.23万 | 加仓 |
| GKOS | GLAUKOS CORP | $1,092.28万 | 0.56% | 78,154 | -33,718 | -30.1% | -$471.24万 | 减仓 |
| CR | CRANE COMPANY | $1,085.79万 | 0.56% | 48,675 | 48,675 | — | $1,085.79万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $1,050.66万 | 0.54% | 143,955 | 336 | 0.2% | $2.45万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $1,049.74万 | 0.54% | 1,213,570 | 18,414 | 1.5% | $15.93万 | 加仓 |
| HWKN | HAWKINS INC | $1,043.64万 | 0.53% | 73,444 | -36 | -0.0% | -$5,116 | 减仓 |
| LASR | NLIGHT INC | $1,030.01万 | 0.53% | 147,948 | -29,411 | -16.6% | -$204.76万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,014.88万 | 0.52% | 212,541 | 486 | 0.2% | $2.32万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1,010.53万 | 0.52% | 266,069 | -1,457 | -0.5% | -$5.53万 | 减仓 |
| ADI | ANALOG DEVICES INC | $960.87万 | 0.49% | 24,193 | 2,898 | 13.6% | $115.10万 | 加仓 |
| TECH | BIO-TECHNE CORP | $943.69万 | 0.48% | 133,572 | -3,990 | -2.9% | -$28.19万 | 减仓 |
| SKY | CHAMPION HOMES INC | $935.11万 | 0.48% | 106,118 | 1 | 0.0% | $88 | 加仓 |
| CGNX | COGNEX CORP | $890.50万 | 0.46% | 122,963 | -24,039 | -16.4% | -$174.09万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $883.55万 | 0.45% | 659,859 | -571 | -0.1% | -$7,646 | 减仓 |
| ECL | ECOLAB INC | $879.74万 | 0.45% | 31,576 | -870 | -2.7% | -$24.24万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $876.47万 | 0.45% | 135,320 | -96 | -0.1% | -$6,218 | 减仓 |
| NVT | NVENT ELEC PLC | $871.86万 | 0.45% | 51,404 | -981 | -1.9% | -$16.64万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $862.27万 | 0.44% | 149,803 | 45,804 | 44.0% | $263.65万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $858.66万 | 0.44% | 481,043 | 459,876 | 2,172.6% | $820.88万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $851.77万 | 0.44% | 110,620 | 351 | 0.3% | $2.70万 | 加仓 |
| CAT | CATERPILLAR INC | $832.75万 | 0.43% | 7,820 | 135 | 1.8% | $14.38万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $811.47万 | 0.42% | 29,158 | 78 | 0.3% | $2.17万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $810.25万 | 0.42% | 411,712 | -288,455 | -41.2% | -$567.68万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $799.61万 | 0.41% | 35,705 | -232 | -0.6% | -$5.20万 | 减仓 |
| AGYS | AGILYSYS INC | $786.23万 | 0.40% | 75,237 | -60,092 | -44.4% | -$627.96万 | 减仓 |
| NICE | NICE LTD | $768.32万 | 0.39% | 84,570 | 84,570 | — | $768.32万 | 新建仓 |
| APPF | APPFOLIO INC | $765.48万 | 0.39% | 47,738 | -1,036 | -2.1% | -$16.61万 | 减仓 |
| ELF | E L F BEAUTY INC | $756.35万 | 0.39% | 102,209 | -224 | -0.2% | -$1.66万 | 减仓 |
| FRPT | FRESHPET INC | $756.17万 | 0.39% | 127,905 | 23,986 | 23.1% | $141.81万 | 加仓 |
| CHEF | CHEFS WHSE INC | $734.10万 | 0.38% | 76,389 | -38 | -0.0% | -$3,652 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $730.22万 | 0.37% | 61,306 | -28 | -0.0% | -$3,335 | 减仓 |
| FROG | JFROG LTD | $726.04万 | 0.37% | 79,890 | -9,507 | -10.6% | -$86.40万 | 减仓 |
| BLK | BLACKROCK INC | $716.17万 | 0.37% | 7,448 | -15 | -0.2% | -$1.44万 | 减仓 |
| POWL | POWELL INDS INC | $691.59万 | 0.35% | 24,151 | -41,576 | -63.3% | -$1,190.57万 | 减仓 |
| RHI | ROBERT HALF INC. | $690.50万 | 0.35% | 224,917 | 224,917 | — | $690.50万 | 新建仓 |
| PI | IMPINJ INC | $682.00万 | 0.35% | 47,616 | -23 | -0.0% | -$3,294 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $672.59万 | 0.34% | 174,428 | 2,093 | 1.2% | $8.07万 | 加仓 |