Granite Investment Partners, LLC
EL SEGUNDO CA · SEC CIK 0001542266
$16.26亿2026Q1 申报市值
263持仓数
24.4%前十大占比 · 第一大 3.4%
36 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRN 新建仓+$941.66万
BMI 新建仓+$930.25万
APPF 新建仓+$769.75万
CSW 新建仓+$757.77万
ESI 新建仓+$723.96万
2026Q1 卖出最多 按季末市值估算
CBZ 清仓-$1,528.48万
ICUI 清仓-$1,031.90万
EVR 清仓-$973.32万
CLBT 清仓-$960.82万
EXPO 减仓-$848.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $5,559.22万 | 3.42% | 219,048 | 20,065 | 10.1% | $509.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,175.30万 | 3.18% | 139,809 | -7,597 | -5.2% | -$281.22万 | 减仓 |
| GEV | GE VERNOVA INC | $4,930.21万 | 3.03% | 56,481 | -1,695 | -2.9% | -$147.96万 | 减仓 |
| GOOG | ALPHABET INC | $4,680.95万 | 2.88% | 163,179 | -5,365 | -3.2% | -$153.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,062.67万 | 2.50% | 232,951 | 180 | 0.1% | $3.14万 | 加仓 |
| AMZN | AMAZON COM INC | $3,710.02万 | 2.28% | 178,135 | 577 | 0.3% | $12.02万 | 加仓 |
| GE | GE AEROSPACE | $3,584.24万 | 2.20% | 126,308 | 1,816 | 1.5% | $51.53万 | 加仓 |
| ETN | EATON CORP PLC | $3,083.08万 | 1.90% | 86,199 | -4,243 | -4.7% | -$151.76万 | 减仓 |
| LLY | ELI LILLY & CO | $2,496.16万 | 1.53% | 27,139 | -264 | -1.0% | -$24.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,420.68万 | 1.49% | 67,451 | 2,014 | 3.1% | $72.28万 | 加仓 |
| HUBB | HUBBELL INC | $2,374.89万 | 1.46% | 48,394 | 451 | 0.9% | $22.13万 | 加仓 |
| V | VISA INC | $2,174.98万 | 1.34% | 71,962 | -1,251 | -1.7% | -$37.81万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $2,132.07万 | 1.31% | 153,453 | -9,535 | -5.9% | -$132.48万 | 减仓 |
| DE | DEERE & CO | $2,104.66万 | 1.29% | 37,363 | -104 | -0.3% | -$5.86万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,921.86万 | 1.18% | 45,184 | 590 | 1.3% | $25.10万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,912.51万 | 1.18% | 65,016 | 518 | 0.8% | $15.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,826.16万 | 1.12% | 18,327 | 444 | 2.5% | $44.24万 | 加仓 |
| MEOH | METHANEX CORP | $1,807.82万 | 1.11% | 303,631 | -10,619 | -3.4% | -$63.23万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,804.92万 | 1.11% | 102,856 | -5,771 | -5.3% | -$101.27万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,760.40万 | 1.08% | 90,092 | 17,887 | 24.8% | $349.51万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $1,663.62万 | 1.02% | 324,926 | -30,105 | -8.5% | -$154.14万 | 减仓 |
| META | META PLATFORMS INC | $1,613.23万 | 0.99% | 28,197 | 218 | 0.8% | $12.47万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,553.84万 | 0.96% | 47,288 | -8,704 | -15.5% | -$286.00万 | 减仓 |
| PCAR | PACCAR INC | $1,497.52万 | 0.92% | 129,656 | 11,355 | 9.6% | $131.15万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $1,443.77万 | 0.89% | 168,311 | -37,573 | -18.2% | -$322.30万 | 减仓 |
| FNB | F N B CORP | $1,440.52万 | 0.89% | 861,556 | -52,664 | -5.8% | -$88.05万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $1,433.25万 | 0.88% | 76,538 | 11,345 | 17.4% | $212.45万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $1,403.44万 | 0.86% | 68,437 | -3,802 | -5.3% | -$77.97万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,357.21万 | 0.83% | 80,299 | -4,595 | -5.4% | -$77.66万 | 减仓 |
| NOVT | NOVANTA INC | $1,349.22万 | 0.83% | 114,234 | 834 | 0.7% | $9.85万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $1,300.33万 | 0.80% | 1,195,156 | 54,043 | 4.7% | $58.80万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $1,297.87万 | 0.80% | 163,583 | -9,038 | -5.2% | -$71.71万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,272.84万 | 0.78% | 67,704 | -4,114 | -5.7% | -$77.34万 | 减仓 |
| TRN | TRINITY INDS INC | $1,228.40万 | 0.76% | 381,728 | -21,309 | -5.3% | -$68.57万 | 减仓 |
| BA | BOEING CO | $1,215.04万 | 0.75% | 61,048 | 15,901 | 35.2% | $316.48万 | 加仓 |
| GKOS | GLAUKOS CORP | $1,204.41万 | 0.74% | 111,872 | -7,471 | -6.3% | -$80.43万 | 减仓 |
| POWL | POWELL INDS INC | $1,185.45万 | 0.73% | 21,909 | -12,620 | -36.5% | -$682.84万 | 减仓 |
| OII | OCEANEERING INTL INC | $1,160.06万 | 0.71% | 327,053 | 88,673 | 37.2% | $314.52万 | 加仓 |
| AAON | AAON INC | $1,152.18万 | 0.71% | 139,236 | -10,442 | -7.0% | -$86.41万 | 减仓 |
| HWKN | HAWKINS INC | $1,128.65万 | 0.69% | 73,480 | -4,488 | -5.8% | -$68.94万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,114.67万 | 0.69% | 700,167 | -42,880 | -5.8% | -$68.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,101.08万 | 0.68% | 45,045 | -840 | -1.8% | -$20.53万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $1,081.20万 | 0.66% | 54,155 | -3,771 | -6.5% | -$75.29万 | 减仓 |
| VSEC | VSE CORP | $1,057.41万 | 0.65% | 57,343 | -3,255 | -5.4% | -$60.02万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $1,053.78万 | 0.65% | 267,526 | -13,355 | -4.8% | -$52.61万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,051.69万 | 0.65% | 37,245 | 1,374 | 3.8% | $38.80万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $1,042.69万 | 0.64% | 88,319 | -5,289 | -5.7% | -$62.44万 | 减仓 |
| ABBV | ABBVIE INC | $1,042.08万 | 0.64% | 47,914 | 1,008 | 2.1% | $21.92万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $1,041.79万 | 0.64% | 750,571 | 484,237 | 181.8% | $672.12万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $1,033.41万 | 0.64% | 772,357 | -23,444 | -2.9% | -$31.37万 | 减仓 |
| LASR | NLIGHT INC | $1,011.30万 | 0.62% | 177,359 | -9,456 | -5.1% | -$53.92万 | 减仓 |
| GOOGL | ALPHABET INC | $983.80万 | 0.60% | 34,212 | 650 | 1.9% | $18.69万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $982.52万 | 0.60% | 30,651 | -8,256 | -21.2% | -$264.65万 | 减仓 |
| HD | HOME DEPOT INC | $964.73万 | 0.59% | 29,333 | 6,035 | 25.9% | $198.49万 | 加仓 |
| AGYS | AGILYSYS INC | $962.73万 | 0.59% | 135,329 | -7,658 | -5.4% | -$54.48万 | 减仓 |
| VCYT | VERACYTE INC | $961.76万 | 0.59% | 298,589 | -52,449 | -14.9% | -$168.94万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $961.06万 | 0.59% | 390,042 | -26,041 | -6.3% | -$64.17万 | 减仓 |
| SAIA | SAIA INC | $951.58万 | 0.59% | 27,089 | 7,494 | 38.2% | $263.25万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $949.47万 | 0.58% | 143,619 | 79,535 | 124.1% | $525.81万 | 加仓 |
| LRN | STRIDE INC | $941.66万 | 0.58% | 106,800 | 106,800 | — | $941.66万 | 新建仓 |
| — | APELLIS PHARMACEUTICALS INC | $933.00万 | 0.57% | 231,917 | -95,177 | -29.1% | -$382.90万 | 减仓 |
| BMI | BADGER METER INC | $930.25万 | 0.57% | 61,060 | 61,060 | — | $930.25万 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $926.25万 | 0.57% | 650,917 | -35,246 | -5.1% | -$50.16万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $886.03万 | 0.54% | 342,098 | -18,916 | -5.2% | -$48.99万 | 减仓 |
| GH | GUARDANT HEALTH INC | $884.22万 | 0.54% | 95,726 | -62,473 | -39.5% | -$577.06万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $878.70万 | 0.54% | 22,507 | -685 | -3.0% | -$26.74万 | 减仓 |
| ECL | ECOLAB INC | $863.13万 | 0.53% | 32,446 | -530 | -1.6% | -$14.10万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $860.65万 | 0.53% | 110,269 | 18,572 | 20.3% | $144.95万 | 加仓 |
| WCC | WESCO INTL INC | $852.60万 | 0.52% | 31,160 | -1,720 | -5.2% | -$47.06万 | 减仓 |
| BDC | BELDEN INC | $836.54万 | 0.51% | 72,850 | -4,458 | -5.8% | -$51.19万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $831.73万 | 0.51% | 135,416 | -8,218 | -5.7% | -$50.47万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $815.07万 | 0.50% | 143,549 | -7,946 | -5.2% | -$45.12万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $809.69万 | 0.50% | 660,430 | -43,619 | -6.2% | -$53.48万 | 减仓 |
| SKY | CHAMPION HOMES INC | $789.19万 | 0.49% | 106,117 | -40,839 | -27.8% | -$303.72万 | 减仓 |
| APPF | APPFOLIO INC | $769.75万 | 0.47% | 48,774 | 48,774 | — | $769.75万 | 新建仓 |
| ESAB | ESAB CORPORATION | $758.47万 | 0.47% | 78,468 | -4,487 | -5.4% | -$43.37万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $757.77万 | 0.47% | 29,080 | 29,080 | — | $757.77万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $730.17万 | 0.45% | 35,937 | -2,164 | -5.7% | -$43.97万 | 减仓 |
| KRUS | KURA SUSHI USA INC | $725.81万 | 0.45% | 103,999 | -5,301 | -4.8% | -$37.00万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $723.96万 | 0.45% | 212,055 | 212,055 | — | $723.96万 | 新建仓 |
| CGNX | COGNEX CORP | $720.16万 | 0.44% | 147,002 | 147,002 | — | $720.16万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $718.90万 | 0.44% | 137,562 | 32,754 | 31.3% | $171.17万 | 加仓 |
| BLK | BLACKROCK INC | $717.72万 | 0.44% | 7,463 | -54 | -0.7% | -$5.19万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $704.73万 | 0.43% | 138,726 | 64,516 | 86.9% | $327.74万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS INC | $698.10万 | 0.43% | 274,844 | -16,662 | -5.7% | -$42.32万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $694.08万 | 0.43% | 500,061 | 489,991 | 4,865.8% | $680.11万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $677.48万 | 0.42% | 21,295 | -527 | -2.4% | -$16.77万 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $659.34万 | 0.41% | 61,334 | 61,334 | — | $659.34万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $652.75万 | 0.40% | 98,188 | 78,522 | 399.3% | $522.01万 | 加仓 |
| PEP | PEPSICO INC | $645.91万 | 0.40% | 41,594 | -2,365 | -5.4% | -$36.73万 | 减仓 |
| BROS | DUTCH BROS INC | $632.65万 | 0.39% | 124,881 | 1,499 | 1.2% | $7.59万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $630.32万 | 0.39% | 252,028 | -13,605 | -5.1% | -$34.03万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $627.30万 | 0.39% | 24,284 | -1,476 | -5.7% | -$38.13万 | 减仓 |
| ELF | E L F BEAUTY INC | $620.85万 | 0.38% | 102,433 | 35,883 | 53.9% | $217.49万 | 加仓 |
| NVT | NVENT ELEC PLC | $619.61万 | 0.38% | 52,385 | 66 | 0.1% | $7,806 | 加仓 |
| LIN | LINDE PLC | $619.49万 | 0.38% | 12,496 | 271 | 2.2% | $13.43万 | 加仓 |
| FRPT | FRESHPET INC | $612.71万 | 0.38% | 103,919 | -119,051 | -53.4% | -$701.92万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $584.10万 | 0.36% | 12,189 | 521 | 4.5% | $24.97万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $575.60万 | 0.35% | 172,335 | 5,109 | 3.1% | $17.06万 | 加仓 |
| AIN | ALBANY INTL CORP | $566.06万 | 0.35% | 108,420 | 45,389 | 72.0% | $236.98万 | 加仓 |