Granite Investment Partners
Granite Investment Partners reported 277 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GEV (3.3%), AAPL (3.2%) and GOOG (3.0%). Compared with Q1 2026, the fund opened new positions in ALGM, CORT and VECO, added to NOVT, RRX and CALY, trimmed GEV, AAPL and MSFT and sold out of TRN, BDC and ESAB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GEV GE Vernova Inc | $64.8M | 3.3% | 55K | −1,300 (−2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $63.1M | 3.2% | 218K | −1,040 (−0%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $57.7M | 3.0% | 163K | No change | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $50.8M | 2.6% | 136K | −3,562 (−3%) | 8 of 8 | |
| 5 |  GE GE Aerospace | $46.9M | 2.4% | 125K | −921 (−1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $46.3M | 2.4% | 231K | −1,722 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $42.1M | 2.1% | 176K | −1,691 (−1%) | 8 of 8 | |
| 8 |  ETN Eaton Corp PLC | $36.6M | 1.9% | 86K | −274 (−0%) | 8 of 8 | |
| 9 |  ROK Rockwell Automation Inc | $33.2M | 1.7% | 67K | −335 (−0%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $32.4M | 1.7% | 27K | −142 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TRN Trinity Inds Inc | $12.3M | 382K |
APELLIS PHARMACEUTICALS INC | $9.3M | 232K |
 BDC Belden Inc New | $8.4M | 73K |
 ESAB Esab Corporation | $7.6M | 78K |
 PAY Paymentus Holdings Inc | $7M | 275K |
🔒 Free account: see all 24.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Granite Investment Partners 13F FAQ
What does Granite Investment Partners own?
Granite Investment Partners reported 277 stocks worth $2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are GEV (3.3%), AAPL (3.2%) and GOOG (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Granite Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 38 new positions, 64 added to, 92 trimmed and 24 sold out. New positions include ALGM, CORT and VECO. It sold all of TRN, BDC and ESAB.
When will Granite Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Granite Investment Partners's portfolio worth?
The Q2 2026 filing reports $2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.