GIP
Granite Investment Partners Portfolio holdings
AUM
$2.05B
1-Year Est. Return
24.71%
1 Year Est. Return
+24.71%
AUM
$1.97B
AUM Growth
-$345M
(-15%)
Holding
277
Top Buys
| 1 | +$20.9M | |
| 2 | +$18.4M | |
| 3 | +$17.8M | |
| 4 |
Limbach Holdings
LMB
|
+$15M |
| 5 |
Inspire Medical Systems
INSP
|
+$14.4M |
Top Sells
| 1 | +$28.8M | |
| 2 | +$28.3M | |
| 3 | +$27.9M | |
| 4 |
Halozyme
HALO
|
+$17.8M |
| 5 |
NARI
Inari Medical, Inc. Common Stock
NARI
|
+$15.3M |
Sector Composition
| 1 | Industrials | 28.06% |
| 2 | Technology | 19.68% |
| 3 | Healthcare | 17% |
| 4 | Financials | 11.5% |
| 5 | Consumer Discretionary | 6.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ligand Pharmaceuticals
LGND
$3.65B
| $14M | 0.71% |
133,129
+17,591
|
|
||
52
PACCAR
PCAR
$52.6B
| $14M | 0.71% |
143,284
-10,110
|
|
||
53
Crane Co
CR
$11B
| $13.5M | 0.69% |
88,420
+11,826
|
|
||
54
ICU Medical
ICUI
$3.05B
| $13.5M | 0.69% |
97,152
-4,935
|
|
||
55
Rush Enterprises Class A
RUSHA
$3.94B
| $13.5M | 0.68% |
+251,916
|
|
||
56
Grocery Outlet
GO
$1.49B
| $12.9M | 0.65% |
921,250
+414,245
|
|
||
57
nCino
NCNO
$3.02B
| $12.8M | 0.65% |
465,651
+136,158
|
|
||
58
Arlo Technologies
ARLO
$2.03B
| $12.7M | 0.64% |
1,284,729
-293,820
|
|
||
|
BWIN
59
Baldwin Insurance Group
BWIN
$1.67B
| $12.6M | 0.64% |
282,906
-14,461
|
|
||
60
Outfront Media
OUT
$3.01B
| $12.1M | 0.62% |
752,761
-338,552
|
|
||
61
Cushman & Wakefield
CWK
$3.95B
| $12.1M | 0.61% |
1,183,805
-59,584
|
|
||
62
Power Integrations
POWI
$2.41B
| $12M | 0.61% |
+237,037
|
|
||
63
Arhaus
ARHS
$1.47B
| $12M | 0.61% |
1,374,017
+867,771
|
|
||
64
Automatic Data Processing
ADP
$114B
| $11.9M | 0.61% |
39,016
|
|
||
65
MP Materials
MP
$12.5B
| $11.7M | 0.6% |
479,550
+130,753
|
|
||
66
NovoCure
NVCR
$1.54B
| $11.6M | 0.59% |
653,331
-33,396
|
|
||
67
Walker & Dunlop
WD
$2.92B
| $11.5M | 0.59% |
135,080
-2,124
|
|
||
68
Chart Industries
GTLS
$8.97B
| $11.2M | 0.57% |
77,587
-4,122
|
|
||
69
Montrose Environmental
MEG
$1.03B
| $11M | 0.56% |
771,048
-75,786
|
|
||
70
Amphastar Pharmaceuticals
AMPH
$1.14B
| $10.9M | 0.55% |
375,778
-20,924
|
|
||
|
ECG
71
Everus Construction Group
ECG
$4.79B
| $10.9M | 0.55% |
293,060
-16,166
|
|
||
72
CrowdStrike
CRWD
$132B
| $10.8M | 0.55% |
30,688
-4,895
|
|
||
73
AbbVie
ABBV
$403B
| $9.93M | 0.5% |
47,406
-30
|
|
||
74
Donnelley Financial Solutions
DFIN
$1.47B
| $9.86M | 0.5% |
225,687
+37,893
|
|
||
75
Neogen
NEOG
$1.35B
| $9.76M | 0.5% |
1,125,151
-691,081
|
|