Granite Investment Partners, LLC

CIK

1542266

City

EL SEGUNDO

State / Country

Stock

AMBA — Ambarella Inc

Top Portfolio Positions

244 positions · $1,559,808,736 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	219,048	$55,592,191	3.56%
MSFT	Microsoft Corp Technology	139,809	$51,753,097	3.32%
GEV	GE Vernova Inc. Industrials	56,481	$49,302,264	3.16%
NVDA	Nvidia Corp Technology	232,951	$40,626,654	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	178,135	$37,100,176	2.38%
GE	General Electric Co Industrials	126,308	$35,842,421	2.30%
ETN	Eaton Corp plc Industrials	86,199	$30,830,796	1.98%
LLY	ELI LILLY & Co Healthcare	27,139	$24,961,638	1.60%
ROK	Rockwell Automation, Inc Industrials	67,451	$24,206,814	1.55%
HUBB	Hubbell Inc Industrials	48,394	$23,748,871	1.52%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,277,475	44,240	+59.3%	Shares	Sole	2026-04-30
2025-12-31	$1,967,155	27,769	-29.7%	Shares	Sole	2026-02-12
2025-09-30	$3,258,302	39,485	-11.3%	Shares	Sole	2025-11-10
2025-06-30	$2,941,039	44,514	-1.3%	Shares	Sole	2025-08-13
2025-03-31	$2,270,235	45,107	-12.9%	Shares	Sole	2025-05-13
2024-12-31	$3,766,258	51,777	-7.3%	Shares	Sole	2025-02-13
2024-09-30	$3,149,934	55,840	-42.7%	Shares	Sole	2024-11-12
2024-06-30	$5,257,697	97,455	+34.9%	Shares	Sole	2024-08-12
2024-03-31	$3,668,487	72,257	+33.6%	Shares	Sole	2024-05-13
2023-12-31	$3,315,298	54,092	-0.4%	Shares	Sole	2024-02-14
2023-09-30	$2,879,529	54,300	+32.5%	Shares	Sole	2023-11-14
2023-06-30	$3,428,712	40,979	+1.6%	Shares	Sole	2023-08-07
2023-03-31	$3,123,045	40,339	+3.2%	Shares	Sole	2023-05-03
2022-12-31	$3,214,288	39,089	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$2,272,930	40,458	+1.3%	Shares	Sole	2022-10-24
2022-06-30	$2,614,996	39,948	-0.4%	Shares	Sole	2022-07-22
2022-03-31	$4,207,816	40,105	+79.7%	Shares	Sole	2022-05-02
2021-12-31	$4,527,287	22,314	-33.9%	Shares	Sole	2022-02-10
2021-09-30	$5,255,757	33,747	-23.3%	Shares	Sole	2021-11-03
2021-06-30	$4,691,826	44,001	-13.1%	Shares	Sole	2021-07-30
2021-03-31	$5,080,436	50,607	-22.2%	Shares	Sole	2021-05-13
2020-12-31	$5,970,870	65,028	-33.6%	Shares	Sole	2021-02-12
2020-09-30	$5,107,639	97,885	+89.1%	Shares	Sole	2020-11-06
2020-06-30	$2,371,386	51,777	+35.1%	Shares	Sole	2020-08-03
2020-03-31	$1,860,916	38,322	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.