Granite Investment Partners, LLC
Granite Investment Partners, LLC is an independent, employee-owned registered investment advisor founded in July 2009 and headquartered in El Segundo, California. The firm manages approximately $2.4 billion in assets and serves institutional clients including employee benefit plans, foundations, endowments, pension and profit-sharing plans, government entities, private funds, and high-net-worth individuals. Granite is led and primarily owned by its senior investment professionals and has an estimated 22 employees as of 2025.
Investment Strategy
Granite Investment Partners provides fully discretionary investment advisory services, constructing and managing portfolios tailored to each client's specific risk and return objectives, investment horizons, liquidity needs, tax status, and other guidelines. The firm primarily focuses on equity strategies for institutional and high-net-worth clients, using an active, research-driven approach to seek attractive risk-adjusted returns. Granite may limit the number of clients or assets in certain strategies to ensure effective execution and maintain investment quality.
Latest 13F Filing Activity
Granite Investment Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 253 equity positions with a total 13F market value of $2B. The fund increased holdings in E L F Beauty Inc., Wingstop Inc., Glaukos Corp. among other positions. Granite Investment Partners, LLC reduced exposure to Casella Waste SYS Inc., Azek Co. Inc., Inspire Med SYS Inc. among others.
Top Holdings
Equity Positions (253)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.80% | $77.8M | 156,412 | $74.33 | $497.41 | +$17.9M |
A AAPL | APPLE INC | 2.19% | $44.8M | 218,400 | $71.15 | $205.17 | -$6.8M |
N NVDA | NVIDIA CORPORATION | 2.17% | $44.5M | 281,864 | $19.48 | $157.99 | +$13.0M |
A AMZN | AMAZON COM INC | 2.07% | $42.5M | 193,612 | $32.11 | $219.39 | +$4.3M |
G GE | GE AEROSPACE | 1.68% | $34.5M | 133,904 | $106.89 | $257.39 | +$6.9M |
Industry Allocation
Investment Team (15)
| Name | Role | Location | |
|---|---|---|---|
D Douglas Morse | Principal | Los Angeles, CA , United States | |
 | Principal, Portfolio Manager | Manhattan Beach, CA , United States | |
 | Principal | San Francisco, CA , United States | |
 | Principal | Los Angeles, CA , United States | |
J Jeff Hoo | Principal and Portfolio Manager | Los Angeles, CA , United States | |
J Josh Shaskan | Principal | San Francisco, CA , United States | |
K Krista Modugno | Principal, Head Trader | Los Angeles, CA , United States | |
 | Associate | Cerritos, CA , United States | |
 | Equity Research Analyst | Irvine, CA , United States | |
P Pankaj Chandak | Portfolio Manager | Los Angeles, CA , United States |