Manager × security

Granite Investment Partners, LLC NVDA holdings history

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NVIDIA CORP · CUSIP 67066G104 · CIK 1542266

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Granite Investment Partners, LLC reported 231.23K NVDA (shares), valued at $46.27M, or 2.37% of its reported non-derivative portfolio. Filed 2026-08-07.

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Portfolio weight and quantity history
Reported portfolio weight
2.37%
Shares
231.23K
231,229
Reported value
$46.27M
USD

Shares decreased 0.74%; reported value increased 13.88%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.37%231,229SEC filing ↗Filed Aug 7, 2026
Q1 20262.50%232,951SEC filing ↗Filed Apr 30, 2026
Q4 20252.57%232,771SEC filing ↗Filed Feb 12, 2026
Q3 20252.62%247,208SEC filing ↗Filed Nov 10, 2025
Q2 20252.17%281,864SEC filing ↗Filed Aug 13, 2025
Q1 20251.60%291,033SEC filing ↗Filed May 13, 2025
Q4 20241.86%319,767SEC filing ↗Filed Feb 13, 2025
Q3 20241.76%338,716SEC filing ↗Filed Nov 12, 2024
Q2 20242.01%392,294SEC filing ↗Filed Aug 12, 2024
Q1 20241.35%39,389SEC filing ↗Filed May 13, 2024Combination report
Q4 20230.93%48,257SEC filing ↗Filed Feb 14, 2024Combination report

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20230.93%48,257$23.90MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Feb 14, 2024
Q1 20241.35%39,389$35.59MShares decreased 18.38%; reported value increased 48.93%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2024
Q2 20242.01%392,294$48.46MShares increased 895.95%; reported value increased 36.17%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 12, 2024
Q3 20241.76%338,716$41.13MShares decreased 13.66%; reported value decreased 15.13%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 12, 2024
Q4 20241.86%319,767$42.94MShares decreased 5.59%; reported value increased 4.40%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20251.60%291,033$31.54MShares decreased 8.99%; reported value decreased 26.55%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 13, 2025
Q2 20252.17%281,864$44.53MShares decreased 3.15%; reported value increased 41.18%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20252.62%247,208$46.12MShares decreased 12.30%; reported value increased 3.58%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 10, 2025
Q4 20252.57%232,771$43.41MShares decreased 5.84%; reported value decreased 5.88%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 12, 2026
Q1 20262.50%232,951$40.63MShares increased 0.08%; reported value decreased 6.42%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 30, 2026
Q2 20262.37%231,229$46.27MShares decreased 0.74%; reported value increased 13.88%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 7, 2026
Granite Investment Partners, LLC · NVIDIA CORP

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.