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Livermore
Livermore
ZHEN

Champlain Investment Partners, LLC

SEC CIK
0001315478
Latest filing
Aug 12, 2026

The latest 13F from Champlain Investment Partners, LLC covers Q2 2026 (filed Aug 12, 2026): 129 long positions worth $3.89B. The top 10 holdings make up 17.6% of the portfolio, and the largest is Nutanix, Inc. (NTNX) at 2.7%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$100.3M
Added
7
Est. +$23.1M
Reduced
115
Est. −$4.87B
Sold out
8
Est. −$328.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. NTNXNutanix, Inc.
    2.7%$103.7MHistory
  2. PEverpure, Inc.
    2.3%$90.1MHistory
  3. ESABESAB Corp
    1.9%$74.6MHistory
  4. PENPenumbra Inc
    1.8%$69.2MHistory
  5. WHWyndham Hotels & Resorts, Inc.
    1.5%$59.9MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. TERTeradyne, Inc
    +$21.0MNewHistory
  2. EQTEQT Corp
    +$19.8MNewHistory
  3. DXCMDexcom Inc
    +$18.1MNewHistory
  4. SNOWSnowflake Inc.
    +$16.7MNewHistory
  5. IRTCiRhythm Holdings, Inc.
    +$11.5MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SITMSITIME Corp
    +0.61 pp0.1% → 0.8%History
  2. TERTeradyne, Inc
    +0.54 pp0.0% → 0.5%History
  3. EATBrinker International, Inc
    +0.53 pp0.3% → 0.8%History
  4. EQTEQT Corp
    +0.51 pp0.0% → 0.5%History
  5. DXCMDexcom Inc
    +0.47 pp0.0% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DDOGDatadog, Inc.
    −$163.6MReducedHistory
  2. AAONAaon, Inc.
    −$157.4MReducedHistory
  3. OKTAOkta, Inc.
    −$126.6MReducedHistory
  4. SNPSSynopsys Inc
    −$117.6MReducedHistory
  5. AKAMAkamai Technologies Inc
    −$112.1MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HLNEHamilton Lane INC
    −1.37 pp1.4% → 0.0%History
  2. AKAMAkamai Technologies Inc
    −1.10 pp1.6% → 0.5%History
  3. DPZDominos Pizza Inc
    −1.10 pp1.3% → 0.2%History
  4. TWTradeweb Markets Inc.
    −1.08 pp2.2% → 1.1%History
  5. PCORProcore Technologies, Inc.
    −1.06 pp1.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.89B
−$3.99B (−50.6%) vs. prior quarter
Positions
129
−1 vs. prior quarter
Top 10 concentration
17.6%
Top 10 as share of value
Turnover
2.1%
Q2 2026, one quarter
Average holding period
11.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $22.1B (Q4 2021)

Q1 2021: $19.2BQ2 2021: $21.0BQ3 2021: $20.9BQ4 2021: $22.1BQ1 2022: $19.3BQ2 2022: $15.5BQ3 2022: $14.6BQ4 2022: $15.6BQ1 2023: $15.9BQ2 2023: $16.2BQ3 2023: $15.4BQ4 2023: $16.9BQ1 2024: $17.5BQ2 2024: $16.3BQ3 2024: $16.5BQ4 2024: $15.8BQ1 2025: $13.8BQ2 2025: $14.3BQ3 2025: $13.3BQ4 2025: $9.88BQ1 2026: $7.88BQ2 2026: $3.89B
Q1 2021Q2 2026
13F filings of Champlain Investment Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026129$3.89BNTNXPESABvs. Q1 2026SEC
Q1 2026May 13, 2026130$7.88BTWPENEOGvs. Q4 2025SEC
Q4 2025Feb 13, 2026128$9.88BPENNTNXESABvs. Q3 2025SEC
Q3 2025Nov 12, 2025135$13.3BPELFNTNXvs. Q2 2025SEC
Q2 2025Aug 12, 2025135$14.3BPCFLTELFvs. Q1 2025SEC
Q1 2025May 14, 2025139$13.8BNTNXPMSAvs. Q4 2024SEC
Q4 2024Feb 13, 2025133$15.8BPCFRPENvs. Q3 2024SEC
Q3 2024Nov 12, 2024124$16.5BCFRFTVEGvs. Q2 2024SEC
Q2 2024Aug 14, 2024122$16.3BPFTVOKTAvs. Q1 2024SEC
Q1 2024May 13, 2024126$17.5BPFRPTFTVvs. Q4 2023SEC
Q4 2023Feb 13, 2024125$16.9BPAMENTNXvs. Q3 2023SEC
Q3 2023Nov 13, 2023126$15.4BPFTVEGvs. Q2 2023SEC
Q2 2023Aug 11, 2023121$16.2BPAMEFTVvs. Q1 2023SEC
Q1 2023May 12, 2023129$15.9BPEGAMEvs. Q4 2022SEC
Q4 2022Feb 13, 2023132$15.6BPEGAMEvs. Q3 2022SEC
Q3 2022Nov 14, 2022130$14.6BPEGFTVvs. Q2 2022SEC
Q2 2022Aug 12, 2022135$15.5BPEGWATvs. Q1 2022SEC
Q1 2022May 12, 2022141$19.3BPAMEEGvs. Q4 2021SEC
Q4 2021Feb 10, 2022145$22.1BPFTVAMEvs. Q3 2021SEC
Q3 2021Nov 12, 2021144$20.9BPASANIARTvs. Q2 2021SEC
Q2 2021Aug 12, 2021139$21.0BMDLAIARTASANvs. Q1 2021SEC
Q1 2021May 13, 2021136$19.2BIARTFTVAME–SEC

13D and 13G filings

Companies where Champlain Investment Partners, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Champlain Investment Partners, LLC does not currently report owning 5% or more of any company.

Latest filings

137 filings on file made by Champlain Investment Partners, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Champlain Investment Partners, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
FRPTFreshpet, Inc.Feb 12, 20262:26 PM ET13G3.60%1.78M shares−1.70 ppfrom 5.30%Below 5%Dec 31, 2025SEC
TRNSTranscat IncFeb 12, 20262:03 PM ET13G2.60%242.0K shares−3.40 ppfrom 6.00%Below 5%Dec 31, 2025SEC
BWINBaldwin Insurance Group, Inc.Feb 12, 20261:53 PM ET13G3.80%3.65M shares−1.70 ppfrom 5.50%Below 5%Dec 31, 2025SEC
SXIStandex International CorpFeb 12, 202612:45 PM ET13G4.00%488.4K shares−1.00 ppfrom 5.00%Below 5%Sep 30, 2025SEC
OSOneStream, Inc.Feb 12, 202612:33 PM ET13G3.30%2.89M shares−2.20 ppfrom 5.50%Below 5%Sep 30, 2025SEC
SIBNSI-BONE, Inc.Feb 12, 202612:20 PM ET13G4.90%2.11M shares−0.10 ppfrom 5.00%Below 5%Sep 30, 2025SEC
BWINBaldwin Insurance Group, Inc.Feb 12, 202611:58 AM ET13G5.50%3.92M shares+1.70 ppfrom 3.80%Sep 30, 2025SEC
PHRPhreesia, Inc.Aug 12, 20254:27 PM ET13G4.60%2.72M shares−0.40 ppfrom 5.00%Below 5%Jun 30, 2025SEC
SIBNSI-BONE, Inc.Aug 12, 20254:05 PM ET13G5.00%2.14M shares−1.70 ppfrom 6.70%Jun 30, 2025SEC
SXIStandex International CorpAug 12, 20253:37 PM ET13G5.00%603.1K shares+0.20 ppfrom 4.80%Jun 30, 2025SEC
FRPTFreshpet, Inc.Aug 12, 20253:16 PM ET13G5.30%2.57M shares+1.70 ppfrom 3.60%Jun 30, 2025SEC
MGPIMGP Ingredients IncMay 14, 20254:06 PM ET13G0.00%0 shares−5.40 ppfrom 5.40%Below 5%Mar 31, 2025SEC
ATRCAtriCure, Inc.May 14, 20254:02 PM ET13G4.40%2.14M shares−1.30 ppfrom 5.70%Below 5%Mar 31, 2025SEC
UTZUtz Brands, Inc.May 14, 20253:57 PM ET13G4.70%4.02M shares−0.90 ppfrom 5.60%Below 5%Mar 31, 2025SEC
PHRPhreesia, Inc.May 14, 20253:51 PM ET13G5.00%2.95M sharesNewMar 31, 2025SEC
OSOneStream, Inc.May 14, 20253:42 PM ET13G5.50%4.04M shares−2.10 ppfrom 7.60%May 14, 2025SEC
MGPIMGP Ingredients IncFeb 13, 20254:54 PM ET13G5.40%1.19M shares−1.60 ppfrom 7.00%Dec 31, 2024SEC
CFRCullen/Frost Bankers, Inc.Feb 13, 20254:48 PM ET13G4.20%2.67M shares−1.10 ppfrom 5.30%Below 5%Dec 31, 2024SEC
TRNSTranscat IncFeb 13, 20254:42 PM ET13G6.00%555.6K shares–Dec 31, 2024SEC
OSOneStream, Inc.Feb 13, 20254:35 PM ET13G7.60%3.44M sharesNewDec 31, 2024SEC