Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 122
- −4 vs. Q1 2024
- Portfolio value
- $16.3B
- −$1.15B (−6.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 5,997,732 | $385.1M | 2.4% | −5,493,121−47.8% | Reduced | History |
| FTVFortive Corp | Stock | 4,883,416 | $361.9M | 2.2% | −88,910−1.8% | Reduced | History |
| OKTAOkta, Inc. | CL A | 3,851,937 | $360.6M | 2.2% | −44,985−1.2% | Reduced | History |
| EGEverest Group, Ltd. | COM | 944,350 | $359.8M | 2.2% | +38,250+4.2% | Added | History |
| AMEAmetek Inc | COM | 2,101,685 | $350.4M | 2.1% | +3,605+0.2% | Added | History |
| NTNXNutanix, Inc. | Stock | 5,773,956 | $328.2M | 2.0% | +1,563,245+37.1% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 3,169,616 | $322.1M | 2.0% | −22,870−0.7% | Reduced | History |
| FRPTFreshpet, Inc. | Stock | 2,460,150 | $318.3M | 2.0% | −1,249,729−33.7% | Reduced | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 4,844,722 | $280.6M | 1.7% | −92,610−1.9% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,948,188 | $272.3M | 1.7% | −15,980−0.5% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 3,523,745 | $259.3M | 1.6% | +89,450+2.6% | Added | History |
| MKCMcCormick & Co Inc | Stock | 3,624,442 | $257.1M | 1.6% | +413,320+12.9% | Added | History |
| ROKRockwell Automation, Inc | Stock | 863,837 | $237.8M | 1.5% | +4,120+0.5% | Added | History |
| TOSTToast, Inc. | Stock | 9,027,261 | $232.6M | 1.4% | −949,095−9.5% | Reduced | History |
| DXCMDexcom Inc | COM | 2,050,073 | $232.4M | 1.4% | −6,080−0.3% | Reduced | History |
| PENPenumbra Inc | COM | 1,283,850 | $231.1M | 1.4% | +199,255+18.4% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 578,860 | $223.4M | 1.4% | +276,750+91.6% | Added | History |
| STESTERIS plc | SHS USD | 1,016,403 | $223.1M | 1.4% | −19,058−1.8% | Reduced | History |
| WATWaters Corp | COM | 757,124 | $219.7M | 1.3% | −8,530−1.1% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 5,062,270 | $218.6M | 1.3% | +1,419,920+39.0% | Added | History |
| CLXClorox Co | Stock | 1,561,639 | $213.1M | 1.3% | −6,200−0.4% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 847,514 | $211.8M | 1.3% | +296,830+53.9% | Added | History |
| VEEVVeeva Systems Inc | Stock | 1,141,787 | $209.0M | 1.3% | +118,885+11.6% | Added | History |
| NDSNNordson Corp | COM | 853,655 | $198.0M | 1.2% | −3,865−0.5% | Reduced | History |
| ZSZscaler, Inc. | Stock | 1,005,810 | $193.3M | 1.2% | +294,310+41.4% | Added | History |
| HRLHormel Foods Corp | COM | 6,309,597 | $192.4M | 1.2% | +1,393,675+28.4% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,405,675 | $192.2M | 1.2% | +94,775+7.2% | Added | History |
| TECHBIO-TECHNE Corp | COM | 2,677,314 | $191.8M | 1.2% | −67,460−2.5% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 1,806,045 | $191.4M | 1.2% | −29,285−1.6% | Reduced | History |
| IEXIdex Corp | COM | 950,216 | $191.2M | 1.2% | +218,565+29.9% | Added | History |
| XYLXylem Inc. | COM | 1,407,810 | $190.9M | 1.2% | −323,975−18.7% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 6,214,005 | $183.5M | 1.1% | +1,477,355+31.2% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 599,155 | $176.3M | 1.1% | +380,035+173.4% | Added | History |
| GMEDGlobus Medical Inc | Stock | 2,466,458 | $168.9M | 1.0% | −37,925−1.5% | Reduced | History |
| AKAMAkamai Technologies Inc | COM | 1,828,253 | $164.7M | 1.0% | +473,825+35.0% | Added | History |
| MTDMettler Toledo International Inc | COM | 115,537 | $161.5M | 1.0% | −19,552−14.5% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 468,538 | $158.8M | 1.0% | +1,155+0.2% | Added | History |
| SJMJ M SMUCKER Co | Stock | 1,456,010 | $158.8M | 1.0% | −1,985−0.1% | Reduced | History |
| TTCToro Co | COM | 1,693,601 | $158.4M | 1.0% | −1,032,050−37.9% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 609,140 | $158.0M | 1.0% | −10,870−1.8% | Reduced | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 4,238,755 | $150.3M | 0.9% | +215,580+5.4% | Added | History |
| FDSFactset Research Systems Inc | Stock | 363,162 | $148.3M | 0.9% | +2,330+0.6% | Added | History |
| SNPSSynopsys Inc | COM | 247,241 | $147.1M | 0.9% | +790+0.3% | Added | History |
| COOCooper Companies, Inc. | COM | 1,683,470 | $147.0M | 0.9% | −57,650−3.3% | Reduced | History |
| JBTMJBT Marel Corp | COM | 1,532,609 | $145.6M | 0.9% | −12,550−0.8% | Reduced | History |
| ENTGEntegris Inc | COM | 1,053,330 | $142.6M | 0.9% | +1,053,330 | New | History |
| SMPLSimply Good Foods Co | COM | 3,907,984 | $141.2M | 0.9% | −31,510−0.8% | Reduced | History |
| MSAMSA Safety Inc | COM | 749,449 | $140.7M | 0.9% | +41,915+5.9% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 358,115 | $138.0M | 0.8% | +114,641+47.1% | Added | History |
| GGGGraco Inc | COM | 1,731,362 | $137.3M | 0.8% | +333,015+23.8% | Added | History |
| TSCOTractor Supply Co | COM | 505,033 | $136.4M | 0.8% | −178,265−26.1% | Reduced | History |
| ESEEsco Technologies Inc | COM | 1,262,976 | $132.7M | 0.8% | +47,875+3.9% | Added | History |
| ALGNAlign Technology Inc | COM | 547,459 | $132.2M | 0.8% | −3,860−0.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 571,946 | $127.9M | 0.8% | +2,070+0.4% | Added | History |
| ADSKAutodesk, Inc. | COM | 504,820 | $124.9M | 0.8% | +279,820+124.4% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 1,482,835 | $124.7M | 0.8% | +249,415+20.2% | Added | History |
| MGPIMGP Ingredients Inc | COM | 1,627,791 | $121.1M | 0.7% | +260,885+19.1% | Added | History |
| SMARSmartsheet Inc | COM CL A | 2,710,110 | $119.5M | 0.7% | −32,975−1.2% | Reduced | History |
| EPACEnerpac Tool Group Corp | CL A COM | 3,125,420 | $119.3M | 0.7% | −66,170−2.1% | Reduced | History |
| MZTIMarzetti Co | COM | 605,766 | $114.5M | 0.7% | −1,215−0.2% | Reduced | History |
| BRZEBraze, Inc. | Stock | 2,911,910 | $113.1M | 0.7% | +827,105+39.7% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 342,290 | $112.7M | 0.7% | +168,155+96.6% | Added | History |
| AAgilent Technologies, Inc. | COM | 839,140 | $108.8M | 0.7% | +418,430+99.5% | Added | History |
| PLMRPalomar Holdings, Inc. | Stock | 1,333,305 | $108.2M | 0.7% | −7,490−0.6% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 4,286,592 | $106.8M | 0.7% | −4,145−0.1% | Reduced | History |
| SXIStandex International Corp | COM | 642,777 | $103.6M | 0.6% | +5,615+0.9% | Added | History |
| NEOGNeogen Corp | COM | 6,420,501 | $100.4M | 0.6% | +859,630+15.5% | Added | History |
| SXTSensient Technologies Corp | COM | 1,318,771 | $97.8M | 0.6% | −19,590−1.5% | Reduced | History |
| FFINFirst Financial Bankshares Inc | COM | 3,292,689 | $97.2M | 0.6% | −41,660−1.2% | Reduced | History |
| EXASExact Sciences Corp | COM | 2,248,500 | $95.0M | 0.6% | −9,735−0.4% | Reduced | History |
| AAPAdvance Auto Parts Inc | COM | 1,483,438 | $93.9M | 0.6% | −2,215−0.1% | Reduced | History |
| AINAlbany International Corp | CL A | 1,098,295 | $92.8M | 0.6% | +90,905+9.0% | Added | History |
| SIGISelective Insurance Group Inc | COM | 986,615 | $92.6M | 0.6% | −7,380−0.7% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 2,369,510 | $92.5M | 0.6% | −2,313,645−49.4% | Reduced | History |
| SFBSServisFirst Bancshares, Inc. | COM | 1,420,952 | $89.8M | 0.6% | −17,920−1.2% | Reduced | History |
| CNMDCONMED Corp | COM | 1,285,680 | $89.1M | 0.5% | −17,380−1.3% | Reduced | History |
| RBCRBC Bearings INC | COM | 324,330 | $87.5M | 0.5% | −33,660−9.4% | Reduced | History |
| RBARB Global Inc. | COM | 1,133,569 | $86.6M | 0.5% | −6,925−0.6% | Reduced | History |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 2,593,640 | $85.7M | 0.5% | +290,271+12.6% | Added | History |
| UTZUtz Brands, Inc. | COM CL A | 5,120,675 | $85.2M | 0.5% | −30,715−0.6% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 1,927,565 | $84.0M | 0.5% | +336,418+21.1% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 1,365,279 | $83.4M | 0.5% | −207,030−13.2% | Reduced | History |
| NOVTNovanta Inc | COM | 506,712 | $82.6M | 0.5% | −11,265−2.2% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 6,499,728 | $82.5M | 0.5% | +1,037,310+19.0% | Added | History |
| BOXBox Inc | CL A | 3,060,244 | $80.9M | 0.5% | −20,470−0.7% | Reduced | History |
| WKWorkiva Inc | COM CL A | 1,100,774 | $80.3M | 0.5% | −239,340−17.9% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 739,265 | $79.6M | 0.5% | +163,465+28.4% | Added | History |
| ESABESAB Corp | COM | 810,180 | $76.5M | 0.5% | +504,389+164.9% | Added | History |
| HAYWHayward Holdings, Inc. | COM | 6,050,385 | $74.4M | 0.5% | −104,615−1.7% | Reduced | History |
| RGENRepligen Corp | COM | 570,590 | $71.9M | 0.4% | −4,405−0.8% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 514,785 | $68.9M | 0.4% | −126,900−19.8% | Reduced | History |
| VCYTVeracyte, Inc. | COM | 3,167,670 | $68.6M | 0.4% | +470,070+17.4% | Added | History |
| FROGJFrog Ltd | Stock | 1,820,930 | $68.4M | 0.4% | +1,820,930 | New | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,855,615 | $67.1M | 0.4% | +449,635+32.0% | Added | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,629,527 | $65.7M | 0.4% | +115,970+7.7% | Added | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 661,598 | $64.9M | 0.4% | +139,700+26.8% | Added | History |
| CVLTCommvault Systems Inc | COM | 510,426 | $62.1M | 0.4% | −314,810−38.1% | Reduced | History |
| ATRCAtriCure, Inc. | COM | 2,674,945 | $60.9M | 0.4% | −6,055−0.2% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 1,285,206 | $60.4M | 0.4% | −8,075−0.6% | Reduced | History |
| ONTOnterris, Inc. | COM | 1,346,927 | $60.0M | 0.4% | −2,685−0.2% | Reduced | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ANSSAnsys Inc | COM | 377,440 | $131.0M | 0.8% | History |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2,687,972 | $95.3M | 0.5% | History |
| DPZDominos Pizza Inc | COM | 152,062 | $75.6M | 0.4% | History |
| QTWOQ2 Holdings, Inc. | COM | 1,386,629 | $72.9M | 0.4% | History |
| AXNXAxonics, Inc. | COM | 893,908 | $61.7M | 0.4% | History |
| IDXXIDEXX Laboratories Inc | COM | 94,221 | $50.9M | 0.3% | History |
| HCPHashiCorp, Inc. | COM CL A | 1,817,995 | $49.0M | 0.3% | History |
| Barnes Group Inc067806109 | COM | 813,325 | $30.2M | 0.2% | – |