Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 135
- −4 vs. Q1 2025
- Portfolio value
- $14.3B
- +$519.8M (+3.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 5,355,128 | $308.3M | 2.2% | −464,258−8.0% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 11,590,026 | $288.9M | 2.0% | +727,943+6.7% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 2,278,386 | $283.5M | 2.0% | −386,640−14.5% | Reduced | History |
| MSAMSA Safety Inc | COM | 1,668,053 | $279.4M | 2.0% | −70,622−4.1% | Reduced | History |
| NTNXNutanix, Inc. | Stock | 3,635,784 | $277.9M | 1.9% | −500,058−12.1% | Reduced | History |
| WINGWingstop Inc. | COM | 741,097 | $249.6M | 1.7% | +109,108+17.3% | Added | History |
| ESABESAB Corp | COM | 2,043,843 | $246.4M | 1.7% | +114,744+5.9% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 1,734,222 | $222.9M | 1.6% | +16,771+1.0% | Added | History |
| XYLXylem Inc. | COM | 1,606,959 | $207.9M | 1.5% | −3,055−0.2% | Reduced | History |
| AMEAmetek Inc | COM | 1,144,460 | $207.1M | 1.4% | −44,005−3.7% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 4,512,197 | $203.5M | 1.4% | +3,227,717+251.3% | Added | History |
| SFBSServisFirst Bancshares, Inc. | COM | 2,566,528 | $198.9M | 1.4% | +349,177+15.7% | Added | History |
| PENPenumbra Inc | COM | 743,710 | $190.9M | 1.3% | −126,213−14.5% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 756,844 | $181.6M | 1.3% | −103,005−12.0% | Reduced | History |
| IEXIdex Corp | COM | 1,006,349 | $176.7M | 1.2% | −38,390−3.7% | Reduced | History |
| NDSNNordson Corp | COM | 816,115 | $175.0M | 1.2% | +19,195+2.4% | Added | History |
| FRPTFreshpet, Inc. | Stock | 2,568,954 | $174.6M | 1.2% | +753,070+41.5% | Added | History |
| RGENRepligen Corp | COM | 1,401,088 | $174.3M | 1.2% | −62,907−4.3% | Reduced | History |
| EWEdwards Lifesciences Corp | Stock | 2,223,704 | $173.9M | 1.2% | −388,085−14.9% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 501,937 | $166.7M | 1.2% | −164,080−24.6% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,260,240 | $165.6M | 1.2% | +477,135+26.8% | Added | History |
| SNPSSynopsys Inc | COM | 322,781 | $165.5M | 1.2% | +34,695+12.0% | Added | History |
| WATWaters Corp | COM | 469,329 | $163.8M | 1.1% | −28,864−5.8% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 1,215,155 | $163.2M | 1.1% | +530,785+77.6% | Added | History |
| OKTAOkta, Inc. | CL A | 1,624,400 | $162.4M | 1.1% | −333,825−17.0% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,586,887 | $160.2M | 1.1% | +27,232+1.7% | Added | History |
| MSCIMSCI Inc. | Stock | 275,209 | $158.7M | 1.1% | +26,199+10.5% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 335,915 | $157.1M | 1.1% | −112,800−25.1% | Reduced | History |
| DXCMDexcom Inc | COM | 1,791,100 | $156.3M | 1.1% | −71,320−3.8% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 2,259,420 | $154.6M | 1.1% | +955,450+73.3% | Added | History |
| KNSLKinsale Capital Group, Inc. | Stock | 310,625 | $150.3M | 1.0% | −12,040−3.7% | Reduced | History |
| HLNEHamilton Lane INC | CL A | 1,037,943 | $147.5M | 1.0% | +278,630+36.7% | Added | History |
| COOCooper Companies, Inc. | COM | 2,070,815 | $147.4M | 1.0% | +303,800+17.2% | Added | History |
| ZSZscaler, Inc. | Stock | 467,030 | $146.6M | 1.0% | −499,630−51.7% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 1,927,740 | $146.2M | 1.0% | −53,000−2.7% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 688,819 | $144.6M | 1.0% | −19,820−2.8% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 494,828 | $142.5M | 1.0% | −392,050−44.2% | Reduced | History |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,256,446 | $139.4M | 1.0% | +609,171+23.0% | Added | History |
| FASTFastenal Co | Stock | 3,283,545 | $137.9M | 1.0% | −364,565−10.0% | ReducedConverted for a 2-for-1 split | History |
| TECHBIO-TECHNE Corp | COM | 2,665,684 | $137.1M | 1.0% | +217,362+8.9% | Added | History |
| EXASExact Sciences Corp | COM | 2,529,820 | $134.4M | 0.9% | +282,825+12.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 654,385 | $133.9M | 0.9% | −34,095−5.0% | Reduced | History |
| FDSFactset Research Systems Inc | Stock | 297,662 | $133.1M | 0.9% | −9,635−3.1% | Reduced | History |
| TOSTToast, Inc. | Stock | 2,914,472 | $129.1M | 0.9% | −341,155−10.5% | Reduced | History |
| MTDMettler Toledo International Inc | COM | 108,035 | $126.9M | 0.9% | −4,465−4.0% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 121,614 | $126.5M | 0.9% | +24,821+25.6% | Added | History |
| EGEverest Group, Ltd. | COM | 371,810 | $126.4M | 0.9% | −18,825−4.8% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 147,995 | $122.5M | 0.9% | −13,085−8.1% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 581,580 | $120.6M | 0.8% | +45,185+8.4% | Added | History |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,733,238 | $117.8M | 0.8% | −397,874−18.7% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 1,077,113 | $117.5M | 0.8% | −50,413−4.5% | Reduced | History |
| TWTradeweb Markets Inc. | Stock | 789,505 | $115.6M | 0.8% | −34,155−4.1% | Reduced | History |
| CAVACava Group, Inc. | COM | 1,351,955 | $113.9M | 0.8% | +703,020+108.3% | Added | History |
| OSOneStream, Inc. | CL A | 3,774,996 | $106.8M | 0.7% | −262,599−6.5% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 192,226 | $103.1M | 0.7% | −32,379−14.4% | Reduced | History |
| IRTCiRhythm Holdings, Inc. | COM | 661,232 | $101.8M | 0.7% | −161,559−19.6% | Reduced | History |
| FFINFirst Financial Bankshares Inc | COM | 2,829,222 | $101.8M | 0.7% | −72,017−2.5% | Reduced | History |
| STESTERIS plc | SHS USD | 416,839 | $100.1M | 0.7% | +13,636+3.4% | Added | History |
| ADSKAutodesk, Inc. | COM | 320,920 | $99.3M | 0.7% | +160,555+100.1% | Added | History |
| HLIHoulihan Lokey, Inc. | CL A | 546,340 | $98.3M | 0.7% | +361,085+194.9% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 447,675 | $98.0M | 0.7% | −23,500−5.0% | Reduced | History |
| CARTMaplebear Inc. | COM | 2,157,010 | $97.6M | 0.7% | +845,070+64.4% | Added | History |
| TTDTrade Desk, Inc. | Stock | 1,330,300 | $95.8M | 0.7% | +106,830+8.7% | Added | History |
| HRLHormel Foods Corp | COM | 3,149,932 | $95.3M | 0.7% | −128,360−3.9% | Reduced | History |
| ACGLArch Capital Group Ltd. | Stock | 1,045,262 | $95.2M | 0.7% | +545,777+109.3% | Added | History |
| SXIStandex International Corp | COM | 603,095 | $94.4M | 0.7% | +12,544+2.1% | Added | History |
| MNSTMonster Beverage Corp | COM | 1,504,705 | $94.3M | 0.7% | −1,379,784−47.8% | Reduced | History |
| ALKTAlkami Technology, Inc. | Stock | 3,064,695 | $92.4M | 0.6% | +481,642+18.6% | Added | History |
| RBARB Global Inc. | COM | 868,197 | $92.2M | 0.6% | −53,912−5.8% | Reduced | History |
| CLXClorox Co | Stock | 764,804 | $91.8M | 0.6% | −93,340−10.9% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 1,963,132 | $91.1M | 0.6% | −925,811−32.0% | Reduced | History |
| SSentinelOne, Inc. | CL A | 4,935,066 | $90.2M | 0.6% | −154,976−3.0% | Reduced | History |
| GGGGraco Inc | COM | 1,046,822 | $90.0M | 0.6% | −41,745−3.8% | Reduced | History |
| NOVTNovanta Inc | COM | 694,691 | $89.6M | 0.6% | +98,501+16.5% | Added | History |
| FTVFortive Corp | Stock | 1,714,801 | $89.4M | 0.6% | −730,030−29.9% | Reduced | History |
| CSWCSW Industrials, Inc. | COM | 309,853 | $88.9M | 0.6% | +31,333+11.2% | Added | History |
| AAONAaon, Inc. | COM PAR $0.004 | 1,181,661 | $87.1M | 0.6% | +1,181,661 | New | History |
| JBTMJBT Marel Corp | COM | 707,046 | $85.0M | 0.6% | −121,671−14.7% | Reduced | History |
| PJTPJT Partners Inc. | COM CL A | 502,391 | $82.9M | 0.6% | −30,988−5.8% | Reduced | History |
| SMPLSimply Good Foods Co | COM | 2,535,489 | $80.1M | 0.6% | −432,263−14.6% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 672,020 | $79.3M | 0.6% | −19,830−2.9% | Reduced | History |
| KAIKadant Inc | COM | 248,632 | $78.9M | 0.6% | +87,832+54.6% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 501,850 | $77.9M | 0.5% | +97,856+24.2% | Added | History |
| PHRPhreesia, Inc. | COM | 2,724,553 | $77.5M | 0.5% | −221,936−7.5% | Reduced | History |
| SPXCSPX Technologies, Inc. | COM | 459,574 | $77.1M | 0.5% | +50,359+12.3% | Added | History |
| MODModine Manufacturing Co | COM | 743,643 | $73.2M | 0.5% | +527,626+244.3% | Added | History |
| RBCRBC Bearings INC | COM | 187,298 | $72.1M | 0.5% | +31,337+20.1% | Added | History |
| DPZDominos Pizza Inc | COM | 156,618 | $70.6M | 0.5% | −41,692−21.0% | Reduced | History |
| ESEEsco Technologies Inc | COM | 355,867 | $68.3M | 0.5% | −218,082−38.0% | Reduced | History |
| BRZEBraze, Inc. | Stock | 2,426,577 | $68.2M | 0.5% | −148,617−5.8% | Reduced | History |
| WSFSWSFS Financial Corp | COM | 1,209,143 | $66.5M | 0.5% | −6,778−0.6% | Reduced | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,148,666 | $66.4M | 0.5% | −425,318−27.0% | Reduced | History |
| ATRCAtriCure, Inc. | COM | 2,016,754 | $66.1M | 0.5% | −121,209−5.7% | Reduced | History |
| GMEDGlobus Medical Inc | Stock | 1,081,196 | $63.8M | 0.4% | +39,988+3.8% | Added | History |
| EPACEnerpac Tool Group Corp | CL A COM | 1,548,073 | $62.8M | 0.4% | +131,580+9.3% | Added | History |
| PRCTPROCEPT BioRobotics Corp | COM | 1,070,646 | $61.7M | 0.4% | +394,450+58.3% | Added | History |
| WTSWatts Water Technologies Inc | CL A | 247,300 | $60.8M | 0.4% | −165,263−40.1% | Reduced | History |
| VERXVertex, Inc. | Stock | 1,708,810 | $60.4M | 0.4% | +1,708,810 | New | History |
| AKAMAkamai Technologies Inc | COM | 750,283 | $59.8M | 0.4% | −27,920−3.6% | Reduced | History |
| SYBTStock Yards Bancorp, Inc. | COM | 736,620 | $58.2M | 0.4% | −51,174−6.5% | Reduced | History |
Sold out since Q1 2025 (11)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TTCToro Co | COM | 1,435,966 | $104.5M | 0.8% | History |
| BF.BBrown Forman Corp | Stock | 2,633,390 | $89.4M | 0.6% | History |
| HOLXHologic Inc | COM | 1,014,070 | $62.6M | 0.5% | History |
| NEOGNeogen Corp | COM | 6,830,310 | $59.2M | 0.4% | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 473,588 | $55.1M | 0.4% | History |
| OMCLOmnicell, Inc. | COM | 1,450,802 | $50.7M | 0.4% | History |
| DKSDick's Sporting Goods, Inc. | Stock | 226,900 | $45.7M | 0.3% | History |
| ENTGEntegris Inc | COM | 461,440 | $40.4M | 0.3% | History |
| RBRKRubrik, Inc. | Stock | 603,740 | $36.8M | 0.3% | History |
| BRBRBellring Brands, Inc. | Stock | 442,394 | $32.9M | 0.2% | History |
| TRSTrimas Corp | COM NEW | 351,137 | $8.23M | 0.1% | History |