Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/12 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 139
- 較 2021 年第 1 季 +3
- 總值
- $210.4 億
- 較 2021 年第 1 季 +$18.2 億 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MDLAMedallia, Inc. | COM | 13,257,465 | $4.47 億 | 2.1% | −14,740−0.1% | 減碼 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 6,510,030 | $4.44 億 | 2.1% | −19,145−0.3% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 6,460,685 | $4.01 億 | 1.9% | +1,416,035+28.1% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 2,959,215 | $3.95 億 | 1.9% | −8,320−0.3% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 5,535,185 | $3.86 億 | 1.8% | −10,645−0.2% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,482,475 | $3.54 億 | 1.7% | +3,925+0.3% | 加碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,702,605 | $3.49 億 | 1.7% | +7800.0% | 加碼 | 歷史 |
| WATWaters Corp | COM | 1,010,550 | $3.49 億 | 1.7% | +23,475+2.4% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,685,437 | $3.48 億 | 1.7% | +1,685,437 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,179,127 | $3.29 億 | 1.6% | −16,080−0.5% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,276,235 | $3.22 億 | 1.5% | +600.0% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 773,355 | $3.21 億 | 1.5% | +92,983+13.7% | 加碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 4,757,920 | $3.19 億 | 1.5% | −7,590−0.2% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 16,119,765 | $3.15 億 | 1.5% | +1,395,798+9.5% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 2,235,098 | $3.13 億 | 1.5% | −61,675−2.7% | 減碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 4,870,400 | $3.08 億 | 1.5% | +4,670+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 747,735 | $2.77 億 | 1.3% | +1,475+0.2% | 加碼 | 歷史 |
| HSYHershey Co | COM | 1,591,325 | $2.77 億 | 1.3% | −87,480−5.2% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 1,113,407 | $2.70 億 | 1.3% | +141,445+14.6% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 441,186 | $2.70 億 | 1.3% | +450.0% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 1,893,910 | $2.67 億 | 1.3% | −6,555−0.3% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,052,940 | $2.66 億 | 1.3% | −122,885−5.6% | 減碼 | 歷史 |
| MZTIMarzetti Co | COM | 1,315,888 | $2.55 億 | 1.2% | −2,755−0.2% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 2,999,395 | $2.54 億 | 1.2% | −531,460−15.1% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 1,395,525 | $2.51 億 | 1.2% | +356,260+34.3% | 加碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 1,723,595 | $2.46 億 | 1.2% | −2,385−0.1% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,113,065 | $2.40 億 | 1.1% | −1500.0% | 減碼 | 歷史 |
| CLVTClarivate PLC | ORD SHS | 8,656,480 | $2.38 億 | 1.1% | +24,400+0.3% | 加碼 | 歷史 |
| TTCToro Co | COM | 2,160,791 | $2.37 億 | 1.1% | +355,890+19.7% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 1,200,815 | $2.23 億 | 1.1% | −286,845−19.3% | 減碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 3,095,225 | $2.22 億 | 1.1% | +22,840+0.7% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 873,874 | $2.14 億 | 1.0% | +217,505+33.1% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 962,687 | $2.11 億 | 1.0% | −4,818−0.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 663,502 | $2.06 億 | 1.0% | −58,195−8.1% | 減碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 2,839,465 | $2.05 億 | 1.0% | +15,555+0.6% | 加碼 | 歷史 |
| CNMDCONMED Corp | COM | 1,475,989 | $2.03 億 | 1.0% | −228,950−13.4% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 445,240 | $2.00 億 | 1.0% | −138,780−23.8% | 減碼 | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 5,847,725 | $1.98 億 | 0.9% | −47,685−0.8% | 減碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 5,305,059 | $1.94 億 | 0.9% | −719,306−11.9% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,670,655 | $1.93 億 | 0.9% | −255,565−13.3% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,141,025 | $1.89 億 | 0.9% | +144,925+14.5% | 加碼 | 歷史 |
| SIVBSVB Financial Group | COM | 337,329 | $1.88 億 | 0.9% | −3,315−1.0% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 470,010 | $1.86 億 | 0.9% | −63,520−11.9% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 2,277,112 | $1.84 億 | 0.9% | −317,270−12.2% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 652,295 | $1.80 億 | 0.9% | −2,680−0.4% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 619,052 | $1.77 億 | 0.8% | −1,425−0.2% | 減碼 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 3,285,550 | $1.76 億 | 0.8% | −15,870−0.5% | 減碼 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 10,838,790 | $1.75 億 | 0.8% | −28,840−0.3% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 774,300 | $1.70 億 | 0.8% | −480−0.1% | 減碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 261,315 | $1.68 億 | 0.8% | +1,915+0.7% | 加碼 | 歷史 |
| AIMCAltra Industrial Motion Corp. | COM | 2,562,270 | $1.67 億 | 0.8% | −12,935−0.5% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,884,910 | $1.66 億 | 0.8% | +475,965+33.8% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 480,271 | $1.66 億 | 0.8% | −192,440−28.6% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 1,873,279 | $1.60 億 | 0.8% | +1,700+0.1% | 加碼 | 歷史 |
| TMXTerminix Global Holdings Inc | COM | 3,314,035 | $1.58 億 | 0.8% | +275,280+9.1% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,401,480 | $1.57 億 | 0.7% | −257,285−15.5% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,403,430 | $1.52 億 | 0.7% | −5,550−0.4% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,546,570 | $1.51 億 | 0.7% | +204,410+15.2% | 加碼 | 歷史 |
| CSIICardiovascular Systems Inc | COM | 3,434,185 | $1.46 億 | 0.7% | −15,445−0.4% | 減碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 1,420,060 | $1.46 億 | 0.7% | +8,525+0.6% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 3,455,625 | $1.44 億 | 0.7% | +1,746,410+102.2% | 加碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 1,661,360 | $1.44 億 | 0.7% | −159,930−8.8% | 減碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,386,685 | $1.44 億 | 0.7% | −10,460−0.4% | 減碼 | 歷史 |
| Barnes Group Inc067806109 | COM | 2,801,940 | $1.44 億 | 0.7% | +6,965+0.2% | 加碼 | – |
| LESLLeslie's, Inc. | COM | 5,183,860 | $1.43 億 | 0.7% | +2,451,055+89.7% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 2,385,450 | $1.41 億 | 0.7% | −3,510−0.1% | 減碼 | 歷史 |
| ZENZendesk, Inc. | COM | 924,040 | $1.33 億 | 0.6% | +115,395+14.3% | 加碼 | 歷史 |
| PLANAnaplan, Inc. | COM | 2,473,540 | $1.32 億 | 0.6% | +2,473,540 | 新進 | 歷史 |
| WWWWolverine World Wide Inc | COM | 3,884,515 | $1.31 億 | 0.6% | +20,280+0.5% | 加碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 3,132,810 | $1.30 億 | 0.6% | −10,595−0.3% | 減碼 | 歷史 |
| BLKBBlackbaud Inc | COM | 1,679,585 | $1.29 億 | 0.6% | −14,310−0.8% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 2,688,025 | $1.28 億 | 0.6% | −18,190−0.7% | 減碼 | 歷史 |
| UMBFUmb Financial Corp | COM | 1,375,050 | $1.28 億 | 0.6% | −97,925−6.6% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 661,655 | $1.28 億 | 0.6% | +66,315+11.1% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 729,865 | $1.28 億 | 0.6% | +221,990+43.7% | 加碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,561,235 | $1.24 億 | 0.6% | −613,905−28.2% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 770,700 | $1.21 億 | 0.6% | +62,215+8.8% | 加碼 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 1,494,610 | $1.21 億 | 0.6% | −16,145−1.1% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,087,895 | $1.21 億 | 0.6% | +133,695+14.0% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 434,370 | $1.19 億 | 0.6% | +3,615+0.8% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,519,340 | $1.18 億 | 0.6% | −1,385−0.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 213,803 | $1.17 億 | 0.6% | +2,815+1.3% | 加碼 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,287,865 | $1.17 億 | 0.6% | +3,855+0.2% | 加碼 | – |
| YEXTYext, Inc. | COM | 8,139,540 | $1.16 億 | 0.6% | +299,845+3.8% | 加碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 1,516,758 | $1.15 億 | 0.5% | +223,220+17.3% | 加碼 | 歷史 |
| ARGOArgo Group International Holdings, Inc. | COM | 2,138,908 | $1.11 億 | 0.5% | −24,190−1.1% | 減碼 | 歷史 |
| PBHPrestige Consumer Healthcare Inc. | COM | 2,102,625 | $1.10 億 | 0.5% | +5,205+0.2% | 加碼 | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 591,120 | $1.03 億 | 0.5% | −8,230−1.4% | 減碼 | 歷史 |
| SPLKSplunk Inc | COM | 710,459 | $1.03 億 | 0.5% | +1,980+0.3% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 3,763,143 | $1.02 億 | 0.5% | +20,670+0.6% | 加碼 | 歷史 |
| TRSTrimas Corp | COM NEW | 3,361,995 | $1.02 億 | 0.5% | +5,010+0.1% | 加碼 | 歷史 |
| THSTreeHouse Foods, Inc. | COM | 2,249,350 | $1.00 億 | 0.5% | −602,345−21.1% | 減碼 | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 4,478,725 | $9,885 萬 | 0.5% | +16,585+0.4% | 加碼 | 歷史 |
| BLBlackline, Inc. | COM | 886,510 | $9,864 萬 | 0.5% | +650.0% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 1,442,630 | $9,758 萬 | 0.5% | −13,675−0.9% | 減碼 | 歷史 |
| AVNSAvanos Medical, Inc. | Stock | 2,607,033 | $9,482 萬 | 0.5% | −305,155−10.5% | 減碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 609,515 | $9,231 萬 | 0.4% | −1,030−0.2% | 減碼 | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 1,750,925 | $9,105 萬 | 0.4% | −10,700−0.6% | 減碼 | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 1,621,630 | $8,291 萬 | 0.4% | −151,035−8.5% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 994,600 | $8,237 萬 | 0.4% | +994,600 | 新進 | 歷史 |
2021 年第 1 季之後清倉（5 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Cantel Med Corp138098108 | COM | 4,005,675 | $3.20 億 | 1.7% | – |
| PFPTProofpoint Inc | COM | 1,453,900 | $1.83 億 | 1.0% | 歷史 |
| CPBCAMPBELL'S Co | COM | 2,686,680 | $1.35 億 | 0.7% | 歷史 |
| BGSB&G Foods, Inc. | COM | 1,247,310 | $3,874 萬 | 0.2% | 歷史 |
| Genetron Hldgs Ltd37186H100 | ADS | 43,315 | $93.0 萬 | <0.1% | – |