Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 135
- 較 2022 年第 1 季 −6
- 總值
- $154.7 億
- 較 2022 年第 1 季 −$38.4 億 (−19.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 14,524,290 | $3.73 億 | 2.4% | −134,845−0.9% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,216,685 | $3.41 億 | 2.2% | −16,835−1.4% | 減碼 | 歷史 |
| WATWaters Corp | COM | 964,420 | $3.19 億 | 2.1% | −41,760−4.2% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 2,822,960 | $3.10 億 | 2.0% | −44,535−1.6% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 5,607,305 | $3.05 億 | 2.0% | −87,120−1.5% | 減碼 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 5,452,815 | $2.95 億 | 1.9% | −132,915−2.4% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 1,800,355 | $2.94 億 | 1.9% | −241,125−11.8% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,048,946 | $2.90 億 | 1.9% | −36,111−1.2% | 減碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,615,200 | $2.80 億 | 1.8% | −27,407−1.7% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,293,350 | $2.72 億 | 1.8% | +211,470+19.5% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 1,294,990 | $2.35 億 | 1.5% | +172,140+15.3% | 加碼 | 歷史 |
| LESLLeslie's, Inc. | COM | 14,449,367 | $2.19 億 | 1.4% | +3,870,142+36.6% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,063,616 | $2.19 億 | 1.4% | −18,385−1.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 443,291 | $2.19 億 | 1.4% | −91,207−17.1% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,062,025 | $2.12 億 | 1.4% | +195,200+22.5% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 3,041,227 | $2.08 億 | 1.3% | +525,907+20.9% | 加碼 | 歷史 |
| NDSNNordson Corp | COM | 1,024,295 | $2.07 億 | 1.3% | +135,960+15.3% | 加碼 | 歷史 |
| TTCToro Co | COM | 2,720,775 | $2.06 億 | 1.3% | −38,960−1.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,430,595 | $2.02 億 | 1.3% | −28,225−1.1% | 減碼 | 歷史 |
| PBProsperity Bancshares Inc | COM | 2,942,455 | $2.01 億 | 1.3% | −48,030−1.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,417,597 | $1.98 億 | 1.3% | +70,677+5.2% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,106,855 | $1.92 億 | 1.2% | +408,535+24.1% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 3,670,870 | $1.90 億 | 1.2% | +1,322,810+56.3% | 加碼 | 歷史 |
| ATRAptargroup, Inc. | Stock | 1,812,270 | $1.87 億 | 1.2% | −26,735−1.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 924,506 | $1.83 億 | 1.2% | −27,301−2.9% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 1,612,855 | $1.78 億 | 1.2% | −55,535−3.3% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,465,930 | $1.77 億 | 1.1% | +79,310+5.7% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,180,286 | $1.76 億 | 1.1% | +118,906+11.2% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 493,595 | $1.71 億 | 1.1% | −3,860−0.8% | 減碼 | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,818,140 | $1.70 億 | 1.1% | −53,405−1.9% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 552,995 | $1.68 億 | 1.1% | +20,410+3.8% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 2,718,470 | $1.62 億 | 1.0% | +687,000+33.8% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 1,139,135 | $1.61 億 | 1.0% | −304,090−21.1% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 2,406,730 | $1.57 億 | 1.0% | +106,145+4.6% | 加碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 2,639,663 | $1.56 億 | 1.0% | +1,098,338+71.3% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,590,855 | $1.53 億 | 1.0% | −20,710−1.3% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,192,960 | $1.53 億 | 1.0% | −553,260−31.7% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 870,025 | $1.51 億 | 1.0% | −11,350−1.3% | 減碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 1,383,795 | $1.48 億 | 1.0% | −15,585−1.1% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 468,270 | $1.47 億 | 0.9% | +39,400+9.2% | 加碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 4,033,950 | $1.44 億 | 0.9% | −1,435,425−26.2% | 減碼 | 歷史 |
| AQUAEvoqua Water Technologies Corp. | COM | 4,257,800 | $1.38 億 | 0.9% | −111,080−2.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 555,987 | $1.32 億 | 0.9% | +24,241+4.6% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 678,530 | $1.32 億 | 0.9% | −5,950−0.9% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,443,267 | $1.30 億 | 0.8% | +259,532+21.9% | 加碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 1,792,355 | $1.28 億 | 0.8% | −408,690−18.6% | 減碼 | 歷史 |
| CNMDCONMED Corp | COM | 1,335,855 | $1.28 億 | 0.8% | −37,150−2.7% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 698,585 | $1.28 億 | 0.8% | −4,070−0.6% | 減碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 1,868,158 | $1.27 億 | 0.8% | +227,923+13.9% | 加碼 | 歷史 |
| MZTIMarzetti Co | COM | 983,138 | $1.27 億 | 0.8% | −35,575−3.5% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 2,631,405 | $1.25 億 | 0.8% | −771,960−22.7% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 951,742 | $1.24 億 | 0.8% | −23,805−2.4% | 減碼 | 歷史 |
| BLBlackline, Inc. | COM | 1,856,040 | $1.24 億 | 0.8% | +469,660+33.9% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 317,129 | $1.22 億 | 0.8% | −32,366−9.3% | 減碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 2,435,865 | $1.22 億 | 0.8% | −91,765−3.6% | 減碼 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 1,396,160 | $1.21 億 | 0.8% | −47,440−3.3% | 減碼 | 歷史 |
| SIVBSVB Financial Group | COM | 305,188 | $1.21 億 | 0.8% | −4,567−1.5% | 減碼 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 5,421,675 | $1.15 億 | 0.7% | −830,970−13.3% | 減碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 228,510 | $1.13 億 | 0.7% | −15,995−6.5% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,510,578 | $1.13 億 | 0.7% | +934,258+162.1% | 加碼依 4 比 1 拆股換算 | 歷史 |
| UMBFUmb Financial Corp | COM | 1,288,035 | $1.11 億 | 0.7% | −47,510−3.6% | 減碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 1,094,205 | $1.10 億 | 0.7% | −307,190−21.9% | 減碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,235,060 | $1.07 億 | 0.7% | −65,375−2.8% | 減碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 2,784,234 | $1.05 億 | 0.7% | −1,778,565−39.0% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 259,565 | $9,982 萬 | 0.6% | +259,565 | 新進 | 歷史 |
| INDBIndependent Bank Corp | COM | 1,239,755 | $9,847 萬 | 0.6% | −222,655−15.2% | 減碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 2,150,735 | $9,767 萬 | 0.6% | −409,610−16.0% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,732,865 | $9,728 萬 | 0.6% | +55,550+3.3% | 加碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 2,497,880 | $9,634 萬 | 0.6% | +130,655+5.5% | 加碼 | 歷史 |
| ZENZendesk, Inc. | COM | 1,294,000 | $9,585 萬 | 0.6% | −596,860−31.6% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,410,170 | $9,306 萬 | 0.6% | +310,375+28.2% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,995,545 | $9,190 萬 | 0.6% | +59,995+2.0% | 加碼 | 歷史 |
| TRSTrimas Corp | COM NEW | 3,191,490 | $8,837 萬 | 0.6% | −156,420−4.7% | 減碼 | 歷史 |
| IOSPInnospec Inc. | COM | 913,480 | $8,750 萬 | 0.6% | −36,240−3.8% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 4,885,464 | $8,589 萬 | 0.6% | −822,760−14.4% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 1,223,625 | $8,366 萬 | 0.5% | +234,760+23.7% | 加碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,450,980 | $8,334 萬 | 0.5% | +259,815+8.1% | 加碼 | 歷史 |
| SAMBoston Beer Co Inc | CL A | 274,967 | $8,331 萬 | 0.5% | −640−0.2% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 676,847 | $8,208 萬 | 0.5% | +346,577+104.9% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 5,577,310 | $8,160 萬 | 0.5% | −129,445−2.3% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 3,015,567 | $8,118 萬 | 0.5% | +3,015,567 | 新進 | 歷史 |
| Barnes Group Inc067806109 | COM | 2,565,755 | $7,990 萬 | 0.5% | −386,665−13.1% | 減碼 | – |
| JJSFJ&J Snack Foods Corp | COM | 552,375 | $7,715 萬 | 0.5% | −19,515−3.4% | 減碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 661,140 | $7,699 萬 | 0.5% | −208,595−24.0% | 減碼 | 歷史 |
| AIMCAltra Industrial Motion Corp. | COM | 2,166,025 | $7,635 萬 | 0.5% | −68,495−3.1% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 1,018,670 | $7,617 萬 | 0.5% | +332,740+48.5% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 608,440 | $7,576 萬 | 0.5% | +133,720+28.2% | 加碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 724,645 | $7,466 萬 | 0.5% | +16,520+2.3% | 加碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 5,654,850 | $7,436 萬 | 0.5% | +5,599,410+10,099.9% | 加碼 | 歷史 |
| ARGOArgo Group International Holdings, Inc. | COM | 1,995,745 | $7,356 萬 | 0.5% | −62,130−3.0% | 減碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 5,106,238 | $7,057 萬 | 0.5% | −413,157−7.5% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 373,730 | $6,912 萬 | 0.4% | +62,590+20.1% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 2,422,070 | $6,881 萬 | 0.4% | −1,160,460−32.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,459,495 | $6,766 萬 | 0.4% | +7,459,495 | 新進 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,618,980 | $6,615 萬 | 0.4% | +343,160+26.9% | 加碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 578,520 | $6,581 萬 | 0.4% | +117,795+25.6% | 加碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 802,260 | $6,463 萬 | 0.4% | −185,265−18.8% | 減碼 | 歷史 |
| CVBFCVB Financial Corp | COM | 2,582,185 | $6,406 萬 | 0.4% | −431,765−14.3% | 減碼 | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,595,665 | $6,384 萬 | 0.4% | −90,530−5.4% | 減碼 | 歷史 |
| AXNXAxonics, Inc. | COM | 1,091,595 | $6,186 萬 | 0.4% | +97,760+9.8% | 加碼 | 歷史 |
2022 年第 1 季之後清倉（12 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 2,917,355 | $1.49 億 | 0.8% | – |
| PLANAnaplan, Inc. | COM | 2,017,620 | $1.31 億 | 0.7% | 歷史 |
| SMARSmartsheet Inc | COM CL A | 1,819,695 | $9,968 萬 | 0.5% | 歷史 |
| SUMOSumo Logic, Inc. | COM | 4,159,355 | $4,854 萬 | 0.3% | 歷史 |
| YEXTYext, Inc. | COM | 6,203,525 | $4,274 萬 | 0.2% | 歷史 |
| TCMDTactile Systems Technology Inc | COM | 1,755,300 | $3,539 萬 | 0.2% | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 769,200 | $3,304 萬 | 0.2% | 歷史 |
| VAPOVapotherm Inc | COM | 1,503,195 | $2,089 萬 | 0.1% | 歷史 |
| HNSTHonest Company, Inc. | COM | 2,438,785 | $1,271 萬 | 0.1% | 歷史 |
| CCFChase Corp | COM | 142,485 | $1,238 萬 | 0.1% | 歷史 |
| Dada Nexus Ltd23344D108 | ADS | 44,600 | $40.7 萬 | <0.1% | – |
| MELIMercadolibre Inc | COM | 231 | $27.5 萬 | <0.1% | 歷史 |