Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/11 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 121
- 較 2023 年第 1 季 −8
- 總值
- $162.4 億
- 較 2023 年第 1 季 +$3.58 億 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 14,166,733 | $5.22 億 | 3.2% | −229,100−1.6% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 2,479,680 | $4.01 億 | 2.5% | +8,450+0.3% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 5,206,971 | $3.89 億 | 2.4% | +15,720+0.3% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,680,551 | $3.80 億 | 2.3% | +3,970+0.2% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,005,900 | $3.44 億 | 2.1% | +2,595+0.3% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,954,264 | $2.91 億 | 1.8% | +49,465+2.6% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 4,159,017 | $2.88 億 | 1.8% | +1,224,405+41.7% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 3,974,720 | $2.72 億 | 1.7% | −99,210−2.4% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,787,005 | $2.61 億 | 1.6% | +242,435+15.7% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,770,493 | $2.61 億 | 1.6% | +6,840+0.2% | 加碼 | 歷史 |
| TTCToro Co | COM | 2,489,571 | $2.53 億 | 1.6% | +7,180+0.3% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,260,627 | $2.49 億 | 1.5% | +3,750+0.3% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 3,738,435 | $2.46 億 | 1.5% | −4,895−0.1% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 984,065 | $2.44 億 | 1.5% | +3,885+0.4% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,893,498 | $2.43 億 | 1.5% | +6,110+0.3% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,081,342 | $2.43 億 | 1.5% | +3,650+0.3% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 8,656,391 | $2.43 億 | 1.5% | +1,096,110+14.5% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 1,068,996 | $2.30 億 | 1.4% | +138,365+14.9% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,477,818 | $2.23 億 | 1.4% | +5,320+0.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,073,305 | $2.20 億 | 1.4% | +433,045+67.6% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 3,103,159 | $2.09 億 | 1.3% | +1,172,525+60.7% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 579,147 | $2.05 億 | 1.3% | +2,599+0.5% | 加碼 | 歷史 |
| WATWaters Corp | COM | 756,549 | $2.02 億 | 1.2% | +18,470+2.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 605,657 | $2.00 億 | 1.2% | −80,490−11.7% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 753,963 | $1.93 億 | 1.2% | −520,750−40.9% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 465,269 | $1.91 億 | 1.2% | +82,820+21.7% | 加碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 1,519,830 | $1.84 億 | 1.1% | −69,725−4.4% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 1,157,714 | $1.84 億 | 1.1% | +59,935+5.5% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 566,115 | $1.84 億 | 1.1% | −90,210−13.7% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 531,800 | $1.83 億 | 1.1% | −96,475−15.4% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,075,197 | $1.81 億 | 1.1% | −491,135−19.1% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,018,655 | $1.77 億 | 1.1% | −243,260−19.3% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 4,345,772 | $1.75 億 | 1.1% | +1,010,935+30.3% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,130,509 | $1.74 億 | 1.1% | +239,875+12.7% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 433,517 | $1.74 億 | 1.1% | +103,065+31.2% | 加碼 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 3,901,723 | $1.60 億 | 1.0% | −1,269,936−24.6% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 7,065,585 | $1.59 億 | 1.0% | +12,630+0.2% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 2,364,465 | $1.58 億 | 1.0% | +2,364,465 | 新進 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 3,875,642 | $1.55 億 | 1.0% | +9,025+0.2% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 353,431 | $1.54 億 | 0.9% | +1,190+0.3% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 1,775,277 | $1.53 億 | 0.9% | −483,065−21.4% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 399,730 | $1.53 億 | 0.9% | +800+0.2% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 687,183 | $1.52 億 | 0.9% | +39,465+6.1% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 382,910 | $1.46 億 | 0.9% | −560−0.1% | 減碼 | 歷史 |
| LESLLeslie's, Inc. | COM | 15,394,083 | $1.45 億 | 0.9% | −179,935−1.2% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 966,295 | $1.43 億 | 0.9% | +41,020+4.4% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 649,030 | $1.43 億 | 0.9% | +1,880+0.3% | 加碼 | 歷史 |
| ASANAsana, Inc. | CL A | 6,446,849 | $1.42 億 | 0.9% | −119,155−1.8% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 3,569,045 | $1.34 億 | 0.8% | +235,295+7.1% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,176,247 | $1.32 億 | 0.8% | +655,222+125.8% | 加碼 | 歷史 |
| MZTIMarzetti Co | COM | 650,093 | $1.31 億 | 0.8% | +53,895+9.0% | 加碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 1,990,355 | $1.30 億 | 0.8% | −92,445−4.4% | 減碼 | 歷史 |
| CNMDCONMED Corp | COM | 944,370 | $1.28 億 | 0.8% | −39,170−4.0% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 1,213,350 | $1.26 億 | 0.8% | +27,370+2.3% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 2,047,830 | $1.23 億 | 0.8% | +227,910+12.5% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 254,695 | $1.20 億 | 0.7% | +63,055+32.9% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,098,436 | $1.18 億 | 0.7% | +251,100+29.6% | 加碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,152,255 | $1.17 億 | 0.7% | −258,435−18.3% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 990,355 | $1.14 億 | 0.7% | +4,260+0.4% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,529,496 | $1.13 億 | 0.7% | +5,330+0.3% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 518,055 | $1.13 億 | 0.7% | +74,260+16.7% | 加碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,556,838 | $1.09 億 | 0.7% | +3,590+0.2% | 加碼 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 1,128,520 | $1.08 億 | 0.7% | −182,045−13.9% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 650,215 | $1.08 億 | 0.7% | −93,545−12.6% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 213,364 | $1.07 億 | 0.7% | −250−0.1% | 減碼 | 歷史 |
| BOXBox Inc | CL A | 3,601,000 | $1.06 億 | 0.7% | +3,601,000 | 新進 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 987,115 | $1.05 億 | 0.6% | +21,600+2.2% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,702,750 | $1.01 億 | 0.6% | +57,435+3.5% | 加碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 5,673,040 | $9,973 萬 | 0.6% | −255,585−4.3% | 減碼 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 3,913,935 | $9,910 萬 | 0.6% | −194,210−4.7% | 減碼 | 歷史 |
| ANSSAnsys Inc | COM | 295,460 | $9,758 萬 | 0.6% | +840+0.3% | 加碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 256,730 | $9,733 萬 | 0.6% | +39,065+17.9% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 5,916,100 | $9,679 萬 | 0.6% | +201,995+3.5% | 加碼 | 歷史 |
| NOVTNovanta Inc | COM | 524,232 | $9,651 萬 | 0.6% | −158,315−23.2% | 減碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 1,240,490 | $9,641 萬 | 0.6% | −49,475−3.8% | 減碼 | 歷史 |
| Abcam PLC000380204 | ADS | 3,861,921 | $9,450 萬 | 0.6% | +272,505+7.6% | 加碼 | – |
| SMPLSimply Good Foods Co | COM | 2,503,794 | $9,161 萬 | 0.6% | −112,685−4.3% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,810,385 | $8,936 萬 | 0.6% | −81,710−4.3% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 4,090,970 | $8,898 萬 | 0.5% | +1,000,700+32.4% | 加碼 | 歷史 |
| AXNXAxonics, Inc. | COM | 1,741,395 | $8,789 萬 | 0.5% | +404,550+30.3% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 610,745 | $8,640 萬 | 0.5% | +54,715+9.8% | 加碼 | 歷史 |
| IOSPInnospec Inc. | COM | 823,140 | $8,268 萬 | 0.5% | −37,115−4.3% | 減碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 2,153,245 | $8,238 萬 | 0.5% | +1,394,470+183.8% | 加碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,319,445 | $8,226 萬 | 0.5% | −149,615−4.3% | 減碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 1,138,895 | $8,101 萬 | 0.5% | +102,240+9.9% | 加碼 | 歷史 |
| SXIStandex International Corp | COM | 572,341 | $8,097 萬 | 0.5% | −24,555−4.1% | 減碼 | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 493,095 | $7,809 萬 | 0.5% | −25,310−4.9% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,661,612 | $7,459 萬 | 0.5% | +887,459+114.6% | 加碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 1,008,352 | $7,429 萬 | 0.5% | +24,357+2.5% | 加碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,004,890 | $6,823 萬 | 0.4% | −92,855−4.4% | 減碼 | 歷史 |
| TRSTrimas Corp | COM NEW | 2,337,675 | $6,426 萬 | 0.4% | −177,520−7.1% | 減碼 | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,738,285 | $6,338 萬 | 0.4% | +95,010+5.8% | 加碼 | 歷史 |
| AINAlbany International Corp | CL A | 670,315 | $6,253 萬 | 0.4% | +184,930+38.1% | 加碼 | 歷史 |
| SOVOSovos Brands, Inc. | COM | 3,173,420 | $6,207 萬 | 0.4% | +161,845+5.4% | 加碼 | 歷史 |
| ONTOnterris, Inc. | COM | 1,459,140 | $6,146 萬 | 0.4% | −64,060−4.2% | 減碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 1,355,005 | $5,901 萬 | 0.4% | −62,755−4.4% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 2,019,997 | $5,755 萬 | 0.4% | +648,662+47.3% | 加碼 | 歷史 |
| EWCZEuropean Wax Center, Inc. | CLASS A COM | 3,033,700 | $5,652 萬 | 0.3% | +572,285+23.3% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 953,685 | $5,535 萬 | 0.3% | −38,355−3.9% | 減碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 1,765,316 | $5,455 萬 | 0.3% | −91,414−4.9% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（11 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AQUAEvoqua Water Technologies Corp. | COM | 3,446,575 | $1.71 億 | 1.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 582,549 | $1.12 億 | 0.7% | 歷史 |
| CSGPCostar Group, Inc. | COM | 1,581,125 | $1.09 億 | 0.7% | 歷史 |
| ATRAptargroup, Inc. | Stock | 907,538 | $1.07 億 | 0.7% | 歷史 |
| BLBlackline, Inc. | COM | 1,582,355 | $1.06 億 | 0.7% | 歷史 |
| CTLTCatalent, Inc. | COM | 1,441,455 | $9,472 萬 | 0.6% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 261,660 | $8,601 萬 | 0.5% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 8,658,415 | $7,316 萬 | 0.5% | 歷史 |
| BLKBBlackbaud Inc | COM | 704,110 | $4,879 萬 | 0.3% | 歷史 |
| CSIICardiovascular Systems Inc | COM | 2,301,475 | $4,571 萬 | 0.3% | 歷史 |
| CVBFCVB Financial Corp | COM | 1,527,470 | $2,548 萬 | 0.2% | 歷史 |