Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 126
- 較 2023 年第 2 季 +5
- 總值
- $154.1 億
- 較 2023 年第 2 季 −$8.35 億 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 12,745,983 | $4.54 億 | 2.9% | −1,420,750−10.0% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 5,194,811 | $3.85 億 | 2.5% | −12,160−0.2% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 1,003,440 | $3.73 億 | 2.4% | −2,460−0.2% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 2,473,220 | $3.65 億 | 2.4% | −6,460−0.3% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 10,303,836 | $3.59 億 | 2.3% | +1,647,445+19.0% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 4,195,962 | $3.42 億 | 2.2% | +36,945+0.9% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,322,816 | $2.84 億 | 1.8% | −357,735−21.3% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,694,660 | $2.64 億 | 1.7% | −92,345−5.2% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,256,377 | $2.56 億 | 1.7% | −4,250−0.3% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 3,797,098 | $2.50 億 | 1.6% | +58,663+1.6% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 1,142,816 | $2.38 億 | 1.5% | +73,820+6.9% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,078,477 | $2.37 億 | 1.5% | −2,865−0.3% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 1,032,860 | $2.31 億 | 1.5% | +48,795+5.0% | 加碼 | 歷史 |
| WATWaters Corp | COM | 803,634 | $2.20 億 | 1.4% | +47,085+6.2% | 加碼 | 歷史 |
| TTCToro Co | COM | 2,488,206 | $2.07 億 | 1.3% | −1,365−0.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 2,157,718 | $2.01 億 | 1.3% | +264,220+14.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 2,181,971 | $1.99 億 | 1.3% | +1,005,724+85.5% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 2,154,377 | $1.97 億 | 1.3% | +1,055,941+96.1% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 5,163,022 | $1.96 億 | 1.3% | +817,250+18.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,767,323 | $1.92 億 | 1.2% | −3,170−0.1% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 433,007 | $1.89 億 | 1.2% | −510−0.1% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 900,670 | $1.86 億 | 1.2% | −172,635−16.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,692,309 | $1.83 億 | 1.2% | +561,800+26.4% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 3,672,185 | $1.81 億 | 1.2% | +569,026+18.3% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 2,207,240 | $1.77 億 | 1.1% | −1,767,480−44.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 578,182 | $1.77 億 | 1.1% | −965−0.2% | 減碼 | 歷史 |
| NEWRNew Relic, Inc. | COM | 1,979,589 | $1.69 億 | 1.1% | −10,766−0.5% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 4,923,710 | $1.66 億 | 1.1% | +1,354,665+38.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 351,991 | $1.62 億 | 1.0% | −1,440−0.4% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 463,269 | $1.60 億 | 1.0% | −2,000−0.4% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 1,518,258 | $1.60 億 | 1.0% | −1,572−0.1% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 8,381,365 | $1.57 億 | 1.0% | +1,315,780+18.6% | 加碼 | 歷史 |
| TWNKHostess Brands, Inc. | CL A | 4,696,565 | $1.56 億 | 1.0% | +782,630+20.0% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,066,377 | $1.56 億 | 1.0% | −8,820−0.4% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 139,282 | $1.54 億 | 1.0% | +139,282 | 新進 | 歷史 |
| TSCOTractor Supply Co | COM | 745,793 | $1.51 億 | 1.0% | +58,610+8.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 1,151,604 | $1.51 億 | 1.0% | −6,110−0.5% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 643,145 | $1.51 億 | 1.0% | +125,090+24.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 632,748 | $1.48 億 | 1.0% | −121,215−16.1% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 647,440 | $1.48 億 | 1.0% | −1,590−0.2% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,051,445 | $1.39 億 | 0.9% | +1,051,445 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 1,302,553 | $1.39 億 | 0.9% | −1,175,265−47.4% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 483,287 | $1.38 億 | 0.9% | −122,370−20.2% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 2,393,935 | $1.38 億 | 0.9% | +29,470+1.2% | 加碼 | 歷史 |
| ANSSAnsys Inc | COM | 461,715 | $1.37 億 | 0.9% | +166,255+56.3% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 341,400 | $1.36 億 | 0.9% | +86,705+34.0% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 855,190 | $1.36 億 | 0.9% | +244,445+40.0% | 加碼 | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 3,869,852 | $1.32 億 | 0.9% | −5,790−0.1% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,054,575 | $1.30 億 | 0.8% | +88,280+9.1% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 1,768,437 | $1.29 億 | 0.8% | −6,840−0.4% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 1,216,467 | $1.27 億 | 0.8% | +3,117+0.3% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 397,790 | $1.27 億 | 0.8% | −1,940−0.5% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,553,247 | $1.24 億 | 0.8% | +891,635+53.7% | 加碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,725,731 | $1.20 億 | 0.8% | +196,235+12.8% | 加碼 | 歷史 |
| SIGISelective Insurance Group Inc | COM | 1,126,980 | $1.16 億 | 0.8% | −1,540−0.1% | 減碼 | 歷史 |
| AXNXAxonics, Inc. | COM | 2,013,401 | $1.13 億 | 0.7% | +272,006+15.6% | 加碼 | 歷史 |
| FRSHFreshworks Inc. | Stock | 5,661,166 | $1.13 億 | 0.7% | −11,874−0.2% | 減碼 | 歷史 |
| Abcam PLC000380204 | ADS | 4,877,046 | $1.10 億 | 0.7% | +1,015,125+26.3% | 加碼 | – |
| SMPLSimply Good Foods Co | COM | 3,136,239 | $1.08 億 | 0.7% | +632,445+25.3% | 加碼 | 歷史 |
| MZTIMarzetti Co | COM | 651,329 | $1.07 億 | 0.7% | +1,236+0.2% | 加碼 | 歷史 |
| SMARSmartsheet Inc | COM CL A | 2,626,630 | $1.06 億 | 0.7% | +473,385+22.0% | 加碼 | 歷史 |
| MGPIMGP Ingredients Inc | COM | 985,967 | $1.04 億 | 0.7% | −1,148−0.1% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 273,745 | $1.03 億 | 0.7% | −109,165−28.5% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 552,485 | $9,682 萬 | 0.6% | −97,730−15.0% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,917,376 | $9,520 萬 | 0.6% | +214,626+12.6% | 加碼 | 歷史 |
| CNMDCONMED Corp | COM | 943,260 | $9,513 萬 | 0.6% | −1,110−0.1% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 469,545 | $9,318 萬 | 0.6% | −96,570−17.1% | 減碼 | 歷史 |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 2,438,829 | $9,314 萬 | 0.6% | −1,462,894−37.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 212,909 | $9,310 萬 | 0.6% | −455−0.2% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 582,829 | $9,188 萬 | 0.6% | −435,826−42.8% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 988,145 | $9,136 萬 | 0.6% | −2,210−0.2% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 891,183 | $9,031 萬 | 0.6% | −261,072−22.7% | 減碼 | 歷史 |
| AINAlbany International Corp | CL A | 1,011,045 | $8,723 萬 | 0.6% | +340,730+50.8% | 加碼 | 歷史 |
| BOXBox Inc | CL A | 3,596,118 | $8,706 萬 | 0.6% | −4,882−0.1% | 減碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,741,785 | $8,692 萬 | 0.6% | +422,340+12.7% | 加碼 | 歷史 |
| LESLLeslie's, Inc. | COM | 15,342,122 | $8,684 萬 | 0.6% | −51,961−0.3% | 減碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 1,546,478 | $8,649 萬 | 0.6% | −10,360−0.7% | 減碼 | 歷史 |
| PENPenumbra Inc | COM | 353,390 | $8,549 萬 | 0.6% | −178,410−33.5% | 減碼 | 歷史 |
| IOSPInnospec Inc. | COM | 823,030 | $8,411 萬 | 0.5% | −1100.0% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 571,833 | $8,331 萬 | 0.5% | −508−0.1% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 4,389,022 | $8,137 萬 | 0.5% | +298,052+7.3% | 加碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,851,540 | $8,110 萬 | 0.5% | +41,155+2.3% | 加碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 5,940,140 | $7,978 萬 | 0.5% | +24,040+0.4% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 1,213,583 | $7,585 萬 | 0.5% | −834,247−40.7% | 減碼 | 歷史 |
| WLYJohn Wiley & Sons, Inc. | CL A | 2,002,675 | $7,444 萬 | 0.5% | −2,215−0.1% | 減碼 | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 5,216,420 | $7,355 萬 | 0.5% | +1,672,770+47.2% | 加碼 | 歷史 |
| SOVOSovos Brands, Inc. | COM | 3,213,224 | $7,246 萬 | 0.5% | +39,804+1.3% | 加碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 1,584,420 | $7,136 萬 | 0.5% | +576,068+57.1% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 392,420 | $7,057 萬 | 0.5% | +149,050+61.2% | 加碼 | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 430,841 | $7,051 萬 | 0.5% | −62,254−12.6% | 減碼 | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,752,991 | $7,028 萬 | 0.5% | +14,706+0.8% | 加碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 1,136,852 | $6,648 萬 | 0.4% | −2,043−0.2% | 減碼 | 歷史 |
| SHAKShake Shack Inc. | CL A | 1,094,865 | $6,358 萬 | 0.4% | −145,625−11.7% | 減碼 | 歷史 |
| ASANAsana, Inc. | CL A | 3,339,605 | $6,115 萬 | 0.4% | −3,107,244−48.2% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 160,887 | $6,094 萬 | 0.4% | +160,887 | 新進 | 歷史 |
| BRZEBraze, Inc. | Stock | 1,293,395 | $6,044 萬 | 0.4% | +1,293,395 | 新進 | 歷史 |
| NOVTNovanta Inc | COM | 419,512 | $6,017 萬 | 0.4% | −104,720−20.0% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 2,339,641 | $5,877 萬 | 0.4% | +319,644+15.8% | 加碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 1,120,980 | $5,689 萬 | 0.4% | +167,295+17.5% | 加碼 | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 1,757,569 | $5,672 萬 | 0.4% | −7,747−0.4% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（3 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。