Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 139
- 較 2024 年第 4 季 +6
- 總值
- $138.1 億
- 較 2024 年第 4 季 −$20.0 億 (−12.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTNXNutanix, Inc. | Stock | 4,135,842 | $2.89 億 | 2.1% | −845,674−17.0% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 5,819,386 | $2.58 億 | 1.9% | −102,006−1.7% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,738,675 | $2.55 億 | 1.8% | +384,365+28.4% | 加碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 10,862,083 | $2.55 億 | 1.8% | +27,329+0.3% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 869,923 | $2.33 億 | 1.7% | −626,034−41.8% | 減碼 | 歷史 |
| ESABESAB Corp | COM | 1,929,099 | $2.25 億 | 1.6% | +570,895+42.0% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,717,451 | $2.15 億 | 1.6% | −952,839−35.7% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,958,225 | $2.06 億 | 1.5% | −1,295,042−39.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 886,878 | $2.05 億 | 1.5% | −151,834−14.6% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,188,465 | $2.05 億 | 1.5% | −236,860−16.6% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 859,849 | $2.01 億 | 1.5% | −123,112−12.5% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,610,014 | $1.92 億 | 1.4% | −159,781−9.0% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 966,660 | $1.92 億 | 1.4% | −211,515−18.0% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,611,789 | $1.89 億 | 1.4% | −209,924−7.4% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 1,044,739 | $1.89 億 | 1.4% | −88,255−7.8% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 1,463,995 | $1.86 億 | 1.3% | −79,535−5.2% | 減碼 | 歷史 |
| WATWaters Corp | COM | 498,193 | $1.84 億 | 1.3% | +19,874+4.2% | 加碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 2,217,351 | $1.83 億 | 1.3% | +904,445+68.9% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 2,444,831 | $1.79 億 | 1.3% | −997,230−29.0% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 666,017 | $1.72 億 | 1.2% | −188,655−22.1% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 2,884,489 | $1.69 億 | 1.2% | +571,424+24.7% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,665,026 | $1.67 億 | 1.2% | +438,575+19.7% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 448,715 | $1.64 億 | 1.2% | −112,020−20.0% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,980,740 | $1.63 億 | 1.2% | −681,595−25.6% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 796,920 | $1.61 億 | 1.2% | −63,510−7.4% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,131,112 | $1.57 億 | 1.1% | −60,468−2.8% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 322,665 | $1.57 億 | 1.1% | −435−0.1% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,559,655 | $1.52 億 | 1.1% | +253,245+19.4% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,815,884 | $1.51 億 | 1.1% | +158,416+9.6% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 1,767,015 | $1.49 億 | 1.1% | +30,775+1.8% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,448,322 | $1.44 億 | 1.0% | +28,668+1.2% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 631,989 | $1.43 億 | 1.0% | +358,044+130.7% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 390,635 | $1.42 億 | 1.0% | −471,690−54.7% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 1,824,055 | $1.41 億 | 1.0% | +1,326,260+266.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 249,010 | $1.41 億 | 1.0% | +114,160+84.7% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 307,297 | $1.40 億 | 1.0% | −24,910−7.5% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 112,500 | $1.33 億 | 1.0% | −7,165−6.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,862,420 | $1.27 億 | 0.9% | −153,293−7.6% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 858,144 | $1.26 億 | 0.9% | −70,090−7.6% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 708,639 | $1.24 億 | 0.9% | −56,830−7.4% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 288,086 | $1.24 億 | 0.9% | −24,440−7.8% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 823,660 | $1.22 億 | 0.9% | −201,880−19.7% | 減碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 2,647,275 | $1.18 億 | 0.9% | +642,104+32.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 688,480 | $1.17 億 | 0.9% | −58,128−7.8% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 759,313 | $1.13 億 | 0.8% | +759,313 | 新進 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 1,127,526 | $1.09 億 | 0.8% | −1,168,783−50.9% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 3,255,627 | $1.08 億 | 0.8% | +76,485+2.4% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 471,175 | $1.05 億 | 0.8% | +26,505+6.0% | 加碼 | 歷史 |
| TTCToro Co | COM | 1,435,966 | $1.04 億 | 0.8% | −114,370−7.4% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 2,901,239 | $1.04 億 | 0.8% | +161,991+5.9% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 2,888,943 | $1.03 億 | 0.7% | −340,655−10.5% | 減碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 2,967,752 | $1.02 億 | 0.7% | −460,236−13.4% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 536,395 | $1.01 億 | 0.7% | −50,695−8.6% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 3,278,292 | $1.01 億 | 0.7% | −1,954,845−37.4% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 828,717 | $1.01 億 | 0.7% | −119,261−12.6% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 2,246,995 | $9,727 萬 | 0.7% | −190,310−7.8% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96,793 | $9,562 萬 | 0.7% | +49,645+105.3% | 加碼 | 歷史 |
| SXIStandex International Corp | COM | 590,551 | $9,531 萬 | 0.7% | +6,121+1.0% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 224,605 | $9,432 萬 | 0.7% | +224,605 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 1,783,105 | $9,347 萬 | 0.7% | +510,535+40.1% | 加碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 2,575,194 | $9,291 萬 | 0.7% | −64,650−2.4% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 5,090,042 | $9,254 萬 | 0.7% | +555,748+12.3% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 922,109 | $9,249 萬 | 0.7% | −21,447−2.3% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 403,203 | $9,139 萬 | 0.7% | −144,245−26.3% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 573,949 | $9,133 萬 | 0.7% | −456,223−44.3% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 198,310 | $9,111 萬 | 0.7% | −95,865−32.6% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 1,088,567 | $9,091 萬 | 0.7% | −320,565−22.7% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 2,633,390 | $8,938 萬 | 0.6% | −688,167−20.7% | 減碼 | 歷史 |
| OSOneStream, Inc. | CL A | 4,037,595 | $8,616 萬 | 0.6% | +598,757+17.4% | 加碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 822,791 | $8,613 萬 | 0.6% | +96,529+13.3% | 加碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 1,303,970 | $8,609 萬 | 0.6% | −107,310−7.6% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 161,080 | $8,472 萬 | 0.6% | −11,905−6.9% | 減碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 412,563 | $8,413 萬 | 0.6% | −9,463−2.2% | 減碼 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,573,984 | $8,330 萬 | 0.6% | −32,670−2.0% | 減碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 603,875 | $8,278 萬 | 0.6% | −217,645−26.5% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 278,520 | $8,119 萬 | 0.6% | +278,520 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 691,850 | $8,093 萬 | 0.6% | −56,350−7.5% | 減碼 | 歷史 |
| FROGJFrog Ltd | Stock | 2,402,197 | $7,687 萬 | 0.6% | −44,622−1.8% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 596,190 | $7,623 萬 | 0.6% | +186,848+45.6% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,041,208 | $7,622 萬 | 0.6% | −57,564−5.2% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 2,946,489 | $7,531 萬 | 0.5% | +490,340+20.0% | 加碼 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 533,379 | $7,354 萬 | 0.5% | −31,777−5.6% | 減碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 952,132 | $7,087 萬 | 0.5% | −23,644−2.4% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 435,762 | $6,941 萬 | 0.5% | −8,647−1.9% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 2,137,963 | $6,897 萬 | 0.5% | −390,651−15.4% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 684,370 | $6,790 萬 | 0.5% | +76,530+12.6% | 加碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 2,583,053 | $6,781 萬 | 0.5% | +1,008,025+64.0% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,223,470 | $6,695 萬 | 0.5% | +1,223,470 | 新進 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 1,416,493 | $6,354 萬 | 0.5% | +198,416+16.3% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 403,994 | $6,346 萬 | 0.5% | +67,943+20.2% | 加碼 | 歷史 |
| WSFSWSFS Financial Corp | COM | 1,215,921 | $6,307 萬 | 0.5% | −18,913−1.5% | 減碼 | 歷史 |
| CNMDCONMED Corp | COM | 1,042,365 | $6,295 萬 | 0.5% | −258,193−19.9% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 778,203 | $6,265 萬 | 0.5% | −624,765−44.5% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 1,014,070 | $6,264 萬 | 0.5% | −85,815−7.8% | 減碼 | 歷史 |
| MZTIMarzetti Co | COM | 347,794 | $6,086 萬 | 0.4% | −96,229−21.7% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 1,284,480 | $6,037 萬 | 0.4% | +1,284,480 | 新進 | 歷史 |
| NEOGNeogen Corp | COM | 6,830,310 | $5,922 萬 | 0.4% | −288,326−4.1% | 減碼 | 歷史 |
| TENBTenable Holdings, Inc. | COM | 1,623,892 | $5,680 萬 | 0.4% | −39,892−2.4% | 減碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 4,019,383 | $5,659 萬 | 0.4% | −1,189,019−22.8% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 648,935 | $5,607 萬 | 0.4% | +648,935 | 新進 | 歷史 |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KEYSKeysight Technologies, Inc. | Stock | 951,370 | $1.53 億 | 1.0% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,312,375 | $1.45 億 | 0.9% | 歷史 |
| SMARSmartsheet Inc | COM CL A | 2,085,845 | $1.17 億 | 0.7% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 1,747,255 | $1.17 億 | 0.7% | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 343,280 | $9,744 萬 | 0.6% | 歷史 |
| CWANClearwater Analytics Holdings, Inc. | CL A | 1,817,308 | $5,001 萬 | 0.3% | 歷史 |
| MGPIMGP Ingredients Inc | COM | 1,193,147 | $4,697 萬 | 0.3% | 歷史 |
| SIGISelective Insurance Group Inc | COM | 423,984 | $3,965 萬 | 0.3% | 歷史 |
| HAYWHayward Holdings, Inc. | COM | 2,158,772 | $3,301 萬 | 0.2% | 歷史 |
| VCYTVeracyte, Inc. | COM | 800,355 | $3,169 萬 | 0.2% | 歷史 |
| COCOVita Coco Company, Inc. | COM | 838,404 | $3,095 萬 | 0.2% | 歷史 |