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 |
|---|---|---|---|---|---|---|---|
| TRSTrimas Corp | COM NEW | 351,137 | $822.7 萬 | 0.1% | −717,116−67.1% | 減碼 | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 770,849 | $1,574 萬 | 0.1% | +770,849 | 新進 | 歷史 |
| MODModine Manufacturing Co | COM | 216,017 | $1,658 萬 | 0.1% | +216,017 | 新進 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 1,047,450 | $1,759 萬 | 0.1% | +1,047,450 | 新進 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,368,888 | $2,623 萬 | 0.2% | −10,975−0.8% | 減碼 | 歷史 |
| LUCKLucky Strike Entertainment Corp | CL A COM | 2,797,313 | $2,730 萬 | 0.2% | −61,034−2.1% | 減碼 | 歷史 |
| VCELVericel Corp | COM | 613,793 | $2,739 萬 | 0.2% | −9,647−1.5% | 減碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 381,924 | $2,917 萬 | 0.2% | +294,167+335.2% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 185,255 | $2,992 萬 | 0.2% | +185,255 | 新進 | 歷史 |
| SHAKShake Shack Inc. | CL A | 357,776 | $3,155 萬 | 0.2% | +133,440+59.5% | 加碼 | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 1,261,292 | $3,156 萬 | 0.2% | +1,261,292 | 新進 | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 442,394 | $3,294 萬 | 0.2% | −230,431−34.2% | 減碼 | 歷史 |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 2,089,423 | $3,479 萬 | 0.3% | −492,880−19.1% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 2,595,731 | $3,642 萬 | 0.3% | −125,093−4.6% | 減碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 603,740 | $3,682 萬 | 0.3% | −9,714−1.6% | 減碼 | 歷史 |
| BANFBancfirst Corp | COM | 340,972 | $3,746 萬 | 0.3% | −2,796−0.8% | 減碼 | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 1,254,956 | $3,805 萬 | 0.3% | +278,612+28.5% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 676,196 | $3,940 萬 | 0.3% | +219,266+48.0% | 加碼 | 歷史 |
| ENTGEntegris Inc | COM | 461,440 | $4,037 萬 | 0.3% | −578,745−55.6% | 減碼 | 歷史 |
| VVVValvoline Inc | COM | 1,191,872 | $4,149 萬 | 0.3% | +223,073+23.0% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 160,365 | $4,198 萬 | 0.3% | −12,725−7.4% | 減碼 | 歷史 |
| GABCGerman American Bancorp, Inc. | Stock | 1,169,355 | $4,385 萬 | 0.3% | −24,267−2.0% | 減碼 | 歷史 |
| TRNSTranscat Inc | COM | 598,026 | $4,452 萬 | 0.3% | +42,376+7.6% | 加碼 | 歷史 |
| AMSFAmerisafe Inc | COM | 848,987 | $4,461 萬 | 0.3% | −16,210−1.9% | 減碼 | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 226,900 | $4,573 萬 | 0.3% | +226,900 | 新進 | 歷史 |
| JJSFJ&J Snack Foods Corp | COM | 348,239 | $4,587 萬 | 0.3% | −8,646−2.4% | 減碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 300,210 | $4,736 萬 | 0.3% | +300,210 | 新進 | 歷史 |
| BRCBrady Corp | CL A | 672,930 | $4,754 萬 | 0.3% | +262,454+63.9% | 加碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 499,485 | $4,804 萬 | 0.3% | +499,485 | 新進 | 歷史 |
| RLIRli Corp | COM | 605,352 | $4,863 萬 | 0.4% | +605,352 | 新進 | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 1,502,841 | $4,919 萬 | 0.4% | −22,028−1.4% | 減碼 | 歷史 |
| AINAlbany International Corp | CL A | 717,969 | $4,957 萬 | 0.4% | −325,486−31.2% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 155,961 | $5,018 萬 | 0.4% | −66,699−30.0% | 減碼 | 歷史 |
| OMCLOmnicell, Inc. | COM | 1,450,802 | $5,072 萬 | 0.4% | −22,837−1.5% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 1,311,940 | $5,233 萬 | 0.4% | +1,311,940 | 新進 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 409,215 | $5,270 萬 | 0.4% | +409,215 | 新進 | 歷史 |
| KAIKadant Inc | COM | 160,800 | $5,418 萬 | 0.4% | +114,732+249.0% | 加碼 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 787,794 | $5,441 萬 | 0.4% | −117,856−13.0% | 減碼 | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 473,588 | $5,511 萬 | 0.4% | −20,810−4.2% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 648,935 | $5,607 萬 | 0.4% | +648,935 | 新進 | 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 |
| TENBTenable Holdings, Inc. | COM | 1,623,892 | $5,680 萬 | 0.4% | −39,892−2.4% | 減碼 | 歷史 |
| NEOGNeogen Corp | COM | 6,830,310 | $5,922 萬 | 0.4% | −288,326−4.1% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 1,284,480 | $6,037 萬 | 0.4% | +1,284,480 | 新進 | 歷史 |
| MZTIMarzetti Co | COM | 347,794 | $6,086 萬 | 0.4% | −96,229−21.7% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 1,014,070 | $6,264 萬 | 0.5% | −85,815−7.8% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 778,203 | $6,265 萬 | 0.5% | −624,765−44.5% | 減碼 | 歷史 |
| CNMDCONMED Corp | COM | 1,042,365 | $6,295 萬 | 0.5% | −258,193−19.9% | 減碼 | 歷史 |
| WSFSWSFS Financial Corp | COM | 1,215,921 | $6,307 萬 | 0.5% | −18,913−1.5% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 403,994 | $6,346 萬 | 0.5% | +67,943+20.2% | 加碼 | 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 |
| TTDTrade Desk, Inc. | Stock | 1,223,470 | $6,695 萬 | 0.5% | +1,223,470 | 新進 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 2,583,053 | $6,781 萬 | 0.5% | +1,008,025+64.0% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 684,370 | $6,790 萬 | 0.5% | +76,530+12.6% | 加碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 2,137,963 | $6,897 萬 | 0.5% | −390,651−15.4% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 435,762 | $6,941 萬 | 0.5% | −8,647−1.9% | 減碼 | 歷史 |
| SXTSensient Technologies Corp | COM | 952,132 | $7,087 萬 | 0.5% | −23,644−2.4% | 減碼 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 533,379 | $7,354 萬 | 0.5% | −31,777−5.6% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 2,946,489 | $7,531 萬 | 0.5% | +490,340+20.0% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,041,208 | $7,622 萬 | 0.6% | −57,564−5.2% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 596,190 | $7,623 萬 | 0.6% | +186,848+45.6% | 加碼 | 歷史 |
| FROGJFrog Ltd | Stock | 2,402,197 | $7,687 萬 | 0.6% | −44,622−1.8% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 691,850 | $8,093 萬 | 0.6% | −56,350−7.5% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 278,520 | $8,119 萬 | 0.6% | +278,520 | 新進 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 603,875 | $8,278 萬 | 0.6% | −217,645−26.5% | 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 |
| WTSWatts Water Technologies Inc | CL A | 412,563 | $8,413 萬 | 0.6% | −9,463−2.2% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 161,080 | $8,472 萬 | 0.6% | −11,905−6.9% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 1,303,970 | $8,609 萬 | 0.6% | −107,310−7.6% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 822,791 | $8,613 萬 | 0.6% | +96,529+13.3% | 加碼 | 歷史 |
| OSOneStream, Inc. | CL A | 4,037,595 | $8,616 萬 | 0.6% | +598,757+17.4% | 加碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 2,633,390 | $8,938 萬 | 0.6% | −688,167−20.7% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 1,088,567 | $9,091 萬 | 0.7% | −320,565−22.7% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 198,310 | $9,111 萬 | 0.7% | −95,865−32.6% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 573,949 | $9,133 萬 | 0.7% | −456,223−44.3% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 403,203 | $9,139 萬 | 0.7% | −144,245−26.3% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 922,109 | $9,249 萬 | 0.7% | −21,447−2.3% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 5,090,042 | $9,254 萬 | 0.7% | +555,748+12.3% | 加碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 2,575,194 | $9,291 萬 | 0.7% | −64,650−2.4% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 1,783,105 | $9,347 萬 | 0.7% | +510,535+40.1% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 224,605 | $9,432 萬 | 0.7% | +224,605 | 新進 | 歷史 |
| SXIStandex International Corp | COM | 590,551 | $9,531 萬 | 0.7% | +6,121+1.0% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 96,793 | $9,562 萬 | 0.7% | +49,645+105.3% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 2,246,995 | $9,727 萬 | 0.7% | −190,310−7.8% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 828,717 | $1.01 億 | 0.7% | −119,261−12.6% | 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 |
| LECOLincoln Electric Holdings Inc | COM | 536,395 | $1.01 億 | 0.7% | −50,695−8.6% | 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 |
| CELHCelsius Holdings, Inc. | COM NEW | 2,888,943 | $1.03 億 | 0.7% | −340,655−10.5% | 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 |
| TTCToro Co | COM | 1,435,966 | $1.04 億 | 0.8% | −114,370−7.4% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 471,175 | $1.05 億 | 0.8% | +26,505+6.0% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 3,255,627 | $1.08 億 | 0.8% | +76,485+2.4% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 1,127,526 | $1.09 億 | 0.8% | −1,168,783−50.9% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 759,313 | $1.13 億 | 0.8% | +759,313 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 688,480 | $1.17 億 | 0.9% | −58,128−7.8% | 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 |
| TWTradeweb Markets Inc. | Stock | 823,660 | $1.22 億 | 0.9% | −201,880−19.7% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 288,086 | $1.24 億 | 0.9% | −24,440−7.8% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 708,639 | $1.24 億 | 0.9% | −56,830−7.4% | 減碼 | 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 |