Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 135
- 較 2025 年第 1 季 −4
- 總值
- $143.3 億
- 較 2025 年第 1 季 +$5.20 億 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 5,355,128 | $3.08 億 | 2.2% | −464,258−8.0% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 11,590,026 | $2.89 億 | 2.0% | +727,943+6.7% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,278,386 | $2.84 億 | 2.0% | −386,640−14.5% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,668,053 | $2.79 億 | 2.0% | −70,622−4.1% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,635,784 | $2.78 億 | 1.9% | −500,058−12.1% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 741,097 | $2.50 億 | 1.7% | +109,108+17.3% | 加碼 | 歷史 |
| ESABESAB Corp | COM | 2,043,843 | $2.46 億 | 1.7% | +114,744+5.9% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,734,222 | $2.23 億 | 1.6% | +16,771+1.0% | 加碼 | 歷史 |
| XYLXylem Inc. | COM | 1,606,959 | $2.08 億 | 1.5% | −3,055−0.2% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 1,144,460 | $2.07 億 | 1.4% | −44,005−3.7% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 4,512,197 | $2.04 億 | 1.4% | +3,227,717+251.3% | 加碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 2,566,528 | $1.99 億 | 1.4% | +349,177+15.7% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 743,710 | $1.91 億 | 1.3% | −126,213−14.5% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 756,844 | $1.82 億 | 1.3% | −103,005−12.0% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 1,006,349 | $1.77 億 | 1.2% | −38,390−3.7% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 816,115 | $1.75 億 | 1.2% | +19,195+2.4% | 加碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 2,568,954 | $1.75 億 | 1.2% | +753,070+41.5% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 1,401,088 | $1.74 億 | 1.2% | −62,907−4.3% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,223,704 | $1.74 億 | 1.2% | −388,085−14.9% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 501,937 | $1.67 億 | 1.2% | −164,080−24.6% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,260,240 | $1.66 億 | 1.2% | +477,135+26.8% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 322,781 | $1.65 億 | 1.2% | +34,695+12.0% | 加碼 | 歷史 |
| WATWaters Corp | COM | 469,329 | $1.64 億 | 1.1% | −28,864−5.8% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,215,155 | $1.63 億 | 1.1% | +530,785+77.6% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,624,400 | $1.62 億 | 1.1% | −333,825−17.0% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,586,887 | $1.60 億 | 1.1% | +27,232+1.7% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 275,209 | $1.59 億 | 1.1% | +26,199+10.5% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 335,915 | $1.57 億 | 1.1% | −112,800−25.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,791,100 | $1.56 億 | 1.1% | −71,320−3.8% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 2,259,420 | $1.55 億 | 1.1% | +955,450+73.3% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 310,625 | $1.50 億 | 1.0% | −12,040−3.7% | 減碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,037,943 | $1.48 億 | 1.0% | +278,630+36.7% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 2,070,815 | $1.47 億 | 1.0% | +303,800+17.2% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 467,030 | $1.47 億 | 1.0% | −499,630−51.7% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,927,740 | $1.46 億 | 1.0% | −53,000−2.7% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 688,819 | $1.45 億 | 1.0% | −19,820−2.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 494,828 | $1.43 億 | 1.0% | −392,050−44.2% | 減碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,256,446 | $1.39 億 | 1.0% | +609,171+23.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,283,545 | $1.38 億 | 1.0% | −364,565−10.0% | 減碼依 2 比 1 拆股換算 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,665,684 | $1.37 億 | 1.0% | +217,362+8.9% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 2,529,820 | $1.34 億 | 0.9% | +282,825+12.6% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 654,385 | $1.34 億 | 0.9% | −34,095−5.0% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 297,662 | $1.33 億 | 0.9% | −9,635−3.1% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 2,914,472 | $1.29 億 | 0.9% | −341,155−10.5% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 108,035 | $1.27 億 | 0.9% | −4,465−4.0% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 121,614 | $1.27 億 | 0.9% | +24,821+25.6% | 加碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 371,810 | $1.26 億 | 0.9% | −18,825−4.8% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 147,995 | $1.23 億 | 0.9% | −13,085−8.1% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 581,580 | $1.21 億 | 0.8% | +45,185+8.4% | 加碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 1,733,238 | $1.18 億 | 0.8% | −397,874−18.7% | 減碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 1,077,113 | $1.17 億 | 0.8% | −50,413−4.5% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 789,505 | $1.16 億 | 0.8% | −34,155−4.1% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 1,351,955 | $1.14 億 | 0.8% | +703,020+108.3% | 加碼 | 歷史 |
| OSOneStream, Inc. | CL A | 3,774,996 | $1.07 億 | 0.7% | −262,599−6.5% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 192,226 | $1.03 億 | 0.7% | −32,379−14.4% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 661,232 | $1.02 億 | 0.7% | −161,559−19.6% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 2,829,222 | $1.02 億 | 0.7% | −72,017−2.5% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 416,839 | $1.00 億 | 0.7% | +13,636+3.4% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 320,920 | $9,935 萬 | 0.7% | +160,555+100.1% | 加碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 546,340 | $9,831 萬 | 0.7% | +361,085+194.9% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 447,675 | $9,795 萬 | 0.7% | −23,500−5.0% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 2,157,010 | $9,758 萬 | 0.7% | +845,070+64.4% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,330,300 | $9,577 萬 | 0.7% | +106,830+8.7% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 3,149,932 | $9,529 萬 | 0.7% | −128,360−3.9% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,045,262 | $9,517 萬 | 0.7% | +545,777+109.3% | 加碼 | 歷史 |
| SXIStandex International Corp | COM | 603,095 | $9,437 萬 | 0.7% | +12,544+2.1% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 1,504,705 | $9,425 萬 | 0.7% | −1,379,784−47.8% | 減碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 3,064,695 | $9,237 萬 | 0.6% | +481,642+18.6% | 加碼 | 歷史 |
| RBARB Global Inc. | COM | 868,197 | $9,219 萬 | 0.6% | −53,912−5.8% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 764,804 | $9,183 萬 | 0.6% | −93,340−10.9% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 1,963,132 | $9,107 萬 | 0.6% | −925,811−32.0% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 4,935,066 | $9,021 萬 | 0.6% | −154,976−3.0% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 1,046,822 | $9,000 萬 | 0.6% | −41,745−3.8% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 694,691 | $8,957 萬 | 0.6% | +98,501+16.5% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 1,714,801 | $8,939 萬 | 0.6% | −730,030−29.9% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 309,853 | $8,888 萬 | 0.6% | +31,333+11.2% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 1,181,661 | $8,715 萬 | 0.6% | +1,181,661 | 新進 | 歷史 |
| JBTMJBT Marel Corp | COM | 707,046 | $8,503 萬 | 0.6% | −121,671−14.7% | 減碼 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 502,391 | $8,290 萬 | 0.6% | −30,988−5.8% | 減碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 2,535,489 | $8,010 萬 | 0.6% | −432,263−14.6% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 672,020 | $7,931 萬 | 0.6% | −19,830−2.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 248,632 | $7,893 萬 | 0.6% | +87,832+54.6% | 加碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 501,850 | $7,794 萬 | 0.5% | +97,856+24.2% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 2,724,553 | $7,754 萬 | 0.5% | −221,936−7.5% | 減碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 459,574 | $7,706 萬 | 0.5% | +50,359+12.3% | 加碼 | 歷史 |
| MODModine Manufacturing Co | COM | 743,643 | $7,325 萬 | 0.5% | +527,626+244.3% | 加碼 | 歷史 |
| RBCRBC Bearings INC | COM | 187,298 | $7,207 萬 | 0.5% | +31,337+20.1% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 156,618 | $7,057 萬 | 0.5% | −41,692−21.0% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 355,867 | $6,828 萬 | 0.5% | −218,082−38.0% | 減碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 2,426,577 | $6,819 萬 | 0.5% | −148,617−5.8% | 減碼 | 歷史 |
| WSFSWSFS Financial Corp | COM | 1,209,143 | $6,650 萬 | 0.5% | −6,778−0.6% | 減碼 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,148,666 | $6,638 萬 | 0.5% | −425,318−27.0% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 2,016,754 | $6,609 萬 | 0.5% | −121,209−5.7% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,081,196 | $6,381 萬 | 0.4% | +39,988+3.8% | 加碼 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 1,548,073 | $6,279 萬 | 0.4% | +131,580+9.3% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 1,070,646 | $6,167 萬 | 0.4% | +394,450+58.3% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 247,300 | $6,081 萬 | 0.4% | −165,263−40.1% | 減碼 | 歷史 |
| VERXVertex, Inc. | Stock | 1,708,810 | $6,038 萬 | 0.4% | +1,708,810 | 新進 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 750,283 | $5,984 萬 | 0.4% | −27,920−3.6% | 減碼 | 歷史 |
| SYBTStock Yards Bancorp, Inc. | COM | 736,620 | $5,818 萬 | 0.4% | −51,174−6.5% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（11 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTCToro Co | COM | 1,435,966 | $1.04 億 | 0.8% | 歷史 |
| BF.BBrown Forman Corp | Stock | 2,633,390 | $8,938 萬 | 0.6% | 歷史 |
| HOLXHologic Inc | COM | 1,014,070 | $6,264 萬 | 0.5% | 歷史 |
| NEOGNeogen Corp | COM | 6,830,310 | $5,922 萬 | 0.4% | 歷史 |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 473,588 | $5,511 萬 | 0.4% | 歷史 |
| OMCLOmnicell, Inc. | COM | 1,450,802 | $5,072 萬 | 0.4% | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 226,900 | $4,573 萬 | 0.3% | 歷史 |
| ENTGEntegris Inc | COM | 461,440 | $4,037 萬 | 0.3% | 歷史 |
| RBRKRubrik, Inc. | Stock | 603,740 | $3,682 萬 | 0.3% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 442,394 | $3,294 萬 | 0.2% | 歷史 |
| TRSTrimas Corp | COM NEW | 351,137 | $822.7 萬 | 0.1% | 歷史 |