Champlain Investment Partners, LLC
- SEC CIK
- 0001315478
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 135
- 較 2025 年第 2 季 0
- 總值
- $132.6 億
- 較 2025 年第 2 季 −$10.6 億 (−7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 4,239,530 | $3.55 億 | 2.7% | −1,115,598−20.8% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,062,709 | $2.73 億 | 2.1% | −215,677−9.5% | 減碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 3,482,413 | $2.59 億 | 2.0% | −153,371−4.2% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 1,472,716 | $2.53 億 | 1.9% | −195,337−11.7% | 減碼 | 歷史 |
| ESABESAB Corp | COM | 1,990,077 | $2.22 億 | 1.7% | −53,766−2.6% | 減碼 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 11,139,056 | $2.21 億 | 1.7% | −450,970−3.9% | 減碼 | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 2,696,260 | $2.17 億 | 1.6% | +129,732+5.1% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 2,320,319 | $2.17 億 | 1.6% | +1,138,658+96.4% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,689,642 | $2.14 億 | 1.6% | −44,580−2.6% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 4,703,281 | $2.12 億 | 1.6% | +191,084+4.2% | 加碼 | 歷史 |
| WINGWingstop Inc. | COM | 767,208 | $1.93 億 | 1.5% | +26,111+3.5% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,388,380 | $1.87 億 | 1.4% | +350,437+33.8% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 717,900 | $1.82 億 | 1.4% | −25,810−3.5% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 1,227,780 | $1.81 億 | 1.4% | −379,179−23.6% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 1,339,246 | $1.79 億 | 1.3% | −61,842−4.4% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 2,212,717 | $1.77 億 | 1.3% | +1,724,091+352.8% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 1,787,135 | $1.76 億 | 1.3% | −473,105−20.9% | 減碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 3,066,011 | $1.73 億 | 1.3% | +1,332,773+76.9% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 544,822 | $1.69 億 | 1.3% | −143,997−20.9% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 882,265 | $1.66 億 | 1.3% | −262,195−22.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,114,537 | $1.64 億 | 1.2% | −109,167−4.9% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 1,517,530 | $1.62 億 | 1.2% | −69,357−4.4% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 275,265 | $1.56 億 | 1.2% | +560.0% | 加碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,700,387 | $1.56 億 | 1.2% | +75,987+4.7% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 941,927 | $1.53 億 | 1.2% | −64,422−6.4% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 630,814 | $1.43 億 | 1.1% | −185,301−22.7% | 減碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 1,949,322 | $1.42 億 | 1.1% | −310,098−13.7% | 減碼 | 歷史 |
| FRPTFreshpet, Inc. | Stock | 2,490,512 | $1.37 億 | 1.0% | −78,442−3.1% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 110,010 | $1.35 億 | 1.0% | +1,975+1.8% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 560,460 | $1.35 億 | 1.0% | −196,384−25.9% | 減碼 | 歷史 |
| EGEverest Group, Ltd. | COM | 384,141 | $1.35 億 | 1.0% | +12,331+3.3% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 1,948,834 | $1.34 億 | 1.0% | −121,981−5.9% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 139,248 | $1.33 億 | 1.0% | +17,634+14.5% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 919,515 | $1.31 億 | 1.0% | −295,640−24.3% | 減碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 302,537 | $1.31 億 | 1.0% | +145,919+93.2% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 2,370,634 | $1.30 億 | 1.0% | −159,186−6.3% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 2,146,502 | $1.30 億 | 1.0% | +794,547+58.8% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 543,402 | $1.28 億 | 1.0% | −38,178−6.6% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 356,115 | $1.24 億 | 0.9% | −145,822−29.1% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,846,960 | $1.24 億 | 0.9% | −80,780−4.2% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 289,696 | $1.23 億 | 0.9% | −20,929−6.7% | 減碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 458,920 | $1.20 億 | 0.9% | +11,245+2.5% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 243,230 | $1.20 億 | 0.9% | −79,551−24.6% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 394,470 | $1.18 億 | 0.9% | −72,560−15.5% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,298,245 | $1.18 億 | 0.9% | +252,983+24.2% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 388,870 | $1.16 億 | 0.9% | −105,958−21.4% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 895,770 | $1.15 億 | 0.9% | +223,750+33.3% | 加碼 | 歷史 |
| WATWaters Corp | COM | 374,890 | $1.12 億 | 0.8% | −94,439−20.1% | 減碼 | 歷史 |
| BWINBaldwin Insurance Group, Inc. | COM CL A | 3,915,879 | $1.10 億 | 0.8% | +659,433+20.3% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 970,500 | $1.08 億 | 0.8% | +180,995+22.9% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 2,185,040 | $1.07 億 | 0.8% | −1,098,505−33.5% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 511,281 | $1.05 億 | 0.8% | −35,059−6.4% | 減碼 | 歷史 |
| SXIStandex International Corp | COM | 488,359 | $1.03 億 | 0.8% | −114,736−19.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 503,215 | $1.02 億 | 0.8% | −151,170−23.1% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 139,910 | $1.00 億 | 0.8% | −8,085−5.5% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 304,640 | $9,677 萬 | 0.7% | −16,280−5.1% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 389,195 | $9,630 萬 | 0.7% | −27,644−6.6% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 1,407,010 | $9,471 萬 | 0.7% | −97,695−6.5% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,702,243 | $9,470 萬 | 0.7% | −963,441−36.1% | 減碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 2,799,987 | $9,422 萬 | 0.7% | −29,235−1.0% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 664,841 | $9,338 萬 | 0.7% | −42,205−6.0% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 5,227,040 | $9,205 萬 | 0.7% | +291,974+5.9% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 2,200,790 | $8,902 萬 | 0.7% | +2,200,790 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 2,436,695 | $8,896 萬 | 0.7% | −477,777−16.4% | 減碼 | 歷史 |
| GGGGraco Inc | COM | 1,007,374 | $8,559 萬 | 0.6% | −39,448−3.8% | 減碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 297,015 | $8,509 萬 | 0.6% | −647−0.2% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 1,446,614 | $8,285 萬 | 0.6% | +365,418+33.8% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,671,640 | $8,193 萬 | 0.6% | +341,340+25.7% | 加碼 | 歷史 |
| MODModine Manufacturing Co | COM | 568,463 | $8,081 萬 | 0.6% | −175,180−23.6% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 1,623,840 | $7,955 萬 | 0.6% | −90,961−5.3% | 減碼 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 1,919,171 | $7,869 萬 | 0.6% | +371,098+24.0% | 加碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 414,523 | $7,742 萬 | 0.6% | −45,051−9.8% | 減碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 2,687,928 | $7,644 萬 | 0.6% | +261,351+10.8% | 加碼 | 歷史 |
| ALKTAlkami Technology, Inc. | Stock | 3,034,072 | $7,537 萬 | 0.6% | −30,623−1.0% | 減碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 309,333 | $7,509 萬 | 0.6% | −520−0.2% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 447,314 | $7,491 萬 | 0.6% | −54,536−10.9% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 247,920 | $7,378 萬 | 0.6% | −712−0.3% | 減碼 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 414,141 | $7,361 萬 | 0.6% | −88,250−17.6% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 2,961,282 | $7,326 萬 | 0.6% | −188,650−6.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 1,086,120 | $7,309 萬 | 0.6% | −704,980−39.4% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 1,978,213 | $6,973 萬 | 0.5% | −38,541−1.9% | 減碼 | 歷史 |
| RBARB Global Inc. | COM | 630,803 | $6,835 萬 | 0.5% | −237,394−27.3% | 減碼 | 歷史 |
| NOVTNovanta Inc | COM | 678,249 | $6,793 萬 | 0.5% | −16,442−2.4% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 122,920 | $6,721 萬 | 0.5% | −212,995−63.4% | 減碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 633,802 | $6,579 萬 | 0.5% | −443,311−41.2% | 減碼 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 1,372,788 | $6,529 萬 | 0.5% | +224,122+19.5% | 加碼 | 歷史 |
| CVLTCommvault Systems Inc | COM | 344,455 | $6,503 萬 | 0.5% | +41,311+13.6% | 加碼 | 歷史 |
| WSFSWSFS Financial Corp | COM | 1,194,893 | $6,444 萬 | 0.5% | −14,250−1.2% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 521,745 | $6,433 萬 | 0.5% | −243,059−31.8% | 減碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 2,678,825 | $6,301 萬 | 0.5% | −45,728−1.7% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 365,627 | $6,288 萬 | 0.5% | −295,605−44.7% | 減碼 | 歷史 |
| SMPLSimply Good Foods Co | COM | 2,496,072 | $6,195 萬 | 0.5% | −39,417−1.6% | 減碼 | 歷史 |
| CARTMaplebear Inc. | COM | 1,664,289 | $6,118 萬 | 0.5% | −492,721−22.8% | 減碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 555,771 | $5,609 萬 | 0.4% | +99,621+21.8% | 加碼 | 歷史 |
| WTSWatts Water Technologies Inc | CL A | 198,537 | $5,545 萬 | 0.4% | −48,763−19.7% | 減碼 | 歷史 |
| BRCBrady Corp | CL A | 708,443 | $5,528 萬 | 0.4% | −112,958−13.8% | 減碼 | 歷史 |
| ESEEsco Technologies Inc | COM | 259,805 | $5,485 萬 | 0.4% | −96,062−27.0% | 減碼 | 歷史 |
| RBCRBC Bearings INC | COM | 138,119 | $5,391 萬 | 0.4% | −49,179−26.3% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 710,194 | $5,380 萬 | 0.4% | −40,089−5.3% | 減碼 | 歷史 |
| VVVValvoline Inc | COM | 1,487,994 | $5,343 萬 | 0.4% | −24,310−1.6% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（7 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IDXXIDEXX Laboratories Inc | COM | 192,226 | $1.03 億 | 0.7% | 歷史 |
| FROGJFrog Ltd | Stock | 1,239,962 | $5,441 萬 | 0.4% | 歷史 |
| CNMDCONMED Corp | COM | 835,854 | $4,353 萬 | 0.3% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,455,123 | $2,712 萬 | 0.2% | 歷史 |
| SGSweetgreen, Inc. | COM CL A | 1,664,750 | $2,477 萬 | 0.2% | 歷史 |
| RALRalliant Corp | Stock | 431,387 | $2,092 萬 | 0.1% | 歷史 |
| AINAlbany International Corp | CL A | 172,011 | $1,206 萬 | 0.1% | 歷史 |