跳到主要內容

Champlain Investment Partners, LLC

SEC CIK
0001315478
最新申報
2026/8/12

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/5/13 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
130
較 2025 年第 4 季 +2
總值
$78.8 億
較 2025 年第 4 季 −$20.0 億 (−20.2%)
申報日
2026/5/13
SEC
Champlain Investment Partners, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
TWTradeweb Markets Inc.Stock1,469,486$1.73 億2.2%+253,140+20.8%加碼歷史
PENPenumbra IncCOM491,382$1.61 億2.0%−110,422−18.3%減碼歷史
EOGEOG Resources IncStock1,059,630$1.53 億1.9%+1,059,630新進歷史
SNPSSynopsys IncCOM384,815$1.53 億1.9%+107,989+39.0%加碼歷史
NTNXNutanix, Inc.Stock4,010,155$1.52 億1.9%+598,980+17.6%加碼歷史
FASTFastenal CoStock2,901,213$1.35 億1.7%+194,310+7.2%加碼歷史
AAONAaon, Inc.COM PAR $0.0041,602,006$1.33 億1.7%−62,697−3.8%減碼歷史
VEEVVeeva Systems IncStock738,449$1.30 億1.6%+330,470+81.0%加碼歷史
AKAMAkamai Technologies IncCOM1,125,340$1.29 億1.6%+77,305+7.4%加碼歷史
ESABESAB CorpCOM1,304,834$1.26 億1.6%−217,753−14.3%減碼歷史
PEverpure, Inc.CL A2,080,762$1.23 億1.6%+621,966+42.6%加碼歷史
IEXIdex CorpCOM640,274$1.21 億1.5%−190,373−22.9%減碼歷史
ACGLArch Capital Group Ltd.Stock1,262,285$1.21 億1.5%−63,979−4.8%減碼歷史
TPLTexas Pacific Land CorpStock252,962$1.20 億1.5%+252,962新進歷史
CFRCullen/Frost Bankers, Inc.COM855,190$1.17 億1.5%−312,891−26.8%減碼歷史
FNDFloor & Decor Holdings, Inc.CL A2,273,664$1.16 億1.5%+498,990+28.1%加碼歷史
COOCooper Companies, Inc.COM1,608,090$1.15 億1.5%−161,650−9.1%減碼歷史
CAVACava Group, Inc.COM1,397,381$1.13 億1.4%−417,558−23.0%減碼歷史
WHWyndham Hotels & Resorts, Inc.COM1,377,897$1.12 億1.4%−395,212−22.3%減碼歷史
CBSHCommerce Bancshares IncStock2,265,303$1.11 億1.4%+1,141,309+101.5%加碼歷史
HLNEHamilton Lane INCCL A1,087,227$1.08 億1.4%+25,963+2.4%加碼歷史
GWWW.W. Grainger, Inc.Stock98,629$1.08 億1.4%−31,727−24.3%減碼歷史
CSLCarlisle Companies IncCOM316,975$1.06 億1.3%−18,090−5.4%減碼歷史
OKTAOkta, Inc.CL A1,340,535$1.06 億1.3%−171,245−11.3%減碼歷史
MSAMSA Safety IncCOM641,879$1.05 億1.3%−419,173−39.5%減碼歷史
HLIHoulihan Lokey, Inc.CL A717,724$1.03 億1.3%+258,624+56.3%加碼歷史
DPZDominos Pizza IncCOM285,414$1.02 億1.3%−33,240−10.4%減碼歷史
AMEAmetek IncCOM425,358$9,118 萬1.2%−191,499−31.0%減碼歷史
SFMSprouts Farmers Market, Inc.COM1,181,630$9,114 萬1.2%+157,949+15.4%加碼歷史
TSCOTractor Supply CoCOM2,011,884$9,114 萬1.2%+2,011,884新進歷史
WCNWaste Connections, Inc.COM556,985$9,048 萬1.1%+144,650+35.1%加碼歷史
MTDMettler Toledo International IncCOM70,206$8,854 萬1.1%−30,985−30.6%減碼歷史
XYLXylem Inc.COM731,680$8,744 萬1.1%−111,500−13.2%減碼歷史
WINGWingstop Inc.COM544,415$8,437 萬1.1%−133,798−19.7%減碼歷史
CELHCelsius Holdings, Inc.COM NEW2,374,680$8,425 萬1.1%+1,836,702+341.4%加碼歷史
PCORProcore Technologies, Inc.COM1,469,355$8,375 萬1.1%−136,083−8.5%減碼歷史
WATWaters CorpCOM279,840$8,334 萬1.1%−32,928−10.5%減碼歷史
DDOGDatadog, Inc.CL A COM703,503$8,305 萬1.1%+199,095+39.5%加碼歷史
EWEdwards Lifesciences CorpStock1,033,497$8,276 萬1.1%−700,715−40.4%減碼歷史
GTLBGitlab Inc.CLASS A COM3,810,238$8,245 萬1.0%−279,250−6.8%減碼歷史
MSCIMSCI Inc.Stock152,234$8,206 萬1.0%−96,690−38.8%減碼歷史
RGENRepligen CorpCOM693,855$8,175 萬1.0%−310,096−30.9%減碼歷史
TOSTToast, Inc.Stock3,068,101$8,134 萬1.0%+162,453+5.6%加碼歷史
AXONAxon Enterprise, Inc.COM191,280$8,123 萬1.0%+10,060+5.6%加碼歷史
ADSKAutodesk, Inc.COM334,930$8,018 萬1.0%+62,745+23.1%加碼歷史
ELFe.l.f. Beauty, Inc.COM1,292,895$7,836 萬1.0%+79,248+6.5%加碼歷史
RYANRyan Specialty Holdings, Inc.CL A2,269,707$7,658 萬1.0%−286,020−11.2%減碼歷史
TECHBIO-TECHNE CorpCOM1,454,171$7,599 萬1.0%+50,402+3.6%加碼歷史
CHWYChewy, Inc.CL A2,750,304$7,426 萬0.9%−100,514−3.5%減碼歷史
KNSLKinsale Capital Group, Inc.Stock214,815$7,339 萬0.9%−23,360−9.8%減碼歷史
NDSNNordson CorpCOM275,104$7,319 萬0.9%−191,624−41.1%減碼歷史
AAgilent Technologies, Inc.COM610,046$6,953 萬0.9%−198,245−24.5%減碼歷史
KRMNKarman Holdings Inc.COMMON STOCK830,830$6,651 萬0.8%+343,425+70.5%加碼歷史
GGGGraco IncCOM755,082$6,392 萬0.8%−71,494−8.6%減碼歷史
BROBrown & Brown, Inc.Stock968,274$6,314 萬0.8%−131,036−11.9%減碼歷史
STESTERIS plcSHS USD284,275$6,286 萬0.8%−40,325−12.4%減碼歷史
VLTOVeralto CorpStock708,614$6,266 萬0.8%−390,926−35.6%減碼歷史
RBRKRubrik, Inc.Stock1,259,925$6,170 萬0.8%+1,259,925新進歷史
ZSZscaler, Inc.Stock438,929$6,158 萬0.8%+107,045+32.3%加碼歷史
PANWPalo Alto Networks IncStock374,690$6,007 萬0.8%−44,025−10.5%減碼歷史
BEBloom Energy CorpCOM CL A424,657$5,754 萬0.7%+424,657新進歷史
MDBMongoDB, Inc.CL A223,064$5,460 萬0.7%−42,995−16.2%減碼歷史
LECOLincoln Electric Holdings IncCOM218,404$5,440 萬0.7%−175,320−44.5%減碼歷史
AVAVAeroVironment IncCOM295,077$5,401 萬0.7%+295,077新進歷史
WSTWest Pharmaceutical Services IncCOM205,979$5,163 萬0.7%−269,376−56.7%減碼歷史
MTDRMatador Resources CoCOM744,805$4,706 萬0.6%+744,805新進歷史
NOVTNovanta IncCOM392,117$4,631 萬0.6%−88,947−18.5%減碼歷史
SPXCSPX Technologies, Inc.COM229,632$4,591 萬0.6%−21,304−8.5%減碼歷史
SSDSimpson Manufacturing Co., Inc.COM254,525$4,368 萬0.6%−61,465−19.5%減碼歷史
CRDOCredo Technology Group Holding LtdStock460,702$4,325 萬0.5%+460,702新進歷史
SXIStandex International CorpCOM168,463$4,293 萬0.5%−64,300−27.6%減碼歷史
SNEXStoneX Group Inc.COM529,052$4,267 萬0.5%+160,103+43.4%加碼歷史
CSWCSW Industrials, Inc.COM162,721$4,240 萬0.5%−52,166−24.3%減碼歷史
PLMRPalomar Holdings, Inc.Stock326,948$3,907 萬0.5%−5,596−1.7%減碼歷史
KAIKadant IncCOM129,081$3,774 萬0.5%−55,465−30.1%減碼歷史
ALABAstera Labs, Inc.Stock327,619$3,591 萬0.5%+327,619新進歷史
RBARB Global Inc.COM369,218$3,539 萬0.4%−104,643−22.1%減碼歷史
MKTXMarketaxess Holdings IncCOM210,076$3,466 萬0.4%+106,765+103.3%加碼歷史
FFINFirst Financial Bankshares IncCOM1,173,175$3,455 萬0.4%−478,611−29.0%減碼歷史
GKOSGLAUKOS CorpCOM319,027$3,435 萬0.4%−14,237−4.3%減碼歷史
NVTnVent Electric plcSHS290,347$3,434 萬0.4%−88,025−23.3%減碼歷史
VVVValvoline IncCOM1,005,196$3,386 萬0.4%−64,783−6.1%減碼歷史
CBCCentral Bancompany, Inc.COM CL A1,398,055$3,348 萬0.4%−350,063−20.0%減碼歷史
SKWDSkyward Specialty Insurance Group, Inc.COM764,911$3,341 萬0.4%−158,601−17.2%減碼歷史
SSentinelOne, Inc.CL A2,438,982$3,141 萬0.4%−725,486−22.9%減碼歷史
BRZEBraze, Inc.Stock1,322,927$3,123 萬0.4%−347,713−20.8%減碼歷史
RMBSRambus IncCOM357,223$3,073 萬0.4%+357,223新進歷史
WHDCactus, Inc.CL A646,489$3,062 萬0.4%+646,489新進歷史
CVLTCommvault Systems IncCOM391,376$3,048 萬0.4%−15,081−3.7%減碼歷史
LPLALPL Financial Holdings Inc.COM101,050$3,040 萬0.4%+101,050新進歷史
GMEDGlobus Medical IncStock350,053$3,016 萬0.4%−364,920−51.0%減碼歷史
PJTPJT Partners Inc.COM CL A215,241$3,007 萬0.4%+2,073+1.0%加碼歷史
PLNTPlanet Fitness, Inc.CL A402,346$2,993 萬0.4%−65,146−13.9%減碼歷史
EPACEnerpac Tool Group CorpCL A COM788,371$2,875 萬0.4%−441,956−35.9%減碼歷史
PRCTPROCEPT BioRobotics CorpCOM1,136,322$2,842 萬0.4%−304,712−21.1%減碼歷史
ATRCAtriCure, Inc.COM971,111$2,771 萬0.4%−202,494−17.3%減碼歷史
RLIRli CorpCOM464,407$2,649 萬0.3%−121,571−20.7%減碼歷史
VCELVericel CorpCOM815,173$2,622 萬0.3%−213,674−20.8%減碼歷史
GABCGerman American Bancorp, Inc.Stock626,447$2,618 萬0.3%−135,073−17.7%減碼歷史
RALRalliant CorpStock618,902$2,574 萬0.3%+114,887+22.8%加碼歷史

2025 年第 4 季之後清倉(17 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

Champlain Investment Partners, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
CFLTConfluent, Inc.CLASS A COM5,489,498$1.66 億1.7%歷史
EXASExact Sciences CorpCOM1,352,745$1.37 億1.4%歷史
MKCMcCormick & Co IncStock1,740,550$1.19 億1.2%歷史
SFBSServisFirst Bancshares, Inc.COM1,568,859$1.13 億1.1%歷史
FRPTFreshpet, Inc.Stock1,776,396$1.08 億1.1%歷史
FDSFactset Research Systems IncStock343,281$9,962 萬1.0%歷史
WDAYWorkday, Inc.CL A460,645$9,894 萬1.0%歷史
FTVFortive CorpStock1,763,637$9,737 萬1.0%歷史
CARTMaplebear Inc.COM1,373,352$6,177 萬0.6%歷史
TTDTrade Desk, Inc.Stock1,301,060$4,939 萬0.5%歷史
OSOneStream, Inc.CL A2,116,556$3,890 萬0.4%歷史
MNSTMonster Beverage CorpCOM504,170$3,865 萬0.4%歷史
MZTIMarzetti CoCOM172,024$2,828 萬0.3%歷史
PHRPhreesia, Inc.COM1,609,941$2,724 萬0.3%歷史
BRBRBellring Brands, Inc.Stock731,895$1,956 萬0.2%歷史
STVNStevanato Group S.p.A.ORD SHS801,304$1,612 萬0.2%歷史
VERXVertex, Inc.Stock739,673$1,477 萬0.1%歷史