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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TWTradeweb Markets Inc. | Stock | 1,469,486 | $1.73 億 | 2.2% | +253,140+20.8% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 491,382 | $1.61 億 | 2.0% | −110,422−18.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,059,630 | $1.53 億 | 1.9% | +1,059,630 | 新進 | 歷史 |
| SNPSSynopsys Inc | COM | 384,815 | $1.53 億 | 1.9% | +107,989+39.0% | 加碼 | 歷史 |
| NTNXNutanix, Inc. | Stock | 4,010,155 | $1.52 億 | 1.9% | +598,980+17.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 2,901,213 | $1.35 億 | 1.7% | +194,310+7.2% | 加碼 | 歷史 |
| AAONAaon, Inc. | COM PAR $0.004 | 1,602,006 | $1.33 億 | 1.7% | −62,697−3.8% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 738,449 | $1.30 億 | 1.6% | +330,470+81.0% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 1,125,340 | $1.29 億 | 1.6% | +77,305+7.4% | 加碼 | 歷史 |
| ESABESAB Corp | COM | 1,304,834 | $1.26 億 | 1.6% | −217,753−14.3% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 2,080,762 | $1.23 億 | 1.6% | +621,966+42.6% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 640,274 | $1.21 億 | 1.5% | −190,373−22.9% | 減碼 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 1,262,285 | $1.21 億 | 1.5% | −63,979−4.8% | 減碼 | 歷史 |
| TPLTexas Pacific Land Corp | Stock | 252,962 | $1.20 億 | 1.5% | +252,962 | 新進 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 855,190 | $1.17 億 | 1.5% | −312,891−26.8% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 2,273,664 | $1.16 億 | 1.5% | +498,990+28.1% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 1,608,090 | $1.15 億 | 1.5% | −161,650−9.1% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 1,397,381 | $1.13 億 | 1.4% | −417,558−23.0% | 減碼 | 歷史 |
| WHWyndham Hotels & Resorts, Inc. | COM | 1,377,897 | $1.12 億 | 1.4% | −395,212−22.3% | 減碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 2,265,303 | $1.11 億 | 1.4% | +1,141,309+101.5% | 加碼 | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,087,227 | $1.08 億 | 1.4% | +25,963+2.4% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 98,629 | $1.08 億 | 1.4% | −31,727−24.3% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 316,975 | $1.06 億 | 1.3% | −18,090−5.4% | 減碼 | 歷史 |
| OKTAOkta, Inc. | CL A | 1,340,535 | $1.06 億 | 1.3% | −171,245−11.3% | 減碼 | 歷史 |
| MSAMSA Safety Inc | COM | 641,879 | $1.05 億 | 1.3% | −419,173−39.5% | 減碼 | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 717,724 | $1.03 億 | 1.3% | +258,624+56.3% | 加碼 | 歷史 |
| DPZDominos Pizza Inc | COM | 285,414 | $1.02 億 | 1.3% | −33,240−10.4% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 425,358 | $9,118 萬 | 1.2% | −191,499−31.0% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 1,181,630 | $9,114 萬 | 1.2% | +157,949+15.4% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 2,011,884 | $9,114 萬 | 1.2% | +2,011,884 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 556,985 | $9,048 萬 | 1.1% | +144,650+35.1% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 70,206 | $8,854 萬 | 1.1% | −30,985−30.6% | 減碼 | 歷史 |
| XYLXylem Inc. | COM | 731,680 | $8,744 萬 | 1.1% | −111,500−13.2% | 減碼 | 歷史 |
| WINGWingstop Inc. | COM | 544,415 | $8,437 萬 | 1.1% | −133,798−19.7% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 2,374,680 | $8,425 萬 | 1.1% | +1,836,702+341.4% | 加碼 | 歷史 |
| PCORProcore Technologies, Inc. | COM | 1,469,355 | $8,375 萬 | 1.1% | −136,083−8.5% | 減碼 | 歷史 |
| WATWaters Corp | COM | 279,840 | $8,334 萬 | 1.1% | −32,928−10.5% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 703,503 | $8,305 萬 | 1.1% | +199,095+39.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,033,497 | $8,276 萬 | 1.1% | −700,715−40.4% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 3,810,238 | $8,245 萬 | 1.0% | −279,250−6.8% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 152,234 | $8,206 萬 | 1.0% | −96,690−38.8% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 693,855 | $8,175 萬 | 1.0% | −310,096−30.9% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 3,068,101 | $8,134 萬 | 1.0% | +162,453+5.6% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 191,280 | $8,123 萬 | 1.0% | +10,060+5.6% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 334,930 | $8,018 萬 | 1.0% | +62,745+23.1% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,292,895 | $7,836 萬 | 1.0% | +79,248+6.5% | 加碼 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 2,269,707 | $7,658 萬 | 1.0% | −286,020−11.2% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,454,171 | $7,599 萬 | 1.0% | +50,402+3.6% | 加碼 | 歷史 |
| CHWYChewy, Inc. | CL A | 2,750,304 | $7,426 萬 | 0.9% | −100,514−3.5% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 214,815 | $7,339 萬 | 0.9% | −23,360−9.8% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 275,104 | $7,319 萬 | 0.9% | −191,624−41.1% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 610,046 | $6,953 萬 | 0.9% | −198,245−24.5% | 減碼 | 歷史 |
| KRMNKarman Holdings Inc. | COMMON STOCK | 830,830 | $6,651 萬 | 0.8% | +343,425+70.5% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 755,082 | $6,392 萬 | 0.8% | −71,494−8.6% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 968,274 | $6,314 萬 | 0.8% | −131,036−11.9% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 284,275 | $6,286 萬 | 0.8% | −40,325−12.4% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 708,614 | $6,266 萬 | 0.8% | −390,926−35.6% | 減碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 1,259,925 | $6,170 萬 | 0.8% | +1,259,925 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 438,929 | $6,158 萬 | 0.8% | +107,045+32.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 374,690 | $6,007 萬 | 0.8% | −44,025−10.5% | 減碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 424,657 | $5,754 萬 | 0.7% | +424,657 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 223,064 | $5,460 萬 | 0.7% | −42,995−16.2% | 減碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 218,404 | $5,440 萬 | 0.7% | −175,320−44.5% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 295,077 | $5,401 萬 | 0.7% | +295,077 | 新進 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 205,979 | $5,163 萬 | 0.7% | −269,376−56.7% | 減碼 | 歷史 |
| MTDRMatador Resources Co | COM | 744,805 | $4,706 萬 | 0.6% | +744,805 | 新進 | 歷史 |
| NOVTNovanta Inc | COM | 392,117 | $4,631 萬 | 0.6% | −88,947−18.5% | 減碼 | 歷史 |
| SPXCSPX Technologies, Inc. | COM | 229,632 | $4,591 萬 | 0.6% | −21,304−8.5% | 減碼 | 歷史 |
| SSDSimpson Manufacturing Co., Inc. | COM | 254,525 | $4,368 萬 | 0.6% | −61,465−19.5% | 減碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 460,702 | $4,325 萬 | 0.5% | +460,702 | 新進 | 歷史 |
| SXIStandex International Corp | COM | 168,463 | $4,293 萬 | 0.5% | −64,300−27.6% | 減碼 | 歷史 |
| SNEXStoneX Group Inc. | COM | 529,052 | $4,267 萬 | 0.5% | +160,103+43.4% | 加碼 | 歷史 |
| CSWCSW Industrials, Inc. | COM | 162,721 | $4,240 萬 | 0.5% | −52,166−24.3% | 減碼 | 歷史 |
| PLMRPalomar Holdings, Inc. | Stock | 326,948 | $3,907 萬 | 0.5% | −5,596−1.7% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 129,081 | $3,774 萬 | 0.5% | −55,465−30.1% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 327,619 | $3,591 萬 | 0.5% | +327,619 | 新進 | 歷史 |
| RBARB Global Inc. | COM | 369,218 | $3,539 萬 | 0.4% | −104,643−22.1% | 減碼 | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 210,076 | $3,466 萬 | 0.4% | +106,765+103.3% | 加碼 | 歷史 |
| FFINFirst Financial Bankshares Inc | COM | 1,173,175 | $3,455 萬 | 0.4% | −478,611−29.0% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 319,027 | $3,435 萬 | 0.4% | −14,237−4.3% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 290,347 | $3,434 萬 | 0.4% | −88,025−23.3% | 減碼 | 歷史 |
| VVVValvoline Inc | COM | 1,005,196 | $3,386 萬 | 0.4% | −64,783−6.1% | 減碼 | 歷史 |
| CBCCentral Bancompany, Inc. | COM CL A | 1,398,055 | $3,348 萬 | 0.4% | −350,063−20.0% | 減碼 | 歷史 |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 764,911 | $3,341 萬 | 0.4% | −158,601−17.2% | 減碼 | 歷史 |
| SSentinelOne, Inc. | CL A | 2,438,982 | $3,141 萬 | 0.4% | −725,486−22.9% | 減碼 | 歷史 |
| BRZEBraze, Inc. | Stock | 1,322,927 | $3,123 萬 | 0.4% | −347,713−20.8% | 減碼 | 歷史 |
| RMBSRambus Inc | COM | 357,223 | $3,073 萬 | 0.4% | +357,223 | 新進 | 歷史 |
| WHDCactus, Inc. | CL A | 646,489 | $3,062 萬 | 0.4% | +646,489 | 新進 | 歷史 |
| CVLTCommvault Systems Inc | COM | 391,376 | $3,048 萬 | 0.4% | −15,081−3.7% | 減碼 | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 101,050 | $3,040 萬 | 0.4% | +101,050 | 新進 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 350,053 | $3,016 萬 | 0.4% | −364,920−51.0% | 減碼 | 歷史 |
| PJTPJT Partners Inc. | COM CL A | 215,241 | $3,007 萬 | 0.4% | +2,073+1.0% | 加碼 | 歷史 |
| PLNTPlanet Fitness, Inc. | CL A | 402,346 | $2,993 萬 | 0.4% | −65,146−13.9% | 減碼 | 歷史 |
| EPACEnerpac Tool Group Corp | CL A COM | 788,371 | $2,875 萬 | 0.4% | −441,956−35.9% | 減碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 1,136,322 | $2,842 萬 | 0.4% | −304,712−21.1% | 減碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 971,111 | $2,771 萬 | 0.4% | −202,494−17.3% | 減碼 | 歷史 |
| RLIRli Corp | COM | 464,407 | $2,649 萬 | 0.3% | −121,571−20.7% | 減碼 | 歷史 |
| VCELVericel Corp | COM | 815,173 | $2,622 萬 | 0.3% | −213,674−20.8% | 減碼 | 歷史 |
| GABCGerman American Bancorp, Inc. | Stock | 626,447 | $2,618 萬 | 0.3% | −135,073−17.7% | 減碼 | 歷史 |
| RALRalliant Corp | Stock | 618,902 | $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。
| 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 COM | 5,489,498 | $1.66 億 | 1.7% | 歷史 |
| EXASExact Sciences Corp | COM | 1,352,745 | $1.37 億 | 1.4% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 1,740,550 | $1.19 億 | 1.2% | 歷史 |
| SFBSServisFirst Bancshares, Inc. | COM | 1,568,859 | $1.13 億 | 1.1% | 歷史 |
| FRPTFreshpet, Inc. | Stock | 1,776,396 | $1.08 億 | 1.1% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 343,281 | $9,962 萬 | 1.0% | 歷史 |
| WDAYWorkday, Inc. | CL A | 460,645 | $9,894 萬 | 1.0% | 歷史 |
| FTVFortive Corp | Stock | 1,763,637 | $9,737 萬 | 1.0% | 歷史 |
| CARTMaplebear Inc. | COM | 1,373,352 | $6,177 萬 | 0.6% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,301,060 | $4,939 萬 | 0.5% | 歷史 |
| OSOneStream, Inc. | CL A | 2,116,556 | $3,890 萬 | 0.4% | 歷史 |
| MNSTMonster Beverage Corp | COM | 504,170 | $3,865 萬 | 0.4% | 歷史 |
| MZTIMarzetti Co | COM | 172,024 | $2,828 萬 | 0.3% | 歷史 |
| PHRPhreesia, Inc. | COM | 1,609,941 | $2,724 萬 | 0.3% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 731,895 | $1,956 萬 | 0.2% | 歷史 |
| STVNStevanato Group S.p.A. | ORD SHS | 801,304 | $1,612 萬 | 0.2% | 歷史 |
| VERXVertex, Inc. | Stock | 739,673 | $1,477 萬 | 0.1% | 歷史 |