Champlain Investment Partners, LLC
Filing Date
Global Rank
#884
/ 8,700
▼ 318
Top Industry
Software - Infrastructure
11.0%
Period ended 2 months ago
Filed Aug 12, 2026 · 32d
26 quarters · since Mar 2020
Portfolio Concentration
129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
2.7%
+0.5 pts
Top 5
10.2%
+0.1 pts
Top 10
17.6%
−0.8 pts
HHI
100
Diversified−12
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.8% | $924,664,693 |
| Technology | 22.2% | $862,545,739 |
| Financial Services | 17.9% | $697,604,418 |
| Healthcare | 16.7% | $648,442,989 |
| Consumer Cyclical | 9.6% | $375,521,451 |
| Energy | 4.6% | $179,493,945 |
| Consumer Defensive | 2.9% | $112,877,525 |
| Basic Materials | 2.3% | $90,698,165 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HTFL | Heartflow, Inc. | +166,183 | 733,607 | $21,524,029 | |
| MMSI | Merit Medical Systems Inc | +113,422 | 403,922 | $28,007,951 | |
| EAT | Brinker International, Inc | +29,554 | 189,256 | $31,795,008 | |
| SIBN | SI-BONE, Inc. | +18,857 | 896,462 | $14,630,259 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +13,378 | 233,780 | $11,656,270 | |
| SITM | SITIME Corp | +5,861 | 39,433 | $29,399,667 | |
| NOW | ServiceNow, Inc. | +785 | 3,635 | $360,882 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GTLB | Gitlab Inc. | −3,406,436 | 403,802 | $12,328,075 | |
| FAST | Fastenal Co | −2,009,928 | 891,285 | $42,808,418 | |
| NTNX | Nutanix, Inc. | −1,975,878 | 2,034,277 | $103,666,755 | |
| TOST | Toast, Inc. | −1,754,127 | 1,313,974 | $36,554,756 | |
| TSCO | Tractor Supply Co /De/ | −1,643,610 | 368,274 | $11,641,141 | |
| CHWY | Chewy, Inc. | −1,635,764 | 1,114,540 | $21,900,711 | |
| RYAN | Ryan Specialty Holdings, Inc. | −1,491,850 | 777,857 | $29,371,880 | |
| FND | Floor & Decor Holdings, Inc. | −1,370,137 | 903,527 | $53,633,362 | |
| CBSH | Commerce Bancshares Inc /Mo/ | −1,293,439 | 971,864 | $56,125,146 | |
| CELH | Celsius Holdings, Inc. | −1,290,991 | 1,083,689 | $31,730,413 | |
| AAON | Aaon, Inc. | −1,240,365 | 361,641 | $45,877,777 | |
| COO | Cooper Companies, Inc. | −1,177,065 | 431,025 | $30,908,802 | |
| TW | Tradeweb Markets Inc. | −1,034,674 | 434,812 | $43,333,363 | |
| TECH | BIO-TECHNE Corp | −1,019,440 | 434,731 | $30,713,745 | |
| S | SentinelOne, Inc. | −1,017,491 | 1,421,491 | $24,122,702 | |
| ELF | e.l.f. Beauty, Inc. | −994,527 | 298,368 | $22,079,232 | |
| AKAM | Akamai Technologies Inc | −948,325 | 177,015 | $20,924,943 | |
| P | Everpure, Inc. | −937,446 | 1,143,316 | $90,081,867 | |
| OKTA | Okta, Inc. | −927,550 | 412,985 | $56,351,803 | |
| ACGL | Arch Capital Group Ltd. | −891,540 | 370,745 | $35,984,509 | |
| RBRK | Rubrik, Inc. | −803,639 | 456,286 | $36,630,640 | |
| ALKT | Alkami Technology, Inc. | −712,906 | 889,660 | $16,120,639 | |
| EOG | Eog Resources Inc | −699,595 | 360,035 | $46,707,340 | |
| CAVA | Cava Group, Inc. | −696,264 | 701,117 | $55,023,662 | |
| EW | Edwards Lifesciences Corp | −686,857 | 346,640 | $31,357,054 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TER | Teradyne, Inc | 43,474 | $21,034,460 | |
| EQT | EQT Corp | 371,955 | $19,776,847 | |
| DXCM | Dexcom Inc | 269,217 | $18,131,764 | |
| SNOW | Snowflake Inc. | 65,510 | $16,672,295 | |
| IRTC | iRhythm Holdings, Inc. | 97,015 | $11,539,934 | |
| LCLN | Lincoln International, Inc. | 279,964 | $6,682,740 | |
| NTRA | Natera, Inc. | 23,830 | $6,468,653 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HLNE | Hamilton Lane INC | 1,087,227 | $108,070,363 | |
| PCOR | Procore Technologies, Inc. | 1,469,355 | $83,753,235 | |
| WST | West Pharmaceutical Services Inc | 205,979 | $51,626,576 | |
| ALAB | Astera Labs, Inc. | 327,619 | $35,907,042 | |
| AMSF | Amerisafe Inc | 377,823 | $12,592,840 | |
| INSP | Inspire Medical Systems, Inc. | 158,989 | $8,200,652 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 35,300 | $3,432,219 | |
| — | 141,284 | $0 | ||
| No positions match the current search. | ||||
129 tracked positions ·
$3,891,848,925 total
· filing declares
129 positions · $3,891,848,985
· as of Jun 30, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Showing 1–50
of 129 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NTNX |
Nutanix, Inc.
Technology
|
Reduced | 2,034,277 | $103,666,755 | 2.66% | |
| P |
Everpure, Inc.
Technology
|
Reduced | 1,143,316 | $90,081,867 | 2.31% | |
| ESAB |
ESAB Corp
Industrials
|
Reduced | 756,078 | $74,571,973 | 1.92% | |
| PEN |
Penumbra Inc
Healthcare
|
Reduced | 219,032 | $69,159,354 | 1.78% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
Reduced | 711,343 | $59,902,194 | 1.54% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 698,367 | $59,067,880 | 1.52% | |
| CFR |
Cullen/Frost Bankers, Inc.
Financial Services
|
Reduced | 379,610 | $58,657,337 | 1.51% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 412,985 | $56,351,803 | 1.45% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Reduced | 971,864 | $56,125,146 | 1.44% | |
| MSA |
MSA Safety Inc
Industrials
|
Reduced | 320,243 | $55,908,022 | 1.44% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Reduced | 701,117 | $55,023,662 | 1.41% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 121,225 | $54,074,835 | 1.39% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
Reduced | 903,527 | $53,633,362 | 1.38% | |
| NOVT |
Novanta Inc
Technology
|
Reduced | 326,007 | $52,891,375 | 1.36% | |
| CVLT |
Commvault Systems Inc
Technology
|
Reduced | 341,569 | $48,410,574 | 1.24% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
Reduced | 194,289 | $47,633,834 | 1.22% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 360,035 | $46,707,340 | 1.20% | |
| AAON |
Aaon, Inc.
Industrials
|
Reduced | 361,641 | $45,877,777 | 1.18% | |
| SSD |
Simpson Manufacturing Co., Inc.
Basic Materials
|
Reduced | 214,765 | $44,961,052 | 1.16% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Reduced | 99,600 | $43,588,944 | 1.12% | |
| RGEN |
Repligen Corp
Healthcare
|
Reduced | 318,955 | $43,518,220 | 1.12% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
Reduced | 434,812 | $43,333,363 | 1.11% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 244,074 | $43,315,812 | 1.11% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 891,285 | $42,808,418 | 1.10% | |
| WING |
Wingstop Inc.
Consumer Cyclical
|
Reduced | 245,379 | $42,551,172 | 1.09% | |
| IEX |
Idex Corp /De/
Industrials
|
Reduced | 178,539 | $40,519,426 | 1.04% | |
| RMBS |
Rambus Inc
Technology
|
Reduced | 299,368 | $39,738,108 | 1.02% | |
| CSW |
Csw Industrials, Inc.
Industrials
|
Reduced | 138,500 | $38,544,550 | 0.99% | |
| GKOS |
GLAUKOS Corp
Healthcare
|
Reduced | 275,171 | $38,457,898 | 0.99% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Reduced | 141,003 | $38,345,765 | 0.99% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Reduced | 27,848 | $37,884,419 | 0.97% | |
| SKWD |
Skyward Specialty Insurance Group, Inc.
Financial Services
|
Reduced | 645,526 | $37,666,442 | 0.97% | |
| MTDR |
Matador Resources Co
Energy
|
Reduced | 742,683 | $36,970,759 | 0.95% | |
| RBRK |
Rubrik, Inc.
Technology
|
Reduced | 456,286 | $36,630,640 | 0.94% | |
| TOST |
Toast, Inc.
Technology
|
Reduced | 1,313,974 | $36,554,756 | 0.94% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 106,814 | $36,425,710 | 0.94% | |
| RBA |
Rb Global Inc.
Industrials
|
Reduced | 311,819 | $36,311,322 | 0.93% | |
| CSL |
Carlisle Companies Inc
Industrials
|
Reduced | 99,985 | $36,269,558 | 0.93% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Reduced | 64,605 | $36,218,209 | 0.93% | |
| ACGL |
Arch Capital Group Ltd.
Financial Services
|
Reduced | 370,745 | $35,984,509 | 0.92% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Reduced | 106,995 | $35,288,020 | 0.91% | |
| PLMR |
Palomar Holdings, Inc.
Financial Services
|
Reduced | 272,480 | $34,438,747 | 0.88% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
Reduced | 976,430 | $33,784,478 | 0.87% | |
| KAI |
Kadant Inc
Industrials
|
Reduced | 107,316 | $33,721,906 | 0.87% | |
| VCEL |
Vericel Corp
Healthcare
|
Reduced | 755,828 | $33,626,787 | 0.86% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 138,498 | $33,508,206 | 0.86% | |
| WHD |
Cactus, Inc.
Energy
|
Reduced | 633,419 | $32,450,055 | 0.83% | |
| VVV |
Valvoline Inc
Consumer Cyclical
|
Reduced | 817,494 | $32,323,712 | 0.83% | |
| EAT |
Brinker International, Inc
Consumer Cyclical
|
Added | 189,256 | $31,795,008 | 0.82% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 1,083,689 | $31,730,413 | 0.82% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.