Champlain Investment Partners, LLC

Registered adviser

CIK

1315478

Location

BURLINGTON, VT

Portfolio Value

Mid $3,891,848,925

Diversification

Diversified

Filing Date

Global Rank

#1,051 / 8,819 ▼ 481

Top Industry

Software - Infrastructure 11.0%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 132474

Roster of Oct 1, 2026

Regulatory AUM

$10,175,097,502

Main clients

Registered funds and BDCs (68% of AUM)

Private funds

4 funds · Other private funds

Focus by fund count, roster of Oct 1, 2026

$399,933,340 gross assets

Registered funds advised

3 series (0 index, 0 ETFs)

$5,605,416,467 net assets· N-CEN Dec 31, 2025

LEI

549300CG1LTCDOSKX862

Private funds on Schedule D 7.B.(1)

As filed Sep 26, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$766,184,069 gross assets in 3 funds Other private funds $766,184,069 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$10,175,097,502	Registered funds and BDCs (68%)
Apr 2025 to Jan 2026	$16,250,049,883	Registered funds and BDCs (68%)
Apr 2024 to Mar 2025	$17,319,756,035	Registered funds and BDCs (69%)
May 2023 to Mar 2024	$15,987,680,758	Registered funds and BDCs (70%)
Apr 2023	$15,987,680,758	Registered funds and BDCs (70%)
Apr 2022 to Mar 2023	$22,501,129,287	Registered funds and BDCs (70%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 17.6%, 100.0 effective positions, active share 88.2% against the S&P MidCap 400 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

35.7% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 12.3 quarters (12+), a floor since 24.5% of the book was already held when coverage starts

Closest benchmark: the S&P MidCap 400 as of 2026-06-30, active share 88.2%; sector active share 31.5% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

129 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

2.7%

+0.5 pts

Top 5

10.2%

+0.2 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	Positions
Industrials	23.8%	$924,664,693	31
Technology	22.2%	$862,545,739	25
Financial Services	17.9%	$697,604,418	24
Healthcare	16.7%	$648,442,989	24
Consumer Cyclical	9.6%	$375,521,451	14
Energy	4.6%	$179,493,945	5
Consumer Defensive	2.9%	$112,877,525	3
Basic Materials	2.3%	$90,698,165	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	−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	−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
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
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
—		141,284	$25,130,185
AMSF	Amerisafe Inc	377,823	$12,592,840
INSP	Inspire Medical Systems, Inc.	158,989	$8,200,652
IWR	iShares Russell Mid-Cap ETF	35,300	$3,432,219
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NTNX	Nutanix, Inc. Technology	Reduced	2,034,277	-1,975,878	$103,666,755	−32.0%	20	$41.46	2.66%
P	Everpure, Inc. Technology	Reduced	1,143,316	-937,446	$90,081,867	−26.7%	26+	before history	2.31%
ESAB	ESAB Corp Industrials	Reduced	756,078	-548,756	$74,571,973	−40.9%	10	$109.89	1.92%
PEN	Penumbra Inc Healthcare	Reduced	219,032	-272,350	$69,159,354	−57.1%	26+	before history	1.78%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Reduced	711,343	-666,554	$59,902,194	−46.5%	5	$85.57	1.54%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	698,367	-483,263	$59,067,880	−35.2%	3	$87.70	1.52%
CFR	Cullen/Frost Bankers, Inc. Financial Services	Reduced	379,610	-475,580	$58,657,337	−50.0%	26+	before history	1.51%
OKTA	Okta, Inc. Technology	Reduced	412,985	-927,550	$56,351,803	−46.6%	26+	before history	1.45%
CBSH	Commerce Bancshares Inc Financial Services	Reduced	971,864	-1,293,439	$56,125,146	−49.6%	3	unpriced	1.44%
MSA	MSA Safety Inc Industrials	Reduced	320,243	-321,636	$55,908,022	−46.9%	26+	before history	1.44%
CAVA	Cava Group, Inc. Consumer Cyclical	Reduced	701,117	-696,264	$55,023,662	−51.3%	6	$88.75	1.41%
SNPS	Synopsys Inc Technology	Reduced	121,225	-263,590	$54,074,835	−64.6%	26+	before history	1.39%
FND	Floor & Decor Holdings, Inc. Consumer Cyclical	Reduced	903,527	-1,370,137	$53,633,362	−53.6%	3	$64.87	1.38%
NOVT	Novanta Inc Technology	Reduced	326,007	-66,110	$52,891,375	+14.2%	18	$136.98	1.36%
CVLT	Commvault Systems Inc Technology	Reduced	341,569	-49,807	$48,410,574	+58.8%	6	$162.54	1.24%
SPXC	SPX Technologies, Inc. Industrials	Reduced	194,289	-35,343	$47,633,834	+3.7%	6	$143.59	1.22%
EOG	Eog Resources Inc Energy	Reduced	360,035	-699,595	$46,707,340	−69.5%	2	$121.36	1.20%
AAON	Aaon, Inc. Industrials	Reduced	361,641	-1,240,365	$45,877,777	−65.4%	5	$84.84	1.18%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Reduced	214,765	-39,760	$44,961,052	+2.9%	8	$174.48	1.16%
TPL	Texas Pacific Land Corp Energy	Reduced	99,600	-153,362	$43,588,944	−63.7%	2	$429.75	1.12%
RGEN	Repligen Corp Healthcare	Reduced	318,955	-374,900	$43,518,220	−46.8%	16	$156.83	1.12%
TW	Tradeweb Markets Inc. Financial Services	Reduced	434,812	-1,034,674	$43,333,363	−74.9%	26+	before history	1.11%
VEEV	Veeva Systems Inc Healthcare	Reduced	244,074	-494,375	$43,315,812	−66.6%	26+	before history	1.11%
FAST	Fastenal Co Industrials	Reduced	891,285	-2,009,928	$42,808,418	−68.2%	7	$39.12	1.10%
WING	Wingstop Inc. Consumer Cyclical	Reduced	245,379	-299,036	$42,551,172	−49.6%	7	$295.43	1.09%
IEX	Idex Corp Industrials	Reduced	178,539	-461,735	$40,519,426	−66.6%	26+	before history	1.04%
RMBS	Rambus Inc Technology	Reduced	299,368	-57,855	$39,738,108	+29.3%	2	$99.79	1.02%
CSW	Csw Industrials, Inc. Industrials	Reduced	138,500	-24,221	$38,544,550	−9.1%	6	$322.27	0.99%
GKOS	GLAUKOS Corp Healthcare	Reduced	275,171	-43,856	$38,457,898	+12.0%	5	$93.83	0.99%
CRDO	Credo Technology Group Holding Ltd Technology	Reduced	141,003	-319,699	$38,345,765	−11.3%	2	$121.71	0.99%
GWW	W.W. Grainger, Inc. Industrials	Reduced	27,848	-70,781	$37,884,419	−64.8%	8	$1,008.76	0.97%
SKWD	Skyward Specialty Insurance Group, Inc. Financial Services	Reduced	645,526	-119,385	$37,666,442	+12.7%	12	$31.74	0.97%
MTDR	Matador Resources Co Energy	Reduced	742,683	-2,122	$36,970,759	−21.4%	2	$50.09	0.95%
RBRK	Rubrik, Inc. Technology	Reduced	456,286	-803,639	$36,630,640	−40.6%	2	$57.39	0.94%
TOST	Toast, Inc. Technology	Reduced	1,313,974	-1,754,127	$36,554,756	−55.1%	16	$22.34	0.94%
PANW	Palo Alto Networks Inc Technology	Reduced	106,814	-267,876	$36,425,710	−39.4%	26+	before history	0.94%
RBA	Rb Global Inc. Industrials	Reduced	311,819	-57,399	$36,311,322	+2.6%	13	$56.38	0.93%
CSL	Carlisle Companies Inc Industrials	Reduced	99,985	-216,990	$36,269,558	−65.7%	4	$346.88	0.93%
AXON	Axon Enterprise, Inc. Industrials	Reduced	64,605	-126,675	$36,218,209	−55.4%	11	$366.59	0.93%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	370,745	-891,540	$35,984,509	−70.3%	6	$91.76	0.92%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	106,995	-107,820	$35,288,020	−51.9%	11	$402.48	0.91%
PLMR	Palomar Holdings, Inc. Financial Services	Reduced	272,480	-54,468	$34,438,747	−11.9%	26+	before history	0.88%
FFIN	First Financial Bankshares Inc Financial Services	Reduced	976,430	-196,745	$33,784,478	−2.2%	14	$31.95	0.87%
KAI	Kadant Inc Industrials	Reduced	107,316	-21,765	$33,721,906	−10.6%	9	$332.66	0.87%
VCEL	Vericel Corp Healthcare	Reduced	755,828	-59,345	$33,626,787	+28.2%	7	$46.73	0.86%
AME	Ametek Inc Industrials	Reduced	138,498	-286,860	$33,508,206	−63.3%	26+	before history	0.86%
WHD	Cactus, Inc. Energy	Reduced	633,419	-13,070	$32,450,055	+6.0%	2	$52.47	0.83%
VVV	Valvoline Inc Consumer Cyclical	Reduced	817,494	-187,702	$32,323,712	−4.5%	7	$38.42	0.83%
EAT	Brinker International, Inc Consumer Cyclical	Added	189,256	+29,554	$31,795,008	+39.4%	3	$137.42	0.82%
CELH	Celsius Holdings, Inc. Consumer Defensive	Reduced	1,083,689	-1,290,991	$31,730,413	−62.3%	7	$43.39	0.82%

Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.