Champlain Investment Partners, LLC
Sector Allocation
- Technology21.9%$854.0M
- Financials19.0%$741.2M
- Industrials18.8%$731.5M
- Healthcare17.5%$679.4M
- Consumer Discretionary9.0%$350.2M
- Energy4.3%$168.2M
- Consumer Staples2.9%$112.9M
- Materials2.6%$102.2M
- Other2.3%$90.1M
- Communication Services0.9%$34.0M
AUM History
13fpro.ai/research/fund/champlain-investment-partners-llc-1315478
Conviction and streaks
Stable · top 10 = 17.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NTNX
$103.7M- EVERPURE$90.1M
ESAB
$74.6MPEN
$69.2MWH
$59.9MSFM
$59.1MCFR
$58.7MOKTA
$56.4MCBSH
$56.1MMSA
$55.9MCAVA
$55.0MSNPS
$54.1MFND
$53.6MNOVT
$52.9MCVLT
$48.4MSPXC
$47.6MEOG
$46.7MAAON
$45.9MSSD
$45.0MTPL
$43.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/champlain-investment-partners-llc-1315478
Champlain Investment Partners, LLC 13F holdings — Q2 2026
$3.9B portfolio (-50.6% QoQ) · 129 holdings · Q2 2026 13F · top 10 are 18% of the stock portfolio
$103.7M
2.7% of stocks
-49%This quarter+12.5%Since filed10+ qtrsHeld- 2
EVERPURE INC - CL A
$90.1M
2.3% of stocks
-45%This quarter—Since filed—HeldAIQuality—Est. buy— $74.6M
1.9% of stocks
-42%This quarter-19.5%Since filed10+ qtrsHeldAIQuality52.1#1,495Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$69.2M
1.8% of stocks
-55%This quarter-0.8%Since filed10+ qtrsHeldAIQuality67.4#371Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row$59.9M
1.5% of stocks
-48%This quarter-1.4%Since filed5 qtrsHeldAIQuality53.0#1,432Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$59.1M
1.5% of stocks
-41%This quarter-25.2%Since filed3 qtrsHeld$58.7M
1.5% of stocks
-56%This quarter-6.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$56.4M
1.4% of stocks
-69%This quarter+53.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$56.1M
1.4% of stocks
-57%This quarter-7.3%Since filed3 qtrsHeld$55.9M
1.4% of stocks
-50%This quarter-6.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
All holdings — Champlain Investment Partners, LLC (Q2 2026)
129 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CAVA GROUP, INC. | Consumer Discretionary | $55.0M | 1.4% | 701K | -50% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SYNOPSYS INC | Technology | $54.1M | 1.4% | 121K | -68% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Floor & Decor Holdings, Inc. | Consumer Discretionary | $53.6M | 1.4% | 904K | -60% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NOVANTA INC | Technology | $52.9M | 1.4% | 326K | -17% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COMMVAULT SYSTEMS INC | Technology | $48.4M | 1.2% | 342K | -13% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPX Technologies, Inc. | Industrials | $47.6M | 1.2% | 194K | -15% | 6 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EOG RESOURCES INC | Energy | $46.7M | 1.2% | 360K | -66% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AAON, INC. | Industrials | $45.9M | 1.2% | 362K | -77% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Simpson Manufacturing Co., Inc. | Industrials | $45.0M | 1.2% | 215K | -16% | 8 qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Texas Pacific Land Corp | Financials | $43.6M | 1.1% | 100K | -61% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | REPLIGEN CORP | Healthcare | $43.5M | 1.1% | 319K | -54% | 10+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Tradeweb Markets Inc. | Financials | $43.3M | 1.1% | 435K | -70% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VEEVA SYSTEMS INC | Technology | $43.3M | 1.1% | 244K | -67% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | FASTENAL CO | Industrials | $42.8M | 1.1% | 891K | -69% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Wingstop Inc. | Consumer Discretionary | $42.6M | 1.1% | 245K | -55% | 7 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IEX | IDEX CORP /DE/ | Industrials | $40.5M | 1.0% | 179K | -72% | |||
| 27 | $RMBS | RAMBUS INC | Technology | $39.7M | 1.0% | 299K | -16% | |||
| 28 | $CSW | CSW INDUSTRIALS, INC. | Materials | $38.5M | 1.0% | 139K | -15% | |||
| 29 | $GKOS | GLAUKOS Corp | Healthcare | $38.5M | 1.0% | 275K | -14% | |||
| 30 | $CRDO | Credo Technology Group Holding Ltd | Technology | $38.3M | 1.0% | 141K | -69% | |||
| 31 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $37.9M | 1.0% | 28K | -72% | |||
| 32 | $SKWD | Skyward Specialty Insurance Group, Inc. | Financials | $37.7M | 1.0% | 646K | -16% | |||
| 33 | $MTDR | Matador Resources Co | Energy | $37.0M | 0.9% | 743K | -0.3% | |||
| 34 | $RBRK | Rubrik, Inc. | Technology | $36.6M | 0.9% | 456K | -64% | |||
| 35 | $TOST | Toast, Inc. | Technology | $36.6M | 0.9% | 1.31M | -57% | |||
| 36 | $PANW | Palo Alto Networks Inc | Technology | $36.4M | 0.9% | 107K | -71% | |||
| 37 | $RBA | RB GLOBAL INC. | Industrials | $36.3M | 0.9% | 312K | -16% | |||
| 38 | $CSL | CARLISLE COMPANIES INC | Materials | $36.3M | 0.9% | 100K | -68% | |||
| 39 | $AXON | AXON ENTERPRISE, INC. | Industrials | $36.2M | 0.9% | 65K | -66% | |||
| 40 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $36.0M | 0.9% | 371K | -71% | |||
| 41 | $KNSL | Kinsale Capital Group, Inc. | Financials | $35.3M | 0.9% | 107K | -50% | |||
| 42 | $PLMR | Palomar Holdings, Inc. | Financials | $34.4M | 0.9% | 272K | -17% | |||
| 43 | $FFIN | FIRST FINANCIAL BANKSHARES INC | Financials | $33.8M | 0.9% | 976K | -17% | |||
| 44 | $KAI | KADANT INC | Industrials | $33.7M | 0.9% | 107K | -17% | |||
| 45 | $VCEL | Vericel Corp | Healthcare | $33.6M | 0.9% | 756K | -7% | |||
| 46 | $AME | AMETEK INC/ | Industrials | $33.5M | 0.9% | 138K | -67% | |||
| 47 | $WHD | Cactus, Inc. | Energy | $32.5M | 0.8% | 633K | -2% | |||
| 48 | $VVV | VALVOLINE INC | Energy | $32.3M | 0.8% | 817K | -19% | |||
| 49 | $EAT | BRINKER INTERNATIONAL, INC | Consumer Discretionary | $31.8M | 0.8% | 189K | +19% | |||
| 50 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $31.7M | 0.8% | 1.08M | -54% | |||
| 51 | $WAT | WATERS CORP /DE/ | Healthcare | $31.7M | 0.8% | 84K | -70% | |||
| 52 | $SXI | STANDEX INTERNATIONAL CORP/DE/ | Industrials | $31.5M | 0.8% | 88K | -48% | |||
| 53 | $RAL | Ralliant Corp | Technology | $31.5M | 0.8% | 428K | -31% | |||
| 54 | $EW | Edwards Lifesciences Corp | Healthcare | $31.4M | 0.8% | 347K | -66% | |||
| 55 | $COO | COOPER COMPANIES, INC. | Healthcare | $30.9M | 0.8% | 431K | -73% | |||
| 56 | $TECH | BIO-TECHNE Corp | Healthcare | $30.7M | 0.8% | 435K | -70% | |||
| 57 | $SITM | SITIME Corp | Technology | $29.4M | 0.8% | 39K | +17% | |||
| 58 | $RYAN | RYAN SPECIALTY HOLDINGS, INC. | Financials | $29.4M | 0.8% | 778K | -66% | |||
| 59 | $WCN | Waste Connections, Inc. | Utilities | $28.2M | 0.7% | 169K | -70% | |||
| 60 | $HLI | HOULIHAN LOKEY, INC. | Financials | $28.2M | 0.7% | 210K | -71% | |||
| 61 | $SNEX | StoneX Group Inc. | Financials | $28.1M | 0.7% | 237K | -55% | |||
| 62 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $28.0M | 0.7% | 404K | +39% | |||
| 63 | $PJT | PJT Partners Inc. | Financials | $27.6M | 0.7% | 183K | -15% | |||
| 64 | $SXT | SENSIENT TECHNOLOGIES CORP | Materials | $27.4M | 0.7% | 222K | -15% | |||
| 65 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $26.9M | 0.7% | 21K | -70% | |||
| 66 | $ATRC | AtriCure, Inc. | Healthcare | $26.3M | 0.7% | 939K | -3% | |||
| 67 | $KRMN | Karman Holdings Inc. | Industrials | $26.0M | 0.7% | 521K | -37% | |||
| 68 | $EPAC | ENERPAC TOOL GROUP CORP | Industrials | $25.8M | 0.7% | 719K | -9% | |||
| 69 | $MDB | MongoDB, Inc. | Technology | $25.7M | 0.7% | 77K | -66% | |||
| 70 | $MSCI | MSCI Inc. | Financials | $25.4M | 0.7% | 45K | -70% | |||
| 71 | $XYL | Xylem Inc. | Industrials | $25.2M | 0.7% | 213K | -71% | |||
| 72 | $CBC | Central Bancompany, Inc. | Financials | $25.0M | 0.6% | 822K | -41% | |||
| 73 | $GABC | GERMAN AMERICAN BANCORP, INC. | Financials | $24.7M | 0.6% | 521K | -17% | |||
| 74 | $BANF | BANCFIRST CORP /OK/ | Financials | $24.7M | 0.6% | 222K | -0.5% | |||
| 75 | $LPLA | LPL Financial Holdings Inc. | Financials | $24.3M | 0.6% | 86K | -15% | |||
| 76 | $S | SentinelOne, Inc. | Technology | $24.1M | 0.6% | 1.42M | -42% | |||
| 77 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $23.5M | 0.6% | 177K | -71% | |||
| 78 | $RLI | RLI CORP | Financials | $23.1M | 0.6% | 392K | -16% | |||
| 79 | $STE | STERIS plc | Healthcare | $23.0M | 0.6% | 109K | -62% | |||
| 80 | $GMED | GLOBUS MEDICAL INC | Healthcare | $23.0M | 0.6% | 291K | -17% | |||
| 81 | $BWIN | Baldwin Insurance Group, Inc. | Financials | $22.9M | 0.6% | 863K | -17% | |||
| 82 | $BE | Bloom Energy Corp | Technology | $22.4M | 0.6% | 74K | -83% | |||
| 83 | $PRCT | PROCEPT BioRobotics Corp | Healthcare | $22.2M | 0.6% | 981K | -14% | |||
| 84 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $22.1M | 0.6% | 298K | -77% | |||
| 85 | $ZS | Zscaler, Inc. | Technology | $22.0M | 0.6% | 156K | -64% | |||
| 86 | $CHWY | Chewy, Inc. | Consumer Discretionary | $21.9M | 0.6% | 1.11M | -59% | |||
| 87 | $HTFL | Heartflow, Inc. | Healthcare | $21.5M | 0.6% | 734K | +29% | |||
| 88 | $BRKR | BRUKER CORP | Healthcare | $21.4M | 0.6% | 356K | -41% | |||
| 89 | $TER | TERADYNE, INC | Technology | $21.0M | 0.5% | 43K | New | |||
| 90 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $20.9M | 0.5% | 177K | -84% | |||
| 91 | $VLTO | Veralto Corp | Technology | $20.8M | 0.5% | 235K | -67% | |||
| 92 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $20.7M | 0.5% | 271K | -16% | |||
| 93 | $NDSN | NORDSON CORP | Industrials | $20.5M | 0.5% | 68K | -75% | |||
| 94 | $AVAV | AeroVironment Inc | Industrials | $20.2M | 0.5% | 123K | -58% | |||
| 95 | $EQT | EQT Corp | Energy | $19.8M | 0.5% | 372K | New | |||
| 96 | $DDOG | Datadog, Inc. | Technology | $19.6M | 0.5% | 75K | -89% | |||
| 97 | $BRO | BROWN & BROWN, INC. | Financials | $19.0M | 0.5% | 296K | -69% | |||
| 98 | $CAI | Caris Life Sciences, Inc. | Healthcare | $18.7M | 0.5% | 1.05M | -13% | |||
| 99 | $OSW | ONESPAWORLD HOLDINGS Ltd | Communication Services | $18.4M | 0.5% | 652K | -13% | |||
| 100 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $18.3M | 0.5% | 207K | -19% | |||
| 101 | $RBC | RBC Bearings INC | Industrials | $18.3M | 0.5% | 28K | -19% | |||
| 102 | $JBTM | JBT MAREL Corp | Industrials | $18.2M | 0.5% | 126K | -17% | |||
| 103 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $18.2M | 0.5% | 46K | -15% | |||
| 104 | $DXCM | DEXCOM INC | Healthcare | $18.1M | 0.5% | 269K | New | |||
| 105 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $17.4M | 0.5% | 66K | -70% | |||
| 106 | $NVT | nVent Electric plc | Industrials | $17.4M | 0.5% | 102K | -65% | |||
| 107 | $NIC | NICOLET BANKSHARES INC | Financials | $17.2M | 0.4% | 104K | -17% | |||
| 108 | $GGG | GRACO INC | Industrials | $17.0M | 0.4% | 224K | -70% | |||
| 109 | $SNOW | Snowflake Inc. | Technology | $16.7M | 0.4% | 66K | New | |||
| 110 | $ALKT | ALKAMI TECHNOLOGY, INC. | Technology | $16.1M | 0.4% | 890K | -44% | |||
| 111 | $TRNS | TRANSCAT INC | Technology | $15.9M | 0.4% | 171K | -16% | |||
| 112 | $PLNT | Planet Fitness, Inc. | Communication Services | $15.6M | 0.4% | 299K | -26% | |||
| 113 | $MKTX | MARKETAXESS HOLDINGS INC | Financials | $15.4M | 0.4% | 136K | -35% | |||
| 114 | $ADSK | Autodesk, Inc. | Technology | $14.9M | 0.4% | 76K | -77% | |||
| 115 | $BRZE | Braze, Inc. | Technology | $14.7M | 0.4% | 679K | -49% | |||
| 116 | $SIBN | SI-BONE, Inc. | Healthcare | $14.6M | 0.4% | 896K | +2% | |||
| 117 | $GTLB | Gitlab Inc. | Technology | $12.3M | 0.3% | 404K | -89% | |||
| 118 | $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | Industrials | $11.7M | 0.3% | 234K | +6% | |||
| 119 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $11.6M | 0.3% | 368K | -82% | |||
| 120 | $IRTC | iRhythm Holdings, Inc. | Healthcare | $11.5M | 0.3% | 97K | New | |||
| 121 | $VCYT | VERACYTE, INC. | Healthcare | $10.4M | 0.3% | 178K | -37% | |||
| 122 | $BRC | BRADY CORP | Consumer Discretionary | $10.3M | 0.3% | 112K | -16% | |||
| 123 | $FWRG | First Watch Restaurant Group, Inc. | Consumer Discretionary | $9.6M | 0.3% | 745K | -3% | |||
| 124 | $SHAK | Shake Shack Inc. | Consumer Discretionary | $8.3M | 0.2% | 147K | -14% | |||
| 125 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $7.7M | 0.2% | 26K | -91% | |||
| 126 | $MOD | MODINE MANUFACTURING CO | Industrials | $7.2M | 0.2% | 27K | -77% | |||
| 127 | $LCLN | Lincoln International, Inc. | Financials | $6.7M | 0.2% | 280K | New | |||
| 128 | $NTRA | Natera, Inc. | Healthcare | $6.5M | 0.2% | 24K | New | |||
| 129 | $NOW | ServiceNow, Inc. | Technology | $361K | 0.0% | 3,635 | +28% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 7 added to, 115 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$TERTERADYNE, INC$21.0M
first bought this quarter
$EQTEQT Corp$19.8M
first bought this quarter
$DXCMDEXCOM INC$18.1M
first bought this quarter
$SNOWSnowflake Inc.$16.7M
first bought this quarter
$IRTCiRhythm Holdings, Inc.$11.5M
first bought this quarter
$LCLNLincoln International, Inc.$6.7M
first bought this quarter
+1 more in the Excel export
Added to (7)
$MMSIMERIT MEDICAL SYSTEMS INC+39%
now $28.0M · held 3 qtrs
$EATBRINKER INTERNATIONAL, INC+19%
now $31.8M · held 3 qtrs, 3 adds in a row
$HTFLHeartflow, Inc.+29%
now $21.5M · held 2 qtrs, 2 adds in a row
$SITMSITIME Corp+17%
now $29.4M · held 2 qtrs, 2 adds in a row
$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.+6%
now $11.7M · held 2 qtrs, 2 adds in a row
$SIBNSI-BONE, Inc.+2%
now $14.6M · held 10+ qtrs
+1 more in the Excel export
Trimmed (115)
$DDOGDatadog, Inc.-89%
now $19.6M · held 8 qtrs
now $45.9M · held 5 qtrs, 3 trims in a row
now $56.4M · held 10+ qtrs, 3 trims in a row
now $54.1M · held 10+ qtrs
$AKAMAKAMAI TECHNOLOGIES INC-84%
now $20.9M · held 10+ qtrs
$BEBloom Energy Corp-83%
now $22.4M · held 2 qtrs
+109 more in the Excel export
Holdings by quarter
Every 13F Champlain Investment Partners, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Champlain Investment Partners?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Champlain Investment Partners's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 34% over the last 4
Top 10 weight
18%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
75%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Champlain Investment Partners, LLC disclosed 129 positions worth $3.9B in its Form 13F-HR for Q2 2026, led by $NTNX (Nutanix, Inc.) at 2.7% of the equity portfolio. During the quarter the fund opened 7 new positions and exited 8 — including a new stake in $TER and a full exit from $HLNE. The portfolio is most concentrated in Technology (21.9% of disclosed assets). All figures are sourced directly from Champlain Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1315478.
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