Champlain Investment Partners, LLC
13F Reported Value
ⓘ$7.9B
Holdings
130
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Champlain Investment Partners, LLC disclosed 130 positions worth $7.9B in its Form 13F-HR for Q1 2026, led by $TW (Tradeweb Markets Inc.) at 2.2% of the equity portfolio, followed by $PEN and $EOG. During the quarter the fund opened 19 new positions and exited 17 — including a new stake in $EOG and a full exit from $CFLT. The portfolio is most concentrated in Technology (25.3% of disclosed assets). All figures are sourced directly from Champlain Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1315478.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.9#37
Quality
$172.9M1,469,486 sh - 69.7#352
Quality
$161.4M491,382 sh - 71.1#275
Quality
$153.2M1,059,630 sh - 63.1
Quality
$152.6M384,815 sh - 68.8
Quality
$152.4M4,010,155 sh - 74.4
Quality
$134.6M2,901,213 sh - 54.5
Quality
$132.6M1,602,006 sh - 77.8
Quality
$129.7M738,449 sh - 62.0
Quality
$129.2M1,125,340 sh - 58.3
Quality
$126.1M1,304,834 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Tradeweb Markets Inc.$TW | 80.9#37 | $172.9M | 1,469,486 |
 Penumbra Inc$PEN | 69.7#352 | $161.4M | 491,382 |
 EOG RESOURCES INC$EOG | 71.1#275 | $153.2M | 1,059,630 |
 SYNOPSYS INC$SNPS | 63.1 | $152.6M | 384,815 |
 Nutanix, Inc.$NTNX | 68.8 | $152.4M | 4,010,155 |
 FASTENAL CO$FAST | 74.4 | $134.6M | 2,901,213 |
 AAON, INC.$AAON | 54.5 | $132.6M | 1,602,006 |
 VEEVA SYSTEMS INC$VEEV | 77.8 | $129.7M | 738,449 |
 AKAMAI TECHNOLOGIES INC$AKAM | 62.0 | $129.2M | 1,125,340 |
 ESAB Corp$ESAB | 58.3 | $126.1M | 1,304,834 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Champlain Investment Partners, LLC's 130 positions.
Showing top 10 of 130 holdings.
Sector Allocation
Technology
$2.0B
Financials
$1.6B
Industrials
$1.4B
Healthcare
$1.0B
Consumer Discretionary
$991.6M
Energy
$264.7M
Consumer Staples
$253.8M
Materials
$170.7M
Full Holdings — Champlain Investment Partners, LLC (Q1 2026)
All 130 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TW | Tradeweb Markets Inc. | $172.9M | 2.2% | +21% | 80.9 |
| 2 | $PEN | Penumbra Inc | $161.4M | 2.0% | -18% | 69.7 |
| 3 | $EOG | EOG RESOURCES INC | $153.2M | 1.9% | NEW | 71.1 |
| 4 | $SNPS | SYNOPSYS INC | $152.6M | 1.9% | +39% | 63.1 |
| 5 | $NTNX | Nutanix, Inc. | $152.4M | 1.9% | +18% | 68.8 |
| 6 | $FAST | FASTENAL CO | $134.6M | 1.7% | +7% | 74.4 |
| 7 | $AAON | AAON, INC. | $132.6M | 1.7% | -4% | 54.5 |
| 8 | $VEEV | VEEVA SYSTEMS INC | $129.7M | 1.6% | +81% | 77.8 |
| 9 | $AKAM | AKAMAI TECHNOLOGIES INC | $129.2M | 1.6% | +7% | 62 |
| 10 | $ESAB | ESAB Corp | $126.1M | 1.6% | -14% | 58.3 |
| 11 | — | EVERPURE INC | $122.8M | 1.6% | +43% | — |
| 12 |  $IEX | IDEX CORP /DE/ | $121.4M | 1.5% | -23% | 60.6 |
| 13 |  $ACGL | ARCH CAPITAL GROUP LTD. | $121.2M | 1.5% | -5% | — |
| 14 |  $TPL | Texas Pacific Land Corp | $120.0M | 1.5% | NEW | 79.1 |
| 15 |  $CFR | CULLEN/FROST BANKERS, INC. | $117.2M | 1.5% | -27% | 66.5 |
| 16 |  $FND | Floor & Decor Holdings, Inc. | $115.5M | 1.5% | +28% | 53.4 |
| 17 |  $COO | COOPER COMPANIES, INC. | $115.0M | 1.5% | -9% | 55.8 |
| 18 |  $CAVA | CAVA GROUP, INC. | $113.0M | 1.4% | -23% | 62.7 |
| 19 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $111.9M | 1.4% | -22% | 61.4 |
| 20 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $111.5M | 1.4% | +102% | — |
| 21 |  $HLNE | Hamilton Lane INC | $108.1M | 1.4% | +2% | 75.4 |
| 22 |  $GWW | W.W. GRAINGER, INC. | $107.6M | 1.4% | -24% | 69.5 |
| 23 |  $CSL | CARLISLE COMPANIES INC | $105.7M | 1.3% | -5% | 65 |
| 24 |  $OKTA | Okta, Inc. | $105.5M | 1.3% | -11% | 67.3 |
| 25 |  $MSA | MSA Safety Inc | $105.2M | 1.3% | -40% | 59.1 |
| 26 |  $HLI | HOULIHAN LOKEY, INC. | $103.1M | 1.3% | +56% | 67.3 |
| 27 |  $DPZ | DOMINOS PIZZA INC | $102.4M | 1.3% | -10% | 69.8 |
| 28 |  $AME | AMETEK INC/ | $91.2M | 1.2% | -31% | 74.2 |
| 29 |  $SFM | Sprouts Farmers Market, Inc. | $91.1M | 1.2% | +15% | 73.4 |
| 30 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $91.1M | 1.2% | NEW | 60.7 |
| 31 |  $WCN | Waste Connections, Inc. | $90.5M | 1.1% | +35% | — |
| 32 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $88.5M | 1.1% | -31% | 68.8 |
| 33 |  $XYL | Xylem Inc. | $87.4M | 1.1% | -13% | 65.6 |
| 34 |  $WING | Wingstop Inc. | $84.4M | 1.1% | -20% | 75.1 |
| 35 |  $CELH | Celsius Holdings, Inc. | $84.3M | 1.1% | +341% | 63 |
| 36 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $83.8M | 1.1% | -8% | 51.8 |
| 37 |  $WAT | WATERS CORP /DE/ | $83.3M | 1.1% | -11% | 69.9 |
| 38 |  $DDOG | Datadog, Inc. | $83.0M | 1.1% | +39% | 62.9 |
| 39 |  $EW | Edwards Lifesciences Corp | $82.8M | 1.1% | -40% | 67.6 |
| 40 |  $GTLB | Gitlab Inc. | $82.5M | 1.1% | -7% | 54.1 |
| 41 |  $MSCI | MSCI Inc. | $82.1M | 1.0% | -39% | 77.6 |
| 42 |  $RGEN | REPLIGEN CORP | $81.7M | 1.0% | -31% | 54.1 |
| 43 |  $TOST | Toast, Inc. | $81.3M | 1.0% | +6% | 69.5 |
| 44 |  $AXON | AXON ENTERPRISE, INC. | $81.2M | 1.0% | +6% | 55.6 |
| 45 |  $ADSK | Autodesk, Inc. | $80.2M | 1.0% | +23% | 76.4 |
| 46 |  $ELF | e.l.f. Beauty, Inc. | $78.4M | 1.0% | +7% | 53.4 |
| 47 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $76.6M | 1.0% | -11% | 56.2 |
| 48 |  $TECH | BIO-TECHNE Corp | $76.0M | 1.0% | +4% | 59.6 |
| 49 |  $CHWY | Chewy, Inc. | $74.3M | 0.9% | -4% | 61.3 |
| 50 |  $KNSL | Kinsale Capital Group, Inc. | $73.4M | 0.9% | -10% | 79.6 |
| 51 |  $NDSN | NORDSON CORP | $73.2M | 0.9% | -41% | 67.8 |
| 52 |  $A | AGILENT TECHNOLOGIES, INC. | $69.5M | 0.9% | -25% | 64.6 |
| 53 |  $KRMN | Karman Holdings Inc. | $66.5M | 0.8% | +70% | 56.1 |
| 54 |  $GGG | GRACO INC | $63.9M | 0.8% | -9% | 67.2 |
| 55 |  $BRO | BROWN & BROWN, INC. | $63.1M | 0.8% | -12% | 75.1 |
| 56 |  $STE | STERIS plc | $62.9M | 0.8% | -12% | — |
| 57 |  $VLTO | Veralto Corp | $62.7M | 0.8% | -36% | 74.4 |
| 58 |  $RBRK | Rubrik, Inc. | $61.7M | 0.8% | NEW | 49.5 |
| 59 |  $ZS | Zscaler, Inc. | $61.6M | 0.8% | +32% | 57.9 |
| 60 |  $PANW | Palo Alto Networks Inc | $60.1M | 0.8% | -11% | 66.5 |
| 61 |  $BE | Bloom Energy Corp | $57.5M | 0.7% | NEW | 54.4 |
| 62 |  $MDB | MongoDB, Inc. | $54.6M | 0.7% | -16% | 54.6 |
| 63 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $54.4M | 0.7% | -45% | 67.5 |
| 64 |  $AVAV | AeroVironment Inc | $54.0M | 0.7% | NEW | 42.1 |
| 65 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $51.6M | 0.7% | -57% | 66.8 |
| 66 |  $MTDR | Matador Resources Co | $47.1M | 0.6% | NEW | 66.1 |
| 67 |  $NOVT | NOVANTA INC | $46.3M | 0.6% | -18% | 50.5 |
| 68 |  $SPXC | SPX Technologies, Inc. | $45.9M | 0.6% | -8% | 66 |
| 69 |  $SSD | Simpson Manufacturing Co., Inc. | $43.7M | 0.6% | -19% | 62.6 |
| 70 |  $CRDO | Credo Technology Group Holding Ltd | $43.2M | 0.6% | NEW | — |
| 71 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $42.9M | 0.5% | -28% | 68.2 |
| 72 |  $SNEX | StoneX Group Inc. | $42.7M | 0.5% | +43% | 60.3 |
| 73 |  $CSW | CSW INDUSTRIALS, INC. | $42.4M | 0.5% | -24% | 64.1 |
| 74 |  $PLMR | Palomar Holdings, Inc. | $39.1M | 0.5% | -2% | 77.5 |
| 75 |  $KAI | KADANT INC | $37.7M | 0.5% | -30% | 57.3 |
| 76 |  $ALAB | Astera Labs, Inc. | $35.9M | 0.5% | NEW | 77.7 |
| 77 |  $RBA | RB GLOBAL INC. | $35.4M | 0.5% | -22% | — |
| 78 |  $MKTX | MARKETAXESS HOLDINGS INC | $34.7M | 0.4% | +103% | 68.6 |
| 79 |  $FFIN | FIRST FINANCIAL BANKSHARES INC | $34.6M | 0.4% | -29% | — |
| 80 |  $GKOS | GLAUKOS Corp | $34.3M | 0.4% | -4% | 39.2 |
| 81 |  $NVT | nVent Electric plc | $34.3M | 0.4% | -23% | — |
| 82 |  $VVV | VALVOLINE INC | $33.9M | 0.4% | -6% | 52.9 |
| 83 |  $CBC | Central Bancompany, Inc. | $33.5M | 0.4% | -20% | — |
| 84 |  $SKWD | Skyward Specialty Insurance Group, Inc. | $33.4M | 0.4% | -17% | 69.3 |
| 85 |  $S | SentinelOne, Inc. | $31.4M | 0.4% | -23% | 41.4 |
| 86 |  $BRZE | Braze, Inc. | $31.2M | 0.4% | -21% | 44.8 |
| 87 |  $RMBS | RAMBUS INC | $30.7M | 0.4% | NEW | 75.2 |
| 88 |  $WHD | Cactus, Inc. | $30.6M | 0.4% | NEW | 61.8 |
| 89 |  $CVLT | COMMVAULT SYSTEMS INC | $30.5M | 0.4% | -4% | 58.9 |
| 90 |  $LPLA | LPL Financial Holdings Inc. | $30.4M | 0.4% | NEW | 61.8 |
| 91 |  $GMED | GLOBUS MEDICAL INC | $30.2M | 0.4% | -51% | 77.6 |
| 92 |  $PJT | PJT Partners Inc. | $30.1M | 0.4% | +1% | 73.7 |
| 93 |  $PLNT | Planet Fitness, Inc. | $29.9M | 0.4% | -14% | 69.2 |
| 94 |  $EPAC | ENERPAC TOOL GROUP CORP | $28.8M | 0.4% | -36% | 55.9 |
| 95 |  $PRCT | PROCEPT BioRobotics Corp | $28.4M | 0.4% | -21% | 34.8 |
| 96 |  $ATRC | AtriCure, Inc. | $27.7M | 0.3% | -17% | 47.6 |
| 97 |  $RLI | RLI CORP | $26.5M | 0.3% | -21% | 73.8 |
| 98 |  $VCEL | Vericel Corp | $26.2M | 0.3% | -21% | 46 |
| 99 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $26.2M | 0.3% | -18% | 43.2 |
| 100 |  $RAL | Ralliant Corp | $25.7M | 0.3% | +23% | 36.3 |
| 101 |  $MASI | MASIMO CORP | $25.1M | 0.3% | NEW | 47.1 |
| 102 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $25.1M | 0.3% | -19% | 46.1 |
| 103 |  $MOD | MODINE MANUFACTURING CO | $25.1M | 0.3% | -56% | 48.8 |
| 104 |  $BANF | BANCFIRST CORP /OK/ | $24.2M | 0.3% | -7% | — |
| 105 |  $EAT | BRINKER INTERNATIONAL, INC | $22.8M | 0.3% | +27% | 74.7 |
| 106 |  $BWIN | Baldwin Insurance Group, Inc. | $22.7M | 0.3% | -72% | 51.6 |
| 107 |  $SXT | SENSIENT TECHNOLOGIES CORP | $22.5M | 0.3% | -18% | 57.3 |
| 108 |  $BRKR | BRUKER CORP | $21.9M | 0.3% | -20% | 44.9 |
| 109 |  $CAI | Caris Life Sciences, Inc. | $21.6M | 0.3% | +29% | 32 |
| 110 |  $SYBT | Stock Yards Bancorp, Inc. | $21.4M | 0.3% | -21% | — |
| 111 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $20.0M | 0.3% | -21% | 60.1 |
| 112 |  $SOLS | Solstice Advanced Materials Inc. | $19.5M | 0.3% | NEW | — |
| 113 |  $JBTM | JBT MAREL Corp | $19.4M | 0.3% | -53% | 55.7 |
| 114 |  $RBC | RBC Bearings INC | $19.0M | 0.2% | -57% | 67.1 |
| 115 |  $NIC | NICOLET BANKSHARES INC | $18.7M | 0.2% | NEW | — |
| 116 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $17.1M | 0.2% | -20% | — |
| 117 |  $WTS | WATTS WATER TECHNOLOGIES INC | $15.9M | 0.2% | -50% | 70.7 |
| 118 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $15.5M | 0.2% | NEW | 48 |
| 119 |  $SHAK | Shake Shack Inc. | $15.1M | 0.2% | -20% | 54.5 |
| 120 |  $TRNS | TRANSCAT INC | $15.0M | 0.2% | -16% | 49.5 |
| 121 |  $HTFL | Heartflow, Inc. | $13.8M | 0.2% | NEW | 45.3 |
| 122 |  $AMSF | AMERISAFE INC | $12.6M | 0.2% | -23% | 44.7 |
| 123 |  $SITM | SITIME Corp | $11.6M | 0.1% | NEW | 44.6 |
| 124 |  $SIBN | SI-BONE, Inc. | $11.1M | 0.1% | -21% | 37.7 |
| 125 |  $BRC | BRADY CORP | $10.8M | 0.1% | -64% | 65.8 |
| 126 |  $VCYT | VERACYTE, INC. | $9.1M | 0.1% | -59% | 59.5 |
| 127 |  $INSP | Inspire Medical Systems, Inc. | $8.2M | 0.1% | -22% | 46 |
| 128 |  $FWRG | First Watch Restaurant Group, Inc. | $8.0M | 0.1% | -33% | 46 |
| 129 | — | ISHARES TR | $3.4M | 0.0% | NEW | — |
| 130 |  $NOW | ServiceNow, Inc. | $297,968 | 0.0% | +48% | 76 |
New Positions (19)
$EOG EOG RESOURCES INC$153.2M$TPL Texas Pacific Land Corp$120.0M$TSCO TRACTOR SUPPLY CO /DE/$91.1M$RBRK Rubrik, Inc.$61.7M$BE Bloom Energy Corp$57.5M$AVAV AeroVironment Inc$54.0M$MTDR Matador Resources Co$47.1M$CRDO Credo Technology Group Holding Ltd$43.2M$ALAB Astera Labs, Inc.$35.9M$RMBS RAMBUS INC$30.7M$WHD Cactus, Inc.$30.6M$LPLA LPL Financial Holdings Inc.$30.4M$MASI MASIMO CORP$25.1M$SOLS Solstice Advanced Materials Inc.$19.5M$NIC NICOLET BANKSHARES INC$18.7MExited Positions (17)
$CFLT Confluent, Inc.
$EXK ENDEAVOUR SILVER CORP
$MKC MCCORMICK & CO INC
$SFBS ServisFirst Bancshares, Inc.
$FRPT Freshpet, Inc.
$FDS FACTSET RESEARCH SYSTEMS INC
$WDAY Workday, Inc.
$FTV Fortive Corp
$CART Maplebear Inc.
$TTD Trade Desk, Inc.
$OS OneStream, Inc.
$MNST Monster Beverage Corp
$MZTI MARZETTI CO
$PHR Phreesia, Inc.
$BRBR BELLRING BRANDS, INC.Browse Top Institutional Investors
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