Champlain Investment Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1315478
Institutional-grade research for retail investors
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—Since Q-end—HeldAIQuality72.5#149Est. buy—- 2
EVERPURE INC - CL A
$90.1M
2.3% of stocks
-45%This quarter—Since Q-end—HeldAIQuality—Est. buy— $74.6M
1.9% of stocks
-42%This quarter—Since Q-end—HeldAIQuality52.1#1,491Est. buy—$69.2M
1.8% of stocks
-55%This quarter—Since Q-end—HeldAIQuality67.4#369Est. buy—$59.9M
1.5% of stocks
-48%This quarter—Since Q-end—HeldAIQuality53.1#1,421Est. buy—$59.1M
1.5% of stocks
-41%This quarter—Since Q-end—Held$58.7M
1.5% of stocks
-56%This quarter—Since Q-end—Held$56.4M
1.4% of stocks
-69%This quarter—Since Q-end—Held$56.1M
1.4% of stocks
-57%This quarter—Since Q-end—Held$55.9M
1.4% of stocks
-50%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $103.7M | 2.7% | -49% | — | — | 72.5#149 | — | ||
| 2 | EVERPURE INC - CL A | $90.1M | 2.3% | -45% | — | — | — | — | |
| 3 | $74.6M | 1.9% | -42% | — | — | 52.1#1,491 | — | ||
| 4 | $69.2M | 1.8% | -55% | — | — | 67.4#369 | — | ||
| 5 | $59.9M | 1.5% | -48% | — | — | 53.1#1,421 | — | ||
| 6 | $59.1M | 1.5% | -41% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $58.7M | 1.5% | -56% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $56.4M | 1.4% | -69% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $56.1M | 1.4% | -57% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $55.9M | 1.4% | -50% | — | — | AI quality score is Pro: unlock with a free trial | — |
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% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | SYNOPSYS INC | Technology | $54.1M | 1.4% | 121K | -68% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Floor & Decor Holdings, Inc. | Consumer Discretionary | $53.6M | 1.4% | 904K | -60% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NOVANTA INC | Technology | $52.9M | 1.4% | 326K | -17% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COMMVAULT SYSTEMS INC | Technology | $48.4M | 1.2% | 342K | -13% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPX Technologies, Inc. | Industrials | $47.6M | 1.2% | 194K | -15% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EOG RESOURCES INC | Energy | $46.7M | 1.2% | 360K | -66% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AAON, INC. | Industrials | $45.9M | 1.2% | 362K | -77% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Simpson Manufacturing Co., Inc. | Industrials | $45.0M | 1.2% | 215K | -16% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Texas Pacific Land Corp | Financials | $43.6M | 1.1% | 100K | -61% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | REPLIGEN CORP | Healthcare | $43.5M | 1.1% | 319K | -54% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Tradeweb Markets Inc. | Financials | $43.3M | 1.1% | 435K | -70% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VEEVA SYSTEMS INC | Technology | $43.3M | 1.1% | 244K | -67% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | FASTENAL CO | Industrials | $42.8M | 1.1% | 891K | -69% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Wingstop Inc. | Consumer Discretionary | $42.6M | 1.1% | 245K | -55% | — | 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
$EATBRINKER INTERNATIONAL, INC+19%
now $31.8M
$HTFLHeartflow, Inc.+29%
now $21.5M
$SITMSITIME Corp+17%
now $29.4M
$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.+6%
now $11.7M
$SIBNSI-BONE, Inc.+2%
now $14.6M
+1 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.
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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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