Champlain Investment Partners, LLC
13F Reported Value
ⓘ$3.9B
Holdings
129
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (25.5% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 70.2#227
Quality
$103.7M2,034,277 sh EVERPURE INC - CL A
—Quality
$90.1M1,143,316 sh- 51.3#1,539
Quality
$74.6M756,078 sh - 67.1
Quality
$69.2M219,032 sh - 51.3
Quality
$59.9M711,343 sh - 64.8
Quality
$59.1M698,367 sh - 63.4
Quality
$58.7M379,610 sh - 64.7
Quality
$56.4M412,985 sh - 59.1
Quality
$56.1M971,864 sh - 63.4
Quality
$55.9M320,243 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Nutanix, Inc.$NTNX | 70.2#227 | $103.7M | 2,034,277 |
| EVERPURE INC - CL A | — | $90.1M | 1,143,316 |
 ESAB Corp$ESAB | 51.3#1,539 | $74.6M | 756,078 |
 Penumbra Inc$PEN | 67.1 | $69.2M | 219,032 |
 WYNDHAM HOTELS & RESORTS, INC.$WH | 51.3 | $59.9M | 711,343 |
 Sprouts Farmers Market, Inc.$SFM | 64.8 | $59.1M | 698,367 |
 CULLEN/FROST BANKERS, INC.$CFR | 63.4 | $58.7M | 379,610 |
 Okta, Inc.$OKTA | 64.7 | $56.4M | 412,985 |
 COMMERCE BANCSHARES INC /MO/$CBSH | 59.1 | $56.1M | 971,864 |
 MSA Safety Inc$MSA | 63.4 | $55.9M | 320,243 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Champlain Investment Partners, LLC's 129 positions.
Showing top 10 of 129 holdings.
Sector Allocation
Technology
$991.0M
Financials
$741.2M
Industrials
$655.2M
Healthcare
$575.8M
Consumer Discretionary
$393.0M
Energy
$168.2M
Consumer Staples
$112.9M
Materials
$102.2M
Full Holdings — Champlain Investment Partners, LLC (Q2 2026)
All 129 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 | $NTNX | Nutanix, Inc. | $103.7M | 2.7% | -49% | 70.2 |
| 2 | — | EVERPURE INC - CL A | $90.1M | 2.3% | -45% | — |
| 3 | $ESAB | ESAB Corp | $74.6M | 1.9% | -42% | 51.3 |
| 4 | $PEN | Penumbra Inc | $69.2M | 1.8% | -55% | 67.1 |
| 5 | $WH | WYNDHAM HOTELS & RESORTS, INC. | $59.9M | 1.5% | -48% | 51.3 |
| 6 | $SFM | Sprouts Farmers Market, Inc. | $59.1M | 1.5% | -41% | 64.8 |
| 7 | $CFR | CULLEN/FROST BANKERS, INC. | $58.7M | 1.5% | -56% | 63.4 |
| 8 | $OKTA | Okta, Inc. | $56.4M | 1.4% | -69% | 64.7 |
| 9 | $CBSH | COMMERCE BANCSHARES INC /MO/ | $56.1M | 1.4% | -57% | 59.1 |
| 10 | $MSA | MSA Safety Inc | $55.9M | 1.4% | -50% | 63.4 |
| 11 |  $CAVA | CAVA GROUP, INC. | $55.0M | 1.4% | -50% | 57.1 |
| 12 |  $SNPS | SYNOPSYS INC | $54.1M | 1.4% | -68% | 67.9 |
| 13 |  $FND | Floor & Decor Holdings, Inc. | $53.6M | 1.4% | -60% | 54.5 |
| 14 |  $NOVT | NOVANTA INC | $52.9M | 1.4% | -17% | 51.2 |
| 15 |  $CVLT | COMMVAULT SYSTEMS INC | $48.4M | 1.2% | -13% | 62.3 |
| 16 |  $SPXC | SPX Technologies, Inc. | $47.6M | 1.2% | -15% | 69.2 |
| 17 |  $EOG | EOG RESOURCES INC | $46.7M | 1.2% | -66% | 71.9 |
| 18 |  $AAON | AAON, INC. | $45.9M | 1.2% | -77% | 56.4 |
| 19 |  $SSD | Simpson Manufacturing Co., Inc. | $45.0M | 1.2% | -16% | 59.9 |
| 20 |  $TPL | Texas Pacific Land Corp | $43.6M | 1.1% | -61% | 73 |
| 21 |  $RGEN | REPLIGEN CORP | $43.5M | 1.1% | -54% | 58.4 |
| 22 |  $TW | Tradeweb Markets Inc. | $43.3M | 1.1% | -70% | 76.9 |
| 23 |  $VEEV | VEEVA SYSTEMS INC | $43.3M | 1.1% | -67% | 77.6 |
| 24 |  $FAST | FASTENAL CO | $42.8M | 1.1% | -69% | 66.9 |
| 25 |  $WING | Wingstop Inc. | $42.6M | 1.1% | -55% | 62.4 |
| 26 |  $IEX | IDEX CORP /DE/ | $40.5M | 1.0% | -72% | 60.9 |
| 27 |  $RMBS | RAMBUS INC | $39.7M | 1.0% | -16% | 70.2 |
| 28 |  $CSW | CSW INDUSTRIALS, INC. | $38.5M | 1.0% | -15% | 61.8 |
| 29 |  $GKOS | GLAUKOS Corp | $38.5M | 1.0% | -14% | 40.5 |
| 30 |  $CRDO | Credo Technology Group Holding Ltd | $38.3M | 1.0% | -69% | 55.1 |
| 31 |  $GWW | W.W. GRAINGER, INC. | $37.9M | 1.0% | -72% | 61.8 |
| 32 |  $SKWD | Skyward Specialty Insurance Group, Inc. | $37.7M | 1.0% | -16% | 71.1 |
| 33 |  $MTDR | Matador Resources Co | $37.0M | 0.9% | -0% | 65.9 |
| 34 |  $RBRK | Rubrik, Inc. | $36.6M | 0.9% | -64% | 56.6 |
| 35 |  $TOST | Toast, Inc. | $36.6M | 0.9% | -57% | 69.5 |
| 36 |  $PANW | Palo Alto Networks Inc | $36.4M | 0.9% | -71% | 65.5 |
| 37 |  $RBA | RB GLOBAL INC. | $36.3M | 0.9% | -16% | 67.3 |
| 38 |  $CSL | CARLISLE COMPANIES INC | $36.3M | 0.9% | -68% | 59.4 |
| 39 |  $AXON | AXON ENTERPRISE, INC. | $36.2M | 0.9% | -66% | 56.6 |
| 40 |  $ACGL | ARCH CAPITAL GROUP LTD. | $36.0M | 0.9% | -71% | — |
| 41 |  $KNSL | Kinsale Capital Group, Inc. | $35.3M | 0.9% | -50% | 77.3 |
| 42 |  $PLMR | Palomar Holdings, Inc. | $34.4M | 0.9% | -17% | 70 |
| 43 |  $FFIN | FIRST FINANCIAL BANKSHARES INC | $33.8M | 0.9% | -17% | 65.7 |
| 44 |  $KAI | KADANT INC | $33.7M | 0.9% | -17% | 55.8 |
| 45 |  $VCEL | Vericel Corp | $33.6M | 0.9% | -7% | 62.8 |
| 46 |  $AME | AMETEK INC/ | $33.5M | 0.9% | -67% | 69.7 |
| 47 |  $WHD | Cactus, Inc. | $32.5M | 0.8% | -2% | 59.8 |
| 48 |  $VVV | VALVOLINE INC | $32.3M | 0.8% | -19% | 54.8 |
| 49 |  $EAT | BRINKER INTERNATIONAL, INC | $31.8M | 0.8% | +19% | 67.9 |
| 50 |  $CELH | Celsius Holdings, Inc. | $31.7M | 0.8% | -54% | 66.5 |
| 51 |  $WAT | WATERS CORP /DE/ | $31.7M | 0.8% | -70% | 60.4 |
| 52 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $31.5M | 0.8% | -48% | 60.5 |
| 53 |  $RAL | Ralliant Corp | $31.5M | 0.8% | -31% | 37.1 |
| 54 |  $EW | Edwards Lifesciences Corp | $31.4M | 0.8% | -66% | 69.4 |
| 55 |  $COO | COOPER COMPANIES, INC. | $30.9M | 0.8% | -73% | 57 |
| 56 |  $TECH | BIO-TECHNE Corp | $30.7M | 0.8% | -70% | 58.9 |
| 57 |  $SITM | SITIME Corp | $29.4M | 0.8% | +17% | 66.1 |
| 58 |  $RYAN | RYAN SPECIALTY HOLDINGS, INC. | $29.4M | 0.8% | -66% | 58.8 |
| 59 |  $WCN | Waste Connections, Inc. | $28.2M | 0.7% | -70% | 68.2 |
| 60 |  $HLI | HOULIHAN LOKEY, INC. | $28.2M | 0.7% | -71% | 67.8 |
| 61 |  $SNEX | StoneX Group Inc. | $28.1M | 0.7% | -55% | 68.9 |
| 62 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $28.0M | 0.7% | +39% | 64 |
| 63 |  $PJT | PJT Partners Inc. | $27.6M | 0.7% | -15% | 71 |
| 64 |  $SXT | SENSIENT TECHNOLOGIES CORP | $27.4M | 0.7% | -15% | 52.2 |
| 65 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $26.9M | 0.7% | -70% | 67.5 |
| 66 |  $ATRC | AtriCure, Inc. | $26.3M | 0.7% | -3% | 59 |
| 67 |  $KRMN | Karman Holdings Inc. | $26.0M | 0.7% | -37% | 57.2 |
| 68 |  $EPAC | ENERPAC TOOL GROUP CORP | $25.8M | 0.7% | -9% | 55.6 |
| 69 |  $MDB | MongoDB, Inc. | $25.7M | 0.7% | -66% | 68.8 |
| 70 |  $MSCI | MSCI Inc. | $25.4M | 0.7% | -70% | 75.7 |
| 71 |  $XYL | Xylem Inc. | $25.2M | 0.7% | -71% | 65.8 |
| 72 |  $CBC | Central Bancompany, Inc. | $25.0M | 0.6% | -41% | 61.2 |
| 73 |  $GABC | GERMAN AMERICAN BANCORP, INC. | $24.7M | 0.6% | -17% | 68.4 |
| 74 |  $BANF | BANCFIRST CORP /OK/ | $24.7M | 0.6% | -0% | 56.1 |
| 75 |  $LPLA | LPL Financial Holdings Inc. | $24.3M | 0.6% | -15% | 72.1 |
| 76 |  $S | SentinelOne, Inc. | $24.1M | 0.6% | -42% | 44.4 |
| 77 |  $A | AGILENT TECHNOLOGIES, INC. | $23.5M | 0.6% | -71% | 67.1 |
| 78 |  $RLI | RLI CORP | $23.1M | 0.6% | -16% | 74.5 |
| 79 |  $STE | STERIS plc | $23.0M | 0.6% | -62% | — |
| 80 |  $GMED | GLOBUS MEDICAL INC | $23.0M | 0.6% | -17% | 79.5 |
| 81 |  $BWIN | Baldwin Insurance Group, Inc. | $22.9M | 0.6% | -17% | 44.8 |
| 82 |  $BE | Bloom Energy Corp | $22.4M | 0.6% | -83% | 66.2 |
| 83 |  $PRCT | PROCEPT BioRobotics Corp | $22.2M | 0.6% | -14% | 33.3 |
| 84 |  $ELF | e.l.f. Beauty, Inc. | $22.1M | 0.6% | -77% | 58.2 |
| 85 |  $ZS | Zscaler, Inc. | $22.0M | 0.6% | -64% | 63.7 |
| 86 |  $CHWY | Chewy, Inc. | $21.9M | 0.6% | -59% | 56.3 |
| 87 |  $HTFL | Heartflow, Inc. | $21.5M | 0.6% | +29% | 34.3 |
| 88 |  $BRKR | BRUKER CORP | $21.4M | 0.6% | -41% | 50.8 |
| 89 |  $TER | TERADYNE, INC | $21.0M | 0.5% | NEW | 77.3 |
| 90 |  $AKAM | AKAMAI TECHNOLOGIES INC | $20.9M | 0.5% | -84% | 59.5 |
| 91 |  $VLTO | Veralto Corp | $20.8M | 0.5% | -67% | 65.5 |
| 92 |  $SYBT | Stock Yards Bancorp, Inc. | $20.7M | 0.5% | -16% | 61.6 |
| 93 |  $NDSN | NORDSON CORP | $20.5M | 0.5% | -75% | 69.2 |
| 94 |  $AVAV | AeroVironment Inc | $20.2M | 0.5% | -58% | 42 |
| 95 |  $EQT | EQT Corp | $19.8M | 0.5% | NEW | 83.7 |
| 96 |  $DDOG | Datadog, Inc. | $19.6M | 0.5% | -89% | 71.4 |
| 97 |  $BRO | BROWN & BROWN, INC. | $19.0M | 0.5% | -69% | 73.8 |
| 98 |  $CAI | Caris Life Sciences, Inc. | $18.7M | 0.5% | -13% | 69 |
| 99 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $18.4M | 0.5% | -13% | — |
| 100 |  $SOLS | Solstice Advanced Materials Inc. | $18.3M | 0.5% | -19% | 61.6 |
| 101 |  $RBC | RBC Bearings INC | $18.3M | 0.5% | -19% | 66.8 |
| 102 |  $JBTM | JBT MAREL Corp | $18.2M | 0.5% | -17% | 64.3 |
| 103 |  $WTS | WATTS WATER TECHNOLOGIES INC | $18.2M | 0.5% | -15% | 64.5 |
| 104 |  $DXCM | DEXCOM INC | $18.1M | 0.5% | NEW | 76 |
| 105 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $17.4M | 0.5% | -70% | 60.1 |
| 106 |  $NVT | nVent Electric plc | $17.4M | 0.5% | -65% | — |
| 107 |  $NIC | NICOLET BANKSHARES INC | $17.2M | 0.4% | -17% | 67.6 |
| 108 |  $GGG | GRACO INC | $17.0M | 0.4% | -70% | 63.4 |
| 109 |  $SNOW | Snowflake Inc. | $16.7M | 0.4% | NEW | 54.9 |
| 110 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $16.1M | 0.4% | -44% | 38.6 |
| 111 |  $TRNS | TRANSCAT INC | $15.9M | 0.4% | -16% | 48.6 |
| 112 |  $PLNT | Planet Fitness, Inc. | $15.6M | 0.4% | -26% | 67.6 |
| 113 |  $MKTX | MARKETAXESS HOLDINGS INC | $15.4M | 0.4% | -35% | 63.1 |
| 114 |  $ADSK | Autodesk, Inc. | $14.9M | 0.4% | -77% | 78.6 |
| 115 |  $BRZE | Braze, Inc. | $14.7M | 0.4% | -49% | 47.4 |
| 116 |  $SIBN | SI-BONE, Inc. | $14.6M | 0.4% | +2% | 42.7 |
| 117 |  $GTLB | Gitlab Inc. | $12.3M | 0.3% | -89% | 56.8 |
| 118 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $11.7M | 0.3% | +6% | 44.6 |
| 119 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $11.6M | 0.3% | -82% | 55.2 |
| 120 |  $IRTC | iRhythm Holdings, Inc. | $11.5M | 0.3% | NEW | 54.8 |
| 121 |  $VCYT | VERACYTE, INC. | $10.4M | 0.3% | -37% | 68.6 |
| 122 |  $BRC | BRADY CORP | $10.3M | 0.3% | -16% | 58.6 |
| 123 |  $FWRG | First Watch Restaurant Group, Inc. | $9.6M | 0.3% | -3% | 51.9 |
| 124 |  $SHAK | Shake Shack Inc. | $8.3M | 0.2% | -14% | 55.6 |
| 125 |  $DPZ | DOMINOS PIZZA INC | $7.7M | 0.2% | -91% | 60.1 |
| 126 |  $MOD | MODINE MANUFACTURING CO | $7.2M | 0.2% | -77% | 56.3 |
| 127 |  $LCLN | Lincoln International, Inc. | $6.7M | 0.2% | NEW | — |
| 128 |  $NTRA | Natera, Inc. | $6.5M | 0.2% | NEW | 53.5 |
| 129 |  $NOW | ServiceNow, Inc. | $360,883 | 0.0% | +28% | 72.9 |
New Positions (7)
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