Champlain Investment Partners
BURLINGTON, VTfiles as Champlain Investment Partners, LLC
$3.9bn in 129 US stocks at the end of 30 June 2026. The top 10 are 17.6% of the money. It changed about 24.3% of the portfolio this quarter.
Value
$3.9bn
Stocks
129
Top 10 share
17.6%
Turnover
24.3%
What changed this quarter
New
Bought for the first time this quarter.
- TeradyneTER0.5% of the fund
- EQTEQT0.5% of the fund
- DexcomDXCM0.5% of the fund
- SnowflakeSNOW0.4% of the fund
- iRhythm HoldingsIRTC0.3% of the fund
- Lincoln InternationalLCLN0.2% of the fund
- NateraNTRA0.2% of the fund
Added
Bought more of a stock they already held.
- Brinker InternationalEAT0.8% of the fund+19%
- SitimeSITM0.8% of the fund+17%
- Merit Medical SystemsMMSI0.7% of the fund+39%
- HeartflowHTFL0.6% of the fund+29%
- Si-BoneSIBN0.4% of the fund+2%
- Kratos Defense & Security SolutionsKTOS0.3% of the fund+6%
- ServiceNowNOW<0.1% of the fund+28%
Cut
Sold some of their stake.
- NutanixNTNX2.7% of the fund-49%
- EverpureP2.3% of the fund-45%
- EsabESAB1.9% of the fund-42%
- PenumbraPEN1.8% of the fund-55%
- Wyndham Hotels & ResortsWH1.5% of the fund-48%
- Sprouts Farmers MarketSFM1.5% of the fund-41%
- Cullen/frost BankersCFR1.5% of the fund-56%
- OktaOKTA1.4% of the fund-69%
- Commerce BancsharesCBSH1.4% of the fund-57%
- MSA SafetyMSA1.4% of the fund-50%
- Cava GroupCAVA1.4% of the fund-50%
- SynopsysSNPS1.4% of the fund-69%
- Floor & Decor HoldingsFND1.4% of the fund-60%
- NovantaNOVT1.4% of the fund-17%
- Commvault SystemsCVLT1.2% of the fund-13%
- SPX TechnologiesSPXC1.2% of the fund-15%
- EOG ResourcesEOG1.2% of the fund-66%
- AaonAAON1.2% of the fund-77%
- Simpson ManufacturingSSD1.2% of the fund-16%
- Texas Pacific LandTPL1.1% of the fund-61%
- RepligenRGEN1.1% of the fund-54%
- Tradeweb MarketsTW1.1% of the fund-70%
- Veeva SystemsVEEV1.1% of the fund-67%
- FastenalFAST1.1% of the fund-69%
- WingstopWING1.1% of the fund-55%
Sold out
Sold their entire stake.
- Hamilton LaneHLNE-100%
- Procore TechnologiesPCOR-100%
- West Pharmaceutical ServicesWST-100%
- Astera LabsALAB-100%
- Masimo-100%
- AmerisafeAMSF-100%
- Inspire Medical SystemsINSP-100%
- Ishares TRIWR-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NutanixNTNX | 2.7% | $104m | 2,034,277 | -49% |
| EverpureP | 2.3% | $90m | 1,143,316 | -45% |
| EsabESAB | 1.9% | $75m | 756,078 | -42% |
| PenumbraPEN | 1.8% | $69m | 219,032 | -55% |
| Wyndham Hotels & ResortsWH | 1.5% | $60m | 711,343 | -48% |
| Sprouts Farmers MarketSFM | 1.5% | $59m | 698,367 | -41% |
| Cullen/frost BankersCFR | 1.5% | $59m | 379,610 | -56% |
| OktaOKTA | 1.4% | $56m | 412,985 | -69% |
| Commerce BancsharesCBSH | 1.4% | $56m | 971,864 | -57% |
| MSA SafetyMSA | 1.4% | $56m | 320,243 | -50% |
| Cava GroupCAVA | 1.4% | $55m | 701,117 | -50% |
| SynopsysSNPS | 1.4% | $54m | 121,225 | -69% |
| Floor & Decor HoldingsFND | 1.4% | $54m | 903,527 | -60% |
| NovantaNOVT | 1.4% | $53m | 326,007 | -17% |
| Commvault SystemsCVLT | 1.2% | $48m | 341,569 | -13% |
| SPX TechnologiesSPXC | 1.2% | $48m | 194,289 | -15% |
| EOG ResourcesEOG | 1.2% | $47m | 360,035 | -66% |
| AaonAAON | 1.2% | $46m | 361,641 | -77% |
| Simpson ManufacturingSSD | 1.2% | $45m | 214,765 | -16% |
| Texas Pacific LandTPL | 1.1% | $44m | 99,600 | -61% |
| RepligenRGEN | 1.1% | $44m | 318,955 | -54% |
| Tradeweb MarketsTW | 1.1% | $43m | 434,812 | -70% |
| Veeva SystemsVEEV | 1.1% | $43m | 244,074 | -67% |
| FastenalFAST | 1.1% | $43m | 891,285 | -69% |
| WingstopWING | 1.1% | $43m | 245,379 | -55% |
| IdexIEX | 1.0% | $41m | 178,539 | -72% |
| RambusRMBS | 1.0% | $40m | 299,368 | -16% |
| CSW IndustrialsCSW | 1.0% | $39m | 138,500 | -15% |
| GlaukosGKOS | 1.0% | $38m | 275,171 | -14% |
| Credo Technology Group HoldingCRDO | 1.0% | $38m | 141,003 | -69% |
| W.W. GraingerGWW | 1.0% | $38m | 27,848 | -72% |
| Skyward Specialty Insurance GroupSKWD | 1.0% | $38m | 645,526 | -16% |
| Matador ResourcesMTDR | 0.9% | $37m | 742,683 | Held |
| RubrikRBRK | 0.9% | $37m | 456,286 | -64% |
| ToastTOST | 0.9% | $37m | 1,313,974 | -57% |
| Palo Alto NetworksPANW | 0.9% | $36m | 106,814 | -71% |
| RB GlobalRBA | 0.9% | $36m | 311,819 | -16% |
| Carlisle CompaniesCSL | 0.9% | $36m | 99,985 | -68% |
| Axon EnterpriseAXON | 0.9% | $36m | 64,605 | -66% |
| Arch Capital GroupACGL | 0.9% | $36m | 370,745 | -71% |
| Kinsale Capital GroupKNSL | 0.9% | $35m | 106,995 | -50% |
| Palomar HoldingsPLMR | 0.9% | $34m | 272,480 | -17% |
| First Financial BanksharesFFIN | 0.9% | $34m | 976,430 | -17% |
| KadantKAI | 0.9% | $34m | 107,316 | -17% |
| VericelVCEL | 0.9% | $34m | 755,828 | -7% |
| AmetekAME | 0.9% | $34m | 138,498 | -67% |
| CactusWHD | 0.8% | $32m | 633,419 | -2% |
| ValvolineVVV | 0.8% | $32m | 817,494 | -19% |
| Brinker InternationalEAT | 0.8% | $32m | 189,256 | +19% |
| Celsius HoldingsCELH | 0.8% | $32m | 1,083,689 | -54% |
| WatersWAT | 0.8% | $32m | 84,440 | -70% |
| Standex InternationalSXI | 0.8% | $31m | 88,037 | -48% |
| RalliantRAL | 0.8% | $31m | 427,551 | -31% |
| Edwards LifesciencesEW | 0.8% | $31m | 346,640 | -66% |
| Cooper CompaniesCOO | 0.8% | $31m | 431,025 | -73% |
| Bio-TechneTECH | 0.8% | $31m | 434,731 | -70% |
| SitimeSITM | 0.8% | $29m | 39,433 | +17% |
| Ryan Specialty HoldingsRYAN | 0.8% | $29m | 777,857 | -66% |
| Waste ConnectionsWCN | 0.7% | $28m | 169,105 | -70% |
| Houlihan LokeyHLI | 0.7% | $28m | 209,983 | -71% |
| StoneX GroupSNEX | 0.7% | $28m | 236,759 | -55% |
| Merit Medical SystemsMMSI | 0.7% | $28m | 403,922 | +39% |
| PJT PartnersPJT | 0.7% | $28m | 183,009 | -15% |
| Sensient TechnologiesSXT | 0.7% | $27m | 222,369 | -15% |
| Mettler Toledo InternationalMTD | 0.7% | $27m | 21,081 | -70% |
| AtriCureATRC | 0.7% | $26m | 938,567 | -3% |
| Karman HoldingsKRMN | 0.7% | $26m | 520,814 | -37% |
| Enerpac Tool GroupEPAC | 0.7% | $26m | 718,711 | -9% |
| MongoDBMDB | 0.7% | $26m | 76,575 | -66% |
| MsciMSCI | 0.7% | $25m | 45,409 | -70% |
| XylemXYL | 0.6% | $25m | 212,810 | -71% |
| Central BancompanyCBC | 0.6% | $25m | 822,018 | -41% |
| German American BancorpGABC | 0.6% | $25m | 520,662 | -17% |
| BancfirstBANF | 0.6% | $25m | 222,347 | Held |
| LPL Financial HoldingsLPLA | 0.6% | $24m | 86,115 | -15% |
| SentinelOneS | 0.6% | $24m | 1,421,491 | -42% |
| Agilent TechnologiesA | 0.6% | $24m | 177,146 | -71% |
| RLIRLI | 0.6% | $23m | 391,712 | -16% |
| SterisSTE | 0.6% | $23m | 109,230 | -62% |
| Globus MedicalGMED | 0.6% | $23m | 290,878 | -17% |
| Baldwin Insurance GroupBWIN | 0.6% | $23m | 863,038 | -17% |
| Bloom EnergyBE | 0.6% | $22m | 74,021 | -83% |
| PROCEPT BioRoboticsPRCT | 0.6% | $22m | 981,381 | -14% |
| e.l.f. BeautyELF | 0.6% | $22m | 298,368 | -77% |
| ZscalerZS | 0.6% | $22m | 155,869 | -64% |
| ChewyCHWY | 0.6% | $22m | 1,114,540 | -59% |
| HeartflowHTFL | 0.6% | $22m | 733,607 | +29% |
| BrukerBRKR | 0.6% | $21m | 355,746 | -41% |
| TeradyneTER | 0.5% | $21m | 43,474 | New |
| Akamai TechnologiesAKAM | 0.5% | $21m | 177,015 | -84% |
| VeraltoVLTO | 0.5% | $21m | 234,979 | -67% |
| Stock Yards BancorpSYBT | 0.5% | $21m | 270,586 | -16% |
| NordsonNDSN | 0.5% | $20m | 67,914 | -75% |
| AeroVironmentAVAV | 0.5% | $20m | 122,616 | -58% |
| EQTEQT | 0.5% | $20m | 371,955 | New |
| DatadogDDOG | 0.5% | $20m | 75,304 | -89% |
| Brown & BrownBRO | 0.5% | $19m | 295,680 | -69% |
| Caris Life SciencesCAI | 0.5% | $19m | 1,048,862 | -13% |
| Onespaworld HoldingsOSW | 0.5% | $18m | 651,970 | -13% |
| Solstice Advanced MaterialsSOLS | 0.5% | $18m | 206,786 | -19% |
Showing the largest 100 of 129.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 72.8% since 30 June 2025.
Where the money is
Industrials24.6%
Technology20.4%
Financial services18.2%
Health care16.7%
Retail & consumer9.9%
Energy3.8%
Everyday goods2.9%
Materials2.2%
Utilities0.7%
Other0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.