Champlain Investment Partners, LLC

Name: Champlain Investment Partners, LLC 13F holdings, Q2 2026
Creator: Champlain Investment Partners, LLC
Published: 2026-08-12

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Champlain Investment Partners, LLC reported 129 stock positions worth $3.9 billion. Its top holding was Nutanix Class A (NTNX) at 2.7% of the portfolio, followed by Everpure Class A (P, 2.3%) and Esab (ESAB, 1.9%). Compared with Q1 2026, it opened 7 new positions, sold out of 8, added to 7 and reduced 115. The biggest buy was Sitime (SITM, shares +17%) and the biggest sale an exit from Hamilton Lane Class A (HLNE).

Most Recent 13F: Q2 2026
Location: BURLINGTON, VT
CIK: 0001315478
Portfolio Value: $3.9B (Q2 2026)
SEC Filing: 0001315478-26-000020 ↗ filed Aug 12, 2026

Holdings Value

Holdings 129 stocks · $3.9B


NTNX Nutanix Inc. Class A	2.66%	2,034,277	$103.7M	Reduce -49.3%
P Everpure Inc. Class A	2.31%	1,143,316	$90.1M	Reduce -45.0%
ESAB Esab Corp.	1.92%	756,078	$74.6M	Reduce -42.1%
PEN Penumbra Inc.	1.78%	219,032	$69.2M	Reduce -55.4%
WH Wyndham Hotels & Resorts Inc.	1.54%	711,343	$59.9M	Reduce -48.4%
SFM Sprouts Farmers Market Inc.	1.52%	698,367	$59.1M	Reduce -40.9%
CFR Cullen/Frost Bankers Inc.	1.51%	379,610	$58.7M	Reduce -55.6%
OKTA Okta Inc.	1.45%	412,985	$56.4M	Reduce -69.2%
CBSH Commerce Bancshares Inc.	1.44%	971,864	$56.1M	Reduce -57.1%
MSA Msa Safety Inc.	1.44%	320,243	$55.9M	Reduce -50.1%
CAVA Cava Group Inc.	1.41%	701,117	$55.0M	Reduce -49.8%
SNPS Synopsys Inc.	1.39%	121,225	$54.1M	Reduce -68.5%
FND Floor & Decor Holdings Inc. Class A	1.38%	903,527	$53.6M	Reduce -60.3%
NOVT Novanta Inc.	1.36%	326,007	$52.9M	Reduce -16.9%
CVLT Commvault Systems Inc.	1.24%	341,569	$48.4M	Reduce -12.7%
SPXC SPX Technologies Inc.	1.22%	194,289	$47.6M	Reduce -15.4%
EOG EOG Resources Inc.	1.20%	360,035	$46.7M	Reduce -66.0%
AAON Aaon Inc.	1.18%	361,641	$45.9M	Reduce -77.4%
SSD Simpson Manufacturing Co. Inc.	1.16%	214,765	$45.0M	Reduce -15.6%
TPL Texas Pacific Land Corp.	1.12%	99,600	$43.6M	Reduce -60.6%
RGEN Repligen Corp.	1.12%	318,955	$43.5M	Reduce -54.0%
TW Tradeweb Markets Inc. Class A	1.11%	434,812	$43.3M	Reduce -70.4%
VEEV Veeva Systems Inc. Class A	1.11%	244,074	$43.3M	Reduce -67.0%
FAST Fastenal Co.	1.10%	891,285	$42.8M	Reduce -69.3%
WING Wingstop Inc.	1.09%	245,379	$42.6M	Reduce -54.9%
IEX Idex Corp.	1.04%	178,539	$40.5M	Reduce -72.1%
RMBS Rambus Inc.	1.02%	299,368	$39.7M	Reduce -16.2%
CSW CSW Industrials Inc.	0.99%	138,500	$38.5M	Reduce -14.9%
GKOS Glaukos Corp.	0.99%	275,171	$38.5M	Reduce -13.8%
CRDO Credo Technology Group Holdi	0.99%	141,003	$38.3M	Reduce -69.4%
GWW WW Grainger Inc.	0.97%	27,848	$37.9M	Reduce -71.8%
SKWD Skyward Specialty Insurance	0.97%	645,526	$37.7M	Reduce -15.6%
MTDR Matador Resources Co.	0.95%	742,683	$37.0M	Reduce -0.3%
RBRK Rubrik Inc. Class A	0.94%	456,286	$36.6M	Reduce -63.8%
TOST Toast Inc. Class A	0.94%	1,313,974	$36.6M	Reduce -57.2%
PANW Palo Alto Networks Inc.	0.94%	106,814	$36.4M	Reduce -71.5%
RBA RB Global Inc.	0.93%	311,819	$36.3M	Reduce -15.6%
CSL Carlisle Cos Inc.	0.93%	99,985	$36.3M	Reduce -68.5%
AXON Axon Enterprise Inc.	0.93%	64,605	$36.2M	Reduce -66.2%
ACGL Arch Capital Group Ltd.	0.92%	370,745	$36.0M	Reduce -70.6%
KNSL Kinsale Capital Group Inc.	0.91%	106,995	$35.3M	Reduce -50.2%
PLMR Palomar Holdings Inc.	0.88%	272,480	$34.4M	Reduce -16.7%
FFIN First Finl Bankshares Inc.	0.87%	976,430	$33.8M	Reduce -16.8%
KAI Kadant Inc.	0.87%	107,316	$33.7M	Reduce -16.9%
VCEL Vericel Corp.	0.86%	755,828	$33.6M	Reduce -7.3%
AME Ametek Inc.	0.86%	138,498	$33.5M	Reduce -67.4%
WHD Cactus Inc. Class A	0.83%	633,419	$32.5M	Reduce -2.0%
VVV Valvoline Inc.	0.83%	817,494	$32.3M	Reduce -18.7%
EAT Brinker International Inc.	0.82%	189,256	$31.8M	Add +18.5%
CELH Celsius Holdings Inc.	0.82%	1,083,689	$31.7M	Reduce -54.4%
WAT Waters Corp.	0.81%	84,440	$31.7M	Reduce -69.8%
SXI Standex International Corp.	0.81%	88,037	$31.5M	Reduce -47.7%
RAL Ralliant Corp.	0.81%	427,551	$31.5M	Reduce -30.9%
EW Edwards Lifesciences Corp.	0.81%	346,640	$31.4M	Reduce -66.5%
COO The Cooper Cos Inc.	0.79%	431,025	$30.9M	Reduce -73.2%
TECH Bio-Techne Corp.	0.79%	434,731	$30.7M	Reduce -70.1%
SITM Sitime Corp.	0.76%	39,433	$29.4M	Add +17.5%
RYAN Ryan Specialty Holdings Inc.	0.75%	777,857	$29.4M	Reduce -65.7%
WCN Waste Connections Inc.	0.72%	169,105	$28.2M	Reduce -69.6%
HLI Houlihan Lokey Inc.	0.72%	209,983	$28.2M	Reduce -70.7%
SNEX Stonex Group Inc.	0.72%	236,759	$28.1M	Reduce -55.3%
MMSI Merit Medical Systems Inc.	0.72%	403,922	$28.0M	Add +39.0%
PJT PJT Partners Inc. Class A	0.71%	183,009	$27.6M	Reduce -15.0%
SXT Sensient Technologies Corp.	0.70%	222,369	$27.4M	Reduce -14.7%
MTD Mettler-Toledo International	0.69%	21,081	$26.9M	Reduce -70.0%
ATRC Atricure Inc.	0.67%	938,567	$26.3M	Reduce -3.4%
KRMN Karman Holdings Inc.	0.67%	520,814	$26.0M	Reduce -37.3%
EPAC Enerpac Tool Group Corp.	0.66%	718,711	$25.8M	Reduce -8.8%
MDB Mongodb Inc.	0.66%	76,575	$25.7M	Reduce -65.7%
MSCI MSCI Inc.	0.65%	45,409	$25.4M	Reduce -70.2%
XYL Xylem Inc.	0.65%	212,810	$25.2M	Reduce -70.9%
CBC Central Bancompany	0.64%	822,018	$25.0M	Reduce -41.2%
GABC German American Bancorp	0.63%	520,662	$24.7M	Reduce -16.9%
BANF Bancfirst Corp.	0.63%	222,347	$24.7M	Reduce -0.5%
LPLA LPL Financial Holdings Inc.	0.62%	86,115	$24.3M	Reduce -14.8%
S Sentinelone Inc. Class A	0.62%	1,421,491	$24.1M	Reduce -41.7%
A Agilent Technologies Inc.	0.60%	177,146	$23.5M	Reduce -71.0%
RLI Rli Corp.	0.59%	391,712	$23.1M	Reduce -15.7%
STE Steris PLC	0.59%	109,230	$23.0M	Reduce -61.6%
GMED Globus Medical Inc. Class A	0.59%	290,878	$23.0M	Reduce -16.9%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.59%	863,038	$22.9M	Reduce -16.6%
BE Bloom Energy Corp. Class A	0.58%	74,021	$22.4M	Reduce -82.6%
PRCT Procept Biorobotics Corp.	0.57%	981,381	$22.2M	Reduce -13.6%
ELF Elf Beauty Inc.	0.57%	298,368	$22.1M	Reduce -76.9%
ZS Zscaler Inc.	0.57%	155,869	$22.0M	Reduce -64.5%
CHWY Chewy Inc. Class A	0.56%	1,114,540	$21.9M	Reduce -59.5%
HTFL Heartflow Inc.	0.55%	733,607	$21.5M	Add +29.3%
BRKR Bruker Corp.	0.55%	355,746	$21.4M	Reduce -41.2%
TER Teradyne Inc.	0.54%	43,474	$21.0M	New
AKAM Akamai Technologies Inc.	0.54%	177,015	$20.9M	Reduce -84.3%
VLTO Veralto Corp.	0.54%	234,979	$20.8M	Reduce -66.8%
SYBT Stock Yards Bancorp Inc.	0.53%	270,586	$20.7M	Reduce -16.1%
NDSN Nordson Corp.	0.53%	67,914	$20.5M	Reduce -75.3%
AVAV Aerovironment Inc.	0.52%	122,616	$20.2M	Reduce -58.5%
EQT Eqt Corp.	0.51%	371,955	$19.8M	New
DDOG Datadog Inc. Class A	0.50%	75,304	$19.6M	Reduce -89.3%
BRO Brown & Brown Inc.	0.49%	295,680	$19.0M	Reduce -69.5%
CAI Caris Life Sciences Inc.	0.48%	1,048,862	$18.7M	Reduce -13.2%
OSW Onespaworld Holdings Ltd.	0.47%	651,970	$18.4M	Reduce -12.6%
SOLS Solstice Adv Materials Inc.	0.47%	206,786	$18.3M	Reduce -19.2%

Show all 129 holdings

Portfolio Sells Q1 2026 → Q2 2026


HLNE Hamilton Lane Inc. Class A	Sold out	0.00%	−1.37
AKAM Akamai Technologies Inc.	Reduce -84.3%	0.54%	−1.10
DPZ Domino's Pizza Inc.	Reduce -90.9%	0.20%	−1.10
TW Tradeweb Markets Inc. Class A	Reduce -70.4%	1.11%	−1.08
PCOR Procore Technologies Inc.	Sold out	0.00%	−1.06
TSCO Tractor Supply Company	Reduce -81.7%	0.30%	−0.86
EOG EOG Resources Inc.	Reduce -66.0%	1.20%	−0.74
GTLB Gitlab Inc. Class A	Reduce -89.4%	0.32%	−0.73
COO The Cooper Cos Inc.	Reduce -73.2%	0.79%	−0.66
WST West Pharmaceutical Services	Sold out	0.00%	−0.66
ADSK Autodesk Inc.	Reduce -77.2%	0.38%	−0.64
ACGL Arch Capital Group Ltd.	Reduce -70.6%	0.92%	−0.61
FAST Fastenal Co.	Reduce -69.3%	1.10%	−0.61
HLI Houlihan Lokey Inc.	Reduce -70.7%	0.72%	−0.58
DDOG Datadog Inc. Class A	Reduce -89.3%	0.50%	−0.55
SNPS Synopsys Inc.	Reduce -68.5%	1.39%	−0.55
VEEV Veeva Systems Inc. Class A	Reduce -67.0%	1.11%	−0.53
AAON Aaon Inc.	Reduce -77.4%	1.18%	−0.50
IEX Idex Corp.	Reduce -72.1%	1.04%	−0.50
XYL Xylem Inc.	Reduce -70.9%	0.65%	−0.46
ALAB Astera Labs Inc.	Sold out	0.00%	−0.46
MTD Mettler-Toledo International	Reduce -70.0%	0.69%	−0.43
ELF Elf Beauty Inc.	Reduce -76.9%	0.57%	−0.43
WCN Waste Connections Inc.	Reduce -69.6%	0.72%	−0.42
CSL Carlisle Cos Inc.	Reduce -68.5%	0.93%	−0.41
TPL Texas Pacific Land Corp.	Reduce -60.6%	1.12%	−0.40
NDSN Nordson Corp.	Reduce -75.3%	0.53%	−0.40
GWW WW Grainger Inc.	Reduce -71.8%	0.97%	−0.39
MSCI MSCI Inc.	Reduce -70.2%	0.65%	−0.39
CHWY Chewy Inc. Class A	Reduce -59.5%	0.56%	−0.38
GGG Graco Inc.	Reduce -70.3%	0.44%	−0.38
MASI Masimo Corp.	Sold out	0.00%	−0.32
BRO Brown & Brown Inc.	Reduce -69.5%	0.49%	−0.31
AME Ametek Inc.	Reduce -67.4%	0.86%	−0.30
A Agilent Technologies Inc.	Reduce -71.0%	0.60%	−0.28
PEN Penumbra Inc.	Reduce -55.4%	1.78%	−0.27
VLTO Veralto Corp.	Reduce -66.8%	0.54%	−0.26
CELH Celsius Holdings Inc.	Reduce -54.4%	0.82%	−0.25
EW Edwards Lifesciences Corp.	Reduce -66.5%	0.81%	−0.24
WAT Waters Corp.	Reduce -69.8%	0.81%	−0.24
LECO Lincoln Electric Holdings	Reduce -69.9%	0.45%	−0.24
RYAN Ryan Specialty Holdings Inc.	Reduce -65.7%	0.75%	−0.22
ZS Zscaler Inc.	Reduce -64.5%	0.57%	−0.22
STE Steris PLC	Reduce -61.6%	0.59%	−0.21
KRMN Karman Holdings Inc.	Reduce -37.3%	0.67%	−0.18
TECH Bio-Techne Corp.	Reduce -70.1%	0.79%	−0.18
AVAV Aerovironment Inc.	Reduce -58.5%	0.52%	−0.17
AMSF Amerisafe Inc.	Sold out	0.00%	−0.16
BE Bloom Energy Corp. Class A	Reduce -82.6%	0.58%	−0.15
MOD Modine Manufacturing Co.	Reduce -76.7%	0.18%	−0.13

Portfolio Buys Q1 2026 → Q2 2026


SITM Sitime Corp.	Add +17.5%	0.76%	+0.61
TER Teradyne Inc.	New	0.54%	+0.54
EAT Brinker International Inc.	Add +18.5%	0.82%	+0.53
EQT Eqt Corp.	New	0.51%	+0.51
DXCM Dexcom Inc.	New	0.47%	+0.47
MMSI Merit Medical Systems Inc.	Add +39.0%	0.72%	+0.47
SNOW Snowflake Inc.	New	0.43%	+0.43
HTFL Heartflow Inc.	Add +29.3%	0.55%	+0.38
IRTC Irhythm Holdings Inc.	New	0.30%	+0.30
SIBN Si-Bone Inc.	Add +2.1%	0.38%	+0.24
LCLN Lincoln International Inc.	New	0.17%	+0.17
NTRA Natera Inc.	New	0.17%	+0.17
KTOS Kratos Defense & Security	Add +6.1%	0.30%	+0.10
NOW ServiceNow Inc.	Add +27.5%	0.01%	+0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	129	$3.9B	NTNX, P, ESAB, PEN, WH
Q1 2026	130	$7.9B	TW, PEN, EOG, SNPS, NTNX
Q4 2025	128	$9.9B	PEN, NTNX, ESAB, MSA, CFLT
Q3 2025	135	$13.3B	P, ELF, NTNX, MSA, ESAB
Q2 2025	135	$14.3B	P, CFLT, ELF, MSA, NTNX
Q1 2025	139	$13.8B	NTNX, P, MSA, CFLT, PEN
Q4 2024	133	$15.8B	P, CFR, PEN, EG, NTNX
Q3 2024	124	$16.5B	CFR, FTV, EG, NTNX, AME
Q2 2024	122	$16.3B	P, FTV, OKTA, EG, AME
Q1 2024	126	$17.5B	P, FRPT, FTV, OKTA, AME