Champlain Investment Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Champlain Investment Partners, LLC reported 126 stock positions worth $17.5 billion. Its top holding was Everpure Class A (P) at 3.4% of the portfolio, followed by Freshpet (FRPT, 2.5%) and Fortive (FTV, 2.4%). Compared with Q4 2023, it opened 7 new positions, sold out of 6, added to 48 and reduced 70. The biggest buy was a new position in Confluent Class A (CFLT) and the biggest sale Zscaler (ZS, shares −50%).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001315478
Portfolio Value
$17.5B (Q1 2024)
SEC Filing
0001315478-24-000030 ↗ filed May 13, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $17.5B $17.5B Q1 2024 Q2 2024: $16.3B Q2 2024 Q3 2024: $16.5B Q3 2024 Q4 2024: $15.8B Q4 2024 Q1 2025: $13.8B Q1 2025 Q2 2025: $14.3B Q2 2025 Q3 2025: $13.3B Q3 2025 Q4 2025: $9.9B Q4 2025 Q1 2026: $7.9B Q1 2026 Q2 2026: $3.9B Q2 2026

Holdings 126 stocks · $17.5B
P Everpure Inc. Class A filed as PURE STORAGE INC 3.42% 11,490,853 $597.4M Reduce -17.1%
FRPT Freshpet Inc. 2.46% 3,709,879 $429.8M Reduce -2.2%
FTV Fortive Corp. 2.45% 4,972,326 $427.7M Reduce -2.6%
OKTA Okta Inc. 2.33% 3,896,922 $407.7M Reduce -2.6%
AME Ametek Inc. 2.20% 2,098,080 $383.7M Reduce -13.8%
EG Everest Group Ltd. 2.06% 906,100 $360.2M Add +5.3%
CFR Cullen/Frost Bankers Inc. 2.06% 3,192,486 $359.4M Add +18.4%
DXCM Dexcom Inc. 1.63% 2,056,153 $285.2M Reduce -2.5%
EW Edwards Lifesciences Corp. 1.62% 2,964,168 $283.3M Add +3.1%
RYAN Ryan Specialty Holdings Inc. 1.57% 4,937,332 $274.0M Add +28.0%
WAT Waters Corp. 1.51% 765,654 $263.6M Reduce -2.5%
NTNX Nutanix Inc. Class A 1.49% 4,210,711 $259.9M Reduce -49.8%
ROK Rockwell Automation Inc. 1.43% 859,717 $250.5M Add +82.4%
TTC Toro Co. 1.43% 2,725,651 $249.8M Add +11.5%
TOST Toast Inc. Class A 1.42% 9,976,356 $248.6M Add +9.1%
MKC McCormick & Co.-Non VTG SHRS 1.41% 3,211,122 $246.6M Add +4.4%
PEN Penumbra Inc. 1.39% 1,084,595 $242.1M Add +131.8%
CLX Clorox Company 1.37% 1,567,839 $240.1M Reduce -2.1%
VEEV Veeva Systems Inc. Class A 1.36% 1,022,902 $237.0M Reduce -17.8%
NDSN Nordson Corp. 1.35% 857,520 $235.4M Reduce -15.3%
BBWI Bath & Body Works Inc. 1.34% 4,683,155 $234.3M Reduce -2.7%
STE Steris PLC 1.33% 1,035,461 $232.8M Reduce -2.5%
XYL Xylem Inc. 1.28% 1,731,785 $223.8M Reduce -24.3%
PLNT Planet Fitness Inc. Class A 1.23% 3,434,295 $215.1M Reduce -2.0%
KEYS Keysight Technologies Inc. 1.17% 1,310,900 $205.0M Reduce -2.3%
MDB Mongodb Inc. 1.13% 550,684 $197.5M Add +22.4%
TECH Bio-Techne Corp. 1.11% 2,744,774 $193.2M Reduce -1.1%
TW Tradeweb Markets Inc. Class A 1.09% 1,835,330 $191.2M Reduce -2.3%
BF.B Brown-Forman Corp. Class B 1.08% 3,642,350 $188.0M Add +4.7%
SJM The JM Smucker Co. filed as SMUCKER J M CO 1.05% 1,457,995 $183.5M Add +29.0%
ALGN Align Technology Inc. 1.04% 551,319 $180.8M Reduce -3.0%
MTD Mettler-Toledo International 1.03% 135,089 $179.8M Reduce -18.0%
TSCO Tractor Supply Company 1.02% 683,298 $178.8M Reduce -5.8%
IEX Idex Corp. 1.02% 731,651 $178.5M Reduce -33.8%
COO The Cooper Cos Inc. 1.01% 1,741,120 $176.7M Reduce -1.2%
HRL Hormel Foods Corp. 0.98% 4,915,922 $171.5M Reduce -2.6%
FDS Factset Research Systems Inc. 0.94% 360,832 $164.0M Reduce -14.2%
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 0.93% 1,545,159 $162.1M Add +7.8%
ULTA Ulta Beauty Inc. 0.90% 302,110 $158.0M Reduce -17.1%
EXAS Exact Sciences Corp. 0.89% 2,258,235 $156.0M Add +175.3%
WDAY Workday Inc. Class A 0.89% 569,876 $155.4M Reduce -36.8%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.89% 620,010 $155.0M Reduce -2.8%
AKAM Akamai Technologies Inc. 0.84% 1,354,428 $147.3M Add +19.6%
CFLT Confluent Inc. Class A 0.83% 4,736,650 $144.6M New
XRAY Dentsply Sirona Inc. 0.82% 4,290,737 $142.4M Add +11.3%
SNPS Synopsys Inc. 0.81% 246,451 $140.8M Reduce -29.5%
INSP Inspire Medical Systems Inc. 0.79% 641,685 $137.8M Reduce -1.1%
ZS Zscaler Inc. 0.78% 711,500 $137.1M Reduce -49.7%
MSA Msa Safety Inc. 0.78% 707,534 $137.0M Add +7.5%
GMED Globus Medical Inc. Class A 0.77% 2,504,383 $134.3M Add +25.2%
SMPL The Simply Good Foods Co. 0.77% 3,939,494 $134.1M Add +27.7%
PANW Palo Alto Networks Inc. 0.76% 467,383 $132.8M Reduce -23.0%
LW Lamb Weston Holdings Inc. 0.75% 1,233,420 $131.4M Add +11.7%
ANSS Ansys Inc. 0.75% 377,440 $131.0M Reduce -2.5%
GGG Graco Inc. 0.75% 1,398,347 $130.7M Reduce -19.3%
ESE Esco Technologies Inc. 0.74% 1,215,101 $130.1M Add +6.1%
KNSL Kinsale Capital Group Inc. 0.73% 243,474 $127.8M Add +58.9%
AAP Advance Auto Parts Inc. 0.72% 1,485,653 $126.4M Reduce -2.8%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.72% 606,981 $126.0M Reduce -1.7%
MGPI MGP Ingredients Inc. 0.67% 1,366,906 $117.7M Add +25.4%
BWIN Baldwin Insurance Group Inc./ filed as BRP GROUP INC 0.67% 4,023,175 $116.4M Add +13.0%
SXI Standex International Corp. 0.66% 637,162 $116.1M Add +4.6%
EPAC Enerpac Tool Group Corp. 0.65% 3,191,590 $113.8M Add +6.2%
WK Workiva Inc. 0.65% 1,340,114 $113.6M Add +58.2%
PLMR Palomar Holdings Inc. 0.64% 1,340,795 $112.4M Add +5.5%
FFIN First Finl Bankshares Inc. 0.63% 3,334,349 $109.4M Add +27.6%
SIGI Selective Insurance Group 0.62% 993,995 $108.5M Reduce -6.8%
RGEN Repligen Corp. 0.61% 574,995 $105.8M Reduce -37.9%
SMAR Smartsheet Inc. Class A 0.60% 2,743,085 $105.6M Reduce -0.7%
CNMD Conmed Corp. 0.60% 1,303,060 $104.3M Add +36.1%
FRSH Freshworks Inc. Class A 0.57% 5,462,418 $99.5M Reduce -8.8%
RBC RBC Bearings Inc. 0.55% 357,990 $96.8M Reduce -32.3%
SFBS Servisfirst Bancshares Inc. 0.55% 1,438,872 $95.5M Add +34.0%
IART Integra Lifesciences Holding 0.55% 2,687,972 $95.3M Add +10.3%
UTZ Utz Brands Inc. 0.54% 5,151,390 $95.0M Reduce -8.6%
HAYW Hayward Holdings Inc. 0.54% 6,155,000 $94.2M Reduce -0.1%
AIN Albany Intl Corp. Class A 0.54% 1,007,390 $94.2M Reduce -2.5%
LESLIES INC 0.54% 14,462,530 $94.0M Reduce -2.4%
SXT Sensient Technologies Corp. 0.53% 1,338,361 $92.6M Reduce -1.4%
BRZE Braze Inc. Class A 0.53% 2,084,805 $92.4M Add +6.6%
NOVT Novanta Inc. 0.52% 517,977 $90.5M Reduce -1.5%
NEOG Neogen Corp. 0.50% 5,560,871 $87.8M Reduce -0.7%
BOX Box Inc. Class A 0.50% 3,080,714 $87.2M Reduce -9.8%
RBA RB Global Inc. 0.50% 1,140,494 $86.9M Reduce -1.1%
CENTA Central Garden and Pet Co. Class A 0.49% 2,303,369 $85.0M Add +24.8%
CVLT Commvault Systems Inc. 0.48% 825,236 $83.7M Add +58.5%
ATRC Atricure Inc. 0.47% 2,681,000 $81.6M Add +27.3%
TENB Tenable Holdings Inc. 0.45% 1,591,147 $78.7M Add +59.5%
PRCT Procept Biorobotics Corp. 0.44% 1,572,309 $77.7M Reduce -1.0%
DPZ Domino's Pizza Inc. 0.43% 152,062 $75.6M Reduce -1.6%
SHAK Shake Shack Inc. Class A 0.43% 713,930 $74.3M Reduce -42.8%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 0.42% 1,386,629 $72.9M Reduce -16.5%
WST West Pharmaceutical Services 0.39% 174,135 $68.9M Reduce -34.5%
AXON Axon Enterprise Inc. 0.39% 219,120 $68.6M Reduce -0.7%
IRTC Irhythm Holdings Inc. 0.38% 575,800 $66.8M Add +104.1%
IOSP Innospec Inc. 0.36% 489,820 $63.2M Reduce -37.2%
ASAN Asana Inc. Class A 0.36% 4,032,035 $62.5M Add +26.9%
AXONICS INC 0.35% 893,908 $61.7M Reduce -53.4%
A Agilent Technologies Inc. 0.35% 420,710 $61.2M New
VCYT Veracyte Inc. 0.34% 2,697,600 $59.8M Add +23.3%

Show all 126 holdings

Portfolio Sells Q4 2023 → Q1 2024
ZS Zscaler Inc. Reduce -49.7% 0.78% −1.07
NTNX Nutanix Inc. Class A Reduce -49.8% 1.49% −0.88
NTRS Northern Trust Corp. Sold out 0.00% −0.84
WDAY Workday Inc. Class A Reduce -36.8% 0.89% −0.59
CSW CSW Industrials Inc. Sold out 0.00% −0.51
ADSK Autodesk Inc. Reduce -61.1% 0.34% −0.50
IEX Idex Corp. Reduce -33.8% 1.02% −0.40
RGEN Repligen Corp. Reduce -37.9% 0.61% −0.38
IDXX Idexx Laboratories Inc. Reduce -53.1% 0.29% −0.37
AXONICS INC Reduce -53.4% 0.35% −0.35
RBC RBC Bearings Inc. Reduce -32.3% 0.55% −0.34
PANW Palo Alto Networks Inc. Reduce -23.0% 0.76% −0.30
CBU Community Financial System I Sold out 0.00% −0.30
PLNT Planet Fitness Inc. Class A Reduce -2.0% 1.23% −0.29
XYL Xylem Inc. Reduce -24.3% 1.28% −0.27
FRSH Freshworks Inc. Class A Reduce -8.8% 0.57% −0.27
SNPS Synopsys Inc. Reduce -29.5% 0.81% −0.26
WING Wingstop Inc. Sold out 0.00% −0.26
FDS Factset Research Systems Inc. Reduce -14.2% 0.94% −0.25
INDB Independent Bank Corp. Sold out 0.00% −0.25
NDSN Nordson Corp. Reduce -15.3% 1.35% −0.24
IOSP Innospec Inc. Reduce -37.2% 0.36% −0.21
AME Ametek Inc. Reduce -13.8% 2.20% −0.18
SMAR Smartsheet Inc. Class A Reduce -0.7% 0.60% −0.18
NEOG Neogen Corp. Reduce -0.7% 0.50% −0.17
TECH Bio-Techne Corp. Reduce -1.1% 1.11% −0.16
WST West Pharmaceutical Services Reduce -34.5% 0.39% −0.16
MTD Mettler-Toledo International Reduce -18.0% 1.03% −0.16
ULTA Ulta Beauty Inc. Reduce -17.1% 0.90% −0.15
GGG Graco Inc. Reduce -19.3% 0.75% −0.14
SHAK Shake Shack Inc. Class A Reduce -42.8% 0.43% −0.12
KEYS Keysight Technologies Inc. Reduce -2.3% 1.17% −0.09
ANSS Ansys Inc. Reduce -2.5% 0.75% −0.08
JRVR James River Group Holdings I Sold out 0.00% −0.08
LESLIES INC Reduce -2.4% 0.54% −0.07
VEEV Veeva Systems Inc. Class A Reduce -17.8% 1.36% −0.06
JJSF J & J Snack Foods Corp. Reduce -0.7% 0.31% −0.06
AIN Albany Intl Corp. Class A Reduce -2.5% 0.54% −0.06
STE Steris PLC Reduce -2.5% 1.33% −0.05
BANF Bancfirst Corp. Reduce -0.8% 0.28% −0.04
BARNES GROUP INC Reduce -24.2% 0.17% −0.03
SBH Sally Beauty Holdings Inc. Reduce -1.6% 0.28% −0.03
WAT Waters Corp. Reduce -2.5% 1.51% −0.02
BOX Box Inc. Class A Reduce -9.8% 0.50% −0.02
QTWO Q2 Holdings Inc. Reduce -16.5% 0.42% −0.01
TRNS Transcat Inc. Reduce -2.0% 0.22% −0.01
SIGI Selective Insurance Group Reduce -6.8% 0.62% −0.01
NOVT Novanta Inc. Reduce -1.5% 0.52% −0.01
SXT Sensient Technologies Corp. Reduce -1.4% 0.53% −0.00
OLLI Ollie's Bargain Outlet Holdi Reduce -1.6% 0.24% −0.00

Portfolio Buys Q4 2023 → Q1 2024
CFLT Confluent Inc. Class A New 0.83% +0.83
PEN Penumbra Inc. Add +131.8% 1.39% +0.69
RYAN Ryan Specialty Holdings Inc. Add +28.0% 1.57% +0.59
ROK Rockwell Automation Inc. Add +82.4% 1.43% +0.57
EXAS Exact Sciences Corp. Add +175.3% 0.89% +0.53
TOST Toast Inc. Class A Add +9.1% 1.42% +0.43
KNSL Kinsale Capital Group Inc. Add +58.9% 0.73% +0.43
A Agilent Technologies Inc. New 0.35% +0.35
CFR Cullen/Frost Bankers Inc. Add +18.4% 2.06% +0.32
EW Edwards Lifesciences Corp. Add +3.1% 1.62% +0.32
HCP Hashicorp Inc. Class A New 0.28% +0.28
EG Everest Group Ltd. Add +5.3% 2.06% +0.26
PJT PJT Partners Inc. Class A New 0.25% +0.25
CVLT Commvault Systems Inc. Add +58.5% 0.48% +0.23
PLMR Palomar Holdings Inc. Add +5.5% 0.64% +0.23
SJM The JM Smucker Co. Add +29.0% 1.05% +0.20
IRTC Irhythm Holdings Inc. Add +104.1% 0.38% +0.20
ESAB Esab Corp. New 0.19% +0.19
TENB Tenable Holdings Inc. Add +59.5% 0.45% +0.18
PHR Phreesia Inc. New 0.17% +0.17
MKC McCormick & Co.-Non VTG SHRS Add +4.4% 1.41% +0.16
BWIN Baldwin Insurance Group Inc./ Add +13.0% 0.67% +0.16
FFIN First Finl Bankshares Inc. Add +27.6% 0.63% +0.16
WK Workiva Inc. Add +58.2% 0.65% +0.14
GMED Globus Medical Inc. Class A Add +25.2% 0.77% +0.14
MSA Msa Safety Inc. Add +7.5% 0.78% +0.13
SFBS Servisfirst Bancshares Inc. Add +34.0% 0.55% +0.12
COCO The Vita Coco Co. Inc. New 0.10% +0.10
EPAC Enerpac Tool Group Corp. Add +6.2% 0.65% +0.10
SXI Standex International Corp. Add +4.6% 0.66% +0.09
JBTM JBT Marel Corp. Add +7.8% 0.93% +0.08
SIBN Si-Bone Inc. Add +104.8% 0.23% +0.08
AKAM Akamai Technologies Inc. Add +19.6% 0.84% +0.05
LW Lamb Weston Holdings Inc. Add +11.7% 0.75% +0.04
SMPL The Simply Good Foods Co. Add +27.7% 0.77% +0.04
MDB Mongodb Inc. Add +22.4% 1.13% +0.04
TTC Toro Co. Add +11.5% 1.43% +0.04
MGPI MGP Ingredients Inc. Add +25.4% 0.67% +0.04
AMSF Amerisafe Inc. Add +12.8% 0.25% +0.04
WSFS WSFS Financial Corp. Add +14.1% 0.33% +0.03
ATRC Atricure Inc. Add +27.3% 0.47% +0.02
SKWD Skyward Specialty Insurance Add +0.3% 0.30% +0.02
EWCZ European Wax Center Inc. Class A Add +13.2% 0.28% +0.01
LUCK Lucky Strike Entertainment C Add +10.8% 0.22% +0.01
CENTA Central Garden and Pet Co. Class A Add +24.8% 0.49% +0.01
XRAY Dentsply Sirona Inc. Add +11.3% 0.82% +0.00
ASAN Asana Inc. Class A Add +26.9% 0.36% −0.00
SYBT Stock Yards Bancorp Inc. Add +4.5% 0.33% −0.01
VCYT Veracyte Inc. Add +23.3% 0.34% −0.01
CNMD Conmed Corp. Add +36.1% 0.60% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$3.9BNTNX, P, ESAB, PEN, WH
Q1 2026 130$7.9BTW, PEN, EOG, SNPS, NTNX
Q4 2025 128$9.9BPEN, NTNX, ESAB, MSA, CFLT
Q3 2025 135$13.3BP, ELF, NTNX, MSA, ESAB
Q2 2025 135$14.3BP, CFLT, ELF, MSA, NTNX
Q1 2025 139$13.8BNTNX, P, MSA, CFLT, PEN
Q4 2024 133$15.8BP, CFR, PEN, EG, NTNX
Q3 2024 124$16.5BCFR, FTV, EG, NTNX, AME
Q2 2024 122$16.3BP, FTV, OKTA, EG, AME
Q1 2024 126$17.5BP, FRPT, FTV, OKTA, AME