Champlain Investment Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Champlain Investment Partners, LLC reported 122 stock positions worth $16.3 billion. Its top holding was Everpure Class A (P) at 2.4% of the portfolio, followed by Fortive (FTV, 2.2%) and Okta (OKTA, 2.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 8, added to 50 and reduced 68. The biggest buy was a new position in Entegris (ENTG) and the biggest sale Everpure Class A (P, shares −48%).

Most Recent 13F
Q2 2026
Location
BURLINGTON, VT
CIK
0001315478
Portfolio Value
$16.3B (Q2 2024)
SEC Filing
0001315478-24-000032 ↗ filed Aug 14, 2024

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $17.5B Q1 2024 Q2 2024: $16.3B $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 122 stocks · $16.3B
P Everpure Inc. Class A filed as PURE STORAGE INC 2.36% 5,997,732 $385.1M Reduce -47.8%
FTV Fortive Corp. 2.22% 4,883,416 $361.9M Reduce -1.8%
OKTA Okta Inc. 2.21% 3,851,937 $360.6M Reduce -1.1%
EG Everest Group Ltd. 2.21% 944,350 $359.8M Add +4.2%
AME Ametek Inc. 2.15% 2,101,685 $350.4M Add +0.2%
NTNX Nutanix Inc. Class A 2.01% 5,773,956 $328.2M Add +37.1%
CFR Cullen/Frost Bankers Inc. 1.98% 3,169,616 $322.1M Reduce -0.7%
FRPT Freshpet Inc. 1.95% 2,460,150 $318.3M Reduce -33.7%
RYAN Ryan Specialty Holdings Inc. 1.72% 4,844,722 $280.6M Reduce -1.9%
EW Edwards Lifesciences Corp. 1.67% 2,948,188 $272.3M Reduce -0.5%
PLNT Planet Fitness Inc. Class A 1.59% 3,523,745 $259.3M Add +2.6%
MKC McCormick & Co.-Non VTG SHRS 1.58% 3,624,442 $257.1M Add +12.9%
ROK Rockwell Automation Inc. 1.46% 863,837 $237.8M Add +0.5%
TOST Toast Inc. Class A 1.43% 9,027,261 $232.6M Reduce -9.5%
DXCM Dexcom Inc. 1.43% 2,050,073 $232.4M Reduce -0.3%
PEN Penumbra Inc. 1.42% 1,283,850 $231.1M Add +18.4%
ULTA Ulta Beauty Inc. 1.37% 578,860 $223.4M Add +91.6%
STE Steris PLC 1.37% 1,016,403 $223.1M Reduce -1.8%
WAT Waters Corp. 1.35% 757,124 $219.7M Reduce -1.1%
BF.B Brown-Forman Corp. Class B 1.34% 5,062,270 $218.6M Add +39.0%
CLX Clorox Company 1.31% 1,561,639 $213.1M Reduce -0.4%
MDB Mongodb Inc. 1.30% 847,514 $211.8M Add +53.9%
VEEV Veeva Systems Inc. Class A 1.28% 1,141,787 $209.0M Add +11.6%
NDSN Nordson Corp. 1.21% 853,655 $198.0M Reduce -0.5%
ZS Zscaler Inc. 1.19% 1,005,810 $193.3M Add +41.4%
HRL Hormel Foods Corp. 1.18% 6,309,597 $192.4M Add +28.4%
KEYS Keysight Technologies Inc. 1.18% 1,405,675 $192.2M Add +7.2%
TECH Bio-Techne Corp. 1.18% 2,677,314 $191.8M Reduce -2.5%
TW Tradeweb Markets Inc. Class A 1.17% 1,806,045 $191.4M Reduce -1.6%
IEX Idex Corp. 1.17% 950,216 $191.2M Add +29.9%
XYL Xylem Inc. 1.17% 1,407,810 $190.9M Reduce -18.7%
CFLT Confluent Inc. Class A 1.13% 6,214,005 $183.5M Add +31.2%
AXON Axon Enterprise Inc. 1.08% 599,155 $176.3M Add +173.4%
GMED Globus Medical Inc. Class A 1.04% 2,466,458 $168.9M Reduce -1.5%
AKAM Akamai Technologies Inc. 1.01% 1,828,253 $164.7M Add +35.0%
MTD Mettler-Toledo International 0.99% 115,537 $161.5M Reduce -14.5%
PANW Palo Alto Networks Inc. 0.97% 468,538 $158.8M Add +0.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.97% 1,456,010 $158.8M Reduce -0.1%
TTC Toro Co. 0.97% 1,693,601 $158.4M Reduce -37.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.97% 609,140 $158.0M Reduce -1.8%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.92% 4,238,755 $150.3M Add +5.4%
FDS Factset Research Systems Inc. 0.91% 363,162 $148.3M Add +0.7%
SNPS Synopsys Inc. 0.90% 247,241 $147.1M Add +0.3%
COO The Cooper Cos Inc. 0.90% 1,683,470 $147.0M Reduce -3.3%
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 0.89% 1,532,609 $145.6M Reduce -0.8%
ENTG Entegris Inc. 0.87% 1,053,330 $142.6M New
SMPL The Simply Good Foods Co. 0.87% 3,907,984 $141.2M Reduce -0.8%
MSA Msa Safety Inc. 0.86% 749,449 $140.7M Add +5.9%
KNSL Kinsale Capital Group Inc. 0.85% 358,115 $138.0M Add +47.1%
GGG Graco Inc. 0.84% 1,731,362 $137.3M Add +23.8%
TSCO Tractor Supply Company 0.84% 505,033 $136.4M Reduce -26.1%
ESE Esco Technologies Inc. 0.81% 1,262,976 $132.7M Add +3.9%
ALGN Align Technology Inc. 0.81% 547,459 $132.2M Reduce -0.7%
WDAY Workday Inc. Class A 0.78% 571,946 $127.9M Add +0.4%
ADSK Autodesk Inc. 0.77% 504,820 $124.9M Add +124.4%
LW Lamb Weston Holdings Inc. 0.76% 1,482,835 $124.7M Add +20.2%
MGPI MGP Ingredients Inc. 0.74% 1,627,791 $121.1M Add +19.1%
SMAR Smartsheet Inc. Class A 0.73% 2,710,110 $119.5M Reduce -1.2%
EPAC Enerpac Tool Group Corp. 0.73% 3,125,420 $119.3M Reduce -2.1%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.70% 605,766 $114.5M Reduce -0.2%
BRZE Braze Inc. Class A 0.69% 2,911,910 $113.1M Add +39.7%
WST West Pharmaceutical Services 0.69% 342,290 $112.7M Add +96.6%
A Agilent Technologies Inc. 0.67% 839,140 $108.8M Add +99.5%
PLMR Palomar Holdings Inc. 0.66% 1,333,305 $108.2M Reduce -0.6%
XRAY Dentsply Sirona Inc. 0.65% 4,286,592 $106.8M Reduce -0.1%
SXI Standex International Corp. 0.64% 642,777 $103.6M Add +0.9%
NEOG Neogen Corp. 0.62% 6,420,501 $100.4M Add +15.5%
SXT Sensient Technologies Corp. 0.60% 1,318,771 $97.8M Reduce -1.5%
FFIN First Finl Bankshares Inc. 0.60% 3,292,689 $97.2M Reduce -1.3%
EXAS Exact Sciences Corp. 0.58% 2,248,500 $95.0M Reduce -0.4%
AAP Advance Auto Parts Inc. 0.58% 1,483,438 $93.9M Reduce -0.1%
AIN Albany Intl Corp. Class A 0.57% 1,098,295 $92.8M Add +9.0%
SIGI Selective Insurance Group 0.57% 986,615 $92.6M Reduce -0.7%
BBWI Bath & Body Works Inc. 0.57% 2,369,510 $92.5M Reduce -49.4%
SFBS Servisfirst Bancshares Inc. 0.55% 1,420,952 $89.8M Reduce -1.3%
CNMD Conmed Corp. 0.55% 1,285,680 $89.1M Reduce -1.3%
RBC RBC Bearings Inc. 0.54% 324,330 $87.5M Reduce -9.4%
RBA RB Global Inc. 0.53% 1,133,569 $86.6M Reduce -0.6%
CENTA Central Garden and Pet Co. Class A 0.53% 2,593,640 $85.7M Add +12.6%
UTZ Utz Brands Inc. 0.52% 5,120,675 $85.2M Reduce -0.6%
TENB Tenable Holdings Inc. 0.52% 1,927,565 $84.0M Add +21.1%
PRCT Procept Biorobotics Corp. 0.51% 1,365,279 $83.4M Reduce -13.2%
NOVT Novanta Inc. 0.51% 506,712 $82.6M Reduce -2.2%
FRSH Freshworks Inc. Class A 0.51% 6,499,728 $82.5M Add +19.0%
BOX Box Inc. Class A 0.50% 3,060,244 $80.9M Reduce -0.7%
WK Workiva Inc. 0.49% 1,100,774 $80.3M Reduce -17.9%
IRTC Irhythm Holdings Inc. 0.49% 739,265 $79.6M Add +28.4%
ESAB Esab Corp. 0.47% 810,180 $76.5M Add +164.9%
HAYW Hayward Holdings Inc. 0.46% 6,050,385 $74.4M Reduce -1.7%
RGEN Repligen Corp. 0.44% 570,590 $71.9M Reduce -0.8%
INSP Inspire Medical Systems Inc. 0.42% 514,785 $68.9M Reduce -19.8%
VCYT Veracyte Inc. 0.42% 3,167,670 $68.6M Add +17.4%
FROG Jfrog Ltd. 0.42% 1,820,930 $68.4M New
SKWD Skyward Specialty Insurance 0.41% 1,855,615 $67.1M Add +32.0%
TNDM Tandem Diabetes Care Inc. 0.40% 1,629,527 $65.7M Add +7.7%
OLLI Ollie's Bargain Outlet Holdi 0.40% 661,598 $64.9M Add +26.8%
CVLT Commvault Systems Inc. 0.38% 510,426 $62.1M Reduce -38.1%
ATRC Atricure Inc. 0.37% 2,674,945 $60.9M Reduce -0.2%
WSFS WSFS Financial Corp. 0.37% 1,285,206 $60.4M Reduce -0.6%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 0.37% 1,346,927 $60.0M Reduce -0.2%

Show all 122 holdings

Portfolio Sells Q1 2024 → Q2 2024
P Everpure Inc. Class A Reduce -47.8% 2.36% −1.06
BBWI Bath & Body Works Inc. Reduce -49.4% 0.57% −0.77
ANSS Ansys Inc. Sold out 0.00% −0.75
IART Integra Lifesciences Holding Sold out 0.00% −0.55
FRPT Freshpet Inc. Reduce -33.7% 1.95% −0.51
TTC Toro Co. Reduce -37.9% 0.97% −0.46
LESLIES INC Reduce -72.6% 0.10% −0.44
DPZ Domino's Pizza Inc. Sold out 0.00% −0.43
QTWO Q2 Holdings Inc. Sold out 0.00% −0.42
INSP Inspire Medical Systems Inc. Reduce -19.8% 0.42% −0.37
AXONICS INC Sold out 0.00% −0.35
EXAS Exact Sciences Corp. Reduce -0.4% 0.58% −0.31
IDXX Idexx Laboratories Inc. Sold out 0.00% −0.29
HCP Hashicorp Inc. Class A Sold out 0.00% −0.28
FTV Fortive Corp. Reduce -1.8% 2.22% −0.23
ALGN Align Technology Inc. Reduce -0.7% 0.81% −0.22
DXCM Dexcom Inc. Reduce -0.3% 1.43% −0.21
IOSP Innospec Inc. Reduce -54.4% 0.17% −0.19
TSCO Tractor Supply Company Reduce -26.1% 0.84% −0.19
BARNES GROUP INC Sold out 0.00% −0.17
RGEN Repligen Corp. Reduce -0.8% 0.44% −0.16
WAT Waters Corp. Reduce -1.1% 1.35% −0.16
XRAY Dentsply Sirona Inc. Reduce -0.1% 0.65% −0.16
WK Workiva Inc. Reduce -17.9% 0.49% −0.16
AAP Advance Auto Parts Inc. Reduce -0.1% 0.58% −0.15
NDSN Nordson Corp. Reduce -0.5% 1.21% −0.13
OKTA Okta Inc. Reduce -1.1% 2.21% −0.12
XYL Xylem Inc. Reduce -18.7% 1.17% −0.11
COO The Cooper Cos Inc. Reduce -3.3% 0.90% −0.11
SHAK Shake Shack Inc. Class A Reduce -17.8% 0.32% −0.10
CVLT Commvault Systems Inc. Reduce -38.1% 0.38% −0.10
ATRC Atricure Inc. Reduce -0.2% 0.37% −0.09
HAYW Hayward Holdings Inc. Reduce -1.7% 0.46% −0.08
CFR Cullen/Frost Bankers Inc. Reduce -0.7% 1.98% −0.08
SJM The JM Smucker Co. Reduce -0.1% 0.97% −0.08
CLX Clorox Company Reduce -0.4% 1.31% −0.07
SIGI Selective Insurance Group Reduce -0.7% 0.57% −0.05
CNMD Conmed Corp. Reduce -1.3% 0.55% −0.05
EWCZ European Wax Center Inc. Class A Reduce -0.2% 0.23% −0.05
MTD Mettler-Toledo International Reduce -14.5% 0.99% −0.04
SIBN Si-Bone Inc. Reduce -0.5% 0.19% −0.04
JBTM JBT Marel Corp. Reduce -0.8% 0.89% −0.04
FFIN First Finl Bankshares Inc. Reduce -1.3% 0.60% −0.03
UTZ Utz Brands Inc. Reduce -0.6% 0.52% −0.02
SBH Sally Beauty Holdings Inc. Reduce -0.2% 0.25% −0.02
MZTI The Marzetti Company Reduce -0.2% 0.70% −0.02
RBC RBC Bearings Inc. Reduce -9.4% 0.54% −0.02
ASAN Asana Inc. Class A Reduce -0.8% 0.34% −0.01
NOVT Novanta Inc. Reduce -2.2% 0.51% −0.01
OMCL Omnicell Inc. Reduce -1.7% 0.29% −0.01

Portfolio Buys Q1 2024 → Q2 2024
ENTG Entegris Inc. New 0.87% +0.87
AXON Axon Enterprise Inc. Add +173.4% 1.08% +0.69
NTNX Nutanix Inc. Class A Add +37.1% 2.01% +0.52
ULTA Ulta Beauty Inc. Add +91.6% 1.37% +0.46
ADSK Autodesk Inc. Add +124.4% 0.77% +0.43
FROG Jfrog Ltd. New 0.42% +0.42
ZS Zscaler Inc. Add +41.4% 1.19% +0.40
PLNT Planet Fitness Inc. Class A Add +2.6% 1.59% +0.36
A Agilent Technologies Inc. Add +99.5% 0.67% +0.32
CFLT Confluent Inc. Class A Add +31.2% 1.13% +0.30
WST West Pharmaceutical Services Add +96.6% 0.69% +0.30
ESAB Esab Corp. Add +164.9% 0.47% +0.28
BF.B Brown-Forman Corp. Class B Add +39.0% 1.34% +0.26
BWIN Baldwin Insurance Group Inc./ Add +5.4% 0.92% +0.26
PANW Palo Alto Networks Inc. Add +0.3% 0.97% +0.21
HRL Hormel Foods Corp. Add +28.4% 1.18% +0.20
FWRG First Watch Restaurant Group New 0.18% +0.18
MDB Mongodb Inc. Add +53.9% 1.30% +0.17
AKAM Akamai Technologies Inc. Add +35.0% 1.01% +0.17
BRZE Braze Inc. Class A Add +39.7% 0.69% +0.16
MKC McCormick & Co.-Non VTG SHRS Add +12.9% 1.58% +0.16
KAI Kadant Inc. New 0.16% +0.16
OLLI Ollie's Bargain Outlet Holdi Add +26.8% 0.40% +0.16
IEX Idex Corp. Add +29.9% 1.17% +0.15
EG Everest Group Ltd. Add +4.2% 2.21% +0.14
PHR Phreesia Inc. Add +92.3% 0.31% +0.14
PJT PJT Partners Inc. Class A Add +21.2% 0.37% +0.12
KNSL Kinsale Capital Group Inc. Add +47.1% 0.85% +0.11
NEOG Neogen Corp. Add +15.5% 0.62% +0.11
COCO The Vita Coco Co. Inc. Add +69.4% 0.22% +0.11
SKWD Skyward Specialty Insurance Add +32.0% 0.41% +0.11
IRTC Irhythm Holdings Inc. Add +28.4% 0.49% +0.11
TNDM Tandem Diabetes Care Inc. Add +7.7% 0.40% +0.10
SNPS Synopsys Inc. Add +0.3% 0.90% +0.10
GGG Graco Inc. Add +23.8% 0.84% +0.09
VCYT Veracyte Inc. Add +17.4% 0.42% +0.08
MSA Msa Safety Inc. Add +5.9% 0.86% +0.08
ESE Esco Technologies Inc. Add +3.9% 0.81% +0.07
MGPI MGP Ingredients Inc. Add +19.1% 0.74% +0.07
TENB Tenable Holdings Inc. Add +21.1% 0.52% +0.06
CENTA Central Garden and Pet Co. Class A Add +12.6% 0.53% +0.04
PEN Penumbra Inc. Add +18.4% 1.42% +0.03
AIN Albany Intl Corp. Class A Add +9.0% 0.57% +0.03
ROK Rockwell Automation Inc. Add +0.5% 1.46% +0.02
AMSF Amerisafe Inc. Add +12.4% 0.26% +0.01
LW Lamb Weston Holdings Inc. Add +20.2% 0.76% +0.01
KEYS Keysight Technologies Inc. Add +7.2% 1.18% +0.00
NOW ServiceNow Inc. Add +1.5% 0.00% +0.00
SXI Standex International Corp. Add +0.9% 0.64% −0.03
FDS Factset Research Systems Inc. Add +0.7% 0.91% −0.03

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