Champlain Investment Partners, LLC

Name: Champlain Investment Partners, LLC 13F holdings, Q4 2024
Creator: Champlain Investment Partners, LLC
Published: 2025-02-13

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Champlain Investment Partners, LLC reported 133 stock positions worth $15.8 billion. Its top holding was Everpure Class A (P) at 2.3% of the portfolio, followed by Cullen/Frost Bankers (CFR, 2.3%) and Penumbra (PEN, 2.2%). Compared with Q3 2024, it opened 16 new positions, sold out of 7, added to 30 and reduced 87. The biggest buy was Elf Beauty (ELF, shares +100%) and the biggest sale Axon Enterprise (AXON, shares −75%).

Most Recent 13F: Q2 2026
Location: BURLINGTON, VT
CIK: 0001315478
Portfolio Value: $15.8B (Q4 2024)
SEC Filing: 0001315478-25-000003 ↗ filed Feb 13, 2025

Holdings Value

Holdings 133 stocks · $15.8B


P Everpure Inc. Class A filed as PURE STORAGE INC	2.30%	5,921,392	$363.8M	Add +3.0%
CFR Cullen/Frost Bankers Inc.	2.27%	2,670,290	$358.5M	Reduce -21.8%
PEN Penumbra Inc.	2.25%	1,495,957	$355.3M	Reduce -3.4%
EG Everest Group Ltd.	1.98%	862,325	$312.6M	Reduce -6.7%
NTNX Nutanix Inc. Class A	1.93%	4,981,516	$304.8M	Reduce -16.8%
CFLT Confluent Inc. Class A	1.92%	10,834,754	$302.9M	Add +1.3%
ELF Elf Beauty Inc.	1.77%	2,226,451	$279.5M	Add +99.7%
FTV Fortive Corp.	1.63%	3,442,061	$258.2M	Reduce -27.9%
AME Ametek Inc.	1.63%	1,425,325	$256.9M	Reduce -30.4%
OKTA Okta Inc.	1.62%	3,253,267	$256.4M	Reduce -13.9%
WDAY Workday Inc. Class A	1.60%	982,961	$253.6M	Add +74.1%
FRPT Freshpet Inc.	1.55%	1,657,468	$245.5M	Reduce -5.0%
ROK Rockwell Automation Inc.	1.55%	854,672	$244.3M	Add +1.9%
ULTA Ulta Beauty Inc.	1.54%	560,735	$243.9M	Reduce -8.1%
IEX Idex Corp.	1.50%	1,132,994	$237.1M	Reduce -7.4%
PLNT Planet Fitness Inc. Class A	1.44%	2,296,309	$227.0M	Reduce -32.2%
MSA Msa Safety Inc.	1.42%	1,354,310	$224.5M	Add +99.2%
RGEN Repligen Corp.	1.41%	1,543,530	$222.2M	Add +8.6%
VEEV Veeva Systems Inc. Class A	1.38%	1,038,712	$218.4M	Reduce -7.0%
ZS Zscaler Inc.	1.34%	1,178,175	$212.6M	Reduce -8.6%
EW Edwards Lifesciences Corp.	1.32%	2,821,713	$208.9M	Reduce -8.4%
XYL Xylem Inc.	1.30%	1,769,795	$205.3M	Add +6.8%
MKC McCormick & Co.-Non VTG SHRS	1.28%	2,662,335	$203.0M	Reduce -7.2%
NDSN Nordson Corp.	1.14%	860,430	$180.0M	Add +2.9%
MDB Mongodb Inc.	1.13%	765,469	$178.2M	Reduce -6.9%
WAT Waters Corp.	1.12%	478,319	$177.4M	Reduce -35.7%
TECH Bio-Techne Corp.	1.10%	2,419,654	$174.3M	Reduce -7.2%
HRL Hormel Foods Corp.	1.04%	5,233,137	$164.2M	Reduce -6.0%
ESAB Esab Corp.	1.03%	1,358,204	$162.9M	Add +25.6%
COO The Cooper Cos Inc.	1.01%	1,736,240	$159.6M	Reduce -4.5%
FDS Factset Research Systems Inc.	1.01%	332,207	$159.6M	Reduce -6.1%
DXCM Dexcom Inc.	0.99%	2,015,713	$156.8M	Reduce -8.9%
KEYS Keysight Technologies Inc.	0.97%	951,370	$152.8M	Reduce -31.2%
SNPS Synopsys Inc.	0.96%	312,526	$151.7M	Add +10.5%
CLX Clorox Company	0.95%	928,234	$150.8M	Reduce -7.8%
KNSL Kinsale Capital Group Inc.	0.95%	323,100	$150.3M	Reduce -8.5%
MTD Mettler-Toledo International	0.93%	119,665	$146.4M	Add +4.2%
WST West Pharmaceutical Services	0.92%	444,670	$145.7M	Add +0.1%
SJM The JM Smucker Co. filed as SMUCKER J M CO	0.91%	1,312,375	$144.5M	Reduce -7.4%
RYAN Ryan Specialty Holdings Inc.	0.89%	2,191,580	$140.6M	Reduce -39.9%
ESE Esco Technologies Inc.	0.87%	1,030,172	$137.2M	Reduce -18.5%
EXAS Exact Sciences Corp.	0.87%	2,437,305	$137.0M	Reduce -2.3%
PANW Palo Alto Networks Inc.	0.86%	746,608	$135.9M	Reduce -8.6%
TW Tradeweb Markets Inc. Class A	0.85%	1,025,540	$134.3M	Reduce -41.7%
AKAM Akamai Technologies Inc.	0.85%	1,402,968	$134.2M	Reduce -21.2%
SMPL The Simply Good Foods Co.	0.85%	3,427,988	$133.6M	Reduce -15.7%
VLTO Veralto Corp.	0.84%	1,306,410	$133.1M	New
BF.B Brown-Forman Corp. Class B	0.80%	3,321,557	$126.2M	Reduce -33.0%
TTC Toro Co.	0.79%	1,550,336	$124.2M	Reduce -7.5%
DPZ Domino's Pizza Inc.	0.78%	294,175	$123.5M	Add +27.4%
MNST Monster Beverage Corp.	0.77%	2,313,065	$121.6M	New
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP	0.76%	947,978	$120.5M	Reduce -30.1%
GGG Graco Inc.	0.75%	1,409,132	$118.8M	Reduce -16.4%
SMAR Smartsheet Inc. Class A	0.74%	2,085,845	$116.9M	Reduce -13.6%
LW Lamb Weston Holdings Inc.	0.74%	1,747,255	$116.8M	Reduce -10.4%
TOST Toast Inc. Class A	0.73%	3,179,142	$115.9M	Reduce -51.6%
STE Steris PLC	0.71%	547,448	$112.5M	Add +4.5%
SFBS Servisfirst Bancshares Inc.	0.70%	1,312,906	$111.3M	Reduce -4.9%
BRZE Braze Inc. Class A	0.70%	2,639,844	$110.6M	Reduce -5.0%
LECO Lincoln Electric Holdings	0.70%	587,090	$110.1M	New
SXI Standex International Corp.	0.69%	584,430	$109.3M	Add +2.1%
PCOR Procore Technologies Inc.	0.67%	1,411,280	$105.7M	New
ENTG Entegris Inc.	0.65%	1,040,185	$103.0M	Add +1.8%
AXON Axon Enterprise Inc.	0.65%	172,985	$102.8M	Reduce -74.7%
S Sentinelone Inc. Class A	0.64%	4,534,294	$100.7M	Add +34.6%
A Agilent Technologies Inc.	0.64%	748,200	$100.5M	Reduce -6.9%
FFIN First Finl Bankshares Inc.	0.62%	2,739,248	$98.7M	Reduce -22.1%
OS Onestream Inc.	0.62%	3,438,838	$98.1M	New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.62%	343,280	$97.4M	Reduce -3.4%
GMED Globus Medical Inc. Class A	0.57%	1,098,772	$90.9M	Reduce -38.8%
PJT PJT Partners Inc. Class A	0.56%	565,156	$89.2M	Reduce -4.9%
CNMD Conmed Corp.	0.56%	1,300,558	$89.0M	Reduce -4.9%
DDOG Datadog Inc. Class A	0.55%	607,840	$86.9M	Add +33.1%
PLMR Palomar Holdings Inc.	0.55%	821,520	$86.7M	Reduce -31.0%
NVT Nvent Electric PLC	0.55%	1,272,570	$86.7M	New
NEOG Neogen Corp.	0.55%	7,118,636	$86.4M	Add +0.1%
WTS Watts Water Technologies-A	0.54%	422,026	$85.8M	Add +85.1%
RBA RB Global Inc.	0.54%	943,556	$85.1M	Reduce -6.9%
CELH Celsius Holdings Inc.	0.54%	3,229,598	$85.1M	New
AIN Albany Intl Corp. Class A	0.53%	1,043,455	$83.4M	Reduce -0.7%
INSP Inspire Medical Systems Inc.	0.52%	444,409	$82.4M	Reduce -4.3%
UTZ Utz Brands Inc.	0.52%	5,208,402	$81.6M	Add +13.5%
SKWD Skyward Specialty Insurance	0.51%	1,606,654	$81.2M	Reduce -5.0%
MSCI MSCI Inc.	0.51%	134,850	$80.9M	Add +40.1%
HOLX Hologic Inc.	0.50%	1,099,885	$79.3M	New
WING Wingstop Inc.	0.49%	273,945	$77.9M	New
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.49%	2,005,171	$77.7M	Reduce -21.7%
ATRC Atricure Inc.	0.49%	2,528,614	$77.3M	Reduce -9.4%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.49%	444,023	$76.9M	Reduce -18.1%
FROG Jfrog Ltd.	0.46%	2,446,819	$72.0M	Add +48.4%
SXT Sensient Technologies Corp.	0.44%	975,776	$69.5M	Reduce -4.9%
RBC RBC Bearings Inc.	0.42%	222,660	$66.6M	Reduce -39.0%
WSFS WSFS Financial Corp.	0.42%	1,234,834	$65.6M	Reduce -5.0%
OMCL Omnicell Inc.	0.42%	1,473,639	$65.6M	Reduce -4.7%
TENB Tenable Holdings Inc.	0.41%	1,663,784	$65.5M	Reduce -4.8%
IRTC Irhythm Holdings Inc.	0.41%	726,262	$65.5M	Add +8.9%
SYBT Stock Yards Bancorp Inc.	0.41%	905,650	$64.9M	Reduce -12.1%
NOVT Novanta Inc.	0.40%	409,342	$62.5M	Reduce -11.4%
PHR Phreesia Inc.	0.39%	2,456,149	$61.8M	Reduce -1.9%
TRNS Transcat Inc.	0.37%	555,650	$58.8M	Add +35.7%

Show all 133 holdings

Portfolio Sells Q3 2024 → Q4 2024


AXON Axon Enterprise Inc.	Reduce -74.7%	0.65%	−1.00
ALGN Align Technology Inc.	Sold out	0.00%	−0.82
BF.B Brown-Forman Corp. Class B	Reduce -33.0%	0.80%	−0.68
XRAY Dentsply Sirona Inc.	Sold out	0.00%	−0.66
FTV Fortive Corp.	Reduce -27.9%	1.63%	−0.65
RYAN Ryan Specialty Holdings Inc.	Reduce -39.9%	0.89%	−0.57
TSCO Tractor Supply Company	Sold out	0.00%	−0.54
AME Ametek Inc.	Reduce -30.4%	1.63%	−0.50
WAT Waters Corp.	Reduce -35.7%	1.12%	−0.50
ADSK Autodesk Inc.	Reduce -64.8%	0.32%	−0.49
MGPI MGP Ingredients Inc.	Reduce -22.8%	0.30%	−0.48
TW Tradeweb Markets Inc. Class A	Reduce -41.7%	0.85%	−0.46
TOST Toast Inc. Class A	Reduce -51.6%	0.73%	−0.39
KEYS Keysight Technologies Inc.	Reduce -31.2%	0.97%	−0.36
CVLT Commvault Systems Inc.	Sold out	0.00%	−0.35
VCYT Veracyte Inc.	Reduce -68.4%	0.20%	−0.32
BWIN Baldwin Insurance Group Inc./	Reduce -21.7%	0.49%	−0.28
BOX Box Inc. Class A	Sold out	0.00%	−0.26
RBC RBC Bearings Inc.	Reduce -39.0%	0.42%	−0.24
AKAM Akamai Technologies Inc.	Reduce -21.2%	0.85%	−0.24
PLNT Planet Fitness Inc. Class A	Reduce -32.2%	1.44%	−0.23
NTNX Nutanix Inc. Class A	Reduce -16.8%	1.93%	−0.22
MDB Mongodb Inc.	Reduce -6.9%	1.13%	−0.22
EG Everest Group Ltd.	Reduce -6.7%	1.98%	−0.21
COO The Cooper Cos Inc.	Reduce -4.5%	1.01%	−0.20
EPAC Enerpac Tool Group Corp.	Reduce -40.6%	0.32%	−0.20
GMED Globus Medical Inc. Class A	Reduce -38.8%	0.57%	−0.20
SHAK Shake Shack Inc. Class A	Reduce -63.5%	0.18%	−0.20
FRSH Freshworks Inc. Class A	Sold out	0.00%	−0.18
FFIN First Finl Bankshares Inc.	Reduce -22.1%	0.62%	−0.16
EXAS Exact Sciences Corp.	Reduce -2.3%	0.87%	−0.16
TECH Bio-Techne Corp.	Reduce -7.2%	1.10%	−0.16
KAI Kadant Inc.	Reduce -62.4%	0.10%	−0.15
MKC McCormick & Co.-Non VTG SHRS	Reduce -7.2%	1.28%	−0.14
GGG Graco Inc.	Reduce -16.4%	0.75%	−0.14
PLMR Palomar Holdings Inc.	Reduce -31.0%	0.55%	−0.13
SJM The JM Smucker Co.	Reduce -7.4%	0.91%	−0.12
ESE Esco Technologies Inc.	Reduce -18.5%	0.87%	−0.12
CENTA Central Garden and Pet Co. Class A	Reduce -31.9%	0.32%	−0.11
HAYW Hayward Holdings Inc.	Reduce -36.4%	0.21%	−0.11
NOVT Novanta Inc.	Reduce -11.4%	0.40%	−0.10
TTC Toro Co.	Reduce -7.5%	0.79%	−0.09
MZTI The Marzetti Company	Reduce -18.1%	0.49%	−0.09
IEX Idex Corp.	Reduce -7.4%	1.50%	−0.09
A Agilent Technologies Inc.	Reduce -6.9%	0.64%	−0.09
PRCT Procept Biorobotics Corp.	Reduce -29.7%	0.23%	−0.08
OKTA Okta Inc.	Reduce -13.9%	1.62%	−0.08
INSP Inspire Medical Systems Inc.	Reduce -4.3%	0.52%	−0.07
SMAR Smartsheet Inc. Class A	Reduce -13.6%	0.74%	−0.07
BANF Bancfirst Corp.	Reduce -31.4%	0.25%	−0.06

Portfolio Buys Q3 2024 → Q4 2024


ELF Elf Beauty Inc.	Add +99.7%	1.77%	+1.03
VLTO Veralto Corp.	New	0.84%	+0.84
WDAY Workday Inc. Class A	Add +74.1%	1.60%	+0.77
MNST Monster Beverage Corp.	New	0.77%	+0.77
LECO Lincoln Electric Holdings	New	0.70%	+0.70
MSA Msa Safety Inc.	Add +99.2%	1.42%	+0.69
PCOR Procore Technologies Inc.	New	0.67%	+0.67
OS Onestream Inc.	New	0.62%	+0.62
CFLT Confluent Inc. Class A	Add +1.3%	1.92%	+0.60
P Everpure Inc. Class A	Add +3.0%	2.30%	+0.56
NVT Nvent Electric PLC	New	0.55%	+0.55
CELH Celsius Holdings Inc.	New	0.54%	+0.54
HOLX Hologic Inc.	New	0.50%	+0.50
WING Wingstop Inc.	New	0.49%	+0.49
ALKT Alkami Technology Inc.	New	0.37%	+0.37
ESAB Esab Corp.	Add +25.6%	1.03%	+0.34
WTS Watts Water Technologies-A	Add +85.1%	0.54%	+0.26
SSD Simpson Manufacturing Co. Inc.	Add +300.2%	0.35%	+0.26
BBWI Bath & Body Works Inc.	New	0.24%	+0.24
DDOG Datadog Inc. Class A	Add +33.1%	0.55%	+0.23
FAST Fastenal Co.	New	0.23%	+0.23
VVV Valvoline Inc.	New	0.22%	+0.22
VCEL Vericel Corp.	New	0.22%	+0.22
BRC Brady Corporation Class A	New	0.19%	+0.19
ROK Rockwell Automation Inc.	Add +1.9%	1.55%	+0.18
DPZ Domino's Pizza Inc.	Add +27.4%	0.78%	+0.18
MSCI MSCI Inc.	Add +40.1%	0.51%	+0.17
FROG Jfrog Ltd.	Add +48.4%	0.46%	+0.17
FWRG First Watch Restaurant Group	Add +59.0%	0.30%	+0.15
S Sentinelone Inc. Class A	Add +34.6%	0.64%	+0.15
BRBR Bellring Brands Inc.	Add +33.1%	0.32%	+0.14
RGEN Repligen Corp.	Add +8.6%	1.41%	+0.13
WST West Pharmaceutical Services	Add +0.1%	0.92%	+0.12
IRTC Irhythm Holdings Inc.	Add +8.9%	0.41%	+0.12
SNPS Synopsys Inc.	Add +10.5%	0.96%	+0.09
TRNS Transcat Inc.	Add +35.7%	0.37%	+0.07
SXI Standex International Corp.	Add +2.1%	0.69%	+0.06
SNEX Stonex Group Inc.	New	0.05%	+0.05
UTZ Utz Brands Inc.	Add +13.5%	0.52%	+0.03
LUCK Lucky Strike Entertainment C	Add +14.5%	0.18%	+0.00
ENTG Entegris Inc.	Add +1.8%	0.65%	−0.04
XYL Xylem Inc.	Add +6.8%	1.30%	−0.05
STE Steris PLC	Add +4.5%	0.71%	−0.06
MTD Mettler-Toledo International	Add +4.2%	0.93%	−0.11
NEOG Neogen Corp.	Add +0.1%	0.55%	−0.18
NDSN Nordson Corp.	Add +2.9%	1.14%	−0.19

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