Champlain Investment Partners, LLC

Name: Champlain Investment Partners, LLC 13F holdings, Q1 2025
Creator: Champlain Investment Partners, LLC
Published: 2025-05-14

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Champlain Investment Partners, LLC reported 139 stock positions worth $13.8 billion. Its top holding was Nutanix Class A (NTNX) at 2.1% of the portfolio, followed by Everpure Class A (P, 1.9%) and Msa Safety (MSA, 1.8%). Compared with Q4 2024, it opened 17 new positions, sold out of 11, added to 38 and reduced 84. The biggest buy was a new position in Hamilton Lane Class A (HLNE) and the biggest sale an exit from Keysight Technologies (KEYS).

Most Recent 13F: Q2 2026
Location: BURLINGTON, VT
CIK: 0001315478
Portfolio Value: $13.8B (Q1 2025)
SEC Filing: 0001315478-25-000012 ↗ filed May 14, 2025

Holdings Value

Holdings 139 stocks · $13.8B


NTNX Nutanix Inc. Class A	2.09%	4,135,842	$288.7M	Reduce -17.0%
P Everpure Inc. Class A filed as PURE STORAGE INC	1.87%	5,819,386	$257.6M	Reduce -1.7%
MSA Msa Safety Inc.	1.85%	1,738,675	$255.0M	Add +28.4%
CFLT Confluent Inc. Class A	1.84%	10,862,083	$254.6M	Add +0.3%
PEN Penumbra Inc.	1.69%	869,923	$232.6M	Reduce -41.9%
ESAB Esab Corp.	1.63%	1,929,099	$224.7M	Add +42.0%
CFR Cullen/Frost Bankers Inc.	1.56%	1,717,451	$215.0M	Reduce -35.7%
OKTA Okta Inc.	1.49%	1,958,225	$206.0M	Reduce -39.8%
VEEV Veeva Systems Inc. Class A	1.49%	886,878	$205.4M	Reduce -14.6%
AME Ametek Inc.	1.48%	1,188,465	$204.6M	Reduce -16.6%
WDAY Workday Inc. Class A	1.45%	859,849	$200.8M	Reduce -12.5%
XYL Xylem Inc.	1.39%	1,610,014	$192.3M	Reduce -9.0%
ZS Zscaler Inc.	1.39%	966,660	$191.8M	Reduce -17.9%
EW Edwards Lifesciences Corp.	1.37%	2,611,789	$189.3M	Reduce -7.4%
IEX Idex Corp.	1.37%	1,044,739	$189.1M	Reduce -7.8%
RGEN Repligen Corp.	1.35%	1,463,995	$186.3M	Reduce -5.2%
WAT Waters Corp.	1.33%	498,193	$183.6M	Add +4.2%
SFBS Servisfirst Bancshares Inc.	1.33%	2,217,351	$183.2M	Add +68.9%
FTV Fortive Corp.	1.30%	2,444,831	$178.9M	Reduce -29.0%
ROK Rockwell Automation Inc.	1.25%	666,017	$172.1M	Reduce -22.1%
MNST Monster Beverage Corp.	1.22%	2,884,489	$168.8M	Add +24.7%
ELF Elf Beauty Inc.	1.21%	2,665,026	$167.3M	Add +19.7%
ULTA Ulta Beauty Inc.	1.19%	448,715	$164.5M	Reduce -20.0%
MKC McCormick & Co.-Non VTG SHRS	1.18%	1,980,740	$163.0M	Reduce -25.6%
NDSN Nordson Corp.	1.16%	796,920	$160.8M	Reduce -7.4%
RYAN Ryan Specialty Holdings Inc.	1.14%	2,131,112	$157.4M	Reduce -2.8%
KNSL Kinsale Capital Group Inc.	1.14%	322,665	$157.0M	Reduce -0.1%
VLTO Veralto Corp.	1.10%	1,559,655	$152.0M	Add +19.4%
FRPT Freshpet Inc.	1.09%	1,815,884	$151.0M	Add +9.6%
COO The Cooper Cos Inc.	1.08%	1,767,015	$149.0M	Add +1.8%
TECH Bio-Techne Corp.	1.04%	2,448,322	$143.5M	Add +1.2%
WING Wingstop Inc.	1.03%	631,989	$142.6M	Add +130.7%
EG Everest Group Ltd.	1.03%	390,635	$141.9M	Reduce -54.7%
FAST Fastenal Co.	1.02%	1,824,055	$141.5M	Add +266.4%
MSCI MSCI Inc.	1.02%	249,010	$140.8M	Add +84.7%
FDS Factset Research Systems Inc.	1.01%	307,297	$139.7M	Reduce -7.5%
MTD Mettler-Toledo International	0.96%	112,500	$132.9M	Reduce -6.0%
DXCM Dexcom Inc.	0.92%	1,862,420	$127.2M	Reduce -7.6%
CLX Clorox Company	0.92%	858,144	$126.4M	Reduce -7.5%
MDB Mongodb Inc.	0.90%	708,639	$124.3M	Reduce -7.4%
SNPS Synopsys Inc.	0.89%	288,086	$123.5M	Reduce -7.8%
TW Tradeweb Markets Inc. Class A	0.89%	823,660	$122.3M	Reduce -19.7%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.86%	2,647,275	$118.3M	Add +32.0%
PANW Palo Alto Networks Inc.	0.85%	688,480	$117.5M	Reduce -7.8%
HLNE Hamilton Lane Inc. Class A	0.82%	759,313	$112.9M	New
PLNT Planet Fitness Inc. Class A	0.79%	1,127,526	$108.9M	Reduce -50.9%
TOST Toast Inc. Class A	0.78%	3,255,627	$108.0M	Add +2.4%
WST West Pharmaceutical Services	0.76%	471,175	$105.5M	Add +6.0%
TTC Toro Co.	0.76%	1,435,966	$104.5M	Reduce -7.4%
FFIN First Finl Bankshares Inc.	0.75%	2,901,239	$104.2M	Add +5.9%
CELH Celsius Holdings Inc.	0.75%	2,888,943	$102.9M	Reduce -10.6%
SMPL The Simply Good Foods Co.	0.74%	2,967,752	$102.4M	Reduce -13.4%
LECO Lincoln Electric Holdings	0.73%	536,395	$101.5M	Reduce -8.6%
HRL Hormel Foods Corp.	0.73%	3,278,292	$101.4M	Reduce -37.4%
JBTM JBT Marel Corp.	0.73%	828,717	$101.3M	Reduce -12.6%
EXAS Exact Sciences Corp.	0.70%	2,246,995	$97.3M	Reduce -7.8%
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.69%	96,793	$95.6M	Add +105.3%
SXI Standex International Corp.	0.69%	590,551	$95.3M	Add +1.1%
IDXX Idexx Laboratories Inc.	0.68%	224,605	$94.3M	New
NVT Nvent Electric PLC	0.68%	1,783,105	$93.5M	Add +40.1%
BRZE Braze Inc. Class A	0.67%	2,575,194	$92.9M	Reduce -2.5%
S Sentinelone Inc. Class A	0.67%	5,090,042	$92.5M	Add +12.3%
RBA RB Global Inc.	0.67%	922,109	$92.5M	Reduce -2.3%
STE Steris PLC	0.66%	403,203	$91.4M	Reduce -26.4%
ESE Esco Technologies Inc.	0.66%	573,949	$91.3M	Reduce -44.3%
DPZ Domino's Pizza Inc.	0.66%	198,310	$91.1M	Reduce -32.6%
GGG Graco Inc.	0.66%	1,088,567	$90.9M	Reduce -22.8%
BF.B Brown-Forman Corp. Class B	0.65%	2,633,390	$89.4M	Reduce -20.7%
OS Onestream Inc.	0.62%	4,037,595	$86.2M	Add +17.4%
IRTC Irhythm Holdings Inc.	0.62%	822,791	$86.1M	Add +13.3%
PCOR Procore Technologies Inc.	0.62%	1,303,970	$86.1M	Reduce -7.6%
AXON Axon Enterprise Inc.	0.61%	161,080	$84.7M	Reduce -6.9%
WTS Watts Water Technologies-A	0.61%	412,563	$84.1M	Reduce -2.2%
SKWD Skyward Specialty Insurance	0.60%	1,573,984	$83.3M	Reduce -2.0%
PLMR Palomar Holdings Inc.	0.60%	603,875	$82.8M	Reduce -26.5%
CSW CSW Industrials Inc.	0.59%	278,520	$81.2M	New
A Agilent Technologies Inc.	0.59%	691,850	$80.9M	Reduce -7.5%
FROG Jfrog Ltd.	0.56%	2,402,197	$76.9M	Reduce -1.8%
NOVT Novanta Inc.	0.55%	596,190	$76.2M	Add +45.6%
GMED Globus Medical Inc. Class A	0.55%	1,041,208	$76.2M	Reduce -5.2%
PHR Phreesia Inc.	0.55%	2,946,489	$75.3M	Add +20.0%
PJT PJT Partners Inc. Class A	0.53%	533,379	$73.5M	Reduce -5.6%
SXT Sensient Technologies Corp.	0.51%	952,132	$70.9M	Reduce -2.4%
INSP Inspire Medical Systems Inc.	0.50%	435,762	$69.4M	Reduce -1.9%
ATRC Atricure Inc.	0.50%	2,137,963	$69.0M	Reduce -15.4%
DDOG Datadog Inc. Class A	0.49%	684,370	$67.9M	Add +12.6%
ALKT Alkami Technology Inc.	0.49%	2,583,053	$67.8M	Add +64.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.48%	1,223,470	$66.9M	New
EPAC Enerpac Tool Group Corp.	0.46%	1,416,493	$63.5M	Add +16.3%
SSD Simpson Manufacturing Co. Inc.	0.46%	403,994	$63.5M	Add +20.2%
WSFS WSFS Financial Corp.	0.46%	1,215,921	$63.1M	Reduce -1.5%
CNMD Conmed Corp.	0.46%	1,042,365	$62.9M	Reduce -19.9%
AKAM Akamai Technologies Inc.	0.45%	778,203	$62.6M	Reduce -44.5%
HOLX Hologic Inc.	0.45%	1,014,070	$62.6M	Reduce -7.8%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.44%	347,794	$60.9M	Reduce -21.7%
GTLB Gitlab Inc. Class A	0.44%	1,284,480	$60.4M	New
NEOG Neogen Corp.	0.43%	6,830,310	$59.2M	Reduce -4.0%
TENB Tenable Holdings Inc.	0.41%	1,623,892	$56.8M	Reduce -2.4%
UTZ Utz Brands Inc.	0.41%	4,019,383	$56.6M	Reduce -22.8%
CAVA Cava Group Inc.	0.41%	648,935	$56.1M	New
OLLI Ollie's Bargain Outlet Holdi	0.40%	473,588	$55.1M	Reduce -4.2%
SYBT Stock Yards Bancorp Inc.	0.39%	787,794	$54.4M	Reduce -13.0%
KAI Kadant Inc.	0.39%	160,800	$54.2M	Add +249.1%
SPXC SPX Technologies Inc.	0.38%	409,215	$52.7M	New
CART Maplebear Inc.	0.38%	1,311,940	$52.3M	New
OMCL Omnicell Inc.	0.37%	1,450,802	$50.7M	Reduce -1.6%
RBC RBC Bearings Inc.	0.36%	155,961	$50.2M	Reduce -30.0%
AIN Albany Intl Corp. Class A	0.36%	717,969	$49.6M	Reduce -31.2%
CENTA Central Garden and Pet Co. Class A	0.36%	1,502,841	$49.2M	Reduce -1.4%
RLI Rli Corp.	0.35%	605,352	$48.6M	New
ACGL Arch Capital Group Ltd.	0.35%	499,485	$48.0M	New
BRC Brady Corporation Class A	0.34%	672,930	$47.5M	Add +63.9%
CVLT Commvault Systems Inc.	0.34%	300,210	$47.4M	New
JJSF J & J Snack Foods Corp.	0.33%	348,239	$45.9M	Reduce -2.4%
DKS Dick's Sporting Goods Inc.	0.33%	226,900	$45.7M	New
AMSF Amerisafe Inc.	0.32%	848,987	$44.6M	Reduce -1.9%
TRNS Transcat Inc.	0.32%	598,026	$44.5M	Add +7.6%
GABC German American Bancorp	0.32%	1,169,355	$43.9M	Reduce -2.0%
ADSK Autodesk Inc.	0.30%	160,365	$42.0M	Reduce -7.3%
VVV Valvoline Inc.	0.30%	1,191,872	$41.5M	Add +23.0%
ENTG Entegris Inc.	0.29%	461,440	$40.4M	Reduce -55.6%
PRCT Procept Biorobotics Corp.	0.29%	676,196	$39.4M	Add +48.0%
BBWI Bath & Body Works Inc.	0.28%	1,254,956	$38.1M	Add +28.5%
BANF Bancfirst Corp.	0.27%	340,972	$37.5M	Reduce -0.8%
RBRK Rubrik Inc. Class A	0.27%	603,740	$36.8M	Reduce -1.6%
SIBN Si-Bone Inc.	0.26%	2,595,731	$36.4M	Reduce -4.6%
FWRG First Watch Restaurant Group	0.25%	2,089,423	$34.8M	Reduce -19.1%
BRBR Bellring Brands Inc.	0.24%	442,394	$32.9M	Reduce -34.3%
SG Sweetgreen Inc. Class A	0.23%	1,261,292	$31.6M	New
SHAK Shake Shack Inc. Class A	0.23%	357,776	$31.5M	Add +59.5%
HLI Houlihan Lokey Inc.	0.22%	185,255	$29.9M	New
SNEX Stonex Group Inc.	0.21%	381,924	$29.2M	Add +190.1%
VCEL Vericel Corp.	0.20%	613,793	$27.4M	Reduce -1.6%
LUCK Lucky Strike Entertainment C	0.20%	2,797,313	$27.3M	Reduce -2.1%
TNDM Tandem Diabetes Care Inc.	0.19%	1,368,888	$26.2M	Reduce -0.8%
OSW Onespaworld Holdings Ltd.	0.13%	1,047,450	$17.6M	New
MOD Modine Manufacturing Co.	0.12%	216,017	$16.6M	New
STVN Stevanato Group SPA	0.11%	770,849	$15.7M	New
TRS Trimas Corp.	0.06%	351,137	$8.2M	Reduce -67.1%

Portfolio Sells Q4 2024 → Q1 2025


KEYS Keysight Technologies Inc.	Sold out	0.00%	−0.97
EG Everest Group Ltd.	Reduce -54.7%	1.03%	−0.95
SJM The JM Smucker Co.	Sold out	0.00%	−0.91
SMAR Smartsheet Inc. Class A	Sold out	0.00%	−0.74
LW Lamb Weston Holdings Inc.	Sold out	0.00%	−0.74
CFR Cullen/Frost Bankers Inc.	Reduce -35.7%	1.56%	−0.71
PLNT Planet Fitness Inc. Class A	Reduce -50.9%	0.79%	−0.65
AJG Arthur J Gallagher & Co.	Sold out	0.00%	−0.62
PEN Penumbra Inc.	Reduce -41.9%	1.69%	−0.56
P Everpure Inc. Class A	Reduce -1.7%	1.87%	−0.44
AKAM Akamai Technologies Inc.	Reduce -44.5%	0.45%	−0.40
ENTG Entegris Inc.	Reduce -55.6%	0.29%	−0.36
ULTA Ulta Beauty Inc.	Reduce -20.0%	1.19%	−0.35
FTV Fortive Corp.	Reduce -29.0%	1.30%	−0.34
CWAN Clearwater Analytics HDS-A	Sold out	0.00%	−0.32
HRL Hormel Foods Corp.	Reduce -37.4%	0.73%	−0.30
ROK Rockwell Automation Inc.	Reduce -22.1%	1.25%	−0.30
MGPI MGP Ingredients Inc.	Sold out	0.00%	−0.30
SIGI Selective Insurance Group	Sold out	0.00%	−0.25
MDB Mongodb Inc.	Reduce -7.4%	0.90%	−0.23
HAYW Hayward Holdings Inc.	Sold out	0.00%	−0.21
ESE Esco Technologies Inc.	Reduce -44.3%	0.66%	−0.21
VCYT Veracyte Inc.	Sold out	0.00%	−0.20
COCO The Vita Coco Co. Inc.	Sold out	0.00%	−0.20
AIN Albany Intl Corp. Class A	Reduce -31.2%	0.36%	−0.17
EXAS Exact Sciences Corp.	Reduce -7.8%	0.70%	−0.16
BF.B Brown-Forman Corp. Class B	Reduce -20.7%	0.65%	−0.15
WDAY Workday Inc. Class A	Reduce -12.5%	1.45%	−0.15
AME Ametek Inc.	Reduce -16.6%	1.48%	−0.14
IEX Idex Corp.	Reduce -7.8%	1.37%	−0.13
OKTA Okta Inc.	Reduce -39.8%	1.49%	−0.13
TNDM Tandem Diabetes Care Inc.	Reduce -0.8%	0.19%	−0.12
DPZ Domino's Pizza Inc.	Reduce -32.6%	0.66%	−0.12
NEOG Neogen Corp.	Reduce -4.0%	0.43%	−0.12
CNMD Conmed Corp.	Reduce -19.9%	0.46%	−0.11
TRS Trimas Corp.	Reduce -67.1%	0.06%	−0.11
UTZ Utz Brands Inc.	Reduce -22.8%	0.41%	−0.11
SMPL The Simply Good Foods Co.	Reduce -13.4%	0.74%	−0.10
MKC McCormick & Co.-Non VTG SHRS	Reduce -25.6%	1.18%	−0.10
GGG Graco Inc.	Reduce -22.8%	0.66%	−0.09
BRBR Bellring Brands Inc.	Reduce -34.3%	0.24%	−0.08
DXCM Dexcom Inc.	Reduce -7.6%	0.92%	−0.07
SNPS Synopsys Inc.	Reduce -7.8%	0.89%	−0.06
RBC RBC Bearings Inc.	Reduce -30.0%	0.36%	−0.06
RGEN Repligen Corp.	Reduce -5.2%	1.35%	−0.06
FWRG First Watch Restaurant Group	Reduce -19.1%	0.25%	−0.05
STE Steris PLC	Reduce -26.4%	0.66%	−0.05
A Agilent Technologies Inc.	Reduce -7.5%	0.59%	−0.05
HOLX Hologic Inc.	Reduce -7.8%	0.45%	−0.05
OMCL Omnicell Inc.	Reduce -1.6%	0.37%	−0.05

Portfolio Buys Q4 2024 → Q1 2025


HLNE Hamilton Lane Inc. Class A	New	0.82%	+0.82
FAST Fastenal Co.	Add +266.4%	1.02%	+0.80
IDXX Idexx Laboratories Inc.	New	0.68%	+0.68
SFBS Servisfirst Bancshares Inc.	Add +68.9%	1.33%	+0.62
ESAB Esab Corp.	Add +42.0%	1.63%	+0.60
CSW CSW Industrials Inc.	New	0.59%	+0.59
WING Wingstop Inc.	Add +130.7%	1.03%	+0.54
MSCI MSCI Inc.	Add +84.7%	1.02%	+0.51
TTD Trade Desk Inc./the Class A	New	0.48%	+0.48
MNST Monster Beverage Corp.	Add +24.7%	1.22%	+0.45
GTLB Gitlab Inc. Class A	New	0.44%	+0.44
MSA Msa Safety Inc.	Add +28.4%	1.85%	+0.43
CAVA Cava Group Inc.	New	0.41%	+0.41
SPXC SPX Technologies Inc.	New	0.38%	+0.38
CART Maplebear Inc.	New	0.38%	+0.38
GWW WW Grainger Inc.	Add +105.3%	0.69%	+0.38
BWIN Baldwin Insurance Group Inc./	Add +32.0%	0.86%	+0.37
RLI Rli Corp.	New	0.35%	+0.35
ACGL Arch Capital Group Ltd.	New	0.35%	+0.35
CVLT Commvault Systems Inc.	New	0.34%	+0.34
DKS Dick's Sporting Goods Inc.	New	0.33%	+0.33
KAI Kadant Inc.	Add +249.1%	0.39%	+0.29
VLTO Veralto Corp.	Add +19.4%	1.10%	+0.26
SG Sweetgreen Inc. Class A	New	0.23%	+0.23
HLI Houlihan Lokey Inc.	New	0.22%	+0.22
IRTC Irhythm Holdings Inc.	Add +13.3%	0.62%	+0.21
WAT Waters Corp.	Add +4.2%	1.33%	+0.21
SNEX Stonex Group Inc.	Add +190.1%	0.21%	+0.16
NOVT Novanta Inc.	Add +45.6%	0.55%	+0.16
PHR Phreesia Inc.	Add +20.0%	0.55%	+0.15
BRC Brady Corporation Class A	Add +63.9%	0.34%	+0.15
EPAC Enerpac Tool Group Corp.	Add +16.3%	0.46%	+0.14
FFIN First Finl Bankshares Inc.	Add +5.9%	0.75%	+0.13
NVT Nvent Electric PLC	Add +40.1%	0.68%	+0.13
OSW Onespaworld Holdings Ltd.	New	0.13%	+0.13
ALKT Alkami Technology Inc.	Add +64.0%	0.49%	+0.13
MOD Modine Manufacturing Co.	New	0.12%	+0.12
STVN Stevanato Group SPA	New	0.11%	+0.11
SSD Simpson Manufacturing Co. Inc.	Add +20.2%	0.46%	+0.11
VVV Valvoline Inc.	Add +23.0%	0.30%	+0.08
COO The Cooper Cos Inc.	Add +1.8%	1.08%	+0.07
PRCT Procept Biorobotics Corp.	Add +48.0%	0.29%	+0.05
TOST Toast Inc. Class A	Add +2.4%	0.78%	+0.05
SHAK Shake Shack Inc. Class A	Add +59.5%	0.23%	+0.04
BBWI Bath & Body Works Inc.	Add +28.5%	0.28%	+0.04
S Sentinelone Inc. Class A	Add +12.3%	0.67%	+0.03
OS Onestream Inc.	Add +17.4%	0.62%	+0.00
SXI Standex International Corp.	Add +1.1%	0.69%	−0.00
TRNS Transcat Inc.	Add +7.6%	0.32%	−0.05
DDOG Datadog Inc. Class A	Add +12.6%	0.49%	−0.06

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