Champlain Investment Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Champlain Investment Partners, LLC reported 135 stock positions worth $14.3 billion. Its top holding was Everpure Class A (P) at 2.2% of the portfolio, followed by Confluent Class A (CFLT, 2.0%) and Elf Beauty (ELF, 2.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 11, added to 52 and reduced 77. The biggest buy was Gitlab Class A (GTLB, shares +251%) and the biggest sale an exit from Toro (TTC).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0001315478
- Portfolio Value
- $14.3B (Q2 2025)
- SEC Filing
- 0001315478-25-000025 ↗ filed Aug 12, 2025
Holdings Value
Holdings 135 stocks · $14.3B
| P Everpure Inc. Class A filed as PURE STORAGE INC | 2.15% | 5,355,128 | $308.3M | Reduce -8.0% |
| CFLT Confluent Inc. Class A | 2.02% | 11,590,026 | $288.9M | Add +6.7% |
| ELF Elf Beauty Inc. | 1.98% | 2,278,386 | $283.5M | Reduce -14.5% |
| MSA Msa Safety Inc. | 1.95% | 1,668,053 | $279.4M | Reduce -4.1% |
| NTNX Nutanix Inc. Class A | 1.94% | 3,635,784 | $277.9M | Reduce -12.1% |
| WING Wingstop Inc. | 1.74% | 741,097 | $249.6M | Add +17.3% |
| ESAB Esab Corp. | 1.72% | 2,043,843 | $246.4M | Add +6.0% |
| CFR Cullen/Frost Bankers Inc. | 1.56% | 1,734,222 | $222.9M | Add +1.0% |
| XYL Xylem Inc. | 1.45% | 1,606,959 | $207.9M | Reduce -0.2% |
| AME Ametek Inc. | 1.45% | 1,144,460 | $207.1M | Reduce -3.7% |
| GTLB Gitlab Inc. Class A | 1.42% | 4,512,197 | $203.5M | Add +251.3% |
| SFBS Servisfirst Bancshares Inc. | 1.39% | 2,566,528 | $198.9M | Add +15.8% |
| PEN Penumbra Inc. | 1.33% | 743,710 | $190.9M | Reduce -14.5% |
| WDAY Workday Inc. Class A | 1.27% | 756,844 | $181.6M | Reduce -12.0% |
| IEX Idex Corp. | 1.23% | 1,006,349 | $176.7M | Reduce -3.7% |
| NDSN Nordson Corp. | 1.22% | 816,115 | $175.0M | Add +2.4% |
| FRPT Freshpet Inc. | 1.22% | 2,568,954 | $174.6M | Add +41.5% |
| RGEN Repligen Corp. | 1.22% | 1,401,088 | $174.3M | Reduce -4.3% |
| EW Edwards Lifesciences Corp. | 1.21% | 2,223,704 | $173.9M | Reduce -14.9% |
| ROK Rockwell Automation Inc. | 1.16% | 501,937 | $166.7M | Reduce -24.6% |
| NVT Nvent Electric PLC | 1.16% | 2,260,240 | $165.6M | Add +26.8% |
| SNPS Synopsys Inc. | 1.16% | 322,781 | $165.5M | Add +12.0% |
| WAT Waters Corp. | 1.14% | 469,329 | $163.8M | Reduce -5.8% |
| DDOG Datadog Inc. Class A | 1.14% | 1,215,155 | $163.2M | Add +77.6% |
| OKTA Okta Inc. | 1.13% | 1,624,400 | $162.4M | Reduce -17.1% |
| VLTO Veralto Corp. | 1.12% | 1,586,887 | $160.2M | Add +1.8% |
| MSCI MSCI Inc. | 1.11% | 275,209 | $158.7M | Add +10.5% |
| ULTA Ulta Beauty Inc. | 1.10% | 335,915 | $157.1M | Reduce -25.1% |
| DXCM Dexcom Inc. | 1.09% | 1,791,100 | $156.3M | Reduce -3.8% |
| PCOR Procore Technologies Inc. | 1.08% | 2,259,420 | $154.6M | Add +73.3% |
| KNSL Kinsale Capital Group Inc. | 1.05% | 310,625 | $150.3M | Reduce -3.7% |
| HLNE Hamilton Lane Inc. Class A | 1.03% | 1,037,943 | $147.5M | Add +36.7% |
| COO The Cooper Cos Inc. | 1.03% | 2,070,815 | $147.4M | Add +17.2% |
| ZS Zscaler Inc. | 1.02% | 467,030 | $146.6M | Reduce -51.7% |
| MKC McCormick & Co.-Non VTG SHRS | 1.02% | 1,927,740 | $146.2M | Reduce -2.7% |
| MDB Mongodb Inc. | 1.01% | 688,819 | $144.6M | Reduce -2.8% |
| VEEV Veeva Systems Inc. Class A | 0.99% | 494,828 | $142.5M | Reduce -44.2% |
| BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN | 0.97% | 3,256,446 | $139.4M | Add +23.0% |
| FAST Fastenal Co. | 0.96% | 3,283,545 | $137.9M | Reduce -10.0% |
| TECH Bio-Techne Corp. | 0.96% | 2,665,684 | $137.1M | Add +8.9% |
| EXAS Exact Sciences Corp. | 0.94% | 2,529,820 | $134.4M | Add +12.6% |
| PANW Palo Alto Networks Inc. | 0.93% | 654,385 | $133.9M | Reduce -5.0% |
| FDS Factset Research Systems Inc. | 0.93% | 297,662 | $133.1M | Reduce -3.1% |
| TOST Toast Inc. Class A | 0.90% | 2,914,472 | $129.1M | Reduce -10.5% |
| MTD Mettler-Toledo International | 0.89% | 108,035 | $126.9M | Reduce -4.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.88% | 121,614 | $126.5M | Add +25.6% |
| EG Everest Group Ltd. | 0.88% | 371,810 | $126.4M | Reduce -4.8% |
| AXON Axon Enterprise Inc. | 0.86% | 147,995 | $122.5M | Reduce -8.1% |
| LECO Lincoln Electric Holdings | 0.84% | 581,580 | $120.6M | Add +8.4% |
| RYAN Ryan Specialty Holdings Inc. | 0.82% | 1,733,238 | $117.8M | Reduce -18.7% |
| PLNT Planet Fitness Inc. Class A | 0.82% | 1,077,113 | $117.5M | Reduce -4.5% |
| TW Tradeweb Markets Inc. Class A | 0.81% | 789,505 | $115.6M | Reduce -4.2% |
| CAVA Cava Group Inc. | 0.79% | 1,351,955 | $113.9M | Add +108.3% |
| OS Onestream Inc. | 0.75% | 3,774,996 | $106.8M | Reduce -6.5% |
| IDXX Idexx Laboratories Inc. | 0.72% | 192,226 | $103.1M | Reduce -14.4% |
| IRTC Irhythm Holdings Inc. | 0.71% | 661,232 | $101.8M | Reduce -19.6% |
| FFIN First Finl Bankshares Inc. | 0.71% | 2,829,222 | $101.8M | Reduce -2.5% |
| STE Steris PLC | 0.70% | 416,839 | $100.1M | Add +3.4% |
| ADSK Autodesk Inc. | 0.69% | 320,920 | $99.3M | Add +100.1% |
| HLI Houlihan Lokey Inc. | 0.69% | 546,340 | $98.3M | Add +194.9% |
| WST West Pharmaceutical Services | 0.68% | 447,675 | $98.0M | Reduce -5.0% |
| CART Maplebear Inc. | 0.68% | 2,157,010 | $97.6M | Add +64.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.67% | 1,330,300 | $95.8M | Add +8.7% |
| HRL Hormel Foods Corp. | 0.67% | 3,149,932 | $95.3M | Reduce -3.9% |
| ACGL Arch Capital Group Ltd. | 0.66% | 1,045,262 | $95.2M | Add +109.3% |
| SXI Standex International Corp. | 0.66% | 603,095 | $94.4M | Add +2.1% |
| MNST Monster Beverage Corp. | 0.66% | 1,504,705 | $94.3M | Reduce -47.8% |
| ALKT Alkami Technology Inc. | 0.64% | 3,064,695 | $92.4M | Add +18.6% |
| RBA RB Global Inc. | 0.64% | 868,197 | $92.2M | Reduce -5.8% |
| CLX Clorox Company | 0.64% | 764,804 | $91.8M | Reduce -10.9% |
| CELH Celsius Holdings Inc. | 0.64% | 1,963,132 | $91.1M | Reduce -32.0% |
| S Sentinelone Inc. Class A | 0.63% | 4,935,066 | $90.2M | Reduce -3.0% |
| GGG Graco Inc. | 0.63% | 1,046,822 | $90.0M | Reduce -3.8% |
| NOVT Novanta Inc. | 0.63% | 694,691 | $89.6M | Add +16.5% |
| FTV Fortive Corp. | 0.62% | 1,714,801 | $89.4M | Reduce -29.9% |
| CSW CSW Industrials Inc. | 0.62% | 309,853 | $88.9M | Add +11.3% |
| AAON Aaon Inc. | 0.61% | 1,181,661 | $87.1M | New |
| JBTM JBT Marel Corp. | 0.59% | 707,046 | $85.0M | Reduce -14.7% |
| PJT PJT Partners Inc. Class A | 0.58% | 502,391 | $82.9M | Reduce -5.8% |
| SMPL The Simply Good Foods Co. | 0.56% | 2,535,489 | $80.1M | Reduce -14.6% |
| A Agilent Technologies Inc. | 0.55% | 672,020 | $79.3M | Reduce -2.9% |
| KAI Kadant Inc. | 0.55% | 248,632 | $78.9M | Add +54.6% |
| SSD Simpson Manufacturing Co. Inc. | 0.54% | 501,850 | $77.9M | Add +24.2% |
| PHR Phreesia Inc. | 0.54% | 2,724,553 | $77.5M | Reduce -7.5% |
| SPXC SPX Technologies Inc. | 0.54% | 459,574 | $77.1M | Add +12.3% |
| MOD Modine Manufacturing Co. | 0.51% | 743,643 | $73.2M | Add +244.3% |
| RBC RBC Bearings Inc. | 0.50% | 187,298 | $72.1M | Add +20.1% |
| DPZ Domino's Pizza Inc. | 0.49% | 156,618 | $70.6M | Reduce -21.0% |
| ESE Esco Technologies Inc. | 0.48% | 355,867 | $68.3M | Reduce -38.0% |
| BRZE Braze Inc. Class A | 0.48% | 2,426,577 | $68.2M | Reduce -5.8% |
| WSFS WSFS Financial Corp. | 0.46% | 1,209,143 | $66.5M | Reduce -0.6% |
| SKWD Skyward Specialty Insurance | 0.46% | 1,148,666 | $66.4M | Reduce -27.0% |
| ATRC Atricure Inc. | 0.46% | 2,016,754 | $66.1M | Reduce -5.7% |
| GMED Globus Medical Inc. Class A | 0.45% | 1,081,196 | $63.8M | Add +3.8% |
| EPAC Enerpac Tool Group Corp. | 0.44% | 1,548,073 | $62.8M | Add +9.3% |
| PRCT Procept Biorobotics Corp. | 0.43% | 1,070,646 | $61.7M | Add +58.3% |
| WTS Watts Water Technologies-A | 0.42% | 247,300 | $60.8M | Reduce -40.1% |
| VERX Vertex Inc. Class A | 0.42% | 1,708,810 | $60.4M | New |
| AKAM Akamai Technologies Inc. | 0.42% | 750,283 | $59.8M | Reduce -3.6% |
| SYBT Stock Yards Bancorp Inc. | 0.41% | 736,620 | $58.2M | Reduce -6.5% |
Portfolio Sells Q1 2025 → Q2 2025
| TTC Toro Co. | Sold out | 0.00% | −0.76 |
| FTV Fortive Corp. | Reduce -29.9% | 0.62% | −0.67 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.65 |
| MNST Monster Beverage Corp. | Reduce -47.8% | 0.66% | −0.56 |
| VEEV Veeva Systems Inc. Class A | Reduce -44.2% | 0.99% | −0.49 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.45 |
| NEOG Neogen Corp. | Sold out | 0.00% | −0.43 |
| OLLI Ollie's Bargain Outlet Holdi | Sold out | 0.00% | −0.40 |
| OMCL Omnicell Inc. | Sold out | 0.00% | −0.37 |
| ZS Zscaler Inc. | Reduce -51.7% | 1.02% | −0.37 |
| OKTA Okta Inc. | Reduce -17.1% | 1.13% | −0.36 |
| PEN Penumbra Inc. | Reduce -14.5% | 1.33% | −0.35 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.33 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -18.7% | 0.82% | −0.32 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.29 |
| AIN Albany Intl Corp. Class A | Reduce -76.0% | 0.08% | −0.27 |
| CLX Clorox Company | Reduce -10.9% | 0.64% | −0.27 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.27 |
| PLMR Palomar Holdings Inc. | Reduce -44.9% | 0.36% | −0.24 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.24 |
| BRZE Braze Inc. Class A | Reduce -5.8% | 0.48% | −0.20 |
| SXT Sensient Technologies Corp. | Reduce -50.5% | 0.32% | −0.19 |
| WAT Waters Corp. | Reduce -5.8% | 1.14% | −0.19 |
| WDAY Workday Inc. Class A | Reduce -12.0% | 1.27% | −0.19 |
| ESE Esco Technologies Inc. | Reduce -38.0% | 0.48% | −0.18 |
| WTS Watts Water Technologies-A | Reduce -40.1% | 0.42% | −0.18 |
| SMPL The Simply Good Foods Co. | Reduce -14.6% | 0.56% | −0.18 |
| FROG Jfrog Ltd. | Reduce -48.4% | 0.38% | −0.18 |
| DPZ Domino's Pizza Inc. | Reduce -21.0% | 0.49% | −0.17 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -2.7% | 1.02% | −0.16 |
| EW Edwards Lifesciences Corp. | Reduce -14.9% | 1.21% | −0.16 |
| CNMD Conmed Corp. | Reduce -19.8% | 0.30% | −0.15 |
| NTNX Nutanix Inc. Class A | Reduce -12.1% | 1.94% | −0.15 |
| EG Everest Group Ltd. | Reduce -4.8% | 0.88% | −0.15 |
| JBTM JBT Marel Corp. | Reduce -14.7% | 0.59% | −0.14 |
| SKWD Skyward Specialty Insurance | Reduce -27.0% | 0.46% | −0.14 |
| RAL Ralliant Corp. | Reduce -47.0% | 0.15% | −0.14 |
| IEX Idex Corp. | Reduce -3.7% | 1.23% | −0.14 |
| RGEN Repligen Corp. | Reduce -4.3% | 1.22% | −0.13 |
| INSP Inspire Medical Systems Inc. | Reduce -5.4% | 0.37% | −0.13 |
| CELH Celsius Holdings Inc. | Reduce -32.0% | 0.64% | −0.11 |
| ULTA Ulta Beauty Inc. | Reduce -25.1% | 1.10% | −0.09 |
| KNSL Kinsale Capital Group Inc. | Reduce -3.7% | 1.05% | −0.09 |
| FDS Factset Research Systems Inc. | Reduce -3.1% | 0.93% | −0.08 |
| ROK Rockwell Automation Inc. | Reduce -24.6% | 1.16% | −0.08 |
| WST West Pharmaceutical Services | Reduce -5.0% | 0.68% | −0.08 |
| AMSF Amerisafe Inc. | Reduce -6.0% | 0.24% | −0.08 |
| TW Tradeweb Markets Inc. Class A | Reduce -4.2% | 0.81% | −0.08 |
| UTZ Utz Brands Inc. | Reduce -6.0% | 0.33% | −0.08 |
| MTD Mettler-Toledo International | Reduce -4.0% | 0.89% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| GTLB Gitlab Inc. Class A | Add +251.3% | 1.42% | +0.98 |
| WING Wingstop Inc. | Add +17.3% | 1.74% | +0.71 |
| DDOG Datadog Inc. Class A | Add +77.6% | 1.14% | +0.65 |
| AAON Aaon Inc. | New | 0.61% | +0.61 |
| NVT Nvent Electric PLC | Add +26.8% | 1.16% | +0.48 |
| HLI Houlihan Lokey Inc. | Add +194.9% | 0.69% | +0.47 |
| PCOR Procore Technologies Inc. | Add +73.3% | 1.08% | +0.46 |
| VERX Vertex Inc. Class A | New | 0.42% | +0.42 |
| MOD Modine Manufacturing Co. | Add +244.3% | 0.51% | +0.39 |
| ADSK Autodesk Inc. | Add +100.1% | 0.69% | +0.39 |
| CAVA Cava Group Inc. | Add +108.3% | 0.79% | +0.39 |
| ACGL Arch Capital Group Ltd. | Add +109.3% | 0.66% | +0.32 |
| CART Maplebear Inc. | Add +64.4% | 0.68% | +0.30 |
| WH Wyndham Hotels & Resorts Inc. | New | 0.28% | +0.28 |
| GKOS Glaukos Corp. | New | 0.26% | +0.26 |
| SNPS Synopsys Inc. | Add +12.0% | 1.16% | +0.26 |
| EXAS Exact Sciences Corp. | Add +12.6% | 0.94% | +0.23 |
| HLNE Hamilton Lane Inc. Class A | Add +36.7% | 1.03% | +0.21 |
| GWW WW Grainger Inc. | Add +25.6% | 0.88% | +0.19 |
| TTD Trade Desk Inc./the Class A | Add +8.7% | 0.67% | +0.18 |
| CFLT Confluent Inc. Class A | Add +6.7% | 2.02% | +0.17 |
| KAI Kadant Inc. | Add +54.6% | 0.55% | +0.16 |
| SPXC SPX Technologies Inc. | Add +12.3% | 0.54% | +0.16 |
| ALKT Alkami Technology Inc. | Add +18.6% | 0.64% | +0.15 |
| PRCT Procept Biorobotics Corp. | Add +58.3% | 0.43% | +0.15 |
| RBC RBC Bearings Inc. | Add +20.1% | 0.50% | +0.14 |
| SHAK Shake Shack Inc. Class A | Add +2.4% | 0.36% | +0.13 |
| FRPT Freshpet Inc. | Add +41.5% | 1.22% | +0.12 |
| BWIN Baldwin Insurance Group Inc./ | Add +23.0% | 0.97% | +0.12 |
| STVN Stevanato Group SPA | Add +68.8% | 0.22% | +0.11 |
| LECO Lincoln Electric Holdings | Add +8.4% | 0.84% | +0.11 |
| VVV Valvoline Inc. | Add +26.9% | 0.40% | +0.10 |
| VCEL Vericel Corp. | Add +62.5% | 0.30% | +0.10 |
| BRKR Bruker Corp. | New | 0.10% | +0.10 |
| ESAB Esab Corp. | Add +6.0% | 1.72% | +0.09 |
| MSCI MSCI Inc. | Add +10.5% | 1.11% | +0.09 |
| SSD Simpson Manufacturing Co. Inc. | Add +24.2% | 0.54% | +0.08 |
| SNEX Stonex Group Inc. | Add +19.4% | 0.29% | +0.08 |
| NOVT Novanta Inc. | Add +16.5% | 0.63% | +0.07 |
| SFBS Servisfirst Bancshares Inc. | Add +15.8% | 1.39% | +0.06 |
| OSW Onespaworld Holdings Ltd. | Add +26.0% | 0.19% | +0.06 |
| NDSN Nordson Corp. | Add +2.4% | 1.22% | +0.06 |
| BRC Brady Corporation Class A | Add +22.1% | 0.39% | +0.05 |
| STE Steris PLC | Add +3.4% | 0.70% | +0.04 |
| GABC German American Bancorp | Add +11.6% | 0.35% | +0.03 |
| CSW CSW Industrials Inc. | Add +11.3% | 0.62% | +0.03 |
| CVLT Commvault Systems Inc. | Add +1.0% | 0.37% | +0.03 |
| VLTO Veralto Corp. | Add +1.8% | 1.12% | +0.02 |
| NOW ServiceNow Inc. | New | 0.00% | +0.00 |
| TNDM Tandem Diabetes Care Inc. | Add +6.3% | 0.19% | −0.00 |
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 |