Champlain Investment Partners, LLC

Name: Champlain Investment Partners, LLC 13F holdings, Q2 2025
Creator: Champlain Investment Partners, LLC
Published: 2025-08-12

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

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%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP	0.40%	331,659	$57.3M	Reduce -4.6%
VVV Valvoline Inc.	0.40%	1,512,304	$57.3M	Add +26.9%
BRC Brady Corporation Class A	0.39%	821,401	$55.8M	Add +22.1%
FROG Jfrog Ltd.	0.38%	1,239,962	$54.4M	Reduce -48.4%
INSP Inspire Medical Systems Inc.	0.37%	412,106	$53.5M	Reduce -5.4%
CVLT Commvault Systems Inc.	0.37%	303,144	$52.8M	Add +1.0%
TENB Tenable Holdings Inc.	0.36%	1,532,453	$51.8M	Reduce -5.6%
SHAK Shake Shack Inc. Class A	0.36%	366,405	$51.5M	Add +2.4%
PLMR Palomar Holdings Inc.	0.36%	332,687	$51.3M	Reduce -44.9%
GABC German American Bancorp	0.35%	1,304,428	$50.2M	Add +11.6%
TRNS Transcat Inc.	0.33%	553,220	$47.6M	Reduce -7.5%
UTZ Utz Brands Inc.	0.33%	3,778,117	$47.4M	Reduce -6.0%
SXT Sensient Technologies Corp.	0.32%	471,802	$46.5M	Reduce -50.5%
CENTA Central Garden and Pet Co. Class A	0.31%	1,404,761	$44.0M	Reduce -6.5%
CNMD Conmed Corp.	0.30%	835,854	$43.5M	Reduce -19.8%
VCEL Vericel Corp.	0.30%	997,291	$42.4M	Add +62.5%
SNEX Stonex Group Inc.	0.29%	456,150	$41.6M	Add +19.4%
RLI Rli Corp.	0.29%	566,916	$40.9M	Reduce -6.3%
SIBN Si-Bone Inc.	0.28%	2,140,074	$40.3M	Reduce -17.6%
WH Wyndham Hotels & Resorts Inc.	0.28%	488,626	$39.7M	New
BANF Bancfirst Corp.	0.27%	317,437	$39.2M	Reduce -6.9%
BBWI Bath & Body Works Inc.	0.27%	1,280,886	$38.4M	Add +2.1%
JJSF J & J Snack Foods Corp.	0.26%	331,791	$37.6M	Reduce -4.7%
GKOS Glaukos Corp.	0.26%	363,026	$37.5M	New
AMSF Amerisafe Inc.	0.24%	797,663	$34.9M	Reduce -6.0%
STVN Stevanato Group SPA	0.22%	1,300,799	$31.8M	Add +68.8%
FWRG First Watch Restaurant Group	0.22%	1,953,489	$31.3M	Reduce -6.5%
TNDM Tandem Diabetes Care Inc.	0.19%	1,455,123	$27.1M	Add +6.3%
OSW Onespaworld Holdings Ltd.	0.19%	1,320,020	$26.9M	Add +26.0%
SG Sweetgreen Inc. Class A	0.17%	1,664,750	$24.8M	Add +32.0%
LUCK Lucky Strike Entertainment C	0.17%	2,603,890	$23.8M	Reduce -6.9%
RAL Ralliant Corp.	0.15%	431,387	$20.9M	Reduce -47.0%
BRKR Bruker Corp.	0.10%	332,020	$13.7M	New
AIN Albany Intl Corp. Class A	0.08%	172,011	$12.1M	Reduce -76.0%
NOW ServiceNow Inc.	0.00%	300	$308K	New

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