Champlain Investment Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Champlain Investment Partners, LLC reported 130 stock positions worth $7.9 billion. Its top holding was Tradeweb Markets Class A (TW) at 2.2% of the portfolio, followed by Penumbra (PEN, 2.0%) and EOG Resources (EOG, 1.9%). Compared with Q4 2025, it opened 19 new positions, sold out of 17, added to 29 and reduced 82. The biggest buy was a new position in EOG Resources (EOG) and the biggest sale an exit from Confluent Class A (CFLT).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGTON, VT
- CIK
- 0001315478
- Portfolio Value
- $7.9B (Q1 2026)
- SEC Filing
- 0001315478-26-000017 ↗ filed May 13, 2026
Holdings Value
Holdings 130 stocks · $7.9B
| TW Tradeweb Markets Inc. Class A | 2.19% | 1,469,486 | $172.9M | Add +20.8% |
| PEN Penumbra Inc. | 2.05% | 491,382 | $161.4M | Reduce -18.4% |
| EOG EOG Resources Inc. | 1.94% | 1,059,630 | $153.2M | New |
| SNPS Synopsys Inc. | 1.94% | 384,815 | $152.6M | Add +39.0% |
| NTNX Nutanix Inc. Class A | 1.93% | 4,010,155 | $152.4M | Add +17.6% |
| FAST Fastenal Co. | 1.71% | 2,901,213 | $134.6M | Add +7.2% |
| AAON Aaon Inc. | 1.68% | 1,602,006 | $132.6M | Reduce -3.8% |
| VEEV Veeva Systems Inc. Class A | 1.65% | 738,449 | $129.7M | Add +81.0% |
| AKAM Akamai Technologies Inc. | 1.64% | 1,125,340 | $129.2M | Add +7.4% |
| ESAB Esab Corp. | 1.60% | 1,304,834 | $126.1M | Reduce -14.3% |
| P Everpure Inc. Class A | 1.56% | 2,080,762 | $122.8M | Add +42.6% |
| IEX Idex Corp. | 1.54% | 640,274 | $121.4M | Reduce -22.9% |
| ACGL Arch Capital Group Ltd. | 1.54% | 1,262,285 | $121.2M | Reduce -4.8% |
| TPL Texas Pacific Land Corp. | 1.52% | 252,962 | $120.0M | New |
| CFR Cullen/Frost Bankers Inc. | 1.49% | 855,190 | $117.2M | Reduce -26.8% |
| FND Floor & Decor Holdings Inc. Class A | 1.47% | 2,273,664 | $115.5M | Add +28.1% |
| COO The Cooper Cos Inc. | 1.46% | 1,608,090 | $115.0M | Reduce -9.1% |
| CAVA Cava Group Inc. | 1.43% | 1,397,381 | $113.0M | Reduce -23.0% |
| WH Wyndham Hotels & Resorts Inc. | 1.42% | 1,377,897 | $111.9M | Reduce -22.3% |
| CBSH Commerce Bancshares Inc. | 1.41% | 2,265,303 | $111.5M | Add +101.5% |
| HLNE Hamilton Lane Inc. Class A | 1.37% | 1,087,227 | $108.1M | Add +2.5% |
| GWW WW Grainger Inc. | 1.37% | 98,629 | $107.6M | Reduce -24.3% |
| CSL Carlisle Cos Inc. | 1.34% | 316,975 | $105.7M | Reduce -5.4% |
| OKTA Okta Inc. | 1.34% | 1,340,535 | $105.5M | Reduce -11.3% |
| MSA Msa Safety Inc. | 1.34% | 641,879 | $105.2M | Reduce -39.5% |
| HLI Houlihan Lokey Inc. | 1.31% | 717,724 | $103.1M | Add +56.3% |
| DPZ Domino's Pizza Inc. | 1.30% | 285,414 | $102.4M | Reduce -10.4% |
| AME Ametek Inc. | 1.16% | 425,358 | $91.2M | Reduce -31.0% |
| SFM Sprouts Farmers Market Inc. | 1.16% | 1,181,630 | $91.1M | Add +15.4% |
| TSCO Tractor Supply Company | 1.16% | 2,011,884 | $91.1M | New |
| WCN Waste Connections Inc. | 1.15% | 556,985 | $90.5M | Add +35.1% |
| MTD Mettler-Toledo International | 1.12% | 70,206 | $88.5M | Reduce -30.6% |
| XYL Xylem Inc. | 1.11% | 731,680 | $87.4M | Reduce -13.2% |
| WING Wingstop Inc. | 1.07% | 544,415 | $84.4M | Reduce -19.7% |
| CELH Celsius Holdings Inc. | 1.07% | 2,374,680 | $84.3M | Add +341.4% |
| PCOR Procore Technologies Inc. | 1.06% | 1,469,355 | $83.8M | Reduce -8.5% |
| WAT Waters Corp. | 1.06% | 279,840 | $83.3M | Reduce -10.5% |
| DDOG Datadog Inc. Class A | 1.05% | 703,503 | $83.0M | Add +39.5% |
| EW Edwards Lifesciences Corp. | 1.05% | 1,033,497 | $82.8M | Reduce -40.4% |
| GTLB Gitlab Inc. Class A | 1.05% | 3,810,238 | $82.5M | Reduce -6.8% |
| MSCI MSCI Inc. | 1.04% | 152,234 | $82.1M | Reduce -38.8% |
| RGEN Repligen Corp. | 1.04% | 693,855 | $81.7M | Reduce -30.9% |
| TOST Toast Inc. Class A | 1.03% | 3,068,101 | $81.3M | Add +5.6% |
| AXON Axon Enterprise Inc. | 1.03% | 191,280 | $81.2M | Add +5.5% |
| ADSK Autodesk Inc. | 1.02% | 334,930 | $80.2M | Add +23.1% |
| ELF Elf Beauty Inc. | 0.99% | 1,292,895 | $78.4M | Add +6.5% |
| RYAN Ryan Specialty Holdings Inc. | 0.97% | 2,269,707 | $76.6M | Reduce -11.2% |
| TECH Bio-Techne Corp. | 0.96% | 1,454,171 | $76.0M | Add +3.6% |
| CHWY Chewy Inc. Class A | 0.94% | 2,750,304 | $74.3M | Reduce -3.5% |
| KNSL Kinsale Capital Group Inc. | 0.93% | 214,815 | $73.4M | Reduce -9.8% |
| NDSN Nordson Corp. | 0.93% | 275,104 | $73.2M | Reduce -41.1% |
| A Agilent Technologies Inc. | 0.88% | 610,046 | $69.5M | Reduce -24.5% |
| KRMN Karman Holdings Inc. | 0.84% | 830,830 | $66.5M | Add +70.5% |
| GGG Graco Inc. | 0.81% | 755,082 | $63.9M | Reduce -8.7% |
| BRO Brown & Brown Inc. | 0.80% | 968,274 | $63.1M | Reduce -11.9% |
| STE Steris PLC | 0.80% | 284,275 | $62.9M | Reduce -12.4% |
| VLTO Veralto Corp. | 0.80% | 708,614 | $62.7M | Reduce -35.5% |
| RBRK Rubrik Inc. Class A | 0.78% | 1,259,925 | $61.7M | New |
| ZS Zscaler Inc. | 0.78% | 438,929 | $61.6M | Add +32.3% |
| PANW Palo Alto Networks Inc. | 0.76% | 374,690 | $60.1M | Reduce -10.5% |
| BE Bloom Energy Corp. Class A | 0.73% | 424,657 | $57.5M | New |
| MDB Mongodb Inc. | 0.69% | 223,064 | $54.6M | Reduce -16.2% |
| LECO Lincoln Electric Holdings | 0.69% | 218,404 | $54.4M | Reduce -44.5% |
| AVAV Aerovironment Inc. | 0.69% | 295,077 | $54.0M | New |
| WST West Pharmaceutical Services | 0.66% | 205,979 | $51.6M | Reduce -56.7% |
| MTDR Matador Resources Co. | 0.60% | 744,805 | $47.1M | New |
| NOVT Novanta Inc. | 0.59% | 392,117 | $46.3M | Reduce -18.5% |
| SPXC SPX Technologies Inc. | 0.58% | 229,632 | $45.9M | Reduce -8.5% |
| SSD Simpson Manufacturing Co. Inc. | 0.55% | 254,525 | $43.7M | Reduce -19.4% |
| CRDO Credo Technology Group Holdi | 0.55% | 460,702 | $43.2M | New |
| SXI Standex International Corp. | 0.54% | 168,463 | $42.9M | Reduce -27.6% |
| SNEX Stonex Group Inc. | 0.54% | 529,052 | $42.7M | Add +43.4% |
| CSW CSW Industrials Inc. | 0.54% | 162,721 | $42.4M | Reduce -24.3% |
| PLMR Palomar Holdings Inc. | 0.50% | 326,948 | $39.1M | Reduce -1.7% |
| KAI Kadant Inc. | 0.48% | 129,081 | $37.7M | Reduce -30.1% |
| ALAB Astera Labs Inc. | 0.46% | 327,619 | $35.9M | New |
| RBA RB Global Inc. | 0.45% | 369,218 | $35.4M | Reduce -22.1% |
| MKTX Marketaxess Holdings Inc. | 0.44% | 210,076 | $34.7M | Add +103.3% |
| FFIN First Finl Bankshares Inc. | 0.44% | 1,173,175 | $34.6M | Reduce -29.0% |
| GKOS Glaukos Corp. | 0.44% | 319,027 | $34.3M | Reduce -4.3% |
| NVT Nvent Electric PLC | 0.44% | 290,347 | $34.3M | Reduce -23.3% |
| VVV Valvoline Inc. | 0.43% | 1,005,196 | $33.9M | Reduce -6.0% |
| CBC Central Bancompany | 0.42% | 1,398,055 | $33.5M | Reduce -20.0% |
| SKWD Skyward Specialty Insurance | 0.42% | 764,911 | $33.4M | Reduce -17.2% |
| S Sentinelone Inc. Class A | 0.40% | 2,438,982 | $31.4M | Reduce -22.9% |
| BRZE Braze Inc. Class A | 0.40% | 1,322,927 | $31.2M | Reduce -20.8% |
| RMBS Rambus Inc. | 0.39% | 357,223 | $30.7M | New |
| WHD Cactus Inc. Class A | 0.39% | 646,489 | $30.6M | New |
| CVLT Commvault Systems Inc. | 0.39% | 391,376 | $30.5M | Reduce -3.7% |
| LPLA LPL Financial Holdings Inc. | 0.39% | 101,050 | $30.4M | New |
| GMED Globus Medical Inc. Class A | 0.38% | 350,053 | $30.2M | Reduce -51.0% |
| PJT PJT Partners Inc. Class A | 0.38% | 215,241 | $30.1M | Add +1.0% |
| PLNT Planet Fitness Inc. Class A | 0.38% | 402,346 | $29.9M | Reduce -13.9% |
| EPAC Enerpac Tool Group Corp. | 0.36% | 788,371 | $28.8M | Reduce -35.9% |
| PRCT Procept Biorobotics Corp. | 0.36% | 1,136,322 | $28.4M | Reduce -21.1% |
| ATRC Atricure Inc. | 0.35% | 971,111 | $27.7M | Reduce -17.3% |
| RLI Rli Corp. | 0.34% | 464,407 | $26.5M | Reduce -20.8% |
| VCEL Vericel Corp. | 0.33% | 815,173 | $26.2M | Reduce -20.8% |
| GABC German American Bancorp | 0.33% | 626,447 | $26.2M | Reduce -17.7% |
| RAL Ralliant Corp. | 0.33% | 618,902 | $25.7M | Add +22.8% |
Portfolio Sells Q4 2025 → Q1 2026
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −1.68 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −1.39 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −1.20 |
| SFBS Servisfirst Bancshares Inc. | Sold out | 0.00% | −1.14 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −1.10 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −1.01 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −1.00 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.99 |
| WST West Pharmaceutical Services | Reduce -56.7% | 0.66% | −0.67 |
| RGEN Repligen Corp. | Reduce -30.9% | 1.04% | −0.63 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.63 |
| BWIN Baldwin Insurance Group Inc./ | Reduce -71.7% | 0.29% | −0.60 |
| WING Wingstop Inc. | Reduce -19.7% | 1.07% | −0.57 |
| GTLB Gitlab Inc. Class A | Reduce -6.8% | 1.05% | −0.51 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.50 |
| EW Edwards Lifesciences Corp. | Reduce -40.4% | 1.05% | −0.45 |
| MDB Mongodb Inc. | Reduce -16.2% | 0.69% | −0.44 |
| MSCI MSCI Inc. | Reduce -38.8% | 1.04% | −0.40 |
| OS Onestream Inc. | Sold out | 0.00% | −0.39 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.39 |
| MSA Msa Safety Inc. | Reduce -39.5% | 1.34% | −0.38 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -11.2% | 0.97% | −0.36 |
| VLTO Veralto Corp. | Reduce -35.5% | 0.80% | −0.32 |
| MTD Mettler-Toledo International | Reduce -30.6% | 1.12% | −0.30 |
| MZTI The Marzetti Company | Sold out | 0.00% | −0.29 |
| PHR Phreesia Inc. | Sold out | 0.00% | −0.28 |
| LECO Lincoln Electric Holdings | Reduce -44.5% | 0.69% | −0.26 |
| GMED Globus Medical Inc. Class A | Reduce -51.0% | 0.38% | −0.25 |
| JBTM JBT Marel Corp. | Reduce -52.6% | 0.25% | −0.24 |
| A Agilent Technologies Inc. | Reduce -24.5% | 0.88% | −0.23 |
| NDSN Nordson Corp. | Reduce -41.1% | 0.93% | −0.21 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.20 |
| BRZE Braze Inc. Class A | Reduce -20.8% | 0.40% | −0.18 |
| VCYT Veracyte Inc. | Reduce -59.1% | 0.12% | −0.18 |
| STVN Stevanato Group SPA | Sold out | 0.00% | −0.16 |
| BRC Brady Corporation Class A | Reduce -63.7% | 0.14% | −0.15 |
| VERX Vertex Inc. Class A | Sold out | 0.00% | −0.15 |
| WAT Waters Corp. | Reduce -10.5% | 1.06% | −0.15 |
| ALKT Alkami Technology Inc. | Reduce -19.2% | 0.32% | −0.14 |
| PLNT Planet Fitness Inc. Class A | Reduce -13.9% | 0.38% | −0.13 |
| CVLT Commvault Systems Inc. | Reduce -3.7% | 0.39% | −0.13 |
| RBC RBC Bearings Inc. | Reduce -56.8% | 0.24% | −0.13 |
| AME Ametek Inc. | Reduce -31.0% | 1.16% | −0.13 |
| ESAB Esab Corp. | Reduce -14.3% | 1.60% | −0.12 |
| PCOR Procore Technologies Inc. | Reduce -8.5% | 1.06% | −0.12 |
| ATRC Atricure Inc. | Reduce -17.3% | 0.35% | −0.12 |
| EPAC Enerpac Tool Group Corp. | Reduce -35.9% | 0.36% | −0.11 |
| WTS Watts Water Technologies-A | Reduce -50.1% | 0.20% | −0.11 |
| CSW CSW Industrials Inc. | Reduce -24.3% | 0.54% | −0.10 |
| PRCT Procept Biorobotics Corp. | Reduce -21.1% | 0.36% | −0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| EOG EOG Resources Inc. | New | 1.94% | +1.94 |
| TPL Texas Pacific Land Corp. | New | 1.52% | +1.52 |
| TSCO Tractor Supply Company | New | 1.16% | +1.16 |
| TW Tradeweb Markets Inc. Class A | Add +20.8% | 2.19% | +0.87 |
| CELH Celsius Holdings Inc. | Add +341.4% | 1.07% | +0.82 |
| CBSH Commerce Bancshares Inc. | Add +101.5% | 1.41% | +0.82 |
| RBRK Rubrik Inc. Class A | New | 0.78% | +0.78 |
| BE Bloom Energy Corp. Class A | New | 0.73% | +0.73 |
| VEEV Veeva Systems Inc. Class A | Add +81.0% | 1.65% | +0.72 |
| AKAM Akamai Technologies Inc. | Add +7.4% | 1.64% | +0.71 |
| AVAV Aerovironment Inc. | New | 0.69% | +0.69 |
| SNPS Synopsys Inc. | Add +39.0% | 1.94% | +0.62 |
| FAST Fastenal Co. | Add +7.2% | 1.71% | +0.61 |
| MTDR Matador Resources Co. | New | 0.60% | +0.60 |
| P Everpure Inc. Class A | Add +42.6% | 1.56% | +0.57 |
| CRDO Credo Technology Group Holdi | New | 0.55% | +0.55 |
| HLI Houlihan Lokey Inc. | Add +56.3% | 1.31% | +0.50 |
| KRMN Karman Holdings Inc. | Add +70.5% | 0.84% | +0.48 |
| ALAB Astera Labs Inc. | New | 0.46% | +0.46 |
| WCN Waste Connections Inc. | Add +35.1% | 1.15% | +0.42 |
| RMBS Rambus Inc. | New | 0.39% | +0.39 |
| WHD Cactus Inc. Class A | New | 0.39% | +0.39 |
| LPLA LPL Financial Holdings Inc. | New | 0.39% | +0.39 |
| FND Floor & Decor Holdings Inc. Class A | Add +28.1% | 1.47% | +0.37 |
| DDOG Datadog Inc. Class A | Add +39.5% | 1.05% | +0.36 |
| SFM Sprouts Farmers Market Inc. | Add +15.4% | 1.16% | +0.33 |
| MASI Masimo Corp. | New | 0.32% | +0.32 |
| MKTX Marketaxess Holdings Inc. | Add +103.3% | 0.44% | +0.25 |
| SOLS Solstice Adv Materials Inc. | New | 0.25% | +0.25 |
| NIC Nicolet Bankshares Inc. | New | 0.24% | +0.24 |
| ADSK Autodesk Inc. | Add +23.1% | 1.02% | +0.20 |
| KTOS Kratos Defense & Security | New | 0.20% | +0.20 |
| SNEX Stonex Group Inc. | Add +43.4% | 0.54% | +0.19 |
| HTFL Heartflow Inc. | New | 0.18% | +0.18 |
| NTNX Nutanix Inc. Class A | Add +17.6% | 1.93% | +0.15 |
| SITM Sitime Corp. | New | 0.15% | +0.15 |
| TECH Bio-Techne Corp. | Add +3.6% | 0.96% | +0.13 |
| EAT Brinker International Inc. | Add +26.7% | 0.29% | +0.11 |
| RAL Ralliant Corp. | Add +22.8% | 0.33% | +0.07 |
| ELF Elf Beauty Inc. | Add +6.5% | 0.99% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | New | 0.04% | +0.04 |
| ZS Zscaler Inc. | Add +32.3% | 0.78% | +0.03 |
| PJT PJT Partners Inc. Class A | Add +1.0% | 0.38% | +0.02 |
| CAI Caris Life Sciences Inc. | Add +28.6% | 0.27% | +0.02 |
| NOW ServiceNow Inc. | Add +48.0% | 0.00% | +0.00 |
| AXON Axon Enterprise Inc. | Add +5.5% | 1.03% | −0.01 |
| TOST Toast Inc. Class A | Add +5.6% | 1.03% | −0.01 |
| HLNE Hamilton Lane Inc. Class A | Add +2.5% | 1.37% | −0.07 |
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 |