Champlain Investment Partners, LLC

Name: Champlain Investment Partners, LLC 13F holdings, Q1 2026
Creator: Champlain Investment Partners, LLC
Published: 2026-05-13

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

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%
MASI Masimo Corp.	0.32%	141,284	$25.1M	New
ALKT Alkami Technology Inc.	0.32%	1,602,566	$25.1M	Reduce -19.2%
MOD Modine Manufacturing Co.	0.32%	115,825	$25.1M	Reduce -55.7%
BANF Bancfirst Corp.	0.31%	223,375	$24.2M	Reduce -7.2%
EAT Brinker International Inc.	0.29%	159,702	$22.8M	Add +26.7%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN	0.29%	1,034,260	$22.7M	Reduce -71.7%
SXT Sensient Technologies Corp.	0.29%	260,794	$22.5M	Reduce -18.3%
BRKR Bruker Corp.	0.28%	605,115	$21.9M	Reduce -19.5%
CAI Caris Life Sciences Inc.	0.27%	1,207,963	$21.6M	Add +28.6%
SYBT Stock Yards Bancorp Inc.	0.27%	322,312	$21.4M	Reduce -21.1%
MMSI Merit Medical Systems Inc.	0.25%	290,500	$20.0M	Reduce -20.9%
SOLS Solstice Adv Materials Inc.	0.25%	256,062	$19.5M	New
JBTM JBT Marel Corp.	0.25%	151,550	$19.4M	Reduce -52.6%
RBC RBC Bearings Inc.	0.24%	34,979	$19.0M	Reduce -56.8%
NIC Nicolet Bankshares Inc.	0.24%	125,512	$18.7M	New
OSW Onespaworld Holdings Ltd.	0.22%	745,625	$17.1M	Reduce -20.0%
WTS Watts Water Technologies-A	0.20%	54,832	$15.9M	Reduce -50.1%
KTOS Kratos Defense & Security	0.20%	220,402	$15.5M	New
SHAK Shake Shack Inc. Class A	0.19%	170,983	$15.1M	Reduce -20.2%
TRNS Transcat Inc.	0.19%	204,444	$15.0M	Reduce -15.5%
HTFL Heartflow Inc.	0.18%	567,424	$13.8M	New
AMSF Amerisafe Inc.	0.16%	377,823	$12.6M	Reduce -23.2%
SITM Sitime Corp.	0.15%	33,572	$11.6M	New
SIBN Si-Bone Inc.	0.14%	877,605	$11.1M	Reduce -21.4%
BRC Brady Corporation Class A	0.14%	133,268	$10.8M	Reduce -63.7%
VCYT Veracyte Inc.	0.12%	281,923	$9.1M	Reduce -59.1%
INSP Inspire Medical Systems Inc.	0.10%	158,989	$8.2M	Reduce -21.7%
FWRG First Watch Restaurant Group	0.10%	764,931	$8.0M	Reduce -32.8%
IWR iShares Russell Mid-Cap ETF	0.04%	35,300	$3.4M	New
NOW ServiceNow Inc.	0.00%	2,850	$298K	Add +48.0%

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