Champlain Investment Partners, LLC Top Holdings and 13F Report (2024) → Wall Street Legend Warns: 'A Strange Day Is Coming to America' (From Chaikin Analytics) (Ad) About Champlain Investment Partners, LLCInvestment ActivityChamplain Investment Partners, LLC has $17.46 billion in total holdings as of March 31, 2024.Champlain Investment Partners, LLC owns shares of 126 different stocks, but just 71 companies or ETFs make up 80% of its holdings.Approximately 10.12% of the portfolio was purchased this quarter.About 13.47% of the portfolio was sold this quarter.This quarter, Champlain Investment Partners, LLC has purchased 125 new stocks and bought additional shares in 48 stocks.Champlain Investment Partners, LLC sold shares of 69 stocks and completely divested from 7 stocks this quarter.Largest Holdings Pure Storage $597,409,448Freshpet $429,826,581Fortive $427,719,483Okta $407,695,980AMETEK $383,738,832 Largest New Holdings this Quarter COOPER COS INC $176,654,035 HoldingConfluent $144,562,558 HoldingAgilent Technologies $61,217,512 HoldingHashiCorp $48,994,965 HoldingPJT Partners $43,029,407 Holding Largest Purchases this Quarter COOPER COS INC 1,741,120 shares (about $176.65M)Confluent 4,736,650 shares (about $144.56M)Penumbra 616,700 shares (about $137.64M)Rockwell Automation 388,400 shares (about $113.15M)Exact Sciences 1,438,010 shares (about $99.31M) Largest Sales this Quarter Nutanix 4,169,810 shares (about $257.36M)Zscaler 703,885 shares (about $135.59M)Pure Storage 2,367,110 shares (about $123.07M)Autodesk 353,025 shares (about $91.93M)IDEX 373,690 shares (about $91.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChamplain Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPSTGPure Storage$597,409,448$123,066,049 ▼-17.1%11,490,8533.4%Computer and TechnologyFRPTFreshpet$429,826,581$9,753,095 ▼-2.2%3,709,8792.5%Consumer StaplesFTVFortive$427,719,483$11,321,952 ▼-2.6%4,972,3262.4%Computer and TechnologyOKTAOkta$407,695,980$10,742,905 ▼-2.6%3,896,9222.3%Computer and TechnologyAMEAMETEK$383,738,832$61,513,843 ▼-13.8%2,098,0802.2%Computer and TechnologyEGEverest Group$360,174,750$18,167,738 ▲5.3%906,1002.1%FinanceCFRCullen/Frost Bankers$359,378,149$55,746,353 ▲18.4%3,192,4862.1%FinanceDXCMDexCom$285,188,421$7,466,221 ▼-2.6%2,056,1531.6%MedicalEWEdwards Lifesciences$283,255,894$8,428,870 ▲3.1%2,964,1681.6%MedicalRYANRyan Specialty$274,021,926$59,912,528 ▲28.0%4,937,3321.6%FinanceWATWaters$263,561,076$6,703,879 ▼-2.5%765,6541.5%MedicalNTNXNutanix$259,885,083$257,360,673 ▼-49.8%4,210,7111.5%Computer and TechnologyROKRockwell Automation$250,461,354$113,152,572 ▲82.4%859,7171.4%Industrial ProductsTTCToro$249,751,401$25,734,744 ▲11.5%2,725,6511.4%Consumer DiscretionaryTOSTToast$248,610,792$20,768,079 ▲9.1%9,976,3561.4%Computer and TechnologyMKCMcCormick & Company, Incorporated$246,646,281$10,452,305 ▲4.4%3,211,1221.4%Consumer StaplesPENPenumbra$242,059,912$137,635,106 ▲131.8%1,084,5951.4%MedicalCLXClorox$240,051,829$5,064,113 ▼-2.1%1,567,8391.4%Consumer StaplesVEEVVeeva Systems$236,996,164$51,384,208 ▼-17.8%1,022,9021.4%Computer and TechnologyNDSNNordson$235,423,541$42,556,445 ▼-15.3%857,5201.3%Industrial ProductsBBWIBath & Body Works$234,251,413$6,509,353 ▼-2.7%4,683,1551.3%Retail/WholesaleSTESTERIS$232,792,343$6,099,367 ▼-2.6%1,035,4611.3%MedicalXYLXylem$223,815,893$71,944,806 ▼-24.3%1,731,7851.3%Industrial ProductsPLNTPlanet Fitness$215,089,896$4,454,872 ▼-2.0%3,434,2951.2%Consumer DiscretionaryKEYSKeysight Technologies$204,998,542$4,734,405 ▼-2.3%1,310,9001.2%Computer and TechnologyMDBMongoDB$197,497,310$36,124,014 ▲22.4%550,6841.1%Computer and TechnologyTECHBio-Techne$193,204,642$2,206,375 ▼-1.1%2,744,7741.1%MedicalTWTradeweb Markets$191,186,326$4,435,038 ▼-2.3%1,835,3301.1%FinanceBF.BBrown-Forman$188,018,107$8,504,137 ▲4.7%3,642,3501.1%Consumer StaplesSJMJ. M. Smucker$183,517,831$41,245,082 ▲29.0%1,457,9951.1%Consumer StaplesALGNAlign Technology$180,788,526$5,659,243 ▼-3.0%551,3191.0%MedicalMTDMettler-Toledo International$179,842,635$39,569,933 ▼-18.0%135,0891.0%Computer and TechnologyTSCOTractor Supply$178,832,753$10,969,994 ▼-5.8%683,2981.0%Retail/WholesaleIEXIDEX$178,537,477$91,187,834 ▼-33.8%731,6511.0%Industrial ProductsCOOPER COS INC$176,654,035$176,654,035 ▲New Holding1,741,1201.0%COMHRLHormel Foods$171,516,519$4,651,360 ▼-2.6%4,915,9221.0%Consumer StaplesFDSFactSet Research Systems$163,958,453$27,024,845 ▼-14.2%360,8320.9%Business ServicesJBTJohn Bean Technologies$162,071,728$11,751,351 ▲7.8%1,545,1590.9%Industrial ProductsULTAUlta Beauty$157,967,277$32,465,619 ▼-17.0%302,1100.9%Retail/WholesaleEXASExact Sciences$155,953,709$99,308,971 ▲175.3%2,258,2350.9%MedicalWDAYWorkday$155,433,679$90,392,078 ▼-36.8%569,8760.9%Computer and TechnologyAJGArthur J. Gallagher & Co.$155,027,300$4,431,959 ▼-2.8%620,0100.9%FinanceAKAMAkamai Technologies$147,307,589$24,176,260 ▲19.6%1,354,4280.8%Computer and TechnologyCFLTConfluent$144,562,558$144,562,558 ▲New Holding4,736,6500.8%Business ServicesXRAYDENTSPLY SIRONA$142,409,561$14,409,604 ▲11.3%4,290,7370.8%MedicalSNPSSynopsys$140,846,747$58,938,795 ▼-29.5%246,4510.8%Computer and TechnologyINSPInspire Medical Systems$137,827,521$1,484,199 ▼-1.1%641,6850.8%MedicalZSZscaler$137,056,245$135,589,368 ▼-49.7%711,5000.8%Computer and TechnologyMSAMSA Safety$136,971,507$9,615,615 ▲7.6%707,5340.8%Industrial ProductsGMEDGlobus Medical$134,335,104$27,020,882 ▲25.2%2,504,3830.8%MedicalSMPLSimply Good Foods$134,060,981$29,080,337 ▲27.7%3,939,4940.8%Consumer StaplesPANWPalo Alto Networks$132,797,532$39,732,739 ▼-23.0%467,3830.8%Computer and TechnologyLWLamb Weston$131,396,233$13,755,154 ▲11.7%1,233,4200.8%Consumer StaplesANSSANSYS$131,032,070$3,303,227 ▼-2.5%377,4400.8%Computer and TechnologyGGGGraco$130,689,511$31,220,313 ▼-19.3%1,398,3470.7%Industrial ProductsESEESCO Technologies$130,076,562$7,439,975 ▲6.1%1,215,1010.7%Industrial ProductsKNSLKinsale Capital Group$127,760,547$47,336,271 ▲58.9%243,4740.7%FinanceAAPAdvance Auto Parts$126,414,214$3,623,558 ▼-2.8%1,485,6530.7%Retail/WholesaleLANCLancaster Colony$126,027,465$2,213,336 ▼-1.7%606,9810.7%Consumer StaplesMGPIMGP Ingredients$117,731,614$23,830,018 ▲25.4%1,366,9060.7%Consumer StaplesBRPThe Baldwin Insurance Group$116,430,685$13,384,316 ▲13.0%4,023,1750.7%FinanceSXIStandex International$116,103,660$5,100,338 ▲4.6%637,1620.7%Industrial ProductsEPACEnerpac Tool Group$113,812,099$6,644,706 ▲6.2%3,191,5900.7%Industrial ProductsWKWorkiva$113,641,667$41,801,736 ▲58.2%1,340,1140.7%Computer and TechnologyPLMRPalomar$112,398,845$5,835,825 ▲5.5%1,340,7950.6%FinanceFFINFirst Financial Bankshares$109,399,991$23,650,104 ▲27.6%3,334,3490.6%FinanceSIGISelective Insurance Group$108,514,434$7,967,227 ▼-6.8%993,9950.6%FinanceRGENRepligen$105,753,080$64,637,764 ▼-37.9%574,9950.6%MedicalSMARSmartsheet$105,608,772$722,260 ▼-0.7%2,743,0850.6%Computer and TechnologyCNMDCONMED$104,349,045$27,686,459 ▲36.1%1,303,0600.6%MedicalFRSHFreshworks$99,470,632$9,660,132 ▼-8.9%5,462,4180.6%Computer and TechnologyRBCRBC Bearings$96,782,597$46,246,071 ▼-32.3%357,9900.6%Industrial ProductsSFBSServisFirst Bancshares$95,483,546$24,202,819 ▲34.0%1,438,8720.5%FinanceIARTIntegra LifeSciences$95,288,607$8,933,932 ▲10.3%2,687,9720.5%MedicalUTZUtz Brands$94,991,632$8,914,080 ▼-8.6%5,151,3900.5%Consumer StaplesHAYWHayward$94,233,050$101,199 ▼-0.1%6,155,0000.5%Computer and TechnologyAINAlbany International$94,201,039$2,462,118 ▼-2.5%1,007,3900.5%Industrial ProductsLESLLeslie's$94,006,445$2,291,120 ▼-2.4%14,462,5300.5%Consumer StaplesSXTSensient Technologies$92,601,198$1,296,967 ▼-1.4%1,338,3610.5%Basic MaterialsBRZEBraze$92,356,861$5,698,973 ▲6.6%2,084,8050.5%Business ServicesNOVTNovanta$90,526,840$1,420,006 ▼-1.5%517,9770.5%Computer and TechnologyNEOGNeogen$87,750,544$582,598 ▼-0.7%5,560,8710.5%MedicalBOXBOX$87,245,820$9,449,393 ▼-9.8%3,080,7140.5%Computer and TechnologyRBARB Global$86,871,428$982,593 ▼-1.1%1,140,4940.5%Business ServicesCENTACentral Garden & Pet$85,040,365$16,898,243 ▲24.8%2,303,3690.5%Consumer DiscretionaryCVLTCommvault Systems$83,703,687$30,881,276 ▲58.5%825,2360.5%Computer and TechnologyATRCAtriCure$81,556,020$17,509,904 ▲27.3%2,681,0000.5%MedicalTENBTenable$78,650,396$29,338,138 ▲59.5%1,591,1470.5%Computer and TechnologyPRCTPROCEPT BioRobotics$77,703,511$777,377 ▼-1.0%1,572,3090.4%MedicalDPZDomino's Pizza$75,556,567$1,194,996 ▼-1.6%152,0620.4%Retail/WholesaleSHAKShake Shack$74,270,138$55,673,735 ▼-42.8%713,9300.4%Retail/WholesaleQTWOQ2$72,881,220$14,367,066 ▼-16.5%1,386,6290.4%Computer and TechnologyWSTWest Pharmaceutical Services$68,906,961$36,254,950 ▼-34.5%174,1350.4%MedicalAXONAxon Enterprise$68,558,266$495,915 ▼-0.7%219,1200.4%Industrial ProductsIRTCiRhythm Technologies$66,792,800$34,070,360 ▲104.1%575,8000.4%MedicalIOSPInnospec$63,157,391$37,359,720 ▼-37.2%489,8200.4%Basic MaterialsASANAsana$62,456,222$13,233,959 ▲26.9%4,032,0350.4%Computer and TechnologyAXNXAxonics$61,652,835$70,571,829 ▼-53.4%893,9080.4%MedicalAAgilent Technologies$61,217,512$61,217,512 ▲New Holding420,7100.4%Computer and TechnologyVCYTVeracyte$59,778,816$11,286,974 ▲23.3%2,697,6000.3%MedicalShowing largest 100 holdings. 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