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Champlain Investment Partners, LLC Top Holdings and 13F Report (2025)

About Champlain Investment Partners, LLC

Investment Activity

  • Champlain Investment Partners, LLC has $14.33 billion in total holdings as of June 30, 2025.
  • Champlain Investment Partners, LLC owns shares of 135 different stocks, but just 79 companies or ETFs make up 80% of its holdings.
  • Approximately 10.55% of the portfolio was purchased this quarter.
  • About 14.05% of the portfolio was sold this quarter.
  • This quarter, Champlain Investment Partners, LLC has purchased 139 new stocks and bought additional shares in 53 stocks.
  • Champlain Investment Partners, LLC sold shares of 75 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Pure Storage
$308,348,270
Confluent
$288,939,348
e.l.f. Beauty
$283,522,354
Nutanix
$277,919,329

Largest New Holdings this Quarter

000360206 - AAON
$87,147,499 Holding
92538J106 - Vertex
$60,380,804 Holding
98311A105 - Wyndham Hotels & Resorts
$39,681,317 Holding
377322102 - Glaukos
$37,496,956 Holding
750940108 - RALLIANT CORP
$20,917,956 Holding

Largest Purchases this Quarter

GitLab
3,227,717 shares (about $145.60M)
AAON
1,181,661 shares (about $87.15M)
Datadog
530,785 shares (about $71.30M)
Procore Technologies
955,450 shares (about $65.37M)
Houlihan Lokey
361,085 shares (about $64.98M)

Largest Sales this Quarter

Zscaler
499,630 shares (about $156.85M)
Veeva Systems
392,050 shares (about $112.90M)
Monster Beverage
1,379,784 shares (about $86.43M)
Rockwell Automation
164,080 shares (about $54.50M)
Ulta Beauty
112,800 shares (about $52.77M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChamplain Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$308,348,270$26,731,976 -8.0%5,355,1282.2%Computer and Technology
Confluent, Inc. stock logo
CFLT
Confluent
$288,939,348$18,147,619 6.7%11,590,0262.0%Computer and Technology
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$283,522,354$48,113,482 -14.5%2,278,3862.0%Consumer Staples
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$279,448,919$11,831,304 -4.1%1,668,0532.0%Industrials
Nutanix stock logo
NTNX
Nutanix
$277,919,329$38,224,434 -12.1%3,635,7841.9%Computer and Technology
Wingstop Inc. stock logo
WING
Wingstop
$249,557,004$36,741,028 17.3%741,0971.7%Retail/Wholesale
ESAB Corporation stock logo
ESAB
ESAB
$246,385,274$13,832,389 5.9%2,043,8431.7%Industrials
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
$222,916,896$2,155,744 1.0%1,734,2221.6%Finance
Xylem Inc. stock logo
XYL
Xylem
$207,876,216$395,195 -0.2%1,606,9591.5%Business Services
AMETEK, Inc. stock logo
AME
AMETEK
$207,101,482$7,963,145 -3.7%1,144,4601.4%Computer and Technology
GitLab Inc. stock logo
GTLB
GitLab
$203,545,207$145,602,314 251.3%4,512,1971.4%Computer and Technology
SERVISFIRST BANCSHARES INC
$198,931,585$27,064,709 15.7%2,566,5281.4%COM
Penumbra, Inc. stock logo
PEN
Penumbra
$190,858,297$32,390,042 -14.5%743,7101.3%Medical
Workday, Inc. stock logo
WDAY
Workday
$181,642,560$24,721,200 -12.0%756,8441.3%Computer and Technology
IDEX Corporation stock logo
IEX
IDEX
$176,684,694$6,740,132 -3.7%1,006,3491.2%Industrials
Nordson Corporation stock logo
NDSN
Nordson
$174,950,573$4,114,832 2.4%816,1151.2%Industrials
Freshpet, Inc. stock logo
FRPT
Freshpet
$174,586,114$51,178,637 41.5%2,568,9541.2%Consumer Staples
Repligen Corporation stock logo
RGEN
Repligen
$174,267,325$7,824,373 -4.3%1,401,0881.2%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$173,915,890$30,352,128 -14.9%2,223,7041.2%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$166,728,413$54,502,454 -24.6%501,9371.2%Computer and Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$165,562,580$34,950,139 26.8%2,260,2401.2%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$165,483,363$17,787,433 12.0%322,7811.2%Computer and Technology
Waters Corporation stock logo
WAT
Waters
$163,814,594$10,074,691 -5.8%469,3291.1%Medical
Datadog, Inc. stock logo
DDOG
Datadog
$163,231,771$71,300,349 77.6%1,215,1551.1%Computer and Technology
Okta, Inc. stock logo
OKTA
Okta
$162,391,268$33,372,485 -17.0%1,624,4001.1%Computer and Technology
VERALTO CORP
$160,196,243$2,749,070 1.7%1,586,8871.1%COM SHS
MSCI Inc stock logo
MSCI
MSCI
$158,724,039$15,110,011 10.5%275,2091.1%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$157,147,755$52,770,096 -25.1%335,9151.1%Retail/Wholesale
DexCom, Inc. stock logo
DXCM
DexCom
$156,345,119$6,225,523 -3.8%1,791,1001.1%Medical
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$154,589,516$65,371,889 73.3%2,259,4201.1%Computer and Technology
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$150,311,438$5,826,156 -3.7%310,6251.0%Finance
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
$147,512,459$39,598,896 36.7%1,037,9431.0%Finance
COOPER COS INC
$147,359,195$21,618,408 17.2%2,070,8151.0%COM
Zscaler, Inc. stock logo
ZS
Zscaler
$146,619,398$156,853,842 -51.7%467,0301.0%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$146,161,247$4,018,460 -2.7%1,927,7401.0%Consumer Staples
MongoDB, Inc. stock logo
MDB
MongoDB
$144,645,102$4,162,002 -2.8%688,8191.0%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$142,500,567$112,902,559 -44.2%494,8281.0%Medical
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$139,408,453$26,078,610 23.0%3,256,4461.0%Finance
Fastenal Company stock logo
FAST
Fastenal
$137,908,890$61,298,580 80.0%3,283,5451.0%Retail/Wholesale
Bio-Techne Corp stock logo
TECH
Bio-Techne
$137,149,442$11,183,275 8.9%2,665,6841.0%Medical
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$134,434,635$15,029,321 12.6%2,529,8200.9%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$133,913,346$6,977,201 -5.0%654,3850.9%Computer and Technology
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$133,138,259$4,309,543 -3.1%297,6620.9%Business Services
Toast, Inc. stock logo
TOST
Toast
$129,081,965$15,109,755 -10.5%2,914,4720.9%Computer and Technology
Mettler-Toledo International, Inc. stock logo
MTD
Mettler-Toledo International
$126,910,875$5,245,125 -4.0%108,0350.9%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$126,507,747$25,819,797 25.6%121,6140.9%Industrials
Everest Group, Ltd. stock logo
EG
Everest Group
$126,359,628$6,397,676 -4.8%371,8100.9%Finance
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$122,530,980$10,833,595 -8.1%147,9950.9%Aerospace
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$120,573,166$9,367,754 8.4%581,5800.8%Industrials
Ryan Specialty Holdings Inc. stock logo
RYAN
Ryan Specialty
$117,842,852$27,051,453 -18.7%1,733,2380.8%Finance
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$117,459,173$5,497,538 -4.5%1,077,1130.8%Consumer Discretionary
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$115,583,532$5,000,292 -4.1%789,5050.8%Finance
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$113,875,170$59,215,375 108.3%1,351,9550.8%Retail/Wholesale
ONESTREAM INC
$106,832,387$7,431,552 -6.5%3,774,9960.7%CL A
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$103,098,493$17,366,153 -14.4%192,2260.7%Medical
iRhythm Technologies stock logo
IRTC
iRhythm Technologies
$101,803,279$24,873,624 -19.6%661,2320.7%Medical
First Financial Bankshares, Inc. stock logo
FFIN
First Financial Bankshares
$101,795,407$2,591,172 -2.5%2,829,2220.7%Finance
STERIS plc stock logo
STE
STERIS
$100,133,064$3,275,640 3.4%416,8390.7%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$99,347,204$49,703,011 100.1%320,9200.7%Computer and Technology
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$98,313,883$64,977,246 194.9%546,3400.7%Finance
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$97,951,290$5,141,800 -5.0%447,6750.7%Medical
MAPLEBEAR INC
$97,583,132$38,230,967 64.4%2,157,0100.7%COM
The Trade Desk stock logo
TTD
Trade Desk
$95,768,297$7,690,692 8.7%1,330,3000.7%Computer and Technology
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$95,285,443$3,882,890 -3.9%3,149,9320.7%Consumer Staples
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$95,171,105$49,692,996 109.3%1,045,2620.7%Finance
Standex International Corporation stock logo
SXI
Standex International
$94,372,306$1,962,885 2.1%603,0950.7%Industrials
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$94,254,721$86,429,670 -47.8%1,504,7050.7%Consumer Staples
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$92,369,907$14,516,690 18.6%3,064,6950.6%Computer and Technology
RB Global, Inc. stock logo
RBA
RB Global
$92,193,839$5,724,915 -5.8%868,1970.6%Business Services
The Clorox Company stock logo
CLX
Clorox
$91,830,016$11,207,334 -10.9%764,8040.6%Consumer Staples
Celsius Holdings Inc. stock logo
CELH
Celsius
$91,069,693$42,948,372 -32.0%1,963,1320.6%Consumer Staples
SentinelOne, Inc. stock logo
S
SentinelOne
$90,213,007$2,832,961 -3.0%4,935,0660.6%Computer and Technology
Graco Inc. stock logo
GGG
Graco
$89,995,287$3,588,818 -3.8%1,046,8220.6%Industrials
Novanta Inc. stock logo
NOVT
Novanta
$89,566,511$12,699,734 16.5%694,6910.6%Computer and Technology
Fortive Corporation stock logo
FTV
Fortive
$89,392,576$38,056,464 -29.9%1,714,8010.6%Computer and Technology
CSW INDUSTRIALS INC
$88,875,136$8,987,244 11.2%309,8530.6%COM
AAON, Inc. stock logo
AAON
AAON
$87,147,499$87,147,499 New Holding1,181,6610.6%Construction
John Bean Technologies Co. stock logo
JBT
John Bean Technologies
$85,029,352$14,632,154 -14.7%707,0460.6%Industrials
PJT Partners Inc. stock logo
PJT
PJT Partners
$82,899,539$5,113,330 -5.8%502,3910.6%Finance
The Simply Good Foods Company stock logo
SMPL
Simply Good Foods
$80,096,098$13,655,188 -14.6%2,535,4890.6%Consumer Staples
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$79,305,080$2,340,138 -2.9%672,0200.6%Medical
Kadant Inc stock logo
KAI
Kadant
$78,928,228$27,882,268 54.6%248,6320.6%Industrials
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$77,942,324$15,198,015 24.2%501,8500.5%Construction
Phreesia, Inc. stock logo
PHR
Phreesia
$77,540,778$6,316,299 -7.5%2,724,5530.5%Medical
SPX Technologies, Inc. stock logo
SPXC
SPX Technologies
$77,061,368$8,444,197 12.3%459,5740.5%Business Services
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$73,248,836$51,971,161 244.3%743,6430.5%Auto/Tires/Trucks
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$72,072,270$12,058,478 20.1%187,2980.5%Industrials
DOMINOS PIZZA INC
$70,572,071$18,786,415 -21.0%156,6180.5%COM
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$68,280,201$41,843,393 -38.0%355,8670.5%Industrials
Braze, Inc. stock logo
BRZE
Braze
$68,186,814$4,176,138 -5.8%2,426,5770.5%Computer and Technology
WSFS Financial Corporation stock logo
WSFS
WSFS Financial
$66,502,865$372,790 -0.6%1,209,1430.5%Finance
Skyward Specialty Insurance Group, Inc. stock logo
SKWD
Skyward Specialty Insurance Group
$66,381,408$24,579,127 -27.0%1,148,6660.5%Finance
AtriCure, Inc. stock logo
ATRC
AtriCure
$66,089,029$3,972,019 -5.7%2,016,7540.5%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$63,812,188$2,360,092 3.8%1,081,1960.4%Medical
Enerpac Tool Group Corp. stock logo
EPAC
Enerpac Tool Group
$62,789,841$5,336,885 9.3%1,548,0730.4%Industrials
PROCEPT BioRobotics Corporation stock logo
PRCT
PROCEPT BioRobotics
$61,669,210$22,720,320 58.3%1,070,6460.4%Medical
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$60,808,597$40,636,519 -40.1%247,3000.4%Computer and Technology
Vertex, Inc. stock logo
VERX
Vertex
$60,380,804$60,380,804 New Holding1,708,8100.4%Computer and Technology
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$59,842,572$2,226,899 -3.6%750,2830.4%Computer and Technology
Stock Yards Bancorp, Inc. stock logo
SYBT
Stock Yards Bancorp
$58,178,248$4,041,723 -6.5%736,6200.4%Finance

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