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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 $13.81 billion in total holdings as of March 31, 2025.
  • Champlain Investment Partners, LLC owns shares of 139 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
  • Approximately 13.05% of the portfolio was purchased this quarter.
  • About 20.69% of the portfolio was sold this quarter.
  • This quarter, Champlain Investment Partners, LLC has purchased 133 new stocks and bought additional shares in 38 stocks.
  • Champlain Investment Partners, LLC sold shares of 84 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Nutanix
$288,723,130
Pure Storage
$257,624,218
MSA Safety
$255,046,236
Confluent
$254,607,226
Penumbra
$232,626,109

Largest New Holdings this Quarter

407497106 - Hamilton Lane
$112,887,064 Holding
45168D104 - IDEXX Laboratories
$94,322,870 Holding
126402106 - CSW Industrials
$81,194,150 Holding
88339J105 - Trade Desk
$66,948,278 Holding
37637K108 - GitLab
$60,370,560 Holding

Largest Purchases this Quarter

Hamilton Lane
759,313 shares (about $112.89M)
Fastenal
1,326,260 shares (about $102.85M)
IDEXX Laboratories
224,605 shares (about $94.32M)
CSW Industrials
278,520 shares (about $81.19M)
Wingstop
358,044 shares (about $80.77M)

Largest Sales this Quarter

Everest Group
471,690 shares (about $171.38M)
Penumbra
626,034 shares (about $167.41M)
Okta
1,295,042 shares (about $136.26M)
Cullen/Frost Bankers
952,839 shares (about $119.30M)
Planet Fitness
1,168,783 shares (about $112.92M)

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
Nutanix, Inc. stock logo
NTNX
Nutanix
$288,723,130$59,036,502 -17.0%4,135,8422.1%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$257,624,218$4,515,806 -1.7%5,819,3861.9%Computer and Technology
MSA Safety Incorporated stock logo
MSA
MSA Safety
$255,046,236$56,382,502 28.4%1,738,6751.8%Industrials
Confluent, Inc. stock logo
CFLT
Confluent
$254,607,226$640,592 0.3%10,862,0831.8%Computer and Technology
Penumbra, Inc. stock logo
PEN
Penumbra
$232,626,109$167,407,752 -41.8%869,9231.7%Medical
ESAB Co. stock logo
ESAB
ESAB
$224,740,033$66,509,267 42.0%1,929,0991.6%Industrials
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
$215,024,865$119,295,443 -35.7%1,717,4511.6%Finance
Okta, Inc. stock logo
OKTA
Okta
$206,044,434$136,264,319 -39.8%1,958,2251.5%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$205,427,551$35,169,309 -14.6%886,8781.5%Medical
AMETEK, Inc. stock logo
AME
AMETEK
$204,582,365$40,773,080 -16.6%1,188,4651.5%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$200,800,537$28,750,345 -12.5%859,8491.5%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$192,332,272$19,087,438 -9.0%1,610,0141.4%Business Services
Zscaler, Inc. stock logo
ZS
Zscaler
$191,804,677$41,968,806 -18.0%966,6601.4%Computer and Technology
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$189,302,467$15,215,292 -7.4%2,611,7891.4%Medical
IDEX Co. stock logo
IEX
IDEX
$189,066,417$15,971,507 -7.8%1,044,7391.4%Industrials
Repligen Co. stock logo
RGEN
Repligen
$186,278,724$10,120,033 -5.2%1,463,9951.3%Medical
Waters Co. stock logo
WAT
Waters
$183,618,994$7,324,960 4.2%498,1931.3%Medical
SERVISFIRST BANCSHARES INC
$183,153,193$74,707,157 68.9%2,217,3511.3%COM
Fortive Co. stock logo
FTV
Fortive
$178,912,733$72,977,292 -29.0%2,444,8311.3%Computer and Technology
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$172,085,472$48,744,679 -22.1%666,0171.2%Computer and Technology
Monster Beverage Co. stock logo
MNST
Monster Beverage
$168,800,296$33,439,732 24.7%2,884,4891.2%Consumer Staples
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$167,336,983$27,538,124 19.7%2,665,0261.2%Consumer Staples
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$164,471,996$41,059,811 -20.0%448,7151.2%Retail/Wholesale
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$163,034,709$56,102,084 -25.6%1,980,7401.2%Consumer Staples
Nordson Co. stock logo
NDSN
Nordson
$160,754,702$12,811,237 -7.4%796,9201.2%Industrials
Ryan Specialty Holdings, Inc. stock logo
RYAN
Ryan Specialty
$157,425,243$4,466,771 -2.8%2,131,1121.1%Finance
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$157,044,282$211,719 -0.1%322,6651.1%Finance
VERALTO CORP
$151,988,380$24,678,725 19.4%1,559,6551.1%COM SHS
Freshpet, Inc. stock logo
FRPT
Freshpet
$151,027,072$13,175,459 9.6%1,815,8841.1%Consumer Staples
COOPER COS INC
$149,047,715$2,595,871 1.8%1,767,0151.1%COM
Bio-Techne Co. stock logo
TECH
Bio-Techne
$143,545,119$1,680,805 1.2%2,448,3221.0%Medical
Wingstop Inc. stock logo
WING
Wingstop
$142,564,079$80,767,566 130.7%631,9891.0%Retail/Wholesale
Everest Group, Ltd. stock logo
EG
Everest Group
$141,929,415$171,379,128 -54.7%390,6351.0%Finance
Fastenal stock logo
FAST
Fastenal
$141,455,465$102,851,463 266.4%1,824,0551.0%Retail/Wholesale
MSCI Inc. stock logo
MSCI
MSCI
$140,815,155$64,557,480 84.7%249,0101.0%Finance
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$139,709,508$11,325,082 -7.5%307,2971.0%Business Services
Mettler-Toledo International Inc. stock logo
MTD
Mettler-Toledo International
$132,852,375$8,461,220 -6.0%112,5001.0%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$127,184,662$10,468,379 -7.6%1,862,4200.9%Medical
The Clorox Company stock logo
CLX
Clorox
$126,361,704$10,320,753 -7.6%858,1440.9%Consumer Staples
MongoDB, Inc. stock logo
MDB
MongoDB
$124,295,281$9,967,982 -7.4%708,6390.9%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$123,545,681$10,481,094 -7.8%288,0860.9%Computer and Technology
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$122,280,564$29,971,105 -19.7%823,6600.9%Finance
The Baldwin Insurance Group, Inc. stock logo
BRP
The Baldwin Insurance Group
$118,306,720$28,695,628 32.0%2,647,2750.9%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$117,482,227$9,918,962 -7.8%688,4800.9%Computer and Technology
Hamilton Lane Incorporated stock logo
HLNE
Hamilton Lane
$112,887,064$112,887,064 New Holding759,3130.8%Finance
Planet Fitness, Inc. stock logo
PLNT
Planet Fitness
$108,930,287$112,916,126 -50.9%1,127,5260.8%Consumer Discretionary
Toast, Inc. stock logo
TOST
Toast
$107,989,148$2,537,007 2.4%3,255,6270.8%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$105,486,659$5,933,939 6.0%471,1750.8%Medical
The Toro Company stock logo
TTC
Toro
$104,466,527$8,320,418 -7.4%1,435,9660.8%Consumer Discretionary
First Financial Bankshares, Inc. stock logo
FFIN
First Financial Bankshares
$104,212,505$5,818,717 5.9%2,901,2390.8%Finance
Celsius Holdings, Inc. stock logo
CELH
Celsius
$102,904,150$12,134,131 -10.5%2,888,9430.7%Consumer Staples
The Simply Good Foods Company stock logo
SMPL
Simply Good Foods
$102,357,767$15,873,540 -13.4%2,967,7520.7%Consumer Staples
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$101,464,478$9,589,466 -8.6%536,3950.7%Industrials
Hormel Foods Co. stock logo
HRL
Hormel Foods
$101,430,354$60,482,904 -37.4%3,278,2920.7%Consumer Staples
John Bean Technologies Co. stock logo
JBT
John Bean Technologies
$101,269,217$14,573,694 -12.6%828,7170.7%Industrials
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$97,272,414$8,238,520 -7.8%2,246,9950.7%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$95,615,029$49,040,820 105.3%96,7930.7%Industrials
Standex International Co. stock logo
SXI
Standex International
$95,309,026$987,868 1.0%590,5510.7%Industrials
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$94,322,870$94,322,870 New Holding224,6050.7%Medical
nVent Electric plc stock logo
NVT
nVent Electric
$93,470,364$26,762,245 40.1%1,783,1050.7%Computer and Technology
Braze, Inc. stock logo
BRZE
Braze
$92,912,999$2,332,572 -2.4%2,575,1940.7%Computer and Technology
SentinelOne, Inc. stock logo
S
SentinelOne
$92,536,964$10,103,499 12.3%5,090,0420.7%Computer and Technology
RB Global, Inc. stock logo
RBA
RB Global
$92,487,533$2,151,134 -2.3%922,1090.7%Business Services
STERIS plc stock logo
STE
STERIS
$91,385,959$32,693,129 -26.3%403,2030.7%Medical
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$91,326,765$72,594,204 -44.3%573,9490.7%Industrials
DOMINOS PIZZA INC
$91,113,529$44,045,174 -32.6%198,3100.7%COM
Graco Inc. stock logo
GGG
Graco
$90,906,230$26,770,383 -22.7%1,088,5670.7%Industrials
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$89,377,257$23,356,388 -20.7%2,633,3900.6%Consumer Staples
ONESTREAM INC
$86,162,277$12,777,474 17.4%4,037,5950.6%CL A
iRhythm Technologies, Inc. stock logo
IRTC
iRhythm Technologies
$86,129,762$10,104,656 13.3%822,7910.6%Medical
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$86,088,099$7,084,606 -7.6%1,303,9700.6%Computer and Technology
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$84,720,026$6,261,435 -6.9%161,0800.6%Aerospace
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$84,129,847$1,929,695 -2.2%412,5630.6%Computer and Technology
Skyward Specialty Insurance Group, Inc. stock logo
SKWD
Skyward Specialty Insurance Group
$83,295,233$1,728,896 -2.0%1,573,9840.6%Finance
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$82,779,185$29,834,777 -26.5%603,8750.6%Finance
CSW Industrials, Inc. stock logo
CSWI
CSW Industrials
$81,194,150$81,194,150 New Holding278,5200.6%Basic Materials
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$80,932,613$6,591,823 -7.5%691,8500.6%Medical
JFrog Ltd. stock logo
FROG
JFrog
$76,870,304$1,427,904 -1.8%2,402,1970.6%Computer and Technology
Novanta Inc. stock logo
NOVT
Novanta
$76,234,815$23,892,254 45.6%596,1900.6%Computer and Technology
Globus Medical, Inc. stock logo
GMED
Globus Medical
$76,216,426$4,213,685 -5.2%1,041,2080.6%Medical
Phreesia, Inc. stock logo
PHR
Phreesia
$75,312,259$12,533,090 20.0%2,946,4890.5%Medical
PJT Partners Inc. stock logo
PJT
PJT Partners
$73,542,297$4,381,413 -5.6%533,3790.5%Finance
Sensient Technologies Co. stock logo
SXT
Sensient Technologies
$70,867,185$1,759,823 -2.4%952,1320.5%Basic Materials
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$69,408,171$1,377,294 -1.9%435,7620.5%Medical
AtriCure, Inc. stock logo
ATRC
AtriCure
$68,970,686$12,602,401 -15.4%2,137,9630.5%Medical
Datadog, Inc. stock logo
DDOG
Datadog
$67,896,348$7,592,541 12.6%684,3700.5%Computer and Technology
Alkami Technology, Inc. stock logo
ALKT
Alkami Technology
$67,805,141$26,460,656 64.0%2,583,0530.5%Computer and Technology
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$66,948,278$66,948,278 New Holding1,223,4700.5%Computer and Technology
Enerpac Tool Group Corp. stock logo
EPAC
Enerpac Tool Group
$63,543,876$8,900,942 16.3%1,416,4930.5%Industrials
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$63,459,378$10,672,487 20.2%403,9940.5%Construction
WSFS Financial Co. stock logo
WSFS
WSFS Financial
$63,069,822$981,017 -1.5%1,215,9210.5%Finance
CONMED Co. stock logo
CNMD
CONMED
$62,948,422$15,592,275 -19.9%1,042,3650.5%Medical
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$62,645,341$50,293,582 -44.5%778,2030.5%Computer and Technology
Hologic, Inc. stock logo
HOLX
Hologic
$62,639,104$5,300,793 -7.8%1,014,0700.5%Medical
Lancaster Colony Co. stock logo
LANC
Lancaster Colony
$60,863,950$16,840,075 -21.7%347,7940.4%Consumer Staples
GitLab Inc. stock logo
GTLB
GitLab
$60,370,560$60,370,560 New Holding1,284,4800.4%Computer and Technology
Neogen Co. stock logo
NEOG
Neogen
$59,218,788$2,499,786 -4.1%6,830,3100.4%Medical
Tenable Holdings, Inc. stock logo
TENB
Tenable
$56,803,742$1,395,422 -2.4%1,623,8920.4%Computer and Technology
Utz Brands, Inc. stock logo
UTZ
Utz Brands
$56,592,913$16,741,388 -22.8%4,019,3830.4%Consumer Staples
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$56,074,473$56,074,473 New Holding648,9350.4%Retail/Wholesale

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