Champlain Investment Partners, Llc Portfolio Stock Holdings
Champlain Investment Partners, Llc disclosed 130 stock positions valued at approximately $7.9 billion in its latest SEC 13F filing. The largest holdings include TRADEWEB MKTS INC, PENUMBRA INC, and EOG RES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 130
- Portfolio Value
- $7.9B
Holdings by Sector
Champlain Investment Partners, Llc Portfolio Holdings in Q1 2026
125 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TRADEWEB MKTS INC | TW | Financial Services | 2.19% | 1,469,486 | +253,140 | +20.81% | $172,899,723 |
| PENUMBRA INC | PEN | Healthcare | 2.05% | 491,382 | -110,422 | -18.35% | $161,355,107 |
| EOG RES INC | EOG | Energy | 1.94% | 1,059,630 | +1,059,630 | +100.00% | $153,190,709 |
| SYNOPSYS INC | SNPS | Technology | 1.94% | 384,815 | +107,989 | +39.01% | $152,571,451 |
| NUTANIX INC | NTNX | Technology | 1.93% | 4,010,155 | +598,980 | +17.56% | $152,425,992 |
| FASTENAL CO | FAST | Industrials | 1.71% | 2,901,213 | +194,310 | +7.18% | $134,616,283 |
| AAON INC | AAON | Industrials | 1.68% | 1,602,006 | -62,697 | -3.77% | $132,565,997 |
| VEEVA SYS INC | VEEV | Healthcare | 1.65% | 738,449 | +330,470 | +81.00% | $129,715,951 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 1.64% | 1,125,340 | +77,305 | +7.38% | $129,245,299 |
| ESAB CORPORATION | ESAB | Industrials | 1.60% | 1,304,834 | -217,753 | -14.30% | $126,125,254 |
| EVERPURE INC | PSTG | Technology | 1.56% | 2,080,762 | +621,966 | +42.64% | $122,848,188 |
| IDEX CORP | IEX | Industrials | 1.54% | 640,274 | -190,373 | -22.92% | $121,363,937 |
| ARCH CAP GROUP LTD | G0450A105 | Other | 1.54% | 1,262,285 | -63,979 | -4.82% | $121,166,737 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.52% | 252,962 | +252,962 | +100.00% | $120,045,647 |
| CULLEN FROST BANKERS INC | CFR | Financial Services | 1.49% | 855,190 | -312,891 | -26.79% | $117,229,445 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 1.47% | 2,273,664 | +498,990 | +28.12% | $115,502,131 |
| COOPER COS INC | COO | Healthcare | 1.46% | 1,608,090 | -161,650 | -9.13% | $114,978,435 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 1.43% | 1,397,381 | -417,558 | -23.01% | $113,048,123 |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 1.42% | 1,377,897 | -395,212 | -22.29% | $111,926,573 |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 1.41% | 2,265,303 | +1,141,309 | +101.54% | $111,452,908 |
| HAMILTON LANE INC | HLNE | Financial Services | 1.37% | 1,087,227 | +25,963 | +2.45% | $108,070,364 |
| WW GRAINGER INC | GWW | Industrials | 1.37% | 98,629 | -31,727 | -24.34% | $107,585,499 |
| CARLISLE COS INC | CSL | Industrials | 1.34% | 316,975 | -18,090 | -5.40% | $105,749,199 |
| OKTA INC | OKTA | Technology | 1.34% | 1,340,535 | -171,245 | -11.33% | $105,513,510 |
| MSA SAFETY INC | MSA | Industrials | 1.34% | 641,879 | -419,173 | -39.51% | $105,236,062 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 1.31% | 717,724 | +258,624 | +56.33% | $103,079,521 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 1.30% | 285,414 | -33,240 | -10.43% | $102,403,689 |
| AMETEK INC | AME | Industrials | 1.16% | 425,358 | -191,499 | -31.04% | $91,179,741 |
| SPROUTS FMRS MKT INC | SFM | Consumer Defensive | 1.16% | 1,181,630 | +157,949 | +15.43% | $91,139,122 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 1.16% | 2,011,884 | +2,011,884 | +100.00% | $91,138,345 |
| WASTE CONNECTIONS INC | WCN | Industrials | 1.15% | 556,985 | +144,650 | +35.08% | $90,476,643 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 1.12% | 70,206 | -30,985 | -30.62% | $88,543,807 |
| XYLEM INC | XYL | Industrials | 1.11% | 731,680 | -111,500 | -13.22% | $87,435,760 |
| WINGSTOP INC | WING | Consumer Cyclical | 1.07% | 544,415 | -133,798 | -19.73% | $84,367,993 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 1.07% | 2,374,680 | +1,836,702 | +341.41% | $84,253,646 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 1.06% | 1,469,355 | -136,083 | -8.48% | $83,753,235 |
| WATERS CORP | WAT | Healthcare | 1.06% | 279,840 | -32,928 | -10.53% | $83,336,352 |
| DATADOG INC | DDOG | Technology | 1.05% | 703,503 | +199,095 | +39.47% | $83,048,529 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.05% | 1,033,497 | -700,715 | -40.41% | $82,762,440 |
| GITLAB INC | GTLB | Technology | 1.05% | 3,810,238 | -279,250 | -6.83% | $82,453,550 |
| MSCI INC | MSCI | Financial Services | 1.04% | 152,234 | -96,690 | -38.84% | $82,055,648 |
| REPLIGEN CORP | RGEN | Healthcare | 1.04% | 693,855 | -310,096 | -30.89% | $81,749,996 |
| TOAST INC | TOST | Technology | 1.03% | 3,068,101 | +162,453 | +5.59% | $81,335,358 |
| AXON ENTERPRISE INC | AXON | Industrials | 1.03% | 191,280 | +10,060 | +5.55% | $81,234,703 |
| AUTODESK INC | ADSK | Technology | 1.02% | 334,930 | +62,745 | +23.05% | $80,182,242 |
| E L F BEAUTY INC | ELF | Consumer Defensive | 0.99% | 1,292,895 | +79,248 | +6.53% | $78,362,366 |
| RYAN SPECIALTY HOLDINGS INC | RYAN | Financial Services | 0.97% | 2,269,707 | -286,020 | -11.19% | $76,579,914 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.96% | 1,454,171 | +50,402 | +3.59% | $75,994,976 |
| CHEWY INC | CHWY | Consumer Cyclical | 0.94% | 2,750,304 | -100,514 | -3.53% | $74,258,208 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 0.93% | 214,815 | -23,360 | -9.81% | $73,393,693 |
| NORDSON CORP | NDSN | Industrials | 0.93% | 275,104 | -191,624 | -41.06% | $73,194,170 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.88% | 610,046 | -198,245 | -24.53% | $69,533,043 |
| GRACO INC | GGG | Industrials | 0.81% | 755,082 | -71,494 | -8.65% | $63,917,691 |
| BROWN & BROWN INC | BRO | Financial Services | 0.80% | 968,274 | -131,036 | -11.92% | $63,141,148 |
| STERIS PLC | G8473T100 | Other | 0.80% | 284,275 | -40,325 | -12.42% | $62,861,731 |
| VERALTO CORP | VLTO | Industrials | 0.80% | 708,614 | -390,926 | -35.55% | $62,655,650 |
| RUBRIK INC. | RBRK | Technology | 0.78% | 1,259,925 | +1,259,925 | +100.00% | $61,698,527 |
| ZSCALER INC | ZS | Technology | 0.78% | 438,929 | +107,045 | +32.25% | $61,577,349 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.76% | 374,690 | -44,025 | -10.51% | $60,070,301 |
| BLOOM ENERGY CORP | BE | Industrials | 0.73% | 424,657 | +424,657 | +100.00% | $57,536,777 |
| MONGODB INC | MDB | Technology | 0.69% | 223,064 | -42,995 | -16.16% | $54,599,375 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.69% | 218,404 | -175,320 | -44.53% | $54,400,068 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.69% | 295,077 | +295,077 | +100.00% | $54,013,845 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 0.66% | 205,979 | -269,376 | -56.67% | $51,626,577 |
| MATADOR RES CO | MTDR | Energy | 0.60% | 744,805 | +744,805 | +100.00% | $47,056,780 |
| NOVANTA INC | NOVT | Technology | 0.59% | 392,117 | -88,947 | -18.49% | $46,312,939 |
| SPX TECHNOLOGIES INC | SPXC | Industrials | 0.58% | 229,632 | -21,304 | -8.49% | $45,912,622 |
| SIMPSON MFG INC | SSD | Basic Materials | 0.55% | 254,525 | -61,465 | -19.45% | $43,681,581 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.55% | 460,702 | +460,702 | +100.00% | $43,246,097 |
| STANDEX INTL CORP | SXI | Industrials | 0.54% | 168,463 | -64,300 | -27.62% | $42,934,480 |
| STONEX GROUP INC | SNEX | Financial Services | 0.54% | 529,052 | +160,103 | +43.39% | $42,668,004 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 0.54% | 162,721 | -52,166 | -24.28% | $42,401,838 |
| PALOMAR HLDGS INC | PLMR | Financial Services | 0.50% | 326,948 | -5,596 | -1.68% | $39,070,286 |
| KADANT INC | KAI | Industrials | 0.48% | 129,081 | -55,465 | -30.05% | $37,736,830 |
| ASTERA LABS INC | ALAB | Technology | 0.46% | 327,619 | +327,619 | +100.00% | $35,907,042 |
| RB GLOBAL INC | RBA | Industrials | 0.45% | 369,218 | -104,643 | -22.08% | $35,389,545 |
| MARKETAXESS HLDGS INC | MKTX | Financial Services | 0.44% | 210,076 | +106,765 | +103.34% | $34,658,338 |
| FIRST FINL BANKSHARES INC | FFIN | Financial Services | 0.44% | 1,173,175 | -478,611 | -28.98% | $34,550,004 |
| GLAUKOS CORP | GKOS | Healthcare | 0.44% | 319,027 | -14,237 | -4.27% | $34,346,447 |
| NVENT ELEC PLC | NVT | Other | 0.44% | 290,347 | -88,025 | -23.26% | $34,342,243 |
| VALVOLINE INC | VVV | Consumer Cyclical | 0.43% | 1,005,196 | -64,783 | -6.05% | $33,855,001 |
| SKYWARD SPECIALTY INS GROUP | SKWD | Financial Services | 0.42% | 764,911 | -158,601 | -17.17% | $33,411,313 |
| SENTINELONE INC | S | Technology | 0.40% | 2,438,982 | -725,486 | -22.93% | $31,414,088 |
| BRAZE INC | BRZE | Technology | 0.40% | 1,322,927 | -347,713 | -20.81% | $31,234,307 |
| RAMBUS INC DEL | RMBS | Technology | 0.39% | 357,223 | +357,223 | +100.00% | $30,731,895 |
| CACTUS INC | WHD | Energy | 0.39% | 646,489 | +646,489 | +100.00% | $30,624,184 |
| COMMVAULT SYS INC | CVLT | Technology | 0.39% | 391,376 | -15,081 | -3.71% | $30,484,277 |
| LPL FINL HLDGS INC | LPLA | Financial Services | 0.39% | 101,050 | +101,050 | +100.00% | $30,398,872 |
| GLOBUS MED INC | GMED | Healthcare | 0.38% | 350,053 | -364,920 | -51.04% | $30,160,566 |
| PJT PARTNERS INC | PJT | Financial Services | 0.38% | 215,241 | +2,073 | +0.97% | $30,073,473 |
| PLANET FITNESS MASTER ISSUER | PLNT | Consumer Cyclical | 0.38% | 402,346 | -65,146 | -13.94% | $29,926,495 |
| ENERPAC TOOL GROUP CORP | EPAC | Industrials | 0.36% | 788,371 | -441,956 | -35.92% | $28,751,890 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 0.36% | 1,136,322 | -304,712 | -21.15% | $28,419,413 |
| ATRICURE INC | ATRC | Healthcare | 0.35% | 971,111 | -202,494 | -17.25% | $27,705,797 |
| RLI CORP | RLI | Financial Services | 0.34% | 464,407 | -121,571 | -20.75% | $26,489,775 |
| VERICEL CORP | VCEL | Healthcare | 0.33% | 815,173 | -213,674 | -20.77% | $26,224,115 |
| GERMAN AMERN BANCORP INC | GABC | Financial Services | 0.33% | 626,447 | -135,073 | -17.74% | $26,179,220 |
| RALLIANT CORP | RAL | Other | 0.33% | 618,902 | +114,887 | +22.79% | $25,740,134 |
| MASIMO CORP | MASI | Healthcare | 0.32% | 141,284 | +141,284 | +100.00% | $25,130,185 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 0.32% | 1,602,566 | -381,695 | -19.24% | $25,112,209 |