MondegarAI
Champlain Investment Partners, LLC

Q4 2024 · 13F-HR

Champlain Investment Partners, LLCholdings as filed

Filed 2025-02-13 · accession 0001315478-25-000003

$15.80B
Reported value
133
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74624M102PPURE STORAGE INC$363.8M2.30%5,921,392CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$358.5M2.27%2,670,290CommonSOLE
70975L107PENPENUMBRA INC$355.3M2.25%1,495,957CommonSOLE
G3223R108EGEVEREST GROUP LTD$312.6M1.98%862,325CommonSOLE
67059N108NTNXNUTANIX INC$304.8M1.93%4,981,516CommonSOLE
20717M1038QRCONFLUENT INC$302.9M1.92%10,834,754CommonSOLE
26856L103ELFE L F BEAUTY INC$279.5M1.77%2,226,451CommonSOLE
34959J108FTVFORTIVE CORP$258.2M1.63%3,442,061CommonSOLE
031100100AMEAMETEK INC$256.9M1.63%1,425,325CommonSOLE
679295105OKTAOKTA INC$256.4M1.62%3,253,267CommonSOLE
98138H101WDAYWORKDAY INC$253.6M1.60%982,961CommonSOLE
358039105FRPTFRESHPET INC$245.5M1.55%1,657,468CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$244.3M1.55%854,672CommonSOLE
90384S303ULTAULTA BEAUTY INC$243.9M1.54%560,735CommonSOLE
45167R104IEXIDEX CORP$237.1M1.50%1,132,994CommonSOLE
72703H101PLNTPLANET FITNESS INC$227.0M1.44%2,296,309CommonSOLE
553498106MSAMSA SAFETY INC$224.5M1.42%1,354,310CommonSOLE
759916109RGENREPLIGEN CORP$222.2M1.41%1,543,530CommonSOLE
922475108VEEVVEEVA SYS INC$218.4M1.38%1,038,712CommonSOLE
98980G102ZSZSCALER INC$212.6M1.34%1,178,175CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$208.9M1.32%2,821,713CommonSOLE
98419M100XYLXYLEM INC$205.3M1.30%1,769,795CommonSOLE
579780206MKCMCCORMICK & CO INC$203.0M1.28%2,662,335CommonSOLE
655663102NDSNNORDSON CORP$180.0M1.14%860,430CommonSOLE
60937P106MDBMONGODB INC$178.2M1.13%765,469CommonSOLE
941848103WATWATERS CORP$177.4M1.12%478,319CommonSOLE
09073M104TECHBIO-TECHNE CORP$174.3M1.10%2,419,654CommonSOLE
440452100HRLHORMEL FOODS CORP$164.2M1.04%5,233,137CommonSOLE
29605J106ESABESAB CORPORATION$162.9M1.03%1,358,204CommonSOLE
216648501COOCOOPER COS INC$159.6M1.01%1,736,240CommonSOLE
303075105FDSFACTSET RESH SYS INC$159.6M1.01%332,207CommonSOLE
252131107DXCMDEXCOM INC$156.8M0.99%2,015,713CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$152.8M0.97%951,370CommonSOLE
871607107SNPSSYNOPSYS INC$151.7M0.96%312,526CommonSOLE
189054109CLXCLOROX CO DEL$150.8M0.95%928,234CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$150.3M0.95%323,100CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$146.4M0.93%119,665CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$145.7M0.92%444,670CommonSOLE
832696405SJMSMUCKER J M CO$144.5M0.91%1,312,375CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$140.6M0.89%2,191,580CommonSOLE
296315104ESEESCO TECHNOLOGIES INC$137.2M0.87%1,030,172CommonSOLE
30063P105EXKEXACT SCIENCES CORP$137.0M0.87%2,437,305CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$135.9M0.86%746,608CommonSOLE
892672106TWTRADEWEB MKTS INC$134.3M0.85%1,025,540CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$134.2M0.85%1,402,968CommonSOLE
82900L102SMPLSIMPLY GOOD FOODS CO$133.6M0.85%3,427,988CommonSOLE
92338C103VLTOVERALTO CORP$133.1M0.84%1,306,410CommonSOLE
115637209BF/BBROWN FORMAN CORP$126.2M0.80%3,321,557CommonSOLE
891092108TTCTORO CO$124.2M0.79%1,550,336CommonSOLE
25754A201DPZDOMINOS PIZZA INC$123.5M0.78%294,175CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$121.6M0.77%2,313,065CommonSOLE
477839104JBTMJOHN BEAN TECHNOLOGIES CORP$120.5M0.76%947,978CommonSOLE
384109104GGGGRACO INC$118.8M0.75%1,409,132CommonSOLE
83200N103SMARGBPSMARTSHEET INC$116.9M0.74%2,085,845CommonSOLE
513272104LWLAMB WESTON HLDGS INC$116.8M0.74%1,747,255CommonSOLE
888787108TOSTTOAST INC$115.9M0.73%3,179,142CommonSOLE
G8473T100STESTERIS PLC$112.5M0.71%547,448CommonSOLE
81768T108SFBSSERVISFIRST BANCSHARES INC$111.3M0.70%1,312,906CommonSOLE
10576N102BRZEBRAZE INC$110.6M0.70%2,639,844CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$110.1M0.70%587,090CommonSOLE
854231107SXISTANDEX INTL CORP$109.3M0.69%584,430CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$105.7M0.67%1,411,280CommonSOLE
29362U104ENTGENTEGRIS INC$103.0M0.65%1,040,185CommonSOLE
05464C101AXONAXON ENTERPRISE INC$102.8M0.65%172,985CommonSOLE
81730H109SSENTINELONE INC$100.7M0.64%4,534,294CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$100.5M0.64%748,200CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$98.7M0.62%2,739,248CommonSOLE
68278B107K4FONESTREAM INC$98.1M0.62%3,438,838CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$97.4M0.62%343,280CommonSOLE
379577208GMEDGLOBUS MED INC$90.9M0.58%1,098,772CommonSOLE
69343T107PJTPJT PARTNERS INC$89.2M0.56%565,156CommonSOLE
207410101CNMDCONMED CORP$89.0M0.56%1,300,558CommonSOLE
23804L103DDOGDATADOG INC$86.9M0.55%607,840CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$86.7M0.55%821,520CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$86.7M0.55%1,272,570CommonSOLE
640491106NEOGNEOGEN CORP$86.4M0.55%7,118,636CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$85.8M0.54%422,026CommonSOLE
74935Q107RBARB GLOBAL INC$85.1M0.54%943,556CommonSOLE
15118V207CELHCELSIUS HLDGS INC$85.1M0.54%3,229,598CommonSOLE
012348108AINALBANY INTL CORP$83.4M0.53%1,043,455CommonSOLE
457730109INSPINSPIRE MED SYS INC$82.4M0.52%444,409CommonSOLE
918090101UTZUTZ BRANDS INC$81.6M0.52%5,208,402CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$81.2M0.51%1,606,654CommonSOLE
55354G100MSCIMSCI INC$80.9M0.51%134,850CommonSOLE
436440101HO1HOLOGIC INC$79.3M0.50%1,099,885CommonSOLE
974155103WINGWINGSTOP INC$77.9M0.49%273,945CommonSOLE
05589G102BWINTHE BALDWIN INSURANCE GRP IN$77.7M0.49%2,005,171CommonSOLE
04963C209ATRCATRICURE INC$77.3M0.49%2,528,614CommonSOLE
513847103MZTILANCASTER COLONY CORP$76.9M0.49%444,023CommonSOLE
M6191J100FROGJFROG LTD$72.0M0.46%2,446,819CommonSOLE
81725T100SXTSENSIENT TECHNOLOGIES CORP$69.5M0.44%975,776CommonSOLE
75524B104RBCRBC BEARINGS INC$66.6M0.42%222,660CommonSOLE
929328102WSFSWSFS FINL CORP$65.6M0.42%1,234,834CommonSOLE
68213N109OMCLOMNICELL COM$65.6M0.42%1,473,639CommonSOLE
88025T102TENBTENABLE HLDGS INC$65.5M0.41%1,663,784CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$65.5M0.41%726,262CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$64.9M0.41%905,650CommonSOLE
67000B104NOVTNOVANTA INC$62.5M0.40%409,342CommonSOLE
71944F106PHRPHREESIA INC$61.8M0.39%2,456,149CommonSOLE
893529107TRNSTRANSCAT INC$58.8M0.37%555,650CommonSOLE
01644J108ALKTALKAMI TECHNOLOGY INC$57.8M0.37%1,575,028CommonSOLE
829073105SSDSIMPSON MFG INC$55.7M0.35%336,051CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$55.4M0.35%356,885CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$54.3M0.34%494,398CommonSOLE
052769106ADSKAUTODESK INC$51.2M0.32%173,090CommonSOLE
07831C103BRBRBELLRING BRANDS INC$50.7M0.32%672,825CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$50.4M0.32%1,524,869CommonSOLE
292765104EPACENERPAC TOOL GROUP CORP$50.1M0.32%1,218,077CommonSOLE
185123106CWANCLEARWATER ANALYTICS HLDGS I$50.0M0.32%1,817,308CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$49.7M0.31%1,379,863CommonSOLE
384802104GWWGRAINGER W W INC$49.7M0.31%47,148CommonSOLE
33748L101FWRGFIRST WATCH RESTAURANT GROUP$48.1M0.30%2,582,303CommonSOLE
373865104GABCGERMAN AMERN BANCORP INC$48.0M0.30%1,193,622CommonSOLE
55303J106MGPIMGP INGREDIENTS INC NEW$47.0M0.30%1,193,147CommonSOLE
03071H100AMSFAMERISAFE INC$44.6M0.28%865,197CommonSOLE
05945F103BANFBANCFIRST CORP$40.3M0.25%343,768CommonSOLE
781154109RBRKRUBRIK INC.$40.1M0.25%613,454CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$39.7M0.25%423,984CommonSOLE
825704109SIBNSI-BONE INC$38.1M0.24%2,720,824CommonSOLE
070830104BBWIBATH & BODY WORKS INC$37.9M0.24%976,344CommonSOLE
74276L105PRCTPROCEPT BIOROBOTICS CORP$36.8M0.23%456,930CommonSOLE
311900104FASTFASTENAL CO$35.8M0.23%497,795CommonSOLE
92047W101VVVVALVOLINE INC$35.1M0.22%968,799CommonSOLE
92346J108VCELVERICEL CORP$34.2M0.22%623,440CommonSOLE
421298100HAYWHAYWARD HLDGS INC$33.0M0.21%2,158,772CommonSOLE
92337F107VCYTVERACYTE INC$31.7M0.20%800,355CommonSOLE
92846Q107COCOVITA COCO CO INC$30.9M0.20%838,404CommonSOLE
104674106BRCBRADY CORP$30.3M0.19%410,476CommonSOLE
819047101SHAKSHAKE SHACK INC$29.1M0.18%224,336CommonSOLE
10258P102LUCKLUCKY STRIKE ENTERTAINMENT C$28.6M0.18%2,858,347CommonSOLE
896215209TRSTRIMAS CORP$26.3M0.17%1,068,253CommonSOLE
48282T104KAIKADANT INC$15.9M0.10%46,068CommonSOLE
861896108SNEXSTONEX GROUP INC$8.6M0.05%87,757CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.