Q2 2025 · 13F-HR
Champlain Investment Partners, LLCholdings as filed
Filed 2025-08-12 · accession 0001315478-25-000025
$14.33B
Reported value
135
Positions
2025-06-30
Period end
The Brief · Champlain Investment Partners, LLC · Q2 2025
AI · grounded in 13F
Champlain Investment Partners, LLC established a new position in Pure Storage Inc P worth $308.3M. The fund also initiated new stakes in Confluent Inc 8QR for $288.9M and E L F Beauty Inc ELF for $283.5M. Other new additions include MSA Safety Inc MSA and Nutanix Inc NTNX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74624M102 | P | PURE STORAGE INC | $308.3M | 2.15% | 5,355,128 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $288.9M | 2.02% | 11,590,026 | Common | SOLE |
| 26856L103 | ELF | E L F BEAUTY INC | $283.5M | 1.98% | 2,278,386 | Common | SOLE |
| 553498106 | MSA | MSA SAFETY INC | $279.4M | 1.95% | 1,668,053 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $277.9M | 1.94% | 3,635,784 | Common | SOLE |
| 974155103 | WING | WINGSTOP INC | $249.6M | 1.74% | 741,097 | Common | SOLE |
| 29605J106 | ESAB | ESAB CORPORATION | $246.4M | 1.72% | 2,043,843 | Common | SOLE |
| 229899109 | CFR | CULLEN FROST BANKERS INC | $222.9M | 1.56% | 1,734,222 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $207.9M | 1.45% | 1,606,959 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $207.1M | 1.45% | 1,144,460 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $203.5M | 1.42% | 4,512,197 | Common | SOLE |
| 81768T108 | SFBS | SERVISFIRST BANCSHARES INC | $198.9M | 1.39% | 2,566,528 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $190.9M | 1.33% | 743,710 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $181.6M | 1.27% | 756,844 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $176.7M | 1.23% | 1,006,349 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $175.0M | 1.22% | 816,115 | Common | SOLE |
| 358039105 | FRPT | FRESHPET INC | $174.6M | 1.22% | 2,568,954 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $174.3M | 1.22% | 1,401,088 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $173.9M | 1.21% | 2,223,704 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $166.7M | 1.16% | 501,937 | Common | SOLE |
| G6700G107 | NVT | NVENT ELECTRIC PLC | $165.6M | 1.16% | 2,260,240 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $165.5M | 1.16% | 322,781 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $163.8M | 1.14% | 469,329 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $163.2M | 1.14% | 1,215,155 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $162.4M | 1.13% | 1,624,400 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $160.2M | 1.12% | 1,586,887 | Common | SOLE |
| 55354G100 | MSCI | MSCI INC | $158.7M | 1.11% | 275,209 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $157.1M | 1.10% | 335,915 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $156.3M | 1.09% | 1,791,100 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $154.6M | 1.08% | 2,259,420 | Common | SOLE |
| 49714P108 | KNSL | KINSALE CAP GROUP INC | $150.3M | 1.05% | 310,625 | Common | SOLE |
| 407497106 | HLNE | HAMILTON LANE INC | $147.5M | 1.03% | 1,037,943 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $147.4M | 1.03% | 2,070,815 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $146.6M | 1.02% | 467,030 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $146.2M | 1.02% | 1,927,740 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $144.6M | 1.01% | 688,819 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $142.5M | 0.99% | 494,828 | Common | SOLE |
| 05589G102 | BWIN | THE BALDWIN INSURANCE GRP IN | $139.4M | 0.97% | 3,256,446 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $137.9M | 0.96% | 3,283,545 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $137.1M | 0.96% | 2,665,684 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $134.4M | 0.94% | 2,529,820 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $133.9M | 0.93% | 654,385 | Common | SOLE |
| 303075105 | FDS | FACTSET RESH SYS INC | $133.1M | 0.93% | 297,662 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $129.1M | 0.90% | 2,914,472 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $126.9M | 0.89% | 108,035 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $126.5M | 0.88% | 121,614 | Common | SOLE |
| G3223R108 | EG | EVEREST GROUP LTD | $126.4M | 0.88% | 371,810 | Common | SOLE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $122.5M | 0.86% | 147,995 | Common | SOLE |
| 533900106 | LECO | LINCOLN ELEC HLDGS INC | $120.6M | 0.84% | 581,580 | Common | SOLE |
| 78351F107 | RYAN | RYAN SPECIALTY HOLDINGS INC | $117.8M | 0.82% | 1,733,238 | Common | SOLE |
| 72703H101 | PLNT | PLANET FITNESS INC | $117.5M | 0.82% | 1,077,113 | Common | SOLE |
| 892672106 | TW | TRADEWEB MKTS INC | $115.6M | 0.81% | 789,505 | Common | SOLE |
| 148929102 | CAVA | CAVA GROUP INC | $113.9M | 0.79% | 1,351,955 | Common | SOLE |
| 68278B107 | K4F | ONESTREAM INC | $106.8M | 0.75% | 3,774,996 | Common | SOLE |
| 45168D104 | IDXX | IDEXX LABS INC | $103.1M | 0.72% | 192,226 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $101.8M | 0.71% | 661,232 | Common | SOLE |
| 32020R109 | FFIN | FIRST FINL BANKSHARES INC | $101.8M | 0.71% | 2,829,222 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $100.1M | 0.70% | 416,839 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $99.3M | 0.69% | 320,920 | Common | SOLE |
| 441593100 | HLI | HOULIHAN LOKEY INC | $98.3M | 0.69% | 546,340 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $98.0M | 0.68% | 447,675 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $97.6M | 0.68% | 2,157,010 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $95.8M | 0.67% | 1,330,300 | Common | SOLE |
| 440452100 | HRL | HORMEL FOODS CORP | $95.3M | 0.67% | 3,149,932 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $95.2M | 0.66% | 1,045,262 | Common | SOLE |
| 854231107 | SXI | STANDEX INTL CORP | $94.4M | 0.66% | 603,095 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $94.3M | 0.66% | 1,504,705 | Common | SOLE |
| 01644J108 | ALKT | ALKAMI TECHNOLOGY INC | $92.4M | 0.64% | 3,064,695 | Common | SOLE |
| 74935Q107 | RBA | RB GLOBAL INC | $92.2M | 0.64% | 868,197 | Common | SOLE |
| 189054109 | CLX | CLOROX CO DEL | $91.8M | 0.64% | 764,804 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $91.1M | 0.64% | 1,963,132 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $90.2M | 0.63% | 4,935,066 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $90.0M | 0.63% | 1,046,822 | Common | SOLE |
| 67000B104 | NOVT | NOVANTA INC | $89.6M | 0.63% | 694,691 | Common | SOLE |
| 34959J108 | FTV | FORTIVE CORP | $89.4M | 0.62% | 1,714,801 | Common | SOLE |
| 126402106 | CSW | CSW INDUSTRIALS INC | $88.9M | 0.62% | 309,853 | Common | SOLE |
| 000360206 | AAON | AAON INC | $87.1M | 0.61% | 1,181,661 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $85.0M | 0.59% | 707,046 | Common | SOLE |
| 69343T107 | PJT | PJT PARTNERS INC | $82.9M | 0.58% | 502,391 | Common | SOLE |
| 82900L102 | SMPL | SIMPLY GOOD FOODS CO | $80.1M | 0.56% | 2,535,489 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $79.3M | 0.55% | 672,020 | Common | SOLE |
| 48282T104 | KAI | KADANT INC | $78.9M | 0.55% | 248,632 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $77.9M | 0.54% | 501,850 | Common | SOLE |
| 71944F106 | PHR | PHREESIA INC | $77.5M | 0.54% | 2,724,553 | Common | SOLE |
| 78473E103 | SPXC | SPX TECHNOLOGIES INC | $77.1M | 0.54% | 459,574 | Common | SOLE |
| 607828100 | MOD | MODINE MFG CO | $73.2M | 0.51% | 743,643 | Common | SOLE |
| 75524B104 | RBC | RBC BEARINGS INC | $72.1M | 0.50% | 187,298 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $70.6M | 0.49% | 156,618 | Common | SOLE |
| 296315104 | ESE | ESCO TECHNOLOGIES INC | $68.3M | 0.48% | 355,867 | Common | SOLE |
| 10576N102 | BRZE | BRAZE INC | $68.2M | 0.48% | 2,426,577 | Common | SOLE |
| 929328102 | WSFS | WSFS FINL CORP | $66.5M | 0.46% | 1,209,143 | Common | SOLE |
| 830940102 | SKWD | SKYWARD SPECIALTY INS GROUP | $66.4M | 0.46% | 1,148,666 | Common | SOLE |
| 04963C209 | ATRC | ATRICURE INC | $66.1M | 0.46% | 2,016,754 | Common | SOLE |
| 379577208 | GMED | GLOBUS MED INC | $63.8M | 0.45% | 1,081,196 | Common | SOLE |
| 292765104 | EPAC | ENERPAC TOOL GROUP CORP | $62.8M | 0.44% | 1,548,073 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $61.7M | 0.43% | 1,070,646 | Common | SOLE |
| 942749102 | WTS | WATTS WATER TECHNOLOGIES INC | $60.8M | 0.42% | 247,300 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $60.4M | 0.42% | 1,708,810 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $59.8M | 0.42% | 750,283 | Common | SOLE |
| 861025104 | SYBT | STOCK YDS BANCORP INC | $58.2M | 0.41% | 736,620 | Common | SOLE |
| 513847103 | MZTI | LANCASTER COLONY CORP | $57.3M | 0.40% | 331,659 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $57.3M | 0.40% | 1,512,304 | Common | SOLE |
| 104674106 | BRC | BRADY CORP | $55.8M | 0.39% | 821,401 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $54.4M | 0.38% | 1,239,962 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $53.5M | 0.37% | 412,106 | Common | SOLE |
| 204166102 | CVLT | COMMVAULT SYS INC | $52.8M | 0.37% | 303,144 | Common | SOLE |
| 88025T102 | TENB | TENABLE HLDGS INC | $51.8M | 0.36% | 1,532,453 | Common | SOLE |
| 819047101 | SHAK | SHAKE SHACK INC | $51.5M | 0.36% | 366,405 | Common | SOLE |
| 69753M105 | PLMR | PALOMAR HLDGS INC | $51.3M | 0.36% | 332,687 | Common | SOLE |
| 373865104 | GABC | GERMAN AMERN BANCORP INC | $50.2M | 0.35% | 1,304,428 | Common | SOLE |
| 893529107 | TRNS | TRANSCAT INC | $47.6M | 0.33% | 553,220 | Common | SOLE |
| 918090101 | UTZ | UTZ BRANDS INC | $47.4M | 0.33% | 3,778,117 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $46.5M | 0.32% | 471,802 | Common | SOLE |
| 153527205 | CENTA | CENTRAL GARDEN & PET CO | $44.0M | 0.31% | 1,404,761 | Common | SOLE |
| 207410101 | CNMD | CONMED CORP | $43.5M | 0.30% | 835,854 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $42.4M | 0.30% | 997,291 | Common | SOLE |
| 861896108 | SNEX | STONEX GROUP INC | $41.6M | 0.29% | 456,150 | Common | SOLE |
| 749607107 | RLI | RLI CORP | $40.9M | 0.29% | 566,916 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $40.3M | 0.28% | 2,140,074 | Common | SOLE |
| 98311A105 | WH | WYNDHAM HOTELS & RESORTS INC | $39.7M | 0.28% | 488,626 | Common | SOLE |
| 05945F103 | BANF | BANCFIRST CORP | $39.2M | 0.27% | 317,437 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $38.4M | 0.27% | 1,280,886 | Common | SOLE |
| 466032109 | JJSF | J & J SNACK FOODS CORP | $37.6M | 0.26% | 331,791 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $37.5M | 0.26% | 363,026 | Common | SOLE |
| 03071H100 | AMSF | AMERISAFE INC | $34.9M | 0.24% | 797,663 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $31.8M | 0.22% | 1,300,799 | Common | SOLE |
| 33748L101 | FWRG | FIRST WATCH RESTAURANT GROUP | $31.3M | 0.22% | 1,953,489 | Common | SOLE |
| 875372203 | TNDM | TANDEM DIABETES CARE INC | $27.1M | 0.19% | 1,455,123 | Common | SOLE |
| P73684113 | OSW | ONESPAWORLD HOLDINGS LIMITED | $26.9M | 0.19% | 1,320,020 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $24.8M | 0.17% | 1,664,750 | Common | SOLE |
| 10258P102 | LUCK | LUCKY STRIKE ENTERTAINMENT C | $23.8M | 0.17% | 2,603,890 | Common | SOLE |
| 750940108 | RAL | RALLIANT CORP | $20.9M | 0.15% | 431,387 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $13.7M | 0.10% | 332,020 | Common | SOLE |
| 012348108 | AIN | ALBANY INTL CORP | $12.1M | 0.08% | 172,011 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $308,424 | 0.00% | 300 | Common | SOLE |
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.