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View AllLatest Champlain Investment Partners, LLC Stock Portfolio
$16.87Billion
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Champlain Investment Partners, LLC and it’s 13F Hedge Fund Stock Holdings
Champlain Investment Partners, LLC is a hedge fund based in Burlington, VT. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $16 Billions. In it's latest 13F Holdings report, Champlain Investment Partners, LLC reported an equity portfolio of $16.9 Billions as of 31 Dec, 2023.
The top stock holdings of Champlain Investment Partners, LLC are PSTG, AME, NTNX. The fund has invested 2.9% of it's portfolio in PURE STORAGE INC and 2.4% of portfolio in AMETEK INC.
The fund managers got completely rid off NEW RELIC INC (NEWR), HOSTESS BRANDS INC (TWNK) and ABCAM PLC (ABCM) stocks. They significantly reduced their stock positions in WINGSTOP INC (WING), AUTODESK INC (ADSK) and WORKDAY INC (WDAY). Champlain Investment Partners, LLC opened new stock positions in EXACT SCIENCES CORP (EXAS), AXON ENTERPRISE INC (AXON) and KINSALE CAP GROUP INC (KNSL). The fund showed a lot of confidence in some stocks as they added substantially to ENERPAC TOOL GROUP CORP (EPAC), SI-BONE INC (SIBN) and BRAZE INC (BRZE).
The top stock holdings of Champlain Investment Partners, LLC are PSTG, AME, NTNX. The fund has invested 2.9% of it's portfolio in PURE STORAGE INC and 2.4% of portfolio in AMETEK INC.
The fund managers got completely rid off NEW RELIC INC (NEWR), HOSTESS BRANDS INC (TWNK) and ABCAM PLC (ABCM) stocks. They significantly reduced their stock positions in WINGSTOP INC (WING), AUTODESK INC (ADSK) and WORKDAY INC (WDAY). Champlain Investment Partners, LLC opened new stock positions in EXACT SCIENCES CORP (EXAS), AXON ENTERPRISE INC (AXON) and KINSALE CAP GROUP INC (KNSL). The fund showed a lot of confidence in some stocks as they added substantially to ENERPAC TOOL GROUP CORP (EPAC), SI-BONE INC (SIBN) and BRAZE INC (BRZE).
New Buys
| Ticker | $ Bought |
|---|---|
| EXACT SCIENCES CORP | 60,680,200 |
| AXON ENTERPRISE INC | 57,014,700 |
| KINSALE CAP GROUP INC | 51,330,000 |
| COMMVAULT SYS INC | 41,584,000 |
| IRHYTHM TECHNOLOGIES INC | 30,194,900 |
New stocks bought by Champlain Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ENERPAC TOOL GROUP CORP | 453 |
| SI-BONE INC | 177 |
| BRAZE INC | 51.24 |
| RYAN SPECIALTY HOLDINGS INC | 51.09 |
| MCCORMICK & CO INC | 48.81 |
| BROWN FORMAN CORP | 45.27 |
| CLOROX CO DEL | 39.02 |
| INSPIRE MED SYS INC | 38.13 |
Additions to existing portfolio by Champlain Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| WINGSTOP INC | -56.55 |
| AUTODESK INC | -35.82 |
| WORKDAY INC | -31.87 |
| CSW INDUSTRIALS INC | -24.22 |
| NUTANIX INC | -18.67 |
| RBC BEARINGS INC | -17.74 |
| ZSCALER INC | -16.48 |
| ANSYS INC | -16.19 |
Champlain Investment Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ABCAM PLC | -110,368,000 |
| HOSTESS BRANDS INC | -156,443,000 |
| SOVOS BRANDS INC | -72,458,200 |
| WILEY JOHN & SONS INC | -74,439,400 |
| NEW RELIC INC | -169,492,000 |
| OUTSET MED INC | -20,960,800 |
Champlain Investment Partners, LLC got rid off the above stocks
Current Stock Holdings of Champlain Investment Partners, LLC
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAP | ADVANCE AUTO PARTS INC | 0.55 | 1,528,240 | 93,268,400 | REDUCED | -1.18 | |
| ABCM | ABCAM PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADSK | AUTODESK INC | 0.83 | 578,025 | 140,738,000 | REDUCED | -35.82 | |
| AIN | ALBANY INTL CORP | 0.60 | 1,033,720 | 101,532,000 | ADDED | 2.24 | |
| AJG | GALLAGHER ARTHUR J & CO | 0.85 | 637,735 | 143,414,000 | REDUCED | -1.5 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 0.79 | 1,132,140 | 133,989,000 | REDUCED | -13.08 | |
| ALGN | ALIGN TECHNOLOGY INC | 0.92 | 568,577 | 155,790,000 | REDUCED | -1.66 | |
| AME | AMETEK INC | 2.38 | 2,434,400 | 401,409,000 | REDUCED | -1.57 | |
| AMSF | AMERISAFE INC | 0.21 | 758,636 | 35,489,000 | ADDED | 15.53 | |
| ANSS | ANSYS INC | 0.83 | 386,955 | 140,418,000 | REDUCED | -16.19 | |
| ASAN | ASANA INC | 0.36 | 3,177,680 | 60,407,700 | REDUCED | -4.85 | |
| ATRC | ATRICURE INC | 0.45 | 2,105,400 | 75,141,600 | ADDED | 13.71 | |
| AXNX | AXONICS INC | 0.71 | 1,917,130 | 119,303,000 | REDUCED | -4.78 | |
| AXON | AXON ENTERPRISE INC | 0.34 | 220,705 | 57,014,700 | NEW | ||
| B | BARNES GROUP INC | 0.21 | 1,073,320 | 35,022,300 | REDUCED | -14.09 | |
| BANF | BANCFIRST CORP | 0.32 | 563,109 | 54,807,400 | REDUCED | -4.59 | |
| BBWI | BATH & BODY WORKS INC | 1.23 | 4,813,290 | 207,742,000 | REDUCED | -2.24 | |
| BOWL | BOWLERO CORP | 0.21 | 2,541,780 | 35,991,600 | ADDED | 22.24 | |
| BOX | BOX INC | 0.52 | 3,414,380 | 87,442,200 | REDUCED | -5.05 | |
| BRP | BRP GROUP INC | 0.51 | 3,560,690 | 85,527,800 | REDUCED | -4.84 | |
| BRZE | BRAZE INC | 0.62 | 1,956,160 | 103,931,000 | ADDED | 51.24 | |
| CBU | COMMUNITY BK SYS INC | 0.30 | 960,534 | 50,053,400 | REDUCED | -5.62 | |
| CENT | CENTRAL GARDEN & PET CO | 0.48 | 1,845,670 | 81,283,300 | ADDED | 5.29 | |
| CFR | CULLEN FROST BANKERS INC | 1.74 | 2,697,270 | 292,627,000 | ADDED | 25.2 | |
| CLX | CLOROX CO DEL | 1.35 | 1,600,910 | 228,274,000 | ADDED | 39.02 | |
| CNMD | CONMED CORP | 0.62 | 957,325 | 104,837,000 | ADDED | 1.49 | |
| COO | COOPER COS INC | 0.99 | 440,500 | 166,703,000 | ADDED | 10.74 | |
| CSWI | CSW INDUSTRIALS INC | 0.52 | 418,670 | 86,836,300 | REDUCED | -24.22 | |
| CVLT | COMMVAULT SYS INC | 0.25 | 520,777 | 41,584,000 | NEW | ||
| DPZ | DOMINOS PIZZA INC | 0.38 | 154,467 | 63,675,900 | REDUCED | -3.99 | |
| DXCM | DEXCOM INC | 1.55 | 2,109,980 | 261,828,000 | REDUCED | -2.21 | |
| EPAC | ENERPAC TOOL GROUP CORP | 0.55 | 3,005,260 | 93,433,400 | ADDED | 453 | |
| ESE | ESCO TECHNOLOGIES INC | 0.80 | 1,145,600 | 134,070,000 | REDUCED | -5.83 | |
| EW | EDWARDS LIFESCIENCES CORP | 1.30 | 2,875,960 | 219,292,000 | ADDED | 3.93 | |
| EWCZ | EUROPEAN WAX CTR INC | 0.27 | 3,310,240 | 44,986,200 | REDUCED | -4.56 | |
| EXAS | EXACT SCIENCES CORP | 0.36 | 820,225 | 60,680,200 | NEW | ||
| FDS | FACTSET RESH SYS INC | 1.19 | 420,307 | 200,507,000 | REDUCED | -2.93 | |
| FFIN | FIRST FINL BANKSHARES INC | 0.47 | 2,613,530 | 79,189,900 | ADDED | 11.71 | |
| FRPT | FRESHPET INC | 1.95 | 3,794,060 | 329,173,000 | REDUCED | -0.08 | |
| FRSH | FRESHWORKS INC | 0.84 | 5,992,900 | 140,773,000 | ADDED | 5.86 | |
| FTV | FORTIVE CORP | 2.23 | 5,103,950 | 375,804,000 | REDUCED | -1.75 | |
| GABC | GERMAN AMERN BANCORP INC | 0.27 | 1,424,320 | 46,162,300 | REDUCED | -5.8 | |
| GGG | GRACO INC | 0.89 | 1,732,400 | 150,303,000 | REDUCED | -2.04 | |
| GMED | GLOBUS MED INC | 0.63 | 2,000,640 | 106,614,000 | ADDED | 4.34 | |
| HAYW | HAYWARD HLDGS INC | 0.50 | 6,161,610 | 83,797,900 | ADDED | 18.12 | |
| HRL | HORMEL FOODS CORP | 0.96 | 5,049,240 | 162,131,000 | REDUCED | -2.2 | |
| IART | INTEGRA LIFESCIENCES HLDGS C | 0.63 | 2,435,960 | 106,086,000 | REDUCED | -0.12 | |
| IDXX | IDEXX LABS INC | 0.66 | 200,946 | 111,535,000 | REDUCED | -5.62 | |
| IEX | IDEX CORP | 1.42 | 1,105,340 | 239,981,000 | REDUCED | -3.28 | |
| INDB | INDEPENDENT BK CORP MASS | 0.24 | 629,155 | 41,404,700 | REDUCED | -7.84 | |
| INSP | INSPIRE MED SYS INC | 0.78 | 648,595 | 131,944,000 | ADDED | 38.13 | |
| IOSP | INNOSPEC INC | 0.57 | 779,565 | 96,073,600 | REDUCED | -5.28 | |
| IRTC | IRHYTHM TECHNOLOGIES INC | 0.18 | 282,090 | 30,194,900 | NEW | ||
| JBT | JOHN BEAN TECHNOLOGIES CORP | 0.84 | 1,433,120 | 142,524,000 | REDUCED | -5.61 | |
| JJSF | J & J SNACK FOODS CORP | 0.37 | 373,388 | 62,408,100 | REDUCED | -13.34 | |
| JRVR | JAMES RIV GROUP LTD | 0.08 | 1,422,260 | 13,141,700 | REDUCED | -4.59 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 1.26 | 1,341,180 | 213,368,000 | ADDED | 27.56 | |
| KNSL | KINSALE CAP GROUP INC | 0.30 | 153,265 | 51,330,000 | NEW | ||
| LANC | LANCASTER COLONY CORP | 0.61 | 617,641 | 102,769,000 | REDUCED | -5.17 | |
| LESL | LESLIES INC | 0.61 | 14,815,000 | 102,372,000 | REDUCED | -3.44 | |
| LW | LAMB WESTON HLDGS INC | 0.71 | 1,104,300 | 119,364,000 | ADDED | 11.75 | |
| MDB | MONGODB INC | 1.09 | 449,959 | 183,966,000 | REDUCED | -2.87 | |
| MEG | MONTROSE ENVIRONMENTAL GROUP | 0.26 | 1,365,750 | 43,881,500 | REDUCED | -6.29 | |
| MGPI | MGP INGREDIENTS INC NEW | 0.64 | 1,090,230 | 107,410,000 | ADDED | 10.57 | |
| MKC | MCCORMICK & CO INC | 1.25 | 3,075,040 | 210,394,000 | ADDED | 48.81 | |
| MSA | MSA SAFETY INC | 0.66 | 657,864 | 111,067,000 | ADDED | 12.87 | |
| MTD | METTLER TOLEDO INTERNATIONAL | 1.19 | 164,812 | 199,910,000 | ADDED | 18.33 | |
| NDSN | NORDSON CORP | 1.59 | 1,012,530 | 267,470,000 | REDUCED | -1.97 | |
| NEOG | NEOGEN CORP | 0.67 | 5,597,790 | 112,572,000 | ADDED | 27.54 | |
| NEWR | NEW RELIC INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NOVT | NOVANTA INC | 0.52 | 526,102 | 88,600,800 | ADDED | 25.41 | |
| NOW | SERVICENOW INC | 0.00 | 660 | 466,283 | ADDED | 13.79 | |
| NTNX | NUTANIX INC | 2.37 | 8,380,520 | 399,667,000 | REDUCED | -18.67 | |
| NTRS | NORTHERN TR CORP | 0.84 | 1,685,670 | 142,237,000 | REDUCED | -2.32 | |
| OKTA | OKTA INC | 2.15 | 3,999,610 | 362,084,000 | REDUCED | -4.68 | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 0.24 | 530,118 | 40,230,700 | REDUCED | -4.83 | |
| OM | OUTSET MED INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| OMCL | OMNICELL COM | 0.34 | 1,511,970 | 56,895,400 | REDUCED | -4.57 | |
| PANW | PALO ALTO NETWORKS INC | 1.06 | 607,223 | 179,058,000 | REDUCED | -4.03 | |
| PEN | PENUMBRA INC | 0.70 | 467,895 | 117,694,000 | ADDED | 32.4 | |
| PLMR | PALOMAR HLDGS INC | 0.42 | 1,271,180 | 70,550,500 | ADDED | 13.4 | |
| PLNT | PLANET FITNESS INC | 1.52 | 3,505,420 | 255,896,000 | REDUCED | -4.54 | |
| PRCT | PROCEPT BIOROBOTICS CORP | 0.40 | 1,588,040 | 66,554,700 | ADDED | 1.25 | |
| PSTG | PURE STORAGE INC | 2.93 | 13,858,000 | 494,175,000 | ADDED | 8.72 | |
| QTWO | Q2 HLDGS INC | 0.43 | 1,659,980 | 72,059,500 | REDUCED | -5.55 | |
| RBA | RB GLOBAL INC | 0.46 | 1,153,390 | 77,150,500 | REDUCED | -4.96 | |
| RGEN | REPLIGEN CORP | 0.99 | 926,440 | 166,574,000 | ADDED | 8.33 | |
| ROK | ROCKWELL AUTOMATION INC | 0.87 | 471,317 | 146,334,000 | REDUCED | -2.48 | |
| ROLL | RBC BEARINGS INC | 0.89 | 529,050 | 150,721,000 | REDUCED | -17.74 | |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 0.98 | 3,857,830 | 165,964,000 | ADDED | 51.09 | |
| SBH | SALLY BEAUTY HLDGS INC | 0.31 | 3,941,440 | 52,342,300 | REDUCED | -8.61 | |
| SFBS | SERVISFIRST BANCSHARES INC | 0.42 | 1,074,150 | 71,570,800 | ADDED | 8.58 | |
| SHAK | SHAKE SHACK INC | 0.55 | 1,249,100 | 92,583,300 | ADDED | 14.09 | |
| SIBN | SI-BONE INC | 0.15 | 1,197,540 | 25,136,300 | ADDED | 177 | |
| SIGI | SELECTIVE INS GROUP INC | 0.63 | 1,066,980 | 106,143,000 | REDUCED | -5.32 | |
| SJM | SMUCKER J M CO | 0.85 | 1,130,320 | 142,849,000 | ADDED | 7.18 | |
| SMAR | SMARTSHEET INC | 0.78 | 2,761,840 | 132,071,000 | ADDED | 5.15 | |
| SMPL | SIMPLY GOOD FOODS CO | 0.72 | 3,084,940 | 122,164,000 | REDUCED | -1.64 | |
| SNPS | SYNOPSYS INC | 1.07 | 349,581 | 180,003,000 | REDUCED | -0.68 | |
| SOVO | SOVOS BRANDS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| STE | STERIS PLC | 1.39 | 1,062,590 | 233,611,000 | REDUCED | -1.47 | |
| SXI | STANDEX INTL CORP | 0.57 | 609,172 | 96,480,700 | ADDED | 6.53 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 0.53 | 1,357,110 | 89,569,000 | ADDED | 19.37 | |
| SYBT | STOCK YDS BANCORP INC | 0.34 | 1,117,530 | 57,541,400 | ADDED | 30.12 | |
| TECH | BIO-TECHNE CORP | 1.27 | 2,776,120 | 214,205,000 | ADDED | 3.11 | |
| TENB | TENABLE HLDGS INC | 0.27 | 997,618 | 45,950,300 | REDUCED | -5.00 | |
| TNDM | TANDEM DIABETES CARE INC | 0.27 | 1,529,830 | 45,252,400 | REDUCED | -5.33 | |
| TOST | TOAST INC | 0.99 | 9,142,970 | 166,951,000 | ADDED | 9.09 | |
| TRNS | TRANSCAT INC | 0.23 | 354,491 | 38,756,500 | REDUCED | -9.78 | |
| TRS | TRIMAS CORP | 0.29 | 1,952,190 | 49,448,900 | REDUCED | -5.06 | |
| TSCO | TRACTOR SUPPLY CO | 0.92 | 725,213 | 155,943,000 | REDUCED | -2.76 | |
| TTC | TORO CO | 1.39 | 2,444,800 | 234,676,000 | REDUCED | -1.74 | |
| TW | TRADEWEB MKTS INC | 1.01 | 1,877,900 | 170,664,000 | REDUCED | -14.92 | |
| TWNK | HOSTESS BRANDS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ULTA | ULTA BEAUTY INC | 1.06 | 364,200 | 178,454,000 | ADDED | 6.68 | |
| UTZ | UTZ BRANDS INC | 0.54 | 5,634,800 | 91,509,200 | REDUCED | -5.14 | |
| VCYT | VERACYTE INC | 0.36 | 2,188,260 | 60,199,000 | REDUCED | -5.03 | |
| VEEV | VEEVA SYS INC | 1.42 | 1,244,680 | 239,626,000 | REDUCED | -0.93 | |
| WAT | WATERS CORP | 1.53 | 785,129 | 258,488,000 | REDUCED | -2.3 | |
| WDAY | WORKDAY INC | 1.48 | 901,286 | 248,809,000 | REDUCED | -31.87 | |
| WING | WINGSTOP INC | 0.26 | 170,515 | 43,750,700 | REDUCED | -56.55 | |
| WK | WORKIVA INC | 0.51 | 847,169 | 86,013,100 | REDUCED | -4.94 | |
| WLY | WILEY JOHN & SONS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WSFS | WSFS FINL CORP | 0.31 | 1,133,190 | 52,047,500 | REDUCED | -5.6 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 0.56 | 265,755 | 93,577,600 | REDUCED | -2.92 | |
| XRAY | DENTSPLY SIRONA INC | 0.81 | 3,856,580 | 137,256,000 | REDUCED | -0.34 | |
| XYL | XYLEM INC | 1.55 | 2,288,460 | 261,708,000 | ADDED | 4.88 | |
| ZS | ZSCALER INC | 1.86 | 1,415,380 | 313,593,000 | REDUCED | -16.48 | |
| EVEREST GROUP LTD | 1.80 | 860,395 | 304,218,000 | REDUCED | -14.26 | ||
| BROWN FORMAN CORP | 1.18 | 3,477,600 | 198,571,000 | ADDED | 45.27 | ||
| SKYWARD SPECIALTY INS GROUP | 0.28 | 1,401,470 | 47,481,800 | ADDED | 12.54 |