Champlain Investment Partners, LLC Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$16.2B
Holdings
121
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC | 14,166,733 | $521.6M | 3.21% | |
| 2 | AMEAMETEK INC | 2,479,680 | $401.4M | 2.47% | |
| 3 | FTVFORTIVE CORP | 5,206,971 | $389.3M | 2.40% | |
| 4 | WDAYWORKDAY INC | 1,680,551 | $379.6M | 2.34% | |
| 5 | REEVEREST RE GROUP LTD | 1,005,900 | $343.9M | 2.12% | |
| 6 | GNRCGENERAC HLDGS INC | 1,954,264 | $291.4M | 1.79% | |
| 7 | OKTAOKTA INC | 4,159,017 | $288.4M | 1.78% | |
| 8 | TWTRADEWEB MKTS INC | 3,974,720 | $272.2M | 1.68% | |
| 9 | ZSZSCALER INC | 1,787,005 | $261.4M | 1.61% | |
| 10 | EWEDWARDS LIFESCIENCES CORP | 2,770,493 | $261.3M | 1.61% | |
| 11 | TTCTORO CO | 2,489,571 | $253.1M | 1.56% | |
| 12 | VEEVVEEVA SYS INC | 1,260,627 | $249.3M | 1.53% | |
| 13 | FRPTFRESHPET INC | 3,738,435 | $246.0M | 1.51% | |
| 14 | NDSNNORDSON CORP | 984,065 | $244.2M | 1.50% | |
| 15 | DC4DEXCOM INC | 1,893,498 | $243.3M | 1.50% | |
| 16 | STESTERIS PLC | 1,081,342 | $243.3M | 1.50% | |
| 17 | NTNXNUTANIX INC | 8,656,391 | $242.8M | 1.50% | |
| 18 | IEXIDEX CORP | 1,068,996 | $230.1M | 1.42% | |
| 19 | AKAMAKAMAI TECHNOLOGIES INC | 2,477,818 | $222.7M | 1.37% | |
| 20 | ADSKAUTODESK INC | 1,073,305 | $219.6M | 1.35% | |
| 21 | PLNTPLANET FITNESS INC | 3,103,159 | $209.3M | 1.29% | |
| 22 | AFWALIGN TECHNOLOGY INC | 579,147 | $204.8M | 1.26% | |
| 23 | WATWATERS CORP | 756,549 | $201.7M | 1.24% | |
| 24 | ROKROCKWELL AUTOMATION INC | 605,657 | $199.5M | 1.23% | |
| 25 | PANWPALO ALTO NETWORKS INC | 753,963 | $192.6M | 1.19% | |
| 26 | MDBMONGODB INC | 465,269 | $191.2M | 1.18% | |
| 27 | JBTJOHN BEAN TECHNOLOGIES CORP | 1,519,830 | $184.4M | 1.14% | |
| 28 | CLXCLOROX CO DEL | 1,157,714 | $184.1M | 1.13% | |
| 29 | INSPINSPIRE MED SYS INC | 566,115 | $183.8M | 1.13% | |
| 30 | PENPENUMBRA INC | 531,800 | $183.0M | 1.13% | |
| 31 | MCXMCCORMICK & CO INC | 2,075,197 | $181.0M | 1.11% | |
| 32 | MSAMSA SAFETY INC | 1,018,655 | $177.2M | 1.09% | |
| 33 | HRLHORMEL FOODS CORP | 4,345,772 | $174.8M | 1.08% | |
| 34 | TECHBIO-TECHNE CORP | 2,130,509 | $173.9M | 1.07% | |
| 35 | FDSFACTSET RESH SYS INC | 433,517 | $173.7M | 1.07% | |
| 36 | IARTINTEGRA LIFESCIENCES HLDGS C | 3,901,723 | $160.5M | 0.99% | |
| 37 | TOSTTOAST INC | 7,065,585 | $159.5M | 0.98% | |
| 38 | BF/BBROWN FORMAN CORP | 2,364,465 | $157.9M | 0.97% | |
| 39 | XRAYDENTSPLY SIRONA INC | 3,875,642 | $155.1M | 0.96% | |
| 40 | SNPSSYNOPSYS INC | 353,431 | $153.9M | 0.95% | |
| 41 | GGGGRACO INC | 1,775,277 | $153.3M | 0.94% | |
| 42 | COOCOOPER COS INC | 399,730 | $153.3M | 0.94% | |
| 43 | TSCOTRACTOR SUPPLY CO | 687,183 | $151.9M | 0.94% | |
| 44 | WSTWEST PHARMACEUTICAL SVSC INC | 382,910 | $146.5M | 0.90% | |
| 45 | —LESLIES INC | 15,394,083 | $144.6M | 0.89% | |
| 46 | SJMSMUCKER J M CO | 966,295 | $142.7M | 0.88% | |
| 47 | AJGGALLAGHER ARTHUR J & CO | 649,030 | $142.5M | 0.88% | |
| 48 | ASANASANA INC | 6,446,849 | $142.1M | 0.87% | |
| 49 | BBWIBATH & BODY WORKS INC | 3,569,045 | $133.8M | 0.82% | |
| 50 | XYLXYLEM INC | 1,176,247 | $132.5M | 0.82% | |
| 51 | MZTILANCASTER COLONY CORP | 650,093 | $130.7M | 0.80% | |
| 52 | NEWREURNEW RELIC INC | 1,990,355 | $130.2M | 0.80% | |
| 53 | CNMDCONMED CORP | 944,370 | $128.3M | 0.79% | |
| 54 | ESEESCO TECHNOLOGIES INC | 1,213,350 | $125.7M | 0.77% | |
| 55 | RBARB GLOBAL INC | 2,047,830 | $122.9M | 0.76% | |
| 56 | ULTAULTA BEAUTY INC | 254,695 | $119.9M | 0.74% | |
| 57 | CFRCULLEN FROST BANKERS INC | 1,098,436 | $118.1M | 0.73% | |
| 58 | WKWORKIVA INC | 1,152,255 | $117.1M | 0.72% | |
| 59 | LWLAMB WESTON HLDGS INC | 990,355 | $113.8M | 0.70% | |
| 60 | NTRSNORTHERN TR CORP | 1,529,496 | $113.4M | 0.70% | |
| 61 | RBCRBC BEARINGS INC | 518,055 | $112.7M | 0.69% | |
| 62 | AWNADVANCE AUTO PARTS INC | 1,556,838 | $109.4M | 0.67% | |
| 63 | SIGISELECTIVE INS GROUP INC | 1,128,520 | $108.3M | 0.67% | |
| 64 | CSWCSW INDUSTRIALS INC | 650,215 | $108.1M | 0.67% | |
| 65 | IDXXIDEXX LABS INC | 213,364 | $107.2M | 0.66% | |
| 66 | BOXBOX INC | 3,601,000 | $105.8M | 0.65% | |
| 67 | MGPIMGP INGREDIENTS INC NEW | 987,115 | $104.9M | 0.65% | |
| 68 | GMEDGLOBUS MED INC | 1,702,750 | $101.4M | 0.62% | |
| 69 | FRSHFRESHWORKS INC | 5,673,040 | $99.7M | 0.61% | |
| 70 | TWNKEURHOSTESS BRANDS INC | 3,913,935 | $99.1M | 0.61% | |
| 71 | AKXANSYS INC | 295,460 | $97.6M | 0.60% | |
| 72 | BUWABIO RAD LABS INC | 256,730 | $97.3M | 0.60% | |
| 73 | UTZUTZ BRANDS INC | 5,916,100 | $96.8M | 0.60% | |
| 74 | 1GSNNOVANTA INC | 524,232 | $96.5M | 0.59% | |
| 75 | SHAKSHAKE SHACK INC | 1,240,490 | $96.4M | 0.59% | |
| 76 | —ABCAM PLC | 3,861,921 | $94.5M | 0.58% | |
| 77 | SMPLSIMPLY GOOD FOODS CO | 2,503,794 | $91.6M | 0.56% | |
| 78 | ATRCATRICURE INC | 1,810,385 | $89.4M | 0.55% | |
| 79 | NEOGNEOGEN CORP | 4,090,970 | $89.0M | 0.55% | |
| 80 | AXNX*AXONICS INC | 1,741,395 | $87.9M | 0.54% | |
| 81 | RGENREPLIGEN CORP | 610,745 | $86.4M | 0.53% | |
| 82 | IOSPINNOSPEC INC | 823,140 | $82.7M | 0.51% | |
| 83 | SMARGBPSMARTSHEET INC | 2,153,245 | $82.4M | 0.51% | |
| 84 | BWINBRP GROUP INC | 3,319,445 | $82.3M | 0.51% | |
| 85 | SSFSENSIENT TECHNOLOGIES CORP | 1,138,895 | $81.0M | 0.50% | |
| 86 | SXISTANDEX INTL CORP | 572,341 | $81.0M | 0.50% | |
| 87 | JJSFJ & J SNACK FOODS CORP | 493,095 | $78.1M | 0.48% | |
| 88 | RYANRYAN SPECIALTY HOLDINGS INC | 1,661,612 | $74.6M | 0.46% | |
| 89 | OMCLOMNICELL COM | 1,008,352 | $74.3M | 0.46% | |
| 90 | WLYWILEY JOHN & SONS INC | 2,004,890 | $68.2M | 0.42% | |
| 91 | TRSTRIMAS CORP | 2,337,675 | $64.3M | 0.40% | |
| 92 | CENTACENTRAL GARDEN & PET CO | 1,738,285 | $63.4M | 0.39% | |
| 93 | AINALBANY INTL CORP | 670,315 | $62.5M | 0.39% | |
| 94 | —SOVOS BRANDS INC | 3,173,420 | $62.1M | 0.38% | |
| 95 | MEGMONTROSE ENVIRONMENTAL GROUP | 1,459,140 | $61.5M | 0.38% | |
| 96 | TENBTENABLE HLDGS INC | 1,355,005 | $59.0M | 0.36% | |
| 97 | FFINFIRST FINL BANKSHARES INC | 2,019,997 | $57.5M | 0.35% | |
| 98 | EWCZEUROPEAN WAX CTR INC | 3,033,700 | $56.5M | 0.35% | |
| 99 | PLMRPALOMAR HLDGS INC | 953,685 | $55.4M | 0.34% | |
| 100 | QTWOQ2 HLDGS INC | 1,765,316 | $54.5M | 0.34% |
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