Champlain Investment Partners, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$16.3B

Holdings

122

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
PSTGPURE STORAGE INC
5,997,732$385.1M2.36%
2
FTVFORTIVE CORP
4,883,416$361.9M2.22%
3
OKTAOKTA INC
3,851,937$360.6M2.21%
4
REEVEREST GROUP LTD
944,350$359.8M2.21%
5
AMEAMETEK INC
2,101,685$350.4M2.15%
6
NTNXNUTANIX INC
5,773,956$328.2M2.01%
7
CFRCULLEN FROST BANKERS INC
3,169,616$322.1M1.97%
8
FRPTFRESHPET INC
2,460,150$318.3M1.95%
9
RYANRYAN SPECIALTY HOLDINGS INC
4,844,722$280.6M1.72%
10
EWEDWARDS LIFESCIENCES CORP
2,948,188$272.3M1.67%
11
PLNTPLANET FITNESS INC
3,523,745$259.3M1.59%
12
MCXMCCORMICK & CO INC
3,624,442$257.1M1.58%
13
ROKROCKWELL AUTOMATION INC
863,837$237.8M1.46%
14
TOSTTOAST INC
9,027,261$232.6M1.43%
15
DC4DEXCOM INC
2,050,073$232.4M1.43%
16
PENPENUMBRA INC
1,283,850$231.1M1.42%
17
ULTAULTA BEAUTY INC
578,860$223.4M1.37%
18
STESTERIS PLC
1,016,403$223.1M1.37%
19
WATWATERS CORP
757,124$219.7M1.35%
20
BF/BBROWN FORMAN CORP
5,062,270$218.6M1.34%
21
CLXCLOROX CO DEL
1,561,639$213.1M1.31%
22
MDBMONGODB INC
847,514$211.8M1.30%
23
VEEVVEEVA SYS INC
1,141,787$209.0M1.28%
24
NDSNNORDSON CORP
853,655$198.0M1.21%
25
ZSZSCALER INC
1,005,810$193.3M1.19%
26
HRLHORMEL FOODS CORP
6,309,597$192.4M1.18%
27
KEYSKEYSIGHT TECHNOLOGIES INC
1,405,675$192.2M1.18%
28
TECHBIO-TECHNE CORP
2,677,314$191.8M1.18%
29
TWTRADEWEB MKTS INC
1,806,045$191.4M1.17%
30
IEXIDEX CORP
950,216$191.2M1.17%
31
XYLXYLEM INC
1,407,810$190.9M1.17%
32
CFLTCONFLUENT INC
6,214,005$183.5M1.13%
33
AXONAXON ENTERPRISE INC
599,155$176.3M1.08%
34
GMEDGLOBUS MED INC
2,466,458$168.9M1.04%
35
AKAMAKAMAI TECHNOLOGIES INC
1,828,253$164.7M1.01%
36
MTDMETTLER TOLEDO INTERNATIONAL
115,537$161.5M0.99%
37
PANWPALO ALTO NETWORKS INC
468,538$158.8M0.97%
38
SJMSMUCKER J M CO
1,456,010$158.8M0.97%
39
TTCTORO CO
1,693,601$158.4M0.97%
40
AJGGALLAGHER ARTHUR J & CO
609,140$158.0M0.97%
41
BWINTHE BALDWIN INSURANCE GRP IN
4,238,755$150.3M0.92%
42
FDSFACTSET RESH SYS INC
363,162$148.3M0.91%
43
SNPSSYNOPSYS INC
247,241$147.1M0.90%
44
COOCOOPER COS INC
1,683,470$147.0M0.90%
45
JBTJOHN BEAN TECHNOLOGIES CORP
1,532,609$145.6M0.89%
46
ENQENTEGRIS INC
1,053,330$142.6M0.87%
47
SMPLSIMPLY GOOD FOODS CO
3,907,984$141.2M0.87%
48
MSAMSA SAFETY INC
749,449$140.7M0.86%
49
KNSLKINSALE CAP GROUP INC
358,115$138.0M0.85%
50
GGGGRACO INC
1,731,362$137.3M0.84%
51
TSCOTRACTOR SUPPLY CO
505,033$136.4M0.84%
52
ESEESCO TECHNOLOGIES INC
1,262,976$132.7M0.81%
53
AFWALIGN TECHNOLOGY INC
547,459$132.2M0.81%
54
WDAYWORKDAY INC
571,946$127.9M0.78%
55
ADSKAUTODESK INC
504,820$124.9M0.77%
56
LWLAMB WESTON HLDGS INC
1,482,835$124.7M0.76%
57
MGPIMGP INGREDIENTS INC NEW
1,627,791$121.1M0.74%
58
SMARGBPSMARTSHEET INC
2,710,110$119.5M0.73%
59
EPACENERPAC TOOL GROUP CORP
3,125,420$119.3M0.73%
60
MZTILANCASTER COLONY CORP
605,766$114.5M0.70%
61
BRZEBRAZE INC
2,911,910$113.1M0.69%
62
WSTWEST PHARMACEUTICAL SVSC INC
342,290$112.7M0.69%
63
AG8AGILENT TECHNOLOGIES INC
839,140$108.8M0.67%
64
PLMRPALOMAR HLDGS INC
1,333,305$108.2M0.66%
65
XRAYDENTSPLY SIRONA INC
4,286,592$106.8M0.65%
66
SXISTANDEX INTL CORP
642,777$103.6M0.64%
67
NEOGNEOGEN CORP
6,420,501$100.4M0.62%
68
SSFSENSIENT TECHNOLOGIES CORP
1,318,771$97.8M0.60%
69
FFINFIRST FINL BANKSHARES INC
3,292,689$97.2M0.60%
70
EXASEXACT SCIENCES CORP
2,248,500$95.0M0.58%
71
AWNADVANCE AUTO PARTS INC
1,483,438$93.9M0.58%
72
AINALBANY INTL CORP
1,098,295$92.8M0.57%
73
SIGISELECTIVE INS GROUP INC
986,615$92.6M0.57%
74
BBWIBATH & BODY WORKS INC
2,369,510$92.5M0.57%
75
SFBSSERVISFIRST BANCSHARES INC
1,420,952$89.8M0.55%
76
CNMDCONMED CORP
1,285,680$89.1M0.55%
77
RBCRBC BEARINGS INC
324,330$87.5M0.54%
78
RBARB GLOBAL INC
1,133,569$86.6M0.53%
79
CENTACENTRAL GARDEN & PET CO
2,593,640$85.7M0.53%
80
UTZUTZ BRANDS INC
5,120,675$85.2M0.52%
81
TENBTENABLE HLDGS INC
1,927,565$84.0M0.52%
82
PRCTPROCEPT BIOROBOTICS CORP
1,365,279$83.4M0.51%
83
1GSNNOVANTA INC
506,712$82.6M0.51%
84
FRSHFRESHWORKS INC
6,499,728$82.5M0.51%
85
BOXBOX INC
3,060,244$80.9M0.50%
86
WKWORKIVA INC
1,100,774$80.3M0.49%
87
IRTCIRHYTHM TECHNOLOGIES INC
739,265$79.6M0.49%
88
ESABESAB CORPORATION
810,180$76.5M0.47%
89
HAYWHAYWARD HLDGS INC
6,050,385$74.4M0.46%
90
RGENREPLIGEN CORP
570,590$71.9M0.44%
91
INSPINSPIRE MED SYS INC
514,785$68.9M0.42%
92
VCYTVERACYTE INC
3,167,670$68.6M0.42%
93
FROGJFROG LTD
1,820,930$68.4M0.42%
94
SKWDSKYWARD SPECIALTY INS GROUP
1,855,615$67.1M0.41%
95
TNDMTANDEM DIABETES CARE INC
1,629,527$65.7M0.40%
96
OLLIOLLIES BARGAIN OUTLET HLDGS
661,598$64.9M0.40%
97
CVLTCOMMVAULT SYS INC
510,426$62.1M0.38%
98
ATRCATRICURE INC
2,674,945$60.9M0.37%
99
WSFSWSFS FINL CORP
1,285,206$60.4M0.37%
100
MEGMONTROSE ENVIRONMENTAL GROUP
1,346,927$60.0M0.37%
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