Champlain Investment Partners, LLC Q3 2023 Filing
Filed November 13, 2023
Portfolio Value
$15.4B
Holdings
126
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC | 12,745,983 | $454.0B | 2947.15% | |
| 2 | FTVFORTIVE CORP | 5,194,811 | $385.2B | 2500.78% | |
| 3 | REEVEREST GROUP LTD | 1,003,440 | $372.9B | 2420.94% | |
| 4 | AMEAMETEK INC | 2,473,220 | $365.4B | 2372.22% | |
| 5 | NTNXNUTANIX INC | 10,303,836 | $359.4B | 2332.98% | |
| 6 | OKTAOKTA INC | 4,195,962 | $342.0B | 2220.12% | |
| 7 | WDAYWORKDAY INC | 1,322,816 | $284.2B | 1844.89% | |
| 8 | ZSZSCALER INC | 1,694,660 | $263.7B | 1711.59% | |
| 9 | VEEVVEEVA SYS INC | 1,256,377 | $255.6B | 1659.25% | |
| 10 | FRPTFRESHPET INC | 3,797,098 | $250.2B | 1623.83% | |
| 11 | IEXIDEX CORP | 1,142,816 | $237.7B | 1543.18% | |
| 12 | STESTERIS PLC | 1,078,477 | $236.6B | 1536.11% | |
| 13 | NDSNNORDSON CORP | 1,032,860 | $230.5B | 1496.28% | |
| 14 | WATWATERS CORP | 803,634 | $220.4B | 1430.46% | |
| 15 | TTCTORO CO | 2,488,206 | $206.8B | 1342.21% | |
| 16 | DC4DEXCOM INC | 2,157,718 | $201.3B | 1306.81% | |
| 17 | XYLXYLEM INC | 2,181,971 | $198.6B | 1289.34% | |
| 18 | CFRCULLEN FROST BANKERS INC | 2,154,377 | $196.5B | 1275.55% | |
| 19 | HRLHORMEL FOODS CORP | 5,163,022 | $196.3B | 1274.57% | |
| 20 | EWEDWARDS LIFESCIENCES CORP | 2,767,323 | $191.7B | 1244.52% | |
| 21 | FDSFACTSET RESH SYS INC | 433,007 | $189.3B | 1229.05% | |
| 22 | ADSKAUTODESK INC | 900,670 | $186.4B | 1209.71% | |
| 23 | TECHBIO-TECHNE CORP | 2,692,309 | $183.3B | 1189.64% | |
| 24 | PLNTPLANET FITNESS INC | 3,672,185 | $180.6B | 1172.33% | |
| 25 | TWTRADEWEB MKTS INC | 2,207,240 | $177.0B | 1149.10% | |
| 26 | AFWALIGN TECHNOLOGY INC | 578,182 | $176.5B | 1145.92% | |
| 27 | NEWREURNEW RELIC INC | 1,979,589 | $169.5B | 1100.23% | |
| 28 | BBWIBATH & BODY WORKS INC | 4,923,710 | $166.4B | 1080.30% | |
| 29 | SNPSSYNOPSYS INC | 351,991 | $161.6B | 1048.70% | |
| 30 | MDBMONGODB INC | 463,269 | $160.2B | 1040.09% | |
| 31 | JBTJOHN BEAN TECHNOLOGIES CORP | 1,518,258 | $159.6B | 1036.21% | |
| 32 | TOSTTOAST INC | 8,381,365 | $157.0B | 1019.03% | |
| 33 | TWNKEURHOSTESS BRANDS INC | 4,696,565 | $156.4B | 1015.52% | |
| 34 | MCXMCCORMICK & CO INC | 2,066,377 | $156.3B | 1014.60% | |
| 35 | MTDMETTLER TOLEDO INTERNATIONAL | 139,282 | $154.3B | 1001.84% | |
| 36 | TSCOTRACTOR SUPPLY CO | 745,793 | $151.4B | 983.01% | |
| 37 | CLXCLOROX CO DEL | 1,151,604 | $150.9B | 979.74% | |
| 38 | RBCRBC BEARINGS INC | 643,145 | $150.6B | 977.46% | |
| 39 | PANWPALO ALTO NETWORKS INC | 632,748 | $148.3B | 962.94% | |
| 40 | AJGGALLAGHER ARTHUR J & CO | 647,440 | $147.6B | 957.93% | |
| 41 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,051,445 | $139.1B | 903.05% | |
| 42 | AKAMAKAMAI TECHNOLOGIES INC | 1,302,553 | $138.8B | 900.83% | |
| 43 | ROKROCKWELL AUTOMATION INC | 483,287 | $138.2B | 896.83% | |
| 44 | BF/BBROWN FORMAN CORP | 2,393,935 | $138.1B | 896.50% | |
| 45 | AKXANSYS INC | 461,715 | $137.4B | 891.80% | |
| 46 | ULTAULTA BEAUTY INC | 341,400 | $136.4B | 885.24% | |
| 47 | RGENREPLIGEN CORP | 855,190 | $136.0B | 882.72% | |
| 48 | XRAYDENTSPLY SIRONA INC | 3,869,852 | $132.2B | 858.12% | |
| 49 | SJMSMUCKER J M CO | 1,054,575 | $129.6B | 841.39% | |
| 50 | GGGGRACO INC | 1,768,437 | $128.9B | 836.63% | |
| 51 | ESEESCO TECHNOLOGIES INC | 1,216,467 | $127.0B | 824.71% | |
| 52 | COOCOOPER COS INC | 397,790 | $126.5B | 821.16% | |
| 53 | RYANRYAN SPECIALTY HOLDINGS INC | 2,553,247 | $123.6B | 802.18% | |
| 54 | NTRSNORTHERN TR CORP | 1,725,731 | $119.9B | 778.33% | |
| 55 | SIGISELECTIVE INS GROUP INC | 1,126,980 | $116.3B | 754.75% | |
| 56 | AXNX*AXONICS INC | 2,013,401 | $113.0B | 733.47% | |
| 57 | FRSHFRESHWORKS INC | 5,661,166 | $112.8B | 732.03% | |
| 58 | —ABCAM PLC | 4,877,046 | $110.4B | 716.43% | |
| 59 | SMPLSIMPLY GOOD FOODS CO | 3,136,239 | $108.3B | 702.77% | |
| 60 | MZTILANCASTER COLONY CORP | 651,329 | $107.5B | 697.74% | |
| 61 | SMARGBPSMARTSHEET INC | 2,626,630 | $106.3B | 689.86% | |
| 62 | MGPIMGP INGREDIENTS INC NEW | 985,967 | $104.0B | 675.10% | |
| 63 | WSTWEST PHARMACEUTICAL SVSC INC | 273,745 | $102.7B | 666.73% | |
| 64 | CSWCSW INDUSTRIALS INC | 552,485 | $96.8B | 628.47% | |
| 65 | GMEDGLOBUS MED INC | 1,917,376 | $95.2B | 617.96% | |
| 66 | CNMDCONMED CORP | 943,260 | $95.1B | 617.50% | |
| 67 | INSPINSPIRE MED SYS INC | 469,545 | $93.2B | 604.84% | |
| 68 | IARTINTEGRA LIFESCIENCES HLDGS C | 2,438,829 | $93.1B | 604.59% | |
| 69 | IDXXIDEXX LABS INC | 212,909 | $93.1B | 604.33% | |
| 70 | MSAMSA SAFETY INC | 582,829 | $91.9B | 596.44% | |
| 71 | LWLAMB WESTON HLDGS INC | 988,145 | $91.4B | 593.07% | |
| 72 | WKWORKIVA INC | 891,183 | $90.3B | 586.25% | |
| 73 | AINALBANY INTL CORP | 1,011,045 | $87.2B | 566.25% | |
| 74 | BOXBOX INC | 3,596,118 | $87.1B | 565.15% | |
| 75 | BWINBRP GROUP INC | 3,741,785 | $86.9B | 564.24% | |
| 76 | —LESLIES INC | 15,342,122 | $86.8B | 563.68% | |
| 77 | AWNADVANCE AUTO PARTS INC | 1,546,478 | $86.5B | 561.46% | |
| 78 | PENPENUMBRA INC | 353,390 | $85.5B | 554.93% | |
| 79 | IOSPINNOSPEC INC | 823,030 | $84.1B | 546.01% | |
| 80 | SXISTANDEX INTL CORP | 571,833 | $83.3B | 540.80% | |
| 81 | NEOGNEOGEN CORP | 4,389,022 | $81.4B | 528.22% | |
| 82 | ATRCATRICURE INC | 1,851,540 | $81.1B | 526.43% | |
| 83 | UTZUTZ BRANDS INC | 5,940,140 | $79.8B | 517.86% | |
| 84 | RBARB GLOBAL INC | 1,213,583 | $75.8B | 492.36% | |
| 85 | WLYWILEY JOHN & SONS INC | 2,002,675 | $74.4B | 483.21% | |
| 86 | HAYWHAYWARD HLDGS INC | 5,216,420 | $73.6B | 477.45% | |
| 87 | —SOVOS BRANDS INC | 3,213,224 | $72.5B | 470.35% | |
| 88 | OMCLOMNICELL COM | 1,584,420 | $71.4B | 463.24% | |
| 89 | WINGWINGSTOP INC | 392,420 | $70.6B | 458.11% | |
| 90 | JJSFJ & J SNACK FOODS CORP | 430,841 | $70.5B | 457.69% | |
| 91 | CENTACENTRAL GARDEN & PET CO | 1,752,991 | $70.3B | 456.19% | |
| 92 | SSFSENSIENT TECHNOLOGIES CORP | 1,136,852 | $66.5B | 431.57% | |
| 93 | SHAKSHAKE SHACK INC | 1,094,865 | $63.6B | 412.71% | |
| 94 | ASANASANA INC | 3,339,605 | $61.1B | 396.93% | |
| 95 | DPZDOMINOS PIZZA INC | 160,887 | $60.9B | 395.60% | |
| 96 | BRZEBRAZE INC | 1,293,395 | $60.4B | 392.34% | |
| 97 | 1GSNNOVANTA INC | 419,512 | $60.2B | 390.61% | |
| 98 | FFINFIRST FINL BANKSHARES INC | 2,339,641 | $58.8B | 381.50% | |
| 99 | PLMRPALOMAR HLDGS INC | 1,120,980 | $56.9B | 369.29% | |
| 100 | QTWOQ2 HLDGS INC | 1,757,569 | $56.7B | 368.16% |
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