Champlain Investment Partners, LLC Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$16.9B
Holdings
125
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (125 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PSTGPURE STORAGE INC | 13,857,963 | $494.2B | 2929.95% | |
| 2 | AMEAMETEK INC | 2,434,405 | $401.4B | 2379.95% | |
| 3 | NTNXNUTANIX INC | 8,380,521 | $399.7B | 2369.62% | |
| 4 | FTVFORTIVE CORP | 5,103,946 | $375.8B | 2228.13% | |
| 5 | OKTAOKTA INC | 3,999,607 | $362.1B | 2146.79% | |
| 6 | FRPTFRESHPET INC | 3,794,059 | $329.2B | 1951.66% | |
| 7 | ZSZSCALER INC | 1,415,385 | $313.6B | 1859.28% | |
| 8 | REEVEREST GROUP LTD | 860,395 | $304.2B | 1803.70% | |
| 9 | CFRCULLEN FROST BANKERS INC | 2,697,271 | $292.6B | 1734.98% | |
| 10 | NDSNNORDSON CORP | 1,012,530 | $267.5B | 1585.82% | |
| 11 | DC4DEXCOM INC | 2,109,983 | $261.8B | 1552.37% | |
| 12 | XYLXYLEM INC | 2,288,461 | $261.7B | 1551.66% | |
| 13 | WATWATERS CORP | 785,129 | $258.5B | 1532.57% | |
| 14 | PLNTPLANET FITNESS INC | 3,505,425 | $255.9B | 1517.20% | |
| 15 | WDAYWORKDAY INC | 901,286 | $248.8B | 1475.19% | |
| 16 | IEXIDEX CORP | 1,105,341 | $240.0B | 1422.84% | |
| 17 | VEEVVEEVA SYS INC | 1,244,682 | $239.6B | 1420.74% | |
| 18 | TTCTORO CO | 2,444,796 | $234.7B | 1391.39% | |
| 19 | STESTERIS PLC | 1,062,591 | $233.6B | 1385.07% | |
| 20 | CLXCLOROX CO DEL | 1,600,914 | $228.3B | 1353.43% | |
| 21 | EWEDWARDS LIFESCIENCES CORP | 2,875,963 | $219.3B | 1300.18% | |
| 22 | TECHBIO-TECHNE CORP | 2,776,119 | $214.2B | 1270.02% | |
| 23 | KEYSKEYSIGHT TECHNOLOGIES INC | 1,341,175 | $213.4B | 1265.05% | |
| 24 | MCXMCCORMICK & CO INC | 3,075,042 | $210.4B | 1247.42% | |
| 25 | BBWIBATH & BODY WORKS INC | 4,813,290 | $207.7B | 1231.69% | |
| 26 | FDSFACTSET RESH SYS INC | 420,307 | $200.5B | 1188.80% | |
| 27 | MTDMETTLER TOLEDO INTERNATIONAL | 164,812 | $199.9B | 1185.26% | |
| 28 | BF/BBROWN FORMAN CORP | 3,477,605 | $198.6B | 1177.32% | |
| 29 | MDBMONGODB INC | 449,959 | $184.0B | 1090.73% | |
| 30 | SNPSSYNOPSYS INC | 349,581 | $180.0B | 1067.23% | |
| 31 | PANWPALO ALTO NETWORKS INC | 607,223 | $179.1B | 1061.63% | |
| 32 | ULTAULTA BEAUTY INC | 364,200 | $178.5B | 1058.05% | |
| 33 | TWTRADEWEB MKTS INC | 1,877,905 | $170.7B | 1011.86% | |
| 34 | TOSTTOAST INC | 9,142,966 | $166.9B | 989.84% | |
| 35 | COOCOOPER COS INC | 440,500 | $166.7B | 988.37% | |
| 36 | RGENREPLIGEN CORP | 926,440 | $166.6B | 987.61% | |
| 37 | RYANRYAN SPECIALTY HOLDINGS INC | 3,857,827 | $166.0B | 983.99% | |
| 38 | HRLHORMEL FOODS CORP | 5,049,237 | $162.1B | 961.27% | |
| 39 | TSCOTRACTOR SUPPLY CO | 725,213 | $155.9B | 924.58% | |
| 40 | AFWALIGN TECHNOLOGY INC | 568,577 | $155.8B | 923.68% | |
| 41 | RBCRBC BEARINGS INC | 529,050 | $150.7B | 893.62% | |
| 42 | GGGGRACO INC | 1,732,397 | $150.3B | 891.14% | |
| 43 | ROKROCKWELL AUTOMATION INC | 471,317 | $146.3B | 867.61% | |
| 44 | AJGGALLAGHER ARTHUR J & CO | 637,735 | $143.4B | 850.29% | |
| 45 | SJMSMUCKER J M CO | 1,130,315 | $142.8B | 846.95% | |
| 46 | JBTJOHN BEAN TECHNOLOGIES CORP | 1,433,124 | $142.5B | 845.02% | |
| 47 | NTRSNORTHERN TR CORP | 1,685,671 | $142.2B | 843.32% | |
| 48 | FRSHFRESHWORKS INC | 5,992,903 | $140.8B | 834.64% | |
| 49 | ADSKAUTODESK INC | 578,025 | $140.7B | 834.43% | |
| 50 | AKXANSYS INC | 386,955 | $140.4B | 832.54% | |
| 51 | XRAYDENTSPLY SIRONA INC | 3,856,582 | $137.3B | 813.78% | |
| 52 | ESEESCO TECHNOLOGIES INC | 1,145,601 | $134.1B | 794.89% | |
| 53 | AKAMAKAMAI TECHNOLOGIES INC | 1,132,138 | $134.0B | 794.41% | |
| 54 | SMARGBPSMARTSHEET INC | 2,761,845 | $132.1B | 783.05% | |
| 55 | INSPINSPIRE MED SYS INC | 648,595 | $131.9B | 782.29% | |
| 56 | SMPLSIMPLY GOOD FOODS CO | 3,084,944 | $122.2B | 724.30% | |
| 57 | LWLAMB WESTON HLDGS INC | 1,104,300 | $119.4B | 707.70% | |
| 58 | AXNX*AXONICS INC | 1,917,133 | $119.3B | 707.35% | |
| 59 | PENPENUMBRA INC | 467,895 | $117.7B | 697.81% | |
| 60 | NEOGNEOGEN CORP | 5,597,791 | $112.6B | 667.43% | |
| 61 | IDXXIDEXX LABS INC | 200,946 | $111.5B | 661.29% | |
| 62 | MSAMSA SAFETY INC | 657,864 | $111.1B | 658.51% | |
| 63 | MGPIMGP INGREDIENTS INC NEW | 1,090,231 | $107.4B | 636.83% | |
| 64 | GMEDGLOBUS MED INC | 2,000,638 | $106.6B | 632.11% | |
| 65 | SIGISELECTIVE INS GROUP INC | 1,066,975 | $106.1B | 629.31% | |
| 66 | IARTINTEGRA LIFESCIENCES HLDGS C | 2,435,957 | $106.1B | 628.98% | |
| 67 | CNMDCONMED CORP | 957,325 | $104.8B | 621.57% | |
| 68 | BRZEBRAZE INC | 1,956,160 | $103.9B | 616.20% | |
| 69 | MZTILANCASTER COLONY CORP | 617,641 | $102.8B | 609.32% | |
| 70 | —LESLIES INC | 14,815,010 | $102.4B | 606.96% | |
| 71 | AINALBANY INTL CORP | 1,033,720 | $101.5B | 601.98% | |
| 72 | SXISTANDEX INTL CORP | 609,172 | $96.5B | 572.03% | |
| 73 | IOSPINNOSPEC INC | 779,565 | $96.1B | 569.62% | |
| 74 | WSTWEST PHARMACEUTICAL SVSC INC | 265,755 | $93.6B | 554.82% | |
| 75 | EPACENERPAC TOOL GROUP CORP | 3,005,255 | $93.4B | 553.96% | |
| 76 | AWNADVANCE AUTO PARTS INC | 1,528,238 | $93.3B | 552.98% | |
| 77 | SHAKSHAKE SHACK INC | 1,249,100 | $92.6B | 548.92% | |
| 78 | UTZUTZ BRANDS INC | 5,634,800 | $91.5B | 542.56% | |
| 79 | SSFSENSIENT TECHNOLOGIES CORP | 1,357,106 | $89.6B | 531.05% | |
| 80 | 1GSNNOVANTA INC | 526,102 | $88.6B | 525.31% | |
| 81 | BOXBOX INC | 3,414,379 | $87.4B | 518.44% | |
| 82 | CSWCSW INDUSTRIALS INC | 418,670 | $86.8B | 514.85% | |
| 83 | WKWORKIVA INC | 847,169 | $86.0B | 509.97% | |
| 84 | BWINBRP GROUP INC | 3,560,690 | $85.5B | 507.09% | |
| 85 | HAYWHAYWARD HLDGS INC | 6,161,610 | $83.8B | 496.83% | |
| 86 | CENTACENTRAL GARDEN & PET CO | 1,845,670 | $81.3B | 481.93% | |
| 87 | FFINFIRST FINL BANKSHARES INC | 2,613,529 | $79.2B | 469.51% | |
| 88 | RBARB GLOBAL INC | 1,153,394 | $77.2B | 457.42% | |
| 89 | ATRCATRICURE INC | 2,105,395 | $75.1B | 445.51% | |
| 90 | QTWOQ2 HLDGS INC | 1,659,975 | $72.1B | 427.24% | |
| 91 | SFBSSERVISFIRST BANCSHARES INC | 1,074,152 | $71.6B | 424.34% | |
| 92 | PLMRPALOMAR HLDGS INC | 1,271,180 | $70.5B | 418.29% | |
| 93 | PRCTPROCEPT BIOROBOTICS CORP | 1,588,039 | $66.6B | 394.60% | |
| 94 | DPZDOMINOS PIZZA INC | 154,467 | $63.7B | 377.53% | |
| 95 | JJSFJ & J SNACK FOODS CORP | 373,388 | $62.4B | 370.02% | |
| 96 | EXASEXACT SCIENCES CORP | 820,225 | $60.7B | 359.77% | |
| 97 | ASANASANA INC | 3,177,680 | $60.4B | 358.15% | |
| 98 | VCYTVERACYTE INC | 2,188,260 | $60.2B | 356.92% | |
| 99 | SYBTSTOCK YDS BANCORP INC | 1,117,526 | $57.5B | 341.16% | |
| 100 | AXONAXON ENTERPRISE INC | 220,705 | $57.0B | 338.04% |
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