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CIK: 0001315478
Total reported value
$3.9B
$3.9B
139 檔
33.1%
The Q1 2025 SEC filing reveals that Champlain Investment Partners, LLC held a total portfolio value of $3.9B, covering 139 public equity positions.
In Q1 2025, Champlain Investment Partners, LLC displayed an active expansion posture, initiating 139 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTNX | Nutanix Inc - A | Stock-Tech | 2.09% | +0.73% | -16.98% | |
| 2 | P | Everpure Inc-a | Stock-Tech | 1.87% | +0.75% | -1.72% | |
| 3 | MSA | Msa Safety Inc | Stock-Industrials | 1.85% | +0.10% | +28.38% | |
| 4 | 8QR | Confluent Inc-class A | Stock-Other | 1.84% | — | +0.25% | |
| 5 | PEN | Penumbra Inc | Stock-Healthcare | 1.68% | -0.27% | -41.85% | |
| 6 | ESAB | Esab CORP | Stock-Industrials | 1.63% | +0.32% | +42.03% | |
| 7 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 1.56% | +0.02% | -35.68% | |
| 8 | OKTA | Okta Inc | Stock-Tech | 1.49% | +0.11% | -39.81% | |
| 9 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.49% | -0.54% | -14.62% | |
| 10 | AME | Ametek Inc | Stock-Industrials | 1.48% | -0.30% | -16.62% | |
| 11 | WDAY | Workday Inc-class A | Stock-Tech | 1.45% | — | -12.52% | |
| 12 | XYL | Xylem Inc | Stock-Industrials | 1.39% | -0.46% | -9.03% | |
| 13 | ZS | Zscaler Inc | Stock-Tech | 1.39% | -0.21% | -17.95% | |
| 14 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.37% | -0.24% | -7.44% | |
| 15 | IEX | Idex CORP | Stock-Industrials | 1.37% | -0.50% | -7.79% | |
| 16 | RGEN | Repligen CORP | Stock-Healthcare | 1.35% | +0.08% | -5.15% | |
| 17 | WAT | Waters CORP | Stock-Healthcare | 1.33% | -0.25% | +4.16% | |
| 18 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 1.33% | — | +68.89% | |
| 19 | FTV | Fortive CORP | Stock-Tech | 1.30% | — | -28.97% | |
| 20 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.25% | — | -22.07% | |
| 21 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.22% | — | +24.70% | |
| 22 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.21% | -0.42% | +19.70% | |
| 23 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.19% | — | -19.98% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.18% | — | -25.60% | |
| 25 | NDSN | Nordson CORP | Stock-Industrials | 1.16% | -0.40% | -7.38% | |
| 26 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 1.14% | -0.22% | -2.76% | |
| 27 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.14% | -0.02% | -0.13% | |
| 28 | VLTO | Veralto CORP | Stock-Industrials | 1.10% | -0.26% | +19.38% | |
| 29 | FRPT | Freshpet Inc | Stock-Consumer Staples | 1.09% | — | +9.56% | |
| 30 | COO | Cooper Cos Inc/the | Stock-Healthcare | 1.08% | -0.67% | +1.77% | |
| 31 | TECH | Bio-techne CORP | Stock-Healthcare | 1.04% | -0.17% | +1.18% | |
| 32 | WING | Wingstop Inc | Stock-Consumer Disc | 1.03% | +0.02% | +130.70% | |
| 33 | EG | Everest Group, Ltd. | Stock-Financials | 1.03% | — | -54.70% | |
| 34 | FAST | Fastenal Co | Stock-Industrials | 1.02% | -0.61% | +266.43% | |
| 35 | MSCI | Msci Inc | Stock-Financials | 1.02% | -0.39% | +84.66% | |
| 36 | FDS | Factset Research Systems Inc | Stock-Financials | 1.01% | — | -7.50% | |
| 37 | MTD | Mettler-toledo International | Stock-Healthcare | 0.96% | -0.43% | -5.99% | |
| 38 | DXCM | Dexcom Inc | Stock-Healthcare | 0.92% | +0.47% | NEW | |
| 39 | CLX | Clorox Company | Stock-Consumer Staples | 0.92% | — | -7.55% | |
| 40 | MDB | Mongodb Inc | Stock-Tech | 0.90% | -0.03% | -7.42% | |
| 41 | SNPS | Synopsys Inc | Stock-Tech | 0.89% | -0.55% | -7.82% | |
| 42 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.89% | -1.08% | -19.69% | |
| 43 | BWIN | Baldwin Insurance Group Inc/ | Stock-Other | 0.86% | +0.30% | +32.02% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.85% | +0.18% | -7.79% | |
| 45 | HLNE | Hamilton Lane Inc-class A | Stock-Financials | 0.82% | -1.37% | EXIT | |
| 46 | PLNT | Planet Fitness Inc - Cl A | Stock-Consumer Disc | 0.79% | +0.02% | -50.90% | |
| 47 | TOST | Toast Inc-class A | Stock-Tech | 0.78% | -0.09% | +2.41% | |
| 48 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.76% | -0.66% | EXIT | |
| 49 | TTC | Toro Co | Stock-Industrials | 0.76% | — | -7.38% | |
| 50 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.75% | +0.43% | +5.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NTNX | Nutanix Inc - A | — | NEW | New buy |
| 2 | P | Everpure Inc-a | — | NEW | New buy |
| 3 | MSA | Msa Safety Inc | — | NEW | New buy |
| 4 | 8QR | Confluent Inc-class A | — | NEW | New buy |
| 5 | PEN | Penumbra Inc | — | NEW | New buy |
| 6 | ESAB | Esab CORP | — | NEW | New buy |
| 7 | CFR | Cullen/frost Bankers Inc | — | NEW | New buy |
| 8 | OKTA | Okta Inc | — | NEW | New buy |
| 9 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 10 | AME | Ametek Inc | — | NEW | New buy |
| 11 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 12 | XYL | Xylem Inc | — | NEW | New buy |
| 13 | ZS | Zscaler Inc | — | NEW | New buy |
| 14 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 15 | IEX | Idex CORP | — | NEW | New buy |
| 16 | RGEN | Repligen CORP | — | NEW | New buy |
| 17 | WAT | Waters CORP | — | NEW | New buy |
| 18 | SFBS | Servisfirst Bancshares Inc | — | NEW | New buy |
| 19 | FTV | Fortive CORP | — | NEW | New buy |
| 20 | ROK | Rockwell Automation Inc | — | NEW | New buy |
| 21 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 22 | ELF | Elf Beauty Inc | — | NEW | New buy |
| 23 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 25 | NDSN | Nordson CORP | — | NEW | New buy |
| 26 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 27 | KNSL | Kinsale Capital Group Inc | — | NEW | New buy |
| 28 | VLTO | Veralto CORP | — | NEW | New buy |
| 29 | FRPT | Freshpet Inc | — | NEW | New buy |
| 30 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 31 | TECH | Bio-techne CORP | — | NEW | New buy |
| 32 | WING | Wingstop Inc | — | NEW | New buy |
| 33 | EG | Everest Group, Ltd. | — | NEW | New buy |
| 34 | FAST | Fastenal Co | — | NEW | New buy |
| 35 | MSCI | Msci Inc | — | NEW | New buy |
| 36 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 37 | MTD | Mettler-toledo International | — | NEW | New buy |
| 38 | DXCM | Dexcom Inc | — | NEW | New buy |
| 39 | CLX | Clorox Company | — | NEW | New buy |
| 40 | MDB | Mongodb Inc | — | NEW | New buy |
| 41 | SNPS | Synopsys Inc | — | NEW | New buy |
| 42 | TW | Tradeweb Markets Inc-class A | — | NEW | New buy |
| 43 | BWIN | Baldwin Insurance Group Inc/ | — | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | HLNE | Hamilton Lane Inc-class A | — | NEW | New buy |
| 46 | PLNT | Planet Fitness Inc - Cl A | — | NEW | New buy |
| 47 | TOST | Toast Inc-class A | — | NEW | New buy |
| 48 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 49 | TTC | Toro Co | — | NEW | New buy |
| 50 | FFIN | First Finl Bankshares Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Champlain Investment Partners, LLC reported a total U.S. public equity portfolio value of $3.9B across 139 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including NTNX, P, MSA) accounted for 33.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
NTNX
市值: $288.7M
During Q1 2025, Champlain Investment Partners, LLC's top holdings by market value included NTNX (2.1%)、P (1.9%)、MSA (1.9%). The largest single position, NTNX, represented 2.1% of total portfolio value.
In Q1 2025, Champlain Investment Partners, LLC made 139 total portfolio adjustments, initiating 139 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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