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 | $521.6B | 3212.00% | |
| 2 | AMEAMETEK INC | 2,479,680 | $401.4B | 2471.79% | |
| 3 | FTVFORTIVE CORP | 5,206,971 | $389.3B | 2397.37% | |
| 4 | WDAYWORKDAY INC | 1,680,551 | $379.6B | 2337.60% | |
| 5 | REEVEREST RE GROUP LTD | 1,005,900 | $343.9B | 2117.51% | |
| 6 | GNRCGENERAC HLDGS INC | 1,954,264 | $291.4B | 1794.61% | |
| 7 | OKTAOKTA INC | 4,159,017 | $288.4B | 1776.06% | |
| 8 | TWTRADEWEB MKTS INC | 3,974,720 | $272.2B | 1676.07% | |
| 9 | ZSZSCALER INC | 1,787,005 | $261.4B | 1609.87% | |
| 10 | EWEDWARDS LIFESCIENCES CORP | 2,770,493 | $261.3B | 1609.27% | |
| 11 | TTCTORO CO | 2,489,571 | $253.1B | 1558.31% | |
| 12 | VEEVVEEVA SYS INC | 1,260,627 | $249.3B | 1534.90% | |
| 13 | FRPTFRESHPET INC | 3,738,435 | $246.0B | 1514.97% | |
| 14 | NDSNNORDSON CORP | 984,065 | $244.2B | 1503.88% | |
| 15 | DC4DEXCOM INC | 1,893,498 | $243.3B | 1498.39% | |
| 16 | STESTERIS PLC | 1,081,342 | $243.3B | 1498.06% | |
| 17 | NTNXNUTANIX INC | 8,656,391 | $242.8B | 1495.17% | |
| 18 | IEXIDEX CORP | 1,068,996 | $230.1B | 1416.97% | |
| 19 | AKAMAKAMAI TECHNOLOGIES INC | 2,477,818 | $222.7B | 1371.22% | |
| 20 | ADSKAUTODESK INC | 1,073,305 | $219.6B | 1352.29% | |
| 21 | PLNTPLANET FITNESS INC | 3,103,159 | $209.3B | 1288.68% | |
| 22 | AFWALIGN TECHNOLOGY INC | 579,147 | $204.8B | 1261.16% | |
| 23 | WATWATERS CORP | 756,549 | $201.7B | 1241.71% | |
| 24 | ROKROCKWELL AUTOMATION INC | 605,657 | $199.5B | 1228.68% | |
| 25 | PANWPALO ALTO NETWORKS INC | 753,963 | $192.6B | 1186.26% | |
| 26 | MDBMONGODB INC | 465,269 | $191.2B | 1177.49% | |
| 27 | JBTJOHN BEAN TECHNOLOGIES CORP | 1,519,830 | $184.4B | 1135.21% | |
| 28 | CLXCLOROX CO DEL | 1,157,714 | $184.1B | 1133.78% | |
| 29 | INSPINSPIRE MED SYS INC | 566,115 | $183.8B | 1131.69% | |
| 30 | PENPENUMBRA INC | 531,800 | $183.0B | 1126.69% | |
| 31 | MCXMCCORMICK & CO INC | 2,075,197 | $181.0B | 1114.67% | |
| 32 | MSAMSA SAFETY INC | 1,018,655 | $177.2B | 1091.19% | |
| 33 | HRLHORMEL FOODS CORP | 4,345,772 | $174.8B | 1076.29% | |
| 34 | TECHBIO-TECHNE CORP | 2,130,509 | $173.9B | 1070.91% | |
| 35 | FDSFACTSET RESH SYS INC | 433,517 | $173.7B | 1069.53% | |
| 36 | IARTINTEGRA LIFESCIENCES HLDGS C | 3,901,723 | $160.5B | 988.18% | |
| 37 | TOSTTOAST INC | 7,065,585 | $159.5B | 981.98% | |
| 38 | BF/BBROWN FORMAN CORP | 2,364,465 | $157.9B | 972.30% | |
| 39 | XRAYDENTSPLY SIRONA INC | 3,875,642 | $155.1B | 955.09% | |
| 40 | SNPSSYNOPSYS INC | 353,431 | $153.9B | 947.60% | |
| 41 | GGGGRACO INC | 1,775,277 | $153.3B | 943.95% | |
| 42 | COOCOOPER COS INC | 399,730 | $153.3B | 943.79% | |
| 43 | TSCOTRACTOR SUPPLY CO | 687,183 | $151.9B | 935.59% | |
| 44 | WSTWEST PHARMACEUTICAL SVSC INC | 382,910 | $146.5B | 901.81% | |
| 45 | —LESLIES INC | 15,394,083 | $144.6B | 890.10% | |
| 46 | SJMSMUCKER J M CO | 966,295 | $142.7B | 878.66% | |
| 47 | AJGGALLAGHER ARTHUR J & CO | 649,030 | $142.5B | 877.52% | |
| 48 | ASANASANA INC | 6,446,849 | $142.1B | 874.94% | |
| 49 | BBWIBATH & BODY WORKS INC | 3,569,045 | $133.8B | 824.15% | |
| 50 | XYLXYLEM INC | 1,176,247 | $132.5B | 815.71% | |
| 51 | MZTILANCASTER COLONY CORP | 650,093 | $130.7B | 804.99% | |
| 52 | NEWREURNEW RELIC INC | 1,990,355 | $130.2B | 802.04% | |
| 53 | CNMDCONMED CORP | 944,370 | $128.3B | 790.23% | |
| 54 | ESEESCO TECHNOLOGIES INC | 1,213,350 | $125.7B | 774.27% | |
| 55 | RBARB GLOBAL INC | 2,047,830 | $122.9B | 756.60% | |
| 56 | ULTAULTA BEAUTY INC | 254,695 | $119.9B | 738.06% | |
| 57 | CFRCULLEN FROST BANKERS INC | 1,098,436 | $118.1B | 727.32% | |
| 58 | WKWORKIVA INC | 1,152,255 | $117.1B | 721.31% | |
| 59 | LWLAMB WESTON HLDGS INC | 990,355 | $113.8B | 701.01% | |
| 60 | NTRSNORTHERN TR CORP | 1,529,496 | $113.4B | 698.27% | |
| 61 | RBCRBC BEARINGS INC | 518,055 | $112.7B | 693.74% | |
| 62 | AWNADVANCE AUTO PARTS INC | 1,556,838 | $109.4B | 673.94% | |
| 63 | SIGISELECTIVE INS GROUP INC | 1,128,520 | $108.3B | 666.77% | |
| 64 | CSWCSW INDUSTRIALS INC | 650,215 | $108.1B | 665.40% | |
| 65 | IDXXIDEXX LABS INC | 213,364 | $107.2B | 659.85% | |
| 66 | BOXBOX INC | 3,601,000 | $105.8B | 651.47% | |
| 67 | MGPIMGP INGREDIENTS INC NEW | 987,115 | $104.9B | 646.01% | |
| 68 | GMEDGLOBUS MED INC | 1,702,750 | $101.4B | 624.28% | |
| 69 | FRSHFRESHWORKS INC | 5,673,040 | $99.7B | 614.13% | |
| 70 | TWNKEURHOSTESS BRANDS INC | 3,913,935 | $99.1B | 610.23% | |
| 71 | AKXANSYS INC | 295,460 | $97.6B | 600.88% | |
| 72 | BUWABIO RAD LABS INC | 256,730 | $97.3B | 599.34% | |
| 73 | UTZUTZ BRANDS INC | 5,916,100 | $96.8B | 595.99% | |
| 74 | 1GSNNOVANTA INC | 524,232 | $96.5B | 594.29% | |
| 75 | SHAKSHAKE SHACK INC | 1,240,490 | $96.4B | 593.67% | |
| 76 | —ABCAM PLC | 3,861,921 | $94.5B | 581.91% | |
| 77 | SMPLSIMPLY GOOD FOODS CO | 2,503,794 | $91.6B | 564.13% | |
| 78 | ATRCATRICURE INC | 1,810,385 | $89.4B | 550.26% | |
| 79 | NEOGNEOGEN CORP | 4,090,970 | $89.0B | 547.90% | |
| 80 | AXNX*AXONICS INC | 1,741,395 | $87.9B | 541.19% | |
| 81 | RGENREPLIGEN CORP | 610,745 | $86.4B | 532.00% | |
| 82 | IOSPINNOSPEC INC | 823,140 | $82.7B | 509.10% | |
| 83 | SMARGBPSMARTSHEET INC | 2,153,245 | $82.4B | 507.29% | |
| 84 | BWINBRP GROUP INC | 3,319,445 | $82.3B | 506.51% | |
| 85 | SSFSENSIENT TECHNOLOGIES CORP | 1,138,895 | $81.0B | 498.83% | |
| 86 | SXISTANDEX INTL CORP | 572,341 | $81.0B | 498.59% | |
| 87 | JJSFJ & J SNACK FOODS CORP | 493,095 | $78.1B | 480.83% | |
| 88 | RYANRYAN SPECIALTY HOLDINGS INC | 1,661,612 | $74.6B | 459.30% | |
| 89 | OMCLOMNICELL COM | 1,008,352 | $74.3B | 457.43% | |
| 90 | WLYWILEY JOHN & SONS INC | 2,004,890 | $68.2B | 420.12% | |
| 91 | TRSTRIMAS CORP | 2,337,675 | $64.3B | 395.71% | |
| 92 | CENTACENTRAL GARDEN & PET CO | 1,738,285 | $63.4B | 390.26% | |
| 93 | AINALBANY INTL CORP | 670,315 | $62.5B | 385.02% | |
| 94 | —SOVOS BRANDS INC | 3,173,420 | $62.1B | 382.22% | |
| 95 | MEGMONTROSE ENVIRONMENTAL GROUP | 1,459,140 | $61.5B | 378.44% | |
| 96 | TENBTENABLE HLDGS INC | 1,355,005 | $59.0B | 363.37% | |
| 97 | FFINFIRST FINL BANKSHARES INC | 2,019,997 | $57.5B | 354.37% | |
| 98 | EWCZEUROPEAN WAX CTR INC | 3,033,700 | $56.5B | 348.02% | |
| 99 | PLMRPALOMAR HLDGS INC | 953,685 | $55.4B | 340.84% | |
| 100 | QTWOQ2 HLDGS INC | 1,765,316 | $54.5B | 335.89% |
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