13F HOLDINGS REPORT
Champlain Investment Partners, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001315478-23-000043
Total Value
$15.88B
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC | 74624M102 | 14,395,833 | $367.2M | 2.31% |
| 2 | EVEREST RE GROUP LTD | EG | 1,003,305 | $359.2M | 2.26% |
| 3 | AMETEK INC | AME | 2,471,230 | $359.1M | 2.26% |
| 4 | FORTIVE CORP | FTV | 5,191,251 | $353.9M | 2.23% |
| 5 | WORKDAY INC | WDAY | 1,676,581 | $346.3M | 2.18% |
| 6 | TRADEWEB MKTS INC | 892672106 | 4,073,930 | $321.9M | 2.03% |
| 7 | INTEGRA LIFESCIENCES HLDGS C | IART | 5,171,659 | $296.9M | 1.87% |
| 8 | TORO CO | TORO | 2,482,391 | $275.9M | 1.74% |
| 9 | PALO ALTO NETWORKS INC | PANW | 1,274,713 | $254.6M | 1.60% |
| 10 | OKTA INC | OKTA | 2,934,612 | $253.1M | 1.59% |
| 11 | FRESHPET INC | FRPT | 3,743,330 | $247.8M | 1.56% |
| 12 | VEEVA SYS INC | VEEV | 1,256,877 | $231.0M | 1.45% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 2,763,653 | $228.6M | 1.44% |
| 14 | WATERS CORP | 941848103 | 738,079 | $228.5M | 1.44% |
| 15 | DEXCOM INC | DXCM | 1,887,388 | $219.3M | 1.38% |
| 16 | NORDSON CORP | NDSN | 980,180 | $217.9M | 1.37% |
| 17 | IDEX CORP | 45167R104 | 930,631 | $215.0M | 1.35% |
| 18 | MCCORMICK & CO INC | MKC-V | 2,566,332 | $213.5M | 1.34% |
| 19 | STERIS PLC | STE | 1,077,692 | $206.1M | 1.30% |
| 20 | GENERAC HLDGS INC | GNRC | 1,904,799 | $205.7M | 1.30% |
| 21 | ROCKWELL AUTOMATION INC | ROK | 686,147 | $201.3M | 1.27% |
| 22 | NUTANIX INC | NTNX | 7,560,281 | $196.5M | 1.24% |
| 23 | AKAMAI TECHNOLOGIES INC | AKAM | 2,472,498 | $193.6M | 1.22% |
| 24 | ALIGN TECHNOLOGY INC | ALGN | 576,548 | $192.6M | 1.21% |
| 25 | ADVANCE AUTO PARTS INC | AAP | 1,553,248 | $188.9M | 1.19% |
| 26 | ZSCALER INC | ZS | 1,544,570 | $180.5M | 1.14% |
| 27 | PENUMBRA INC | PEN | 628,275 | $175.1M | 1.10% |
| 28 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 1,589,555 | $173.7M | 1.09% |
| 29 | CLOROX CO DEL | CLX | 1,097,779 | $173.7M | 1.09% |
| 30 | LESLIES INC | 527064109 | 15,574,018 | $171.5M | 1.08% |
| 31 | EVOQUA WATER TECHNOLOGIES CO | 30057T105 | 3,446,575 | $171.4M | 1.08% |
| 32 | MSA SAFETY INC | MNESP | 1,261,915 | $168.5M | 1.06% |
| 33 | GRACO INC | GGG | 2,258,342 | $164.9M | 1.04% |
| 34 | NEW RELIC INC | 64829B100 | 2,082,800 | $156.8M | 0.99% |
| 35 | INSPIRE MED SYS INC | 457730109 | 656,325 | $153.6M | 0.97% |
| 36 | TRACTOR SUPPLY CO | TSCO | 647,718 | $152.2M | 0.96% |
| 37 | DENTSPLY SIRONA INC | XRAY | 3,866,617 | $151.9M | 0.96% |
| 38 | PLANET FITNESS INC | PLNT | 1,930,634 | $150.0M | 0.94% |
| 39 | COOPER COS INC | 216648402 | 398,930 | $148.9M | 0.94% |
| 40 | SMUCKER J M CO | 832696405 | 925,275 | $145.6M | 0.92% |
| 41 | WORKIVA INC | WK | 1,410,690 | $144.5M | 0.91% |
| 42 | BIO-TECHNE CORP | TECH | 1,890,634 | $140.3M | 0.88% |
| 43 | ASANA INC | ASAN | 6,566,004 | $138.7M | 0.87% |
| 44 | FACTSET RESH SYS INC | 303075105 | 330,452 | $137.2M | 0.86% |
| 45 | SYNOPSYS INC | SNPS | 352,241 | $136.1M | 0.86% |
| 46 | NORTHERN TR CORP | NTRSO | 1,524,166 | $134.3M | 0.85% |
| 47 | AUTODESK INC | ADSK | 640,260 | $133.3M | 0.84% |
| 48 | HORMEL FOODS CORP | HRL | 3,334,837 | $133.0M | 0.84% |
| 49 | TANDEM DIABETES CARE INC | TNDM | 3,273,113 | $132.9M | 0.84% |
| 50 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 383,470 | $132.9M | 0.84% |
| 51 | TOAST INC | TOST | 7,052,955 | $125.2M | 0.79% |
| 52 | SELECTIVE INS GROUP INC | 816300107 | 1,310,565 | $124.9M | 0.79% |
| 53 | GALLAGHER ARTHUR J & CO | 363576109 | 647,150 | $123.8M | 0.78% |
| 54 | BATH & BODY WORKS INC | BBWI | 3,333,750 | $121.9M | 0.77% |
| 55 | LANCASTER COLONY CORP | MZTI | 596,198 | $121.0M | 0.76% |
| 56 | ESCO TECHNOLOGIES INC | ESE | 1,185,980 | $113.2M | 0.71% |
| 57 | VERISK ANALYTICS INC | VRSK | 582,549 | $111.8M | 0.70% |
| 58 | COSTAR GROUP INC | CSGP | 1,581,125 | $108.9M | 0.69% |
| 59 | NOVANTA INC | NOVTU | 682,547 | $108.6M | 0.68% |
| 60 | APTARGROUP INC | ATR | 907,538 | $107.3M | 0.68% |
| 61 | IDEXX LABS INC | 45168D104 | 213,614 | $106.8M | 0.67% |
| 62 | BLACKLINE INC | BL | 1,582,355 | $106.3M | 0.67% |
| 63 | ULTA BEAUTY INC | ULTA | 191,640 | $104.6M | 0.66% |
| 64 | BIO RAD LABS INC | 090572207 | 217,665 | $104.3M | 0.66% |
| 65 | SIMPLY GOOD FOODS CO | SMPL | 2,616,479 | $104.1M | 0.66% |
| 66 | CSW INDUSTRIALS INC | CSW | 743,760 | $103.3M | 0.65% |
| 67 | RBC BEARINGS INC | RBC | 443,795 | $103.3M | 0.65% |
| 68 | LAMB WESTON HLDGS INC | LW | 986,095 | $103.1M | 0.65% |
| 69 | RITCHIE BROS AUCTIONEERS | 767744105 | 1,819,920 | $102.4M | 0.65% |
| 70 | HOSTESS BRANDS INC | 44109J106 | 4,108,145 | $102.2M | 0.64% |
| 71 | CONMED CORP | CNMD | 983,540 | $102.2M | 0.64% |
| 72 | ANSYS INC | 03662Q105 | 294,620 | $98.0M | 0.62% |
| 73 | CATALENT INC | 148806102 | 1,441,455 | $94.7M | 0.60% |
| 74 | UTZ BRANDS INC | UTZ | 5,714,105 | $94.1M | 0.59% |
| 75 | REPLIGEN CORP | RGEN | 556,030 | $93.6M | 0.59% |
| 76 | MGP INGREDIENTS INC NEW | MGPI | 965,515 | $93.4M | 0.59% |
| 77 | GLOBUS MED INC | GMED | 1,645,315 | $93.2M | 0.59% |
| 78 | FRESHWORKS INC | FRSH | 5,928,625 | $91.1M | 0.57% |
| 79 | CULLEN FROST BANKERS INC | CFR-PB | 847,336 | $89.3M | 0.56% |
| 80 | MONGODB INC | MDB | 382,449 | $89.2M | 0.56% |
| 81 | INNOSPEC INC | IOSP | 860,255 | $88.3M | 0.56% |
| 82 | BRP GROUP INC | 05589G102 | 3,469,060 | $88.3M | 0.56% |
| 83 | BOSTON BEER INC | SAM | 261,660 | $86.0M | 0.54% |
| 84 | WILEY JOHN & SONS INC | 968223206 | 2,097,745 | $81.3M | 0.51% |
| 85 | SENSIENT TECHNOLOGIES CORP | SXT | 1,036,655 | $79.4M | 0.50% |
| 86 | ATRICURE INC | ATRC | 1,892,095 | $78.4M | 0.49% |
| 87 | J & J SNACK FOODS CORP | JJSF | 518,405 | $76.8M | 0.48% |
| 88 | PALANTIR TECHNOLOGIES INC | PLTR | 8,658,415 | $73.2M | 0.46% |
| 89 | STANDEX INTL CORP | 854231107 | 596,896 | $73.1M | 0.46% |
| 90 | AXONICS INC | 05465P101 | 1,336,845 | $72.9M | 0.46% |
| 91 | SHAKE SHACK INC | SHAK | 1,289,965 | $71.6M | 0.45% |
| 92 | BARNES GROUP INC | 067806109 | 1,742,200 | $70.2M | 0.44% |
| 93 | TRIMAS CORP | TRS | 2,515,195 | $70.1M | 0.44% |
| 94 | TENABLE HLDGS INC | 88025T102 | 1,417,760 | $67.4M | 0.42% |
| 95 | CENTRAL GARDEN & PET CO | CENTA | 1,643,275 | $64.2M | 0.40% |
| 96 | SALLY BEAUTY HLDGS INC | SBH | 3,907,065 | $60.9M | 0.38% |
| 97 | WINGSTOP INC | WING | 325,335 | $59.7M | 0.38% |
| 98 | OMNICELL COM | OMCL | 983,995 | $57.7M | 0.36% |
| 99 | NEOGEN CORP | NEOG | 3,090,270 | $57.2M | 0.36% |
| 100 | PALOMAR HLDGS INC | PLMR | 992,040 | $54.8M | 0.34% |
| 101 | XYLEM INC | XYL | 521,025 | $54.6M | 0.34% |
| 102 | MONTROSE ENVIRONMENTAL GROUP | MEG | 1,523,200 | $54.3M | 0.34% |
| 103 | SOVOS BRANDS INC | 84612U107 | 3,011,575 | $50.2M | 0.32% |
| 104 | GERMAN AMERN BANCORP INC | 373865104 | 1,501,550 | $50.1M | 0.32% |
| 105 | COMMUNITY BK SYS INC | CBU | 935,255 | $49.1M | 0.31% |
| 106 | BLACKBAUD INC | BLKB | 704,110 | $48.8M | 0.31% |
| 107 | ABCAM PLC | 000380204 | 3,589,416 | $48.3M | 0.30% |
| 108 | WSFS FINL CORP | 929328102 | 1,247,215 | $46.9M | 0.30% |
| 109 | EUROPEAN WAX CTR INC | 29882P106 | 2,461,415 | $46.8M | 0.29% |
| 110 | Q2 HLDGS INC | QTWO | 1,856,730 | $45.7M | 0.29% |
| 111 | CARDIOVASCULAR SYS INC DEL | 141619106 | 2,301,475 | $45.7M | 0.29% |
| 112 | INDEPENDENT BK CORP MASS | 453836108 | 694,650 | $45.6M | 0.29% |
| 113 | SERVISFIRST BANCSHARES INC | SFBS | 807,920 | $44.1M | 0.28% |
| 114 | FIRST FINL BANKSHARES INC | 32020R109 | 1,371,335 | $43.7M | 0.28% |
| 115 | HAYWARD HLDGS INC | HAYW | 3,704,905 | $43.4M | 0.27% |
| 116 | ALBANY INTL CORP | 012348108 | 485,385 | $43.4M | 0.27% |
| 117 | VERACYTE INC | VCYT | 1,918,730 | $42.8M | 0.27% |
| 118 | JAMES RIV GROUP LTD | G5005R107 | 1,992,785 | $41.2M | 0.26% |
| 119 | BANCFIRST CORP | BANFP | 444,220 | $36.9M | 0.23% |
| 120 | SMARTSHEET INC | 83200N103 | 758,775 | $36.3M | 0.23% |
| 121 | TRANSCAT INC | TRNS | 394,200 | $35.2M | 0.22% |
| 122 | OUTSET MED INC | OM | 1,826,825 | $33.6M | 0.21% |
| 123 | SI-BONE INC | SIBN | 1,706,200 | $33.6M | 0.21% |
| 124 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 570,725 | $33.1M | 0.21% |
| 125 | RYAN SPECIALTY HOLDINGS INC | RYAN | 774,153 | $31.2M | 0.20% |
| 126 | CVB FINL CORP | 126600105 | 1,527,470 | $25.5M | 0.16% |
| 127 | STOCK YDS BANCORP INC | 861025104 | 247,443 | $13.6M | 0.09% |
| 128 | ZEVIA PBC | ZVIA | 1,196,115 | $4.6M | 0.03% |
| 129 | SERVICENOW INC | NOW | 640 | $297,421 | 0.00% |