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Champlain Investment Partners, LLC

13F filer · CIK 1315478 · Burlington, VT

Summary
Champlain Investment Partners, LLC reported $3.89B across 129 positions in its 13F for 2026 Q2, filed Aug 12, 2026. The largest holdings are NTNX (2.7%), P (2.3%), ESAB (1.9%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 7, trimmed 115 and sold out of 8.
Reported value$3.89B
Positions129
Report period2026 Q2
FiledAug 12, 2026
New positions7
Added7
Trimmed115
Sold out8

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 2.7%Value $103.67MPrice $68.70Shares 2.03M -49.27%Since Jun 30 +34.81%
Weight 2.3%Value $90.08MPrice $129.40Shares 1.14M -45.05%Since Jun 30 +64.23%
Weight 1.9%Value $74.57MPrice $67.25Shares 756K -42.06%Since Jun 30 -31.82%
Weight 1.8%Value $69.16MPrice $319.18Shares 219K -55.43%Since Jun 30 +1.09%
Weight 1.5%Value $59.90MPrice $70.83Shares 711K -48.37%Since Jun 30 -15.89%
Weight 1.5%Value $59.07MPrice $63.45Shares 698K -40.90%Since Jun 30 -24.98%
Weight 1.5%Value $58.66MPrice $154.21Shares 380K -55.61%Since Jun 30 -0.20%
Weight 1.4%Value $56.35MPrice $202.18Shares 413K -69.19%Since Jun 30 +48.17%
Weight 1.4%Value $56.13MPrice $55.33Shares 972K -57.10%Since Jun 30 -4.19%
Weight 1.4%Value $55.91MPrice $182.32Shares 320K -50.11%Since Jun 30 +4.43%
Weight 1.4%Value $55.02MPrice $53.14Shares 701K -49.83%Since Jun 30 -32.29%
Weight 1.4%Value $54.07MPrice $417.61Shares 121K -68.50%Since Jun 30 -6.38%
Weight 1.4%Value $53.63MPrice $46.36Shares 904K -60.26%Since Jun 30 -21.90%
Weight 1.4%Value $52.89MPrice $142.08Shares 326K -16.86%Since Jun 30 -12.43%
Weight 1.2%Value $48.41MPrice $148.08Shares 342K -12.73%Since Jun 30 +4.48%
Weight 1.2%Value $47.63MPrice $170.11Shares 194K -15.39%Since Jun 30 -30.62%
Weight 1.2%Value $46.71MPrice $140.63Shares 360K -66.02%Since Jun 30 +8.40%
Weight 1.2%Value $45.88MPrice $85.11Shares 362K -77.43%Since Jun 30 -32.91%
Weight 1.2%Value $44.96MPrice $174.79Shares 215K -15.62%Since Jun 30 -16.51%
Weight 1.1%Value $43.59MPrice $338.15Shares 100K -60.63%Since Jun 30 -22.73%
Weight 1.1%Value $43.52MPrice $194.09Shares 319K -54.03%Since Jun 30 +42.25%
Weight 1.1%Value $43.33MPrice $100.77Shares 435K -70.41%Since Jun 30 +1.11%
Weight 1.1%Value $43.32MPrice $279.96Shares 244K -66.95%Since Jun 30 +57.75%
Weight 1.1%Value $42.81MPrice $50.49Shares 891K -69.28%Since Jun 30 +5.12%
Weight 1.1%Value $42.55MPrice $101.80Shares 245K -54.93%Since Jun 30 -41.30%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

TERTERTERADYNE INC≈ $21.03MNew
EQTEQTEQT CORP≈ $19.78MNew
DXCMDXCMDEXCOM INC≈ $18.13MNew
SNOWSNOWSNOWFLAKE INC≈ $16.67MNew

Largest sells in 2026 Q2

TWTWTRADEWEB MKTS INC≈ $121.74MTrim
HLNEHLNEHAMILTON LANE INC≈ $108.07MSold
SNPSSNPSSYNOPSYS INC≈ $104.51MTrim
AAONAAONAAON INC≈ $102.64MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR