SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Champlain Investment Partners, LLC

CIK 0001315478 · 180 BATTERY STREET, SUITE 400, BURLINGTON, VT, 05401 · 8028466200

Reported Value
$13.8B
Q1 2025
Positions
139
Filings on Record
30
2019–present window
Filed
May 14, 2025
original filing

Summary

Champlain Investment Partners, LLC reported $13.8B in U.S.-listed holdings across 139 positions for Q1 2025.

Its largest position, NTNX, represents 2.1% of the portfolio.

Compared with Q4 2024, the fund opened 17 new positions and exited 11.

Portfolio Metrics

Turnover
+11.3%
vs prior filed quarter
Top-10 Concentration
+17.0%
share of reported value
Largest Position
+2.1%
Nutanix
New / Exited
17 / 11
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $9.8BQ4 ’18Q1 ’19: $11.5BQ2 ’19: $11.9BQ3 ’19: $12.2BQ4 ’19: $13.7BQ4 ’19Q1 ’20: $11.1BQ2 ’20: $13.9BQ3 ’20: $14.7BQ4 ’20: $17.4BQ4 ’20Q1 ’21: $19.2BQ2 ’21: $21.0BQ3 ’21: $20.9BQ4 ’21: $22.1BQ4 ’21Q1 ’22: $19.3BQ2 ’22: $15.5BQ3 ’22: $14.6BQ4 ’22: $15.6BQ4 ’22Q1 ’23: $15.9BQ2 ’23: $16.2BQ3 ’23: $15.4BQ4 ’23: $16.9BQ4 ’23Q1 ’24: $17.5BQ2 ’24: $16.3BQ3 ’24: $16.5BQ4 ’24: $15.8BQ4 ’24Q1 ’25: $13.8BQ2 ’25: $14.3BQ3 ’25: $13.3BQ4 ’25: $9.9BQ4 ’25Q1 ’26: $7.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 96.5%Other: 3.5%
  • Common Stock · 96.5% · $13.3B
  • Other · 3.5% · $485M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HLNEHAMILTON LANE INCNEW+759.3K759.3K+$113M$113M
IDXXIDEXX LABS INCNEW+224.6K224.6K+$94M$94M
CSWCSW INDUSTRIALS INCNEW+278.5K278.5K+$81M$81M
TTDTHE TRADE DESK INCNEW+1.22M1.22M+$67M$67M
GTLBGITLAB INCNEW+1.28M1.28M+$60M$60M
CAVACAVA GROUP INCNEW+648.9K648.9K+$56M$56M
SPXCSPX TECHNOLOGIES INCNEW+409.2K409.2K+$53M$53M
CARTMAPLEBEAR INCNEW+1.31M1.31M+$52M$52M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NTNXNUTANIX INChistory →CL A2.09%$289M4.14M
2PPURE STORAGE INChistory →CL A1.87%$258M5.82M
3MSAMSA SAFETY INChistory →COM1.85%$255M1.74M
48QRCONFLUENT INChistory →CLASS A COM1.84%$255M10.86M
5PENPENUMBRA INChistory →COM1.68%$233M869.9K
6ESABESAB CORPORATIONhistory →COM1.63%$225M1.93M
7CFRCULLEN FROST BANKERS INChistory →COM1.56%$215M1.72M
8OKTAOKTA INChistory →CL A1.49%$206M1.96M
9VEEVVEEVA SYS INChistory →CL A COM1.49%$205M886.9K
10AMEAMETEK INChistory →COM1.48%$205M1.19M
11WDAYWORKDAY INChistory →CL A1.45%$201M859.8K
12XYLXYLEM INChistory →COM1.39%$192M1.61M
13ZSZSCALER INChistory →COM1.39%$192M966.7K
14EWEDWARDS LIFESCIENCES CORPhistory →COM1.37%$189M2.61M
15IEXIDEX CORPhistory →COM1.37%$189M1.04M
16RGENREPLIGEN CORPhistory →COM1.35%$186M1.46M
17WATWATERS CORPhistory →COM1.33%$184M498.2K
18SFBSSERVISFIRST BANCSHARES INChistory →COM1.33%$183M2.22M
19FTVFORTIVE CORPhistory →COM1.30%$179M2.44M
20ROKROCKWELL AUTOMATION INChistory →COM1.25%$172M666.0K
21MNSTMONSTER BEVERAGE CORP NEWhistory →COM1.22%$169M2.88M
22ELFE L F BEAUTY INChistory →COM1.21%$167M2.67M
23ULTAULTA BEAUTY INChistory →COM1.19%$164M448.7K
24MCXMCCORMICK & CO INChistory →COM NON VTG1.18%$163M1.98M
25NDSNNORDSON CORPhistory →COM1.16%$161M796.9K
26RYANRYAN SPECIALTY HOLDINGS INChistory →CL A1.14%$157M2.13M
27KNSLKINSALE CAP GROUP INChistory →COM1.14%$157M322.7K
28VLTOVERALTO CORPhistory →COM SHS1.10%$152M1.56M
29FRPTFRESHPET INChistory →COM1.09%$151M1.82M
30COOCOOPER COS INChistory →COM1.08%$149M1.77M
31TECHBIO-TECHNE CORPhistory →COM1.04%$144M2.45M
32WINGWINGSTOP INChistory →COM1.03%$143M632.0K
33EVEREST GROUP LTDCOM1.03%$142M390.6K
34FASTFASTENAL COhistory →COM1.02%$141M1.82M
35MSCIMSCI INChistory →COM1.02%$141M249.0K
36FDSFACTSET RESH SYS INChistory →COM1.01%$140M307.3K
37MTDMETTLER TOLEDO INTERNATIONALhistory →COM0.96%$133M112.5K
38DC4DEXCOM INChistory →COM0.92%$127M1.86M
39CLXCLOROX CO DELhistory →COM0.92%$126M858.1K
40MDBMONGODB INChistory →CL A0.90%$124M708.6K
41SNPSSYNOPSYS INChistory →COM0.89%$124M288.1K
42TWTRADEWEB MKTS INChistory →CL A0.89%$122M823.7K
43BWINTHE BALDWIN INSURANCE GRP INhistory →COM CL A0.86%$118M2.65M
44PANWPALO ALTO NETWORKS INChistory →COM0.85%$117M688.5K
45HLNEHAMILTON LANE INChistory →CL A0.82%$113M759.3K
46PLNTPLANET FITNESS INChistory →CL A0.79%$109M1.13M
47TOSTTOAST INChistory →CL A0.78%$108M3.26M
48WSTWEST PHARMACEUTICAL SVSC INChistory →COM0.76%$105M471.2K
49TTCTORO COhistory →COM0.76%$104M1.44M
50FFINFIRST FINL BANKSHARES INChistory →COM0.75%$104M2.90M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$7.9B130May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$9.9B128Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$13.3B135Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$14.3B135Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$13.8B139May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$15.8B133Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$16.5B124Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$16.3B122Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$17.5B126May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$16.9B125Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$15.4B126Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$16.2B121Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$15.9B129May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$15.6B132Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$14.6B130Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$15.5B135Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$19.3B141May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$22.1B145Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$20.9B144Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$21.0B139Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$19.2B136May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$17.4B122Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$14.7B126Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$13.9B121Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$11.1B119May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$13.7B119Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$12.2B119Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$11.9B117Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$11.5B120May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$9.8B119Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.