CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings139 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NUTANIX INC - A | 4.1M | $288.7M | 2.1% | $40.42 | +75.69% | 15 qtrssince 2021-Q3 | Decreased 0 |
PURE STORAGE INC - CLASS A | 5.8M | $257.6M | 1.9% | $22.09 | +108.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
MSA SAFETY INC | 1.7M | $255M | 1.8% | $144.77 | -0.51% | 25 qtrssince 2019-Q1 | Increased 61 |
CONFLUENT INC | 10.9M | $254.6M | 1.8% | $25.87 | -5.96% | 5 qtrssince 2024-Q1 | Increased 48 |
PENUMBRA INC | 869,923 | $232.6M | 1.7% | $201.58 | +32.73% | 25 qtrssince 2019-Q1 | Decreased 0 |
ESAB CORP | 1.9M | $224.7M | 1.6% | $108.27 | +6.64% | 5 qtrssince 2024-Q1 | Increased 65 |
CULLEN/FROST BANKERS INC | 1.7M | $215M | 1.6% | $91.77 | +32.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 2M | $206M | 1.5% | $91.11 | +18.52% | 25 qtrssince 2019-Q1 | Decreased 0 |
VEEVA SYSTEMS INC-CLASS A | 886,878 | $205.4M | 1.5% | $170.16 | +37.64% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 1.2M | $204.6M | 1.5% | $80.42 | +112.34% | 25 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 859,849 | $200.8M | 1.5% | $210.96 | +13.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 1.6M | $192.3M | 1.4% | $103.71 | +14.17% | 9 qtrssince 2023-Q1 | Decreased 0 |
ZSCALER INC | 966,660 | $191.8M | 1.4% | $135.69 | +52.66% | 21 qtrssince 2020-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 2.6M | $189.3M | 1.4% | $70.14 | +1.10% | 25 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1M | $189.1M | 1.4% | $182.80 | -2.55% | 25 qtrssince 2019-Q1 | Decreased 0 |
REPLIGEN CORP | 1.5M | $186.3M | 1.3% | $154.94 | -13.90% | 11 qtrssince 2022-Q3 | Decreased 0 |
WATERS CORP | 498,193 | $183.6M | 1.3% | $258.52 | +40.09% | 25 qtrssince 2019-Q1 | Increased 50 |
SERVISFIRST BANCSHARES INC | 2.2M | $183.2M | 1.3% | $65.05 | +23.73% | 9 qtrssince 2023-Q1 | Increased 71 |
FORTIVE CORP - W/I | 2.4M | $178.9M | 1.3% | $47.12 | +15.74% | 25 qtrssince 2019-Q1 | Decreased 0 |
ROCKWELL AUTOMATION INC | 666,017 | $172.1M | 1.2% | $230.58 | +10.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $13.8B across 139 positions as of Q1 2025. Top holdings: NTNX (2.1%), PSTG (1.9%), MSA (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 17 new positions, 11 exits, 38 increased. Top move: SFBS (INCREASED, conviction 71). Portfolio: $13.8B across 139 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer