CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings139 positions
NUTANIX INC | 4.1M | $288.7M | 2.1% | $40.57 | +72.09% | 15 qtrssince 2021-Q3 | Decreased 0 |
EVERPURE INC | 5.8M | $257.6M | 1.9% | $22.05 | +100.81% | 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% | — | — | 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 CORPORATION | 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% | $89.95 | +33.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 2M | $206M | 1.5% | $90.94 | +15.70% | 25 qtrssince 2019-Q1 | Decreased 0 |
VEEVA SYS INC | 886,878 | $205.4M | 1.5% | $170.57 | +35.80% | 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 | 859,849 | $200.8M | 1.5% | $210.96 | +13.05% | 25 qtrssince 2019-Q1 | Decreased 0 |
XYLEM INC | 1.6M | $192.3M | 1.4% | $103.30 | +13.37% | 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% | $68.46 | +5.87% | 25 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1M | $189.1M | 1.4% | $180.64 | -2.34% | 25 qtrssince 2019-Q1 | Decreased 0 |
REPLIGEN CORP | 1.5M | $186.3M | 1.3% | $156.17 | -18.52% | 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% | $32.32 | +23.72% | 9 qtrssince 2023-Q1 | Increased 71 |
FORTIVE CORP | 2.4M | $178.9M | 1.3% | $47.29 | +15.84% | 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 Score: 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR