CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings121 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 14.2M | $521.6M | 3.2% | $19.57 | +84.67% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.5M | $401.4M | 2.5% | $80.28 | +97.79% | 18 qtrssince 2019-Q1 | Increased 53 |
FORTIVE CORP - W/I | 5.2M | $389.3M | 2.4% | $47.12 | +16.36% | 18 qtrssince 2019-Q1 | Increased 53 |
WORKDAY INC-CLASS A | 1.7M | $379.6M | 2.3% | $172.94 | +31.33% | 18 qtrssince 2019-Q1 | Increased 53 |
EVEREST GROUP LTD | 1M | $343.9M | 2.1% | $192.62 | +69.37% | 18 qtrssince 2019-Q1 | Increased 53 |
GENERAC HOLDINGS INC | 2M | $291.4M | 1.8% | $197.64 | +11.95% | 13 qtrssince 2020-Q2 | Increased 50 |
OKTA INC | 4.2M | $288.4M | 1.8% | $91.20 | -24.15% | 18 qtrssince 2019-Q1 | Increased 65 |
TRADEWEB MARKETS INC-CLASS A | 4M | $272.2M | 1.7% | $54.84 | +23.10% | 15 qtrssince 2019-Q4 | Decreased 0 |
ZSCALER INC | 1.8M | $261.4M | 1.6% | $97.94 | +47.89% | 14 qtrssince 2020-Q1 | Increased 56 |
EDWARDS LIFESCIENCES CORP | 2.8M | $261.3M | 1.6% | $69.26 | +32.86% | 18 qtrssince 2019-Q1 | Increased 48 |
TORO CO | 2.5M | $253.1M | 1.6% | $73.06 | +29.79% | 14 qtrssince 2020-Q1 | Increased 48 |
VEEVA SYSTEMS INC-CLASS A | 1.3M | $249.3M | 1.5% | $168.67 | +15.70% | 18 qtrssince 2019-Q1 | Increased 48 |
FRESHPET INC | 3.7M | $246M | 1.5% | $88.43 | -27.20% | 8 qtrssince 2021-Q3 | Decreased 0 |
NORDSON CORP | 984,065 | $244.2M | 1.5% | $173.45 | +37.78% | 18 qtrssince 2019-Q1 | Increased 48 |
DEXCOM INC | 1.9M | $243.3M | 1.5% | $83.05 | +54.05% | 6 qtrssince 2022-Q1 | Increased 48 |
STERIS PLC | 1.1M | $243.3M | 1.5% | $196.61 | +9.69% | 9 qtrssince 2021-Q2 | Increased 48 |
NUTANIX INC - A | 8.7M | $242.8M | 1.5% | $33.05 | -18.07% | 8 qtrssince 2021-Q3 | Increased 55 |
IDEX CORP | 1.1M | $230.1M | 1.4% | $166.28 | +23.68% | 18 qtrssince 2019-Q1 | Increased 55 |
AKAMAI TECHNOLOGIES INC | 2.5M | $222.7M | 1.4% | $107.75 | -17.23% | 7 qtrssince 2021-Q4 | Increased 48 |
AUTODESK INC | 1.1M | $219.6M | 1.4% | $196.85 | +3.94% | 3 qtrssince 2022-Q4 | Increased 71 |
Champlain Investment Partners, LLC manages $16.2B across 121 positions as of Q2 2023. Top holdings: PSTG (3.2%), AME (2.5%), FTV (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 4 new positions, 12 exits, 68 increased. Top move: ADSK (INCREASED, conviction 71). Portfolio: $16.2B across 121 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer