CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings144 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 17.5M | $439.6M | 2.1% | $19.36 | +30.57% | 11 qtrssince 2019-Q1 | Increased 58 |
ASANA INC | 4.2M | $432.5M | 2.1% | $36.21 | +185.13% | 4 qtrssince 2020-Q4 | Decreased 0 |
INTEGRA LIFESCIENCES HLDGS C | 5.7M | $392.2M | 1.9% | $55.92 | +25.98% | 11 qtrssince 2019-Q1 | Decreased 0 |
FORTIVE CORP - W/I | 5.5M | $390.3M | 1.9% | $46.93 | +14.05% | 11 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 1.4M | $357.8M | 1.7% | $176.56 | +41.31% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 2.9M | $354.2M | 1.7% | $79.41 | +51.39% | 11 qtrssince 2019-Q1 | Decreased 0 |
WATERS CORP | 975,320 | $348.5M | 1.7% | $250.38 | +45.85% | 11 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 3.1M | $347.6M | 1.7% | $68.71 | +65.22% | 11 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 720,036 | $344.9M | 1.7% | $41.38 | +90.54% | 11 qtrssince 2019-Q1 | Decreased 0 |
ADVANCE AUTO PARTS INC | 1.6M | $343.2M | 1.6% | $135.02 | +44.27% | 11 qtrssince 2019-Q1 | Decreased 0 |
GENERAC HOLDINGS INC | 807,089 | $329.8M | 1.6% | $222.47 | +82.74% | 6 qtrssince 2020-Q2 | Increased 51 |
STERIS PLC | 1.6M | $329.8M | 1.6% | $197.94 | +1.48% | 2 qtrssince 2021-Q2 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 2.2M | $320.6M | 1.5% | $73.14 | +97.70% | 11 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 1.2M | $309.3M | 1.5% | $190.60 | +22.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
NEW RELIC INC | 4.2M | $303.3M | 1.5% | — | — | 11 qtrssince 2019-Q1 | Decreased 0 |
MASIMO CORP | 1.1M | $294.7M | 1.4% | $179.31 | +50.82% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALIGN TECHNOLOGY INC | 424,950 | $282.8M | 1.4% | $218.36 | +208.23% | 8 qtrssince 2019-Q4 | Decreased 0 |
DENTSPLY SIRONA INC | 4.7M | $273M | 1.3% | $42.89 | +22.67% | 11 qtrssince 2019-Q1 | Decreased 0 |
ZSCALER INC | 988,334 | $259.2M | 1.2% | $60.43 | +328.41% | 7 qtrssince 2020-Q1 | Decreased 0 |
TORO CO | 2.6M | $252.3M | 1.2% | $72.22 | +28.33% | 7 qtrssince 2020-Q1 | Increased 57 |
Champlain Investment Partners, LLC manages $20.9B across 144 positions as of Q3 2021. Top holdings: PSTG (2.1%), ASAN (2.1%), IART (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 8 new positions, 3 exits, 74 increased. Top move: PSTG (INCREASED, conviction 58). Portfolio: $20.9B across 144 positions.
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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