CIChamplain Investment Partners, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings133 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PURE STORAGE INC - CLASS A | 5.9M | $363.8M | 2.3% | $22.09 | +182.88% | 24 qtrssince 2019-Q1 | Increased 55 |
CULLEN/FROST BANKERS INC | 2.7M | $358.5M | 2.3% | $91.77 | +42.35% | 24 qtrssince 2019-Q1 | Decreased 0 |
PENUMBRA INC | 1.5M | $355.3M | 2.2% | $201.58 | +18.15% | 24 qtrssince 2019-Q1 | Decreased 0 |
EVEREST GROUP LTD | 862,325 | $312.6M | 2.0% | $209.32 | +69.88% | 24 qtrssince 2019-Q1 | Decreased 0 |
NUTANIX INC - A | 5M | $304.8M | 1.9% | $40.42 | +52.31% | 14 qtrssince 2021-Q3 | Decreased 0 |
CONFLUENT INC | 10.8M | $302.9M | 1.9% | $25.88 | +9.10% | 4 qtrssince 2024-Q1 | Increased 49 |
e.l.f. Beauty, Inc. | 2.2M | $279.5M | 1.8% | $119.82 | +6.08% | 2 qtrssince 2024-Q3 | Increased 78 |
FORTIVE CORP - W/I | 3.4M | $258.2M | 1.6% | $47.12 | +19.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMETEK INC | 1.4M | $256.9M | 1.6% | $80.42 | +121.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
OKTA INC | 3.3M | $256.4M | 1.6% | $91.11 | -12.59% | 24 qtrssince 2019-Q1 | Decreased 0 |
WORKDAY INC-CLASS A | 982,961 | $253.6M | 1.6% | $210.96 | +24.19% | 24 qtrssince 2019-Q1 | Increased 73 |
FRESHPET INC | 1.7M | $245.5M | 1.6% | $88.08 | +69.72% | 14 qtrssince 2021-Q3 | Decreased 0 |
ROCKWELL AUTOMATION INC | 854,672 | $244.3M | 1.5% | $230.58 | +21.89% | 24 qtrssince 2019-Q1 | Increased 49 |
ULTA BEAUTY INC | 560,735 | $243.9M | 1.5% | $371.62 | +17.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
IDEX CORP | 1.1M | $237.1M | 1.5% | $182.80 | +12.13% | 24 qtrssince 2019-Q1 | Decreased 0 |
PLANET FITNESS MASTER ISSUER | 2.3M | $227M | 1.4% | $69.54 | +43.35% | 17 qtrssince 2020-Q4 | Decreased 0 |
MSA SAFETY INC | 1.4M | $224.5M | 1.4% | $144.98 | +11.91% | 24 qtrssince 2019-Q1 | Increased 78 |
REPLIGEN CORP | 1.5M | $222.2M | 1.4% | $154.94 | -7.19% | 10 qtrssince 2022-Q3 | Increased 53 |
VEEVA SYSTEMS INC-CLASS A | 1M | $218.4M | 1.4% | $170.16 | +24.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
ZSCALER INC | 1.2M | $212.6M | 1.3% | $135.69 | +34.96% | 20 qtrssince 2020-Q1 | Decreased 0 |
Champlain Investment Partners, LLC manages $15.8B across 133 positions as of Q4 2024. Top holdings: PSTG (2.3%), CFR (2.3%), PEN (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 16 new positions, 7 exits, 31 increased. Top move: ELF (INCREASED, conviction 78). Portfolio: $15.8B across 133 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
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer