Filed: 5/14/2025ACC: 0001315478-25-000012
📋 What this filing means
CHAMPLAIN INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $13.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$13.81B
Total AUM (reported)
192.04M
Total Shares
Allocation by class
COM$9.52B68.9%
CL A$2.22B16.1%
COM CL A$439.86M3.2%
CL A COM$364.17M2.6%
CLASS A COM$314.98M2.3%
COM NON VTG$163.03M1.2%
COM SHS$151.99M1.1%
Portfolio Concentration
Top 3$801.39M5.8%
4–10$1.54B11.2%
11–25$2.69B19.5%
Rest$8.77B63.5%
Top 3 weight
5.8%
Top 10 weight
17.0%
Voting Authority Distribution
Total shares with voting rights: 192.04M
Sole
Full voting authority
150.60M
shares
% of voting shares78.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
41.44M
shares
% of voting shares21.6%
Investment Discretion (by position count)
Sole139
Shared0
Other0
Dominant voting typeSole · 78.4% of voting shares
Institutional Holdings139
Rows:
NUTANIX INC
SOLEShares4.14M
TypeSH
Market value$288.72M
2.09%
Sole
3.40M
Shared
0.00
None
732.34K
PURE STORAGE INC
SOLEShares5.82M
TypeSH
Market value$257.62M
1.87%
Sole
4.79M
Shared
0.00
None
1.03M
MSA SAFETY INC
SOLEShares1.74M
TypeSH
Market value$255.05M
1.85%
Sole
1.39M
Shared
0.00
None
346.99K
CONFLUENT INC
SOLEShares10.86M
TypeSH
Market value$254.61M
1.84%
Sole
9.03M
Shared
0.00
None
1.83M
PENUMBRA INC
SOLEShares869.92K
TypeSH
Market value$232.63M
1.68%
Sole
729.83K
Shared
0.00
None
140.09K
ESAB CORPORATION
SOLEShares1.93M
TypeSH
Market value$224.74M
1.63%
Sole
1.54M
Shared
0.00
None
385.77K
CULLEN FROST BANKERS INC
SOLEShares1.72M
TypeSH
Market value$215.02M
1.56%
Sole
1.43M
Shared
0.00
None
291.08K
OKTA INC
SOLEShares1.96M
TypeSH
Market value$206.04M
1.49%
Sole
1.81M
Shared
0.00
None
145.09K
VEEVA SYS INC
SOLEShares886.88K
TypeSH
Market value$205.43M
1.49%
Sole
821.25K
Shared
0.00
None
65.62K
AMETEK INC
SOLEShares1.19M
TypeSH
Market value$204.58M
1.48%
Sole
1.10M
Shared
0.00
None
87.79K
WORKDAY INC
SOLEShares859.85K
TypeSH
Market value$200.80M
1.45%
Sole
796.14K
Shared
0.00
None
63.70K
XYLEM INC
SOLEShares1.61M
TypeSH
Market value$192.33M
1.39%
Sole
1.49M
Shared
0.00
None
118.75K
ZSCALER INC
SOLEShares966.66K
TypeSH
Market value$191.80M
1.39%
Sole
895.27K
Shared
0.00
None
71.39K
EDWARDS LIFESCIENCES CORP
SOLEShares2.61M
TypeSH
Market value$189.30M
1.37%
Sole
2.42M
Shared
0.00
None
194.57K
IDEX CORP
SOLEShares1.04M
TypeSH
Market value$189.07M
1.37%
Sole
967.21K
Shared
0.00
None
77.53K
REPLIGEN CORP
SOLEShares1.46M
TypeSH
Market value$186.28M
1.35%
Sole
1.17M
Shared
0.00
None
297.94K
WATERS CORP
SOLEShares498.19K
TypeSH
Market value$183.62M
1.33%
Sole
462.31K
Shared
0.00
None
35.88K
SERVISFIRST BANCSHARES INC
SOLEShares2.22M
TypeSH
Market value$183.15M
1.33%
Sole
1.70M
Shared
0.00
None
520.86K
FORTIVE CORP
SOLEShares2.44M
TypeSH
Market value$178.91M
1.30%
Sole
2.26M
Shared
0.00
None
180.35K
ROCKWELL AUTOMATION INC
SOLEShares666.02K
TypeSH
Market value$172.09M
1.25%
Sole
616.84K
Shared
0.00
None
49.18K
MONSTER BEVERAGE CORP NEW
SOLEShares2.88M
TypeSH
Market value$168.80M
1.22%
Sole
2.67M
Shared
0.00
None
214.13K
E L F BEAUTY INC
SOLEShares2.67M
TypeSH
Market value$167.34M
1.21%
Sole
2.21M
Shared
0.00
None
457.30K
ULTA BEAUTY INC
SOLEShares448.71K
TypeSH
Market value$164.47M
1.19%
Sole
415.31K
Shared
0.00
None
33.41K
MCCORMICK & CO INC
SOLEShares1.98M
TypeSH
Market value$163.03M
1.18%
Sole
1.83M
Shared
0.00
None
146.87K
NORDSON CORP
SOLEShares796.92K
TypeSH
Market value$160.75M
1.16%
Sole
738.15K
Shared
0.00
None
58.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NUTANIX INCSOLE | CL A | 4.14M | SH | $288.72M 2.09% | 3.40M | 0.00 | 732.34K |
PURE STORAGE INCSOLE | CL A | 5.82M | SH | $257.62M 1.87% | 4.79M | 0.00 | 1.03M |
MSA SAFETY INCSOLE | COM | 1.74M | SH | $255.05M 1.85% | 1.39M | 0.00 | 346.99K |
CONFLUENT INCSOLE | CLASS A COM | 10.86M | SH | $254.61M 1.84% | 9.03M | 0.00 | 1.83M |
PENUMBRA INCSOLE | COM | 869.92K | SH | $232.63M 1.68% | 729.83K | 0.00 | 140.09K |
ESAB CORPORATIONSOLE | COM | 1.93M | SH | $224.74M 1.63% | 1.54M | 0.00 | 385.77K |
CULLEN FROST BANKERS INCSOLE | COM | 1.72M | SH | $215.02M 1.56% | 1.43M | 0.00 | 291.08K |
OKTA INCSOLE | CL A | 1.96M | SH | $206.04M 1.49% | 1.81M | 0.00 | 145.09K |
VEEVA SYS INCSOLE | CL A COM | 886.88K | SH | $205.43M 1.49% | 821.25K | 0.00 | 65.62K |
AMETEK INCSOLE | COM | 1.19M | SH | $204.58M 1.48% | 1.10M | 0.00 | 87.79K |
WORKDAY INCSOLE | CL A | 859.85K | SH | $200.80M 1.45% | 796.14K | 0.00 | 63.70K |
XYLEM INCSOLE | COM | 1.61M | SH | $192.33M 1.39% | 1.49M | 0.00 | 118.75K |
ZSCALER INCSOLE | COM | 966.66K | SH | $191.80M 1.39% | 895.27K | 0.00 | 71.39K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 2.61M | SH | $189.30M 1.37% | 2.42M | 0.00 | 194.57K |
IDEX CORPSOLE | COM | 1.04M | SH | $189.07M 1.37% | 967.21K | 0.00 | 77.53K |
REPLIGEN CORPSOLE | COM | 1.46M | SH | $186.28M 1.35% | 1.17M | 0.00 | 297.94K |
WATERS CORPSOLE | COM | 498.19K | SH | $183.62M 1.33% | 462.31K | 0.00 | 35.88K |
SERVISFIRST BANCSHARES INCSOLE | COM | 2.22M | SH | $183.15M 1.33% | 1.70M | 0.00 | 520.86K |
FORTIVE CORPSOLE | COM | 2.44M | SH | $178.91M 1.30% | 2.26M | 0.00 | 180.35K |
ROCKWELL AUTOMATION INCSOLE | COM | 666.02K | SH | $172.09M 1.25% | 616.84K | 0.00 | 49.18K |
MONSTER BEVERAGE CORP NEWSOLE | COM | 2.88M | SH | $168.80M 1.22% | 2.67M | 0.00 | 214.13K |
E L F BEAUTY INCSOLE | COM | 2.67M | SH | $167.34M 1.21% | 2.21M | 0.00 | 457.30K |
ULTA BEAUTY INCSOLE | COM | 448.71K | SH | $164.47M 1.19% | 415.31K | 0.00 | 33.41K |
MCCORMICK & CO INCSOLE | COM NON VTG | 1.98M | SH | $163.03M 1.18% | 1.83M | 0.00 | 146.87K |
NORDSON CORPSOLE | COM | 796.92K | SH | $160.75M 1.16% | 738.15K | 0.00 | 58.77K |
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