Champlain Investment Partners, LLC
BURLINGTON VT · SEC CIK 0001315478
$78.80亿2026Q1 申报市值
130持仓数
18.3%前十大占比 · 第一大 2.2%
18 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EOG 新建仓+$1.53亿
TPL 新建仓+$1.20亿
TSCO 新建仓+$9,113.83万
CELH 加仓+$6,516.62万
RBRK 新建仓+$6,169.85万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$1.66亿
EXACT SCIENCES C 清仓-$1.37亿
MKC 清仓-$1.19亿
SFBS 清仓-$1.13亿
FRPT 清仓-$1.08亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RYAN | RYAN SPECIALTY HOLDINGS INC | $7,657.99万 | 0.97% | 2,269,707 | -286,020 | -11.2% | -$965.03万 | 减仓 |
| ELF | E L F BEAUTY INC | $7,836.24万 | 0.99% | 1,292,895 | 79,248 | 6.5% | $480.32万 | 加仓 |
| ADSK | AUTODESK INC | $8,018.22万 | 1.02% | 334,930 | 62,745 | 23.1% | $1,502.12万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8,123.47万 | 1.03% | 191,280 | 10,060 | 5.6% | $427.24万 | 加仓 |
| TOST | TOAST INC | $8,133.54万 | 1.03% | 3,068,101 | 162,453 | 5.6% | $430.66万 | 加仓 |
| RGEN | REPLIGEN CORP | $8,175.00万 | 1.04% | 693,855 | -310,096 | -30.9% | -$3,653.55万 | 减仓 |
| MSCI | MSCI INC | $8,205.56万 | 1.04% | 152,234 | -96,690 | -38.8% | -$5,211.69万 | 减仓 |
| GTLB | GITLAB INC | $8,245.35万 | 1.05% | 3,810,238 | -279,250 | -6.8% | -$604.30万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8,276.24万 | 1.05% | 1,033,497 | -700,715 | -40.4% | -$5,611.33万 | 减仓 |
| DDOG | DATADOG INC | $8,304.85万 | 1.05% | 703,503 | 199,095 | 39.5% | $2,350.32万 | 加仓 |
| WAT | WATERS CORP | $8,333.64万 | 1.06% | 279,840 | -32,928 | -10.5% | -$980.60万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $8,375.32万 | 1.06% | 1,469,355 | -136,083 | -8.5% | -$775.67万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $8,425.36万 | 1.07% | 2,374,680 | 1,836,702 | 341.4% | $6,516.62万 | 加仓 |
| WING | WINGSTOP INC | $8,436.80万 | 1.07% | 544,415 | -133,798 | -19.7% | -$2,073.47万 | 减仓 |
| XYL | XYLEM INC | $8,743.58万 | 1.11% | 731,680 | -111,500 | -13.2% | -$1,332.42万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $8,854.38万 | 1.12% | 70,206 | -30,985 | -30.6% | -$3,907.83万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $9,047.66万 | 1.15% | 556,985 | 144,650 | 35.1% | $2,349.69万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $9,113.83万 | 1.16% | 2,011,884 | 2,011,884 | — | $9,113.83万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $9,113.91万 | 1.16% | 1,181,630 | 157,949 | 15.4% | $1,218.26万 | 加仓 |
| AME | AMETEK INC | $9,117.97万 | 1.16% | 425,358 | -191,499 | -31.0% | -$4,104.97万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.02亿 | 1.30% | 285,414 | -33,240 | -10.4% | -$1,192.62万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1.03亿 | 1.31% | 717,724 | 258,624 | 56.3% | $3,714.36万 | 加仓 |
| MSA | MSA SAFETY INC | $1.05亿 | 1.34% | 641,879 | -419,173 | -39.5% | -$6,872.34万 | 减仓 |
| OKTA | OKTA INC | $1.06亿 | 1.34% | 1,340,535 | -171,245 | -11.3% | -$1,347.87万 | 减仓 |
| CSL | CARLISLE COS INC | $1.06亿 | 1.34% | 316,975 | -18,090 | -5.4% | -$603.52万 | 减仓 |
| GWW | WW GRAINGER INC | $1.08亿 | 1.37% | 98,629 | -31,727 | -24.3% | -$3,460.81万 | 减仓 |
| HLNE | HAMILTON LANE INC | $1.08亿 | 1.37% | 1,087,227 | 25,963 | 2.4% | $258.07万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.11亿 | 1.41% | 2,265,303 | 1,141,309 | 101.5% | $5,615.24万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.12亿 | 1.42% | 1,377,897 | -395,212 | -22.3% | -$3,210.31万 | 减仓 |
| CAVA | CAVA GROUP INC | $1.13亿 | 1.43% | 1,397,381 | -417,558 | -23.0% | -$3,378.04万 | 减仓 |
| COO | COOPER COS INC | $1.15亿 | 1.46% | 1,608,090 | -161,650 | -9.1% | -$1,155.80万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $1.16亿 | 1.47% | 2,273,664 | 498,990 | 28.1% | $2,534.87万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $1.17亿 | 1.49% | 855,190 | -312,891 | -26.8% | -$4,289.11万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.20亿 | 1.52% | 252,962 | 252,962 | — | $1.20亿 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1.21亿 | 1.54% | 1,262,285 | -63,979 | -4.8% | -$614.13万 | 减仓 |
| IEX | IDEX CORP | $1.21亿 | 1.54% | 640,274 | -190,373 | -22.9% | -$3,608.52万 | 减仓 |
| P | EVERPURE INC | $1.23亿 | 1.56% | 2,080,762 | 621,966 | 42.6% | $3,672.09万 | 加仓 |
| ESAB | ESAB CORPORATION | $1.26亿 | 1.60% | 1,304,834 | -217,753 | -14.3% | -$2,104.80万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.29亿 | 1.64% | 1,125,340 | 77,305 | 7.4% | $887.85万 | 加仓 |
| VEEV | VEEVA SYS INC | $1.30亿 | 1.65% | 738,449 | 330,470 | 81.0% | $5,805.04万 | 加仓 |
| AAON | AAON INC | $1.33亿 | 1.68% | 1,602,006 | -62,697 | -3.8% | -$518.82万 | 减仓 |
| FAST | FASTENAL CO | $1.35亿 | 1.71% | 2,901,213 | 194,310 | 7.2% | $901.60万 | 加仓 |
| NTNX | NUTANIX INC | $1.52亿 | 1.93% | 4,010,155 | 598,980 | 17.6% | $2,276.72万 | 加仓 |
| SNPS | SYNOPSYS INC | $1.53亿 | 1.94% | 384,815 | 107,989 | 39.0% | $4,281.55万 | 加仓 |
| EOG | EOG RES INC | $1.53亿 | 1.94% | 1,059,630 | 1,059,630 | — | $1.53亿 | 新建仓 |
| PEN | PENUMBRA INC | $1.61亿 | 2.05% | 491,382 | -110,422 | -18.3% | -$3,625.93万 | 减仓 |
| TW | TRADEWEB MKTS INC | $1.73亿 | 2.19% | 1,469,486 | 253,140 | 20.8% | $2,978.45万 | 加仓 |