Champlain Investment Partners, LLC
BURLINGTON VT · SEC CIK 0001315478
$38.92亿2026Q2 申报市值
129持仓数
17.6%前十大占比 · 第一大 2.7%
7 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TER 新建仓+$2,103.45万
EQT 新建仓+$1,977.68万
DXCM 新建仓+$1,813.18万
SNOW 新建仓+$1,667.23万
IRTC 新建仓+$1,153.99万
2026Q2 卖出最多 按季末市值估算
DDOG 减仓-$1.64亿
AAON 减仓-$1.57亿
OKTA 减仓-$1.27亿
SNPS 减仓-$1.18亿
AKAM 减仓-$1.12亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RBA | RB GLOBAL INC | $3,631.13万 | 0.93% | 311,819 | -57,399 | -15.5% | -$668.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,642.57万 | 0.94% | 106,814 | -267,876 | -71.5% | -$9,135.11万 | 减仓 |
| TOST | TOAST INC | $3,655.48万 | 0.94% | 1,313,974 | -1,754,127 | -57.2% | -$4,879.98万 | 减仓 |
| RBRK | RUBRIK INC. | $3,663.06万 | 0.94% | 456,286 | -803,639 | -63.8% | -$6,451.61万 | 减仓 |
| MTDR | MATADOR RES CO | $3,697.08万 | 0.95% | 742,683 | -2,122 | -0.3% | -$10.56万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $3,766.64万 | 0.97% | 645,526 | -119,385 | -15.6% | -$696.61万 | 减仓 |
| GWW | WW GRAINGER INC | $3,788.44万 | 0.97% | 27,848 | -70,781 | -71.8% | -$9,629.05万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,834.58万 | 0.99% | 141,003 | -319,699 | -69.4% | -$8,694.21万 | 减仓 |
| GKOS | GLAUKOS CORP | $3,845.79万 | 0.99% | 275,171 | -43,856 | -13.7% | -$612.93万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $3,854.45万 | 0.99% | 138,500 | -24,221 | -14.9% | -$674.07万 | 减仓 |
| RMBS | RAMBUS INC DEL | $3,973.81万 | 1.02% | 299,368 | -57,855 | -16.2% | -$767.97万 | 减仓 |
| IEX | IDEX CORP | $4,051.94万 | 1.04% | 178,539 | -461,735 | -72.1% | -$1.05亿 | 减仓 |
| WING | WINGSTOP INC | $4,255.12万 | 1.09% | 245,379 | -299,036 | -54.9% | -$5,185.58万 | 减仓 |
| FAST | FASTENAL CO | $4,280.84万 | 1.10% | 891,285 | -2,009,928 | -69.3% | -$9,653.68万 | 减仓 |
| VEEV | VEEVA SYS INC | $4,331.58万 | 1.11% | 244,074 | -494,375 | -66.9% | -$8,773.67万 | 减仓 |
| TW | TRADEWEB MKTS INC | $4,333.34万 | 1.11% | 434,812 | -1,034,674 | -70.4% | -$1.03亿 | 减仓 |
| RGEN | REPLIGEN CORP | $4,351.82万 | 1.12% | 318,955 | -374,900 | -54.0% | -$5,115.14万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $4,358.89万 | 1.12% | 99,600 | -153,362 | -60.6% | -$6,711.73万 | 减仓 |
| SSD | SIMPSON MFG INC | $4,496.11万 | 1.16% | 214,765 | -39,760 | -15.6% | -$832.38万 | 减仓 |
| AAON | AAON INC | $4,587.78万 | 1.18% | 361,641 | -1,240,365 | -77.4% | -$1.57亿 | 减仓 |
| EOG | EOG RES INC | $4,670.73万 | 1.20% | 360,035 | -699,595 | -66.0% | -$9,075.85万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $4,763.38万 | 1.22% | 194,289 | -35,343 | -15.4% | -$866.50万 | 减仓 |
| CVLT | COMMVAULT SYS INC | $4,841.06万 | 1.24% | 341,569 | -49,807 | -12.7% | -$705.91万 | 减仓 |
| NOVT | NOVANTA INC | $5,289.14万 | 1.36% | 326,007 | -66,110 | -16.9% | -$1,072.57万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $5,363.34万 | 1.38% | 903,527 | -1,370,137 | -60.3% | -$8,133.13万 | 减仓 |
| SNPS | SYNOPSYS INC | $5,407.48万 | 1.39% | 121,225 | -263,590 | -68.5% | -$1.18亿 | 减仓 |
| CAVA | CAVA GROUP INC | $5,502.37万 | 1.41% | 701,117 | -696,264 | -49.8% | -$5,464.28万 | 减仓 |
| MSA | MSA SAFETY INC | $5,590.80万 | 1.44% | 320,243 | -321,636 | -50.1% | -$5,615.12万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $5,612.51万 | 1.44% | 971,864 | -1,293,439 | -57.1% | -$7,469.61万 | 减仓 |
| OKTA | OKTA INC | $5,635.18万 | 1.45% | 412,985 | -927,550 | -69.2% | -$1.27亿 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $5,865.73万 | 1.51% | 379,610 | -475,580 | -55.6% | -$7,348.66万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $5,906.79万 | 1.52% | 698,367 | -483,263 | -40.9% | -$4,087.44万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $5,990.22万 | 1.54% | 711,343 | -666,554 | -48.4% | -$5,613.05万 | 减仓 |
| PEN | PENUMBRA INC | $6,915.94万 | 1.78% | 219,032 | -272,350 | -55.4% | -$8,599.45万 | 减仓 |
| ESAB | ESAB CORPORATION | $7,457.20万 | 1.92% | 756,078 | -548,756 | -42.1% | -$5,412.38万 | 减仓 |
| P | EVERPURE INC | $9,008.19万 | 2.31% | 1,143,316 | -937,446 | -45.1% | -$7,386.14万 | 减仓 |
| NTNX | NUTANIX INC | $1.04亿 | 2.66% | 2,034,277 | -1,975,878 | -49.3% | -$1.01亿 | 减仓 |