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 |
|---|---|---|---|---|---|---|---|---|
| TW | TRADEWEB MKTS INC | $1.73亿 | 2.19% | 1,469,486 | 253,140 | 20.8% | $2,978.45万 | 加仓 |
| PEN | PENUMBRA INC | $1.61亿 | 2.05% | 491,382 | -110,422 | -18.3% | -$3,625.93万 | 减仓 |
| EOG | EOG RES INC | $1.53亿 | 1.94% | 1,059,630 | 1,059,630 | — | $1.53亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.53亿 | 1.94% | 384,815 | 107,989 | 39.0% | $4,281.55万 | 加仓 |
| NTNX | NUTANIX INC | $1.52亿 | 1.93% | 4,010,155 | 598,980 | 17.6% | $2,276.72万 | 加仓 |
| FAST | FASTENAL CO | $1.35亿 | 1.71% | 2,901,213 | 194,310 | 7.2% | $901.60万 | 加仓 |
| AAON | AAON INC | $1.33亿 | 1.68% | 1,602,006 | -62,697 | -3.8% | -$518.82万 | 减仓 |
| VEEV | VEEVA SYS INC | $1.30亿 | 1.65% | 738,449 | 330,470 | 81.0% | $5,805.04万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.29亿 | 1.64% | 1,125,340 | 77,305 | 7.4% | $887.85万 | 加仓 |
| ESAB | ESAB CORPORATION | $1.26亿 | 1.60% | 1,304,834 | -217,753 | -14.3% | -$2,104.80万 | 减仓 |
| P | EVERPURE INC | $1.23亿 | 1.56% | 2,080,762 | 621,966 | 42.6% | $3,672.09万 | 加仓 |
| IEX | IDEX CORP | $1.21亿 | 1.54% | 640,274 | -190,373 | -22.9% | -$3,608.52万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.21亿 | 1.54% | 1,262,285 | -63,979 | -4.8% | -$614.13万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.20亿 | 1.52% | 252,962 | 252,962 | — | $1.20亿 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $1.17亿 | 1.49% | 855,190 | -312,891 | -26.8% | -$4,289.11万 | 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 |
| COO | COOPER COS INC | $1.15亿 | 1.46% | 1,608,090 | -161,650 | -9.1% | -$1,155.80万 | 减仓 |
| CAVA | CAVA GROUP INC | $1.13亿 | 1.43% | 1,397,381 | -417,558 | -23.0% | -$3,378.04万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $1.12亿 | 1.42% | 1,377,897 | -395,212 | -22.3% | -$3,210.31万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.11亿 | 1.41% | 2,265,303 | 1,141,309 | 101.5% | $5,615.24万 | 加仓 |
| HLNE | HAMILTON LANE INC | $1.08亿 | 1.37% | 1,087,227 | 25,963 | 2.4% | $258.07万 | 加仓 |
| GWW | WW GRAINGER INC | $1.08亿 | 1.37% | 98,629 | -31,727 | -24.3% | -$3,460.81万 | 减仓 |
| CSL | CARLISLE COS INC | $1.06亿 | 1.34% | 316,975 | -18,090 | -5.4% | -$603.52万 | 减仓 |
| OKTA | OKTA INC | $1.06亿 | 1.34% | 1,340,535 | -171,245 | -11.3% | -$1,347.87万 | 减仓 |
| MSA | MSA SAFETY INC | $1.05亿 | 1.34% | 641,879 | -419,173 | -39.5% | -$6,872.34万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1.03亿 | 1.31% | 717,724 | 258,624 | 56.3% | $3,714.36万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $1.02亿 | 1.30% | 285,414 | -33,240 | -10.4% | -$1,192.62万 | 减仓 |
| AME | AMETEK INC | $9,117.97万 | 1.16% | 425,358 | -191,499 | -31.0% | -$4,104.97万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $9,113.91万 | 1.16% | 1,181,630 | 157,949 | 15.4% | $1,218.26万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $9,113.83万 | 1.16% | 2,011,884 | 2,011,884 | — | $9,113.83万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $9,047.66万 | 1.15% | 556,985 | 144,650 | 35.1% | $2,349.69万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $8,854.38万 | 1.12% | 70,206 | -30,985 | -30.6% | -$3,907.83万 | 减仓 |
| XYL | XYLEM INC | $8,743.58万 | 1.11% | 731,680 | -111,500 | -13.2% | -$1,332.42万 | 减仓 |
| WING | WINGSTOP INC | $8,436.80万 | 1.07% | 544,415 | -133,798 | -19.7% | -$2,073.47万 | 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 |
| PCOR | PROCORE TECHNOLOGIES INC | $8,375.32万 | 1.06% | 1,469,355 | -136,083 | -8.5% | -$775.67万 | 减仓 |
| WAT | WATERS CORP | $8,333.64万 | 1.06% | 279,840 | -32,928 | -10.5% | -$980.60万 | 减仓 |
| DDOG | DATADOG INC | $8,304.85万 | 1.05% | 703,503 | 199,095 | 39.5% | $2,350.32万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $8,276.24万 | 1.05% | 1,033,497 | -700,715 | -40.4% | -$5,611.33万 | 减仓 |
| GTLB | GITLAB INC | $8,245.35万 | 1.05% | 3,810,238 | -279,250 | -6.8% | -$604.30万 | 减仓 |
| MSCI | MSCI INC | $8,205.56万 | 1.04% | 152,234 | -96,690 | -38.8% | -$5,211.69万 | 减仓 |
| RGEN | REPLIGEN CORP | $8,175.00万 | 1.04% | 693,855 | -310,096 | -30.9% | -$3,653.55万 | 减仓 |
| TOST | TOAST INC | $8,133.54万 | 1.03% | 3,068,101 | 162,453 | 5.6% | $430.66万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8,123.47万 | 1.03% | 191,280 | 10,060 | 5.6% | $427.24万 | 加仓 |
| ADSK | AUTODESK INC | $8,018.22万 | 1.02% | 334,930 | 62,745 | 23.1% | $1,502.12万 | 加仓 |
| ELF | E L F BEAUTY INC | $7,836.24万 | 0.99% | 1,292,895 | 79,248 | 6.5% | $480.32万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $7,657.99万 | 0.97% | 2,269,707 | -286,020 | -11.2% | -$965.03万 | 减仓 |
| TECH | BIO-TECHNE CORP | $7,599.50万 | 0.96% | 1,454,171 | 50,402 | 3.6% | $263.40万 | 加仓 |
| CHWY | CHEWY INC | $7,425.82万 | 0.94% | 2,750,304 | -100,514 | -3.5% | -$271.39万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $7,339.37万 | 0.93% | 214,815 | -23,360 | -9.8% | -$798.12万 | 减仓 |
| NDSN | NORDSON CORP | $7,319.42万 | 0.93% | 275,104 | -191,624 | -41.1% | -$5,098.35万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $6,953.30万 | 0.88% | 610,046 | -198,245 | -24.5% | -$2,259.60万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $6,650.79万 | 0.84% | 830,830 | 343,425 | 70.5% | $2,749.12万 | 加仓 |
| GGG | GRACO INC | $6,391.77万 | 0.81% | 755,082 | -71,494 | -8.6% | -$605.20万 | 减仓 |
| BRO | BROWN & BROWN INC | $6,314.11万 | 0.80% | 968,274 | -131,036 | -11.9% | -$854.49万 | 减仓 |
| STE | STERIS PLC | $6,286.17万 | 0.80% | 284,275 | -40,325 | -12.4% | -$891.71万 | 减仓 |
| VLTO | VERALTO CORP | $6,265.56万 | 0.80% | 708,614 | -390,926 | -35.6% | -$3,456.57万 | 减仓 |
| RBRK | RUBRIK INC. | $6,169.85万 | 0.78% | 1,259,925 | 1,259,925 | — | $6,169.85万 | 新建仓 |
| ZS | ZSCALER INC | $6,157.73万 | 0.78% | 438,929 | 107,045 | 32.3% | $1,501.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $6,007.03万 | 0.76% | 374,690 | -44,025 | -10.5% | -$705.81万 | 减仓 |
| BE | BLOOM ENERGY CORP | $5,753.68万 | 0.73% | 424,657 | 189,932 | 80.9% | $2,573.39万 | 重新持有 |
| MDB | MONGODB INC | $5,459.94万 | 0.69% | 223,064 | -42,995 | -16.2% | -$1,052.39万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $5,440.01万 | 0.69% | 218,404 | -175,320 | -44.5% | -$4,366.87万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $5,401.38万 | 0.69% | 295,077 | 295,077 | — | $5,401.38万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $5,162.66万 | 0.66% | 205,979 | -269,376 | -56.7% | -$6,751.64万 | 减仓 |
| MTDR | MATADOR RES CO | $4,705.68万 | 0.60% | 744,805 | 744,805 | — | $4,705.68万 | 新建仓 |
| NOVT | NOVANTA INC | $4,631.29万 | 0.59% | 392,117 | -88,947 | -18.5% | -$1,050.55万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $4,591.26万 | 0.58% | 229,632 | -21,304 | -8.5% | -$425.95万 | 减仓 |
| SSD | SIMPSON MFG INC | $4,368.16万 | 0.55% | 254,525 | -61,465 | -19.5% | -$1,054.86万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,324.61万 | 0.55% | 460,702 | 460,702 | — | $4,324.61万 | 新建仓 |
| SXI | STANDEX INTL CORP | $4,293.45万 | 0.54% | 168,463 | -64,300 | -27.6% | -$1,638.75万 | 减仓 |
| SNEX | STONEX GROUP INC | $4,266.80万 | 0.54% | 529,052 | 160,103 | 43.4% | $1,291.23万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $4,240.18万 | 0.54% | 162,721 | -52,166 | -24.3% | -$1,359.34万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $3,907.03万 | 0.50% | 326,948 | -5,596 | -1.7% | -$66.87万 | 减仓 |
| KAI | KADANT INC | $3,773.68万 | 0.48% | 129,081 | -55,465 | -30.1% | -$1,621.52万 | 减仓 |
| ALAB | ASTERA LABS INC | $3,590.70万 | 0.46% | 327,619 | 327,619 | — | $3,590.70万 | 新建仓 |
| RBA | RB GLOBAL INC | $3,538.95万 | 0.45% | 369,218 | -104,643 | -22.1% | -$1,003.00万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $3,465.83万 | 0.44% | 210,076 | 106,765 | 103.3% | $1,761.41万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $3,455.00万 | 0.44% | 1,173,175 | -478,611 | -29.0% | -$1,409.51万 | 减仓 |
| GKOS | GLAUKOS CORP | $3,434.64万 | 0.44% | 319,027 | -14,237 | -4.3% | -$153.28万 | 减仓 |
| NVT | NVENT ELEC PLC | $3,434.22万 | 0.44% | 290,347 | -88,025 | -23.3% | -$1,041.16万 | 减仓 |
| VVV | VALVOLINE INC | $3,385.50万 | 0.43% | 1,005,196 | -64,783 | -6.1% | -$218.19万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $3,348.34万 | 0.42% | 1,398,055 | -350,063 | -20.0% | -$838.40万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $3,341.13万 | 0.42% | 764,911 | -158,601 | -17.2% | -$692.77万 | 减仓 |
| S | SENTINELONE INC | $3,141.41万 | 0.40% | 2,438,982 | -725,486 | -22.9% | -$934.43万 | 减仓 |
| BRZE | BRAZE INC | $3,123.43万 | 0.40% | 1,322,927 | -347,713 | -20.8% | -$820.95万 | 减仓 |
| RMBS | RAMBUS INC DEL | $3,073.19万 | 0.39% | 357,223 | 357,223 | — | $3,073.19万 | 新建仓 |
| WHD | CACTUS INC | $3,062.42万 | 0.39% | 646,489 | 646,489 | — | $3,062.42万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $3,048.43万 | 0.39% | 391,376 | -15,081 | -3.7% | -$117.47万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3,039.89万 | 0.39% | 101,050 | 101,050 | — | $3,039.89万 | 新建仓 |
| GMED | GLOBUS MED INC | $3,016.06万 | 0.38% | 350,053 | -364,920 | -51.0% | -$3,144.15万 | 减仓 |
| PJT | PJT PARTNERS INC | $3,007.35万 | 0.38% | 215,241 | 2,073 | 1.0% | $28.96万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2,992.65万 | 0.38% | 402,346 | -65,146 | -13.9% | -$484.56万 | 减仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $2,875.19万 | 0.36% | 788,371 | -441,956 | -35.9% | -$1,611.81万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2,841.94万 | 0.36% | 1,136,322 | -304,712 | -21.1% | -$762.08万 | 减仓 |
| ATRC | ATRICURE INC | $2,770.58万 | 0.35% | 971,111 | -202,494 | -17.3% | -$577.72万 | 减仓 |
| RLI | RLI CORP | $2,648.98万 | 0.34% | 464,407 | -121,571 | -20.7% | -$693.44万 | 减仓 |
| VCEL | VERICEL CORP | $2,622.41万 | 0.33% | 815,173 | -213,674 | -20.8% | -$687.39万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $2,617.92万 | 0.33% | 626,447 | -135,073 | -17.7% | -$564.47万 | 减仓 |
| RAL | RALLIANT CORP | $2,574.01万 | 0.33% | 618,902 | 114,887 | 22.8% | $477.82万 | 加仓 |