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 |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | $1,830.93万 | 0.47% | 28,428 | -6,551 | -18.7% | -$421.92万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $1,824.09万 | 0.47% | 125,799 | -25,751 | -17.0% | -$373.39万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1,816.99万 | 0.47% | 46,417 | -8,415 | -15.3% | -$329.41万 | 减仓 |
| DXCM | DEXCOM INC | $1,813.18万 | 0.47% | 269,217 | 269,217 | — | $1,813.18万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,743.84万 | 0.45% | 65,679 | -152,725 | -69.9% | -$4,055.00万 | 减仓 |
| NVT | NVENT ELEC PLC | $1,738.11万 | 0.45% | 102,477 | -187,870 | -64.7% | -$3,186.46万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $1,716.47万 | 0.44% | 103,783 | -21,729 | -17.3% | -$359.38万 | 减仓 |
| GGG | GRACO INC | $1,695.57万 | 0.44% | 224,252 | -530,830 | -70.3% | -$4,013.61万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,667.23万 | 0.43% | 65,510 | 65,510 | — | $1,667.23万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $1,612.06万 | 0.41% | 889,660 | -712,906 | -44.5% | -$1,291.79万 | 减仓 |
| TRNS | TRANSCAT INC | $1,588.83万 | 0.41% | 171,266 | -33,178 | -16.2% | -$307.79万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $1,557.49万 | 0.40% | 298,541 | -103,805 | -25.8% | -$541.55万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $1,544.45万 | 0.40% | 136,087 | -73,989 | -35.2% | -$839.70万 | 减仓 |
| ADSK | AUTODESK INC | $1,487.22万 | 0.38% | 76,495 | -258,435 | -77.2% | -$5,024.49万 | 减仓 |
| BRZE | BRAZE INC | $1,472.86万 | 0.38% | 679,048 | -643,879 | -48.7% | -$1,396.57万 | 减仓 |
| SIBN | SI BONE INC | $1,463.03万 | 0.38% | 896,462 | 18,857 | 2.1% | $30.77万 | 加仓 |
| GTLB | GITLAB INC | $1,232.81万 | 0.32% | 403,802 | -3,406,436 | -89.4% | -$1.04亿 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,165.63万 | 0.30% | 233,780 | 13,378 | 6.1% | $66.70万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,164.11万 | 0.30% | 368,274 | -1,643,610 | -81.7% | -$5,195.45万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,153.99万 | 0.30% | 97,015 | 97,015 | — | $1,153.99万 | 新建仓 |
| VCYT | VERACYTE INC | $1,044.98万 | 0.27% | 177,930 | -103,993 | -36.9% | -$610.75万 | 减仓 |
| BRC | BRADY CORP | $1,026.92万 | 0.26% | 112,146 | -21,122 | -15.8% | -$193.41万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $960.73万 | 0.25% | 745,333 | -19,598 | -2.6% | -$25.26万 | 减仓 |
| SHAK | SHAKE SHACK INC | $825.44万 | 0.21% | 147,347 | -23,636 | -13.8% | -$132.41万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $770.74万 | 0.20% | 26,035 | -259,379 | -90.9% | -$7,678.66万 | 减仓 |
| MOD | MODINE MFG CO | $719.49万 | 0.18% | 26,945 | -88,880 | -76.7% | -$2,373.27万 | 减仓 |
| LCLN | LINCOLN INTL INC | $668.27万 | 0.17% | 279,964 | 279,964 | — | $668.27万 | 新建仓 |
| NTRA | NATERA INC | $646.87万 | 0.17% | 23,830 | 23,830 | — | $646.87万 | 新建仓 |
| NOW | SERVICENOW INC | $36.09万 | 0.01% | 3,635 | 785 | 27.5% | $7.79万 | 加仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -1,087,227 | -100.0% | -$1.08亿 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,469,355 | -100.0% | -$8,375.32万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -205,979 | -100.0% | -$5,162.66万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -327,619 | -100.0% | -$3,590.70万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -141,284 | -100.0% | -$2,513.02万 | 清仓 |
| AMSF | AMERISAFE INC | $0 | 0.00% | 0 | -377,823 | -100.0% | -$1,259.28万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -158,989 | -100.0% | -$820.07万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -35,300 | -100.0% | -$343.22万 | 清仓 |