Champlain Investment Partners
Champlain Investment Partners reported 129 stocks worth $3.9B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NTNX (2.7%), P (2.3%) and ESAB (1.9%). Compared with Q1 2026, the fund opened new positions in TER and EQT, added to EAT, SITM and MMSI, trimmed NTNX, P and ESAB and sold out of HLNE, PCOR and WST.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NTNX Nutanix Inc | $104M | 2.7% | 2M | −2M (−49%) | 8 of 8 | |
| 2 |  P Pure Storage | $90.1M | 2.3% | 1.1M | −937K (−45%) | 8 of 8 | |
| 3 |  ESAB Esab Corporation | $74.6M | 1.9% | 756K | −549K (−42%) | 8 of 8 | |
| 4 |  PEN Penumbra Inc | $69.2M | 1.8% | 219K | −272K (−55%) | 8 of 8 | |
| 5 |  WH Wyndham Hotels & Resorts | $59.9M | 1.5% | 711K | −667K (−48%) | 5 of 8 | |
| 6 |  SFM Sprouts Fmrs Mkt Inc | $59.1M | 1.5% | 698K | −483K (−41%) | 3 of 8 | |
| 7 |  CFR Cullen Frost Bankers Inc | $58.7M | 1.5% | 380K | −476K (−56%) | 8 of 8 | |
| 8 |  OKTA Okta Inc | $56.4M | 1.4% | 413K | −928K (−69%) | 8 of 8 | |
| 9 |  CBSH Commerce Bancshares Inc | $56.1M | 1.4% | 972K | −1.3M (−57%) | 3 of 8 | |
| 10 |  MSA Msa Safety Inc | $55.9M | 1.4% | 320K | −322K (−50%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HLNE Hamilton Lane Inc | $108M | 1.1M |
 PCOR Procore Technologies Inc | $83.8M | 1.5M |
 WST West Pharmaceutical Svsc Inc | $51.6M | 206K |
 ALAB Astera Labs Inc | $35.9M | 328K |
MASIMO CORP | $25.1M | 141K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Champlain Investment Partners 13F FAQ
What does Champlain Investment Partners own?
Champlain Investment Partners reported 129 stocks worth $3.9B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NTNX (2.7%), P (2.3%) and ESAB (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Champlain Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 7 added to, 115 trimmed and 8 sold out. New positions include TER and EQT. It sold all of HLNE, PCOR and WST.
When will Champlain Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Champlain Investment Partners's portfolio worth?
The Q2 2026 filing reports $3.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.