CIP
Champlain Investment Partners Portfolio holdings
AUM
$14.3B
1-Year Est. Return
15.77%
1 Year Est. Return
+15.77%
AUM
$13.8B
AUM Growth
-$2B
(-13%)
Holding
150
Top Buys
| 1 | +$113M | |
| 2 | +$103M | |
| 3 | +$94.3M | |
| 4 |
CSW
CSW Industrials
CSW
|
+$81.2M |
| 5 |
Wingstop
WING
|
+$80.8M |
Top Sells
| 1 | +$171M | |
| 2 | +$167M | |
| 3 | +$153M | |
| 4 |
J.M. Smucker
SJM
|
+$145M |
| 5 |
Okta
OKTA
|
+$136M |
Sector Composition
| 1 | Technology | 22.72% |
| 2 | Industrials | 21.95% |
| 3 | Healthcare | 20.11% |
| 4 | Financials | 16.16% |
| 5 | Consumer Staples | 10.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CSW
76
CSW Industrials
CSW
$4B
| $81.2M | 0.59% |
+278,520
|
|
||
77
Agilent Technologies
A
$40.2B
| $80.9M | 0.59% |
691,850
-56,350
|
|
||
78
JFrog
FROG
$5.53B
| $76.9M | 0.56% |
2,402,197
-44,622
|
|
||
79
Novanta
NOVT
$3.8B
| $76.2M | 0.55% |
596,190
+186,848
|
|
||
80
Globus Medical
GMED
$8.05B
| $76.2M | 0.55% |
1,041,208
-57,564
|
|
||
81
Phreesia
PHR
$1.34B
| $75.3M | 0.55% |
2,946,489
+490,340
|
|
||
82
PJT Partners
PJT
$4.31B
| $73.5M | 0.53% |
533,379
-31,777
|
|
||
83
Sensient Technologies
SXT
$4.07B
| $70.9M | 0.51% |
952,132
-23,644
|
|
||
84
Inspire Medical Systems
INSP
$2.31B
| $69.4M | 0.5% |
435,762
-8,647
|
|
||
85
AtriCure
ATRC
$1.85B
| $69M | 0.5% |
2,137,963
-390,651
|
|
||
86
Datadog
DDOG
$53.3B
| $67.9M | 0.49% |
684,370
+76,530
|
|
||
87
Alkami Technology
ALKT
$2.31B
| $67.8M | 0.49% |
2,583,053
+1,008,025
|
|
||
88
Trade Desk
TTD
$24.4B
| $66.9M | 0.48% |
+1,223,470
|
|
||
89
Enerpac Tool Group
EPAC
$2.26B
| $63.5M | 0.46% |
1,416,493
+198,416
|
|
||
90
Simpson Manufacturing
SSD
$7.25B
| $63.5M | 0.46% |
403,994
+67,943
|
|
||
91
WSFS Financial
WSFS
$2.87B
| $63.1M | 0.46% |
1,215,921
-18,913
|
|
||
92
CONMED
CNMD
$1.4B
| $62.9M | 0.46% |
1,042,365
-258,193
|
|
||
93
Akamai
AKAM
$10.4B
| $62.6M | 0.45% |
778,203
-624,765
|
|
||
94
Hologic
HOLX
$15.5B
| $62.6M | 0.45% |
1,014,070
-85,815
|
|
||
|
MZTI
95
The Marzetti Company
MZTI
$4.63B
| $60.9M | 0.44% |
347,794
-96,229
|
|
||
96
GitLab
GTLB
$7.56B
| $60.4M | 0.44% |
+1,284,480
|
|
||
97
Neogen
NEOG
$1.28B
| $59.2M | 0.43% |
6,830,310
-288,326
|
|
||
98
Tenable Holdings
TENB
$3.52B
| $56.8M | 0.41% |
1,623,892
-39,892
|
|
||
99
Utz Brands
UTZ
$1.05B
| $56.6M | 0.41% |
4,019,383
-1,189,019
|
|
||
100
CAVA Group
CAVA
$7.29B
| $56.1M | 0.41% |
+648,935
|
|