CIP
Champlain Investment Partners Portfolio holdings
AUM
$13.3B
1-Year Est. Return
8.41%
1 Year Est. Return
+8.41%
AUM
$13.3B
AUM Growth
-$1.06B
(-7.4%)
Holding
142
Top Buys
| 1 | +$138M | |
| 2 | +$106M | |
| 3 | +$89M | |
| 4 |
Ryan Specialty Holdings
RYAN
|
+$75.1M |
| 5 |
Domino's
DPZ
|
+$63M |
Top Sells
| 1 | +$116M | |
| 2 | +$103M | |
| 3 | +$93.5M | |
| 4 |
Celsius Holdings
CELH
|
+$62.1M |
| 5 |
Xylem
XYL
|
+$55.9M |
Sector Composition
| 1 | Industrials | 24.06% |
| 2 | Technology | 22.96% |
| 3 | Financials | 17.68% |
| 4 | Healthcare | 16.62% |
| 5 | Consumer Discretionary | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SI-BONE Inc
SIBN
$843M
| $31M | 0.23% |
2,108,944
-31,130
|
|
||
127
Inspire Medical Systems
INSP
$3.89B
| $30.2M | 0.23% |
407,059
-5,047
|
|
||
128
First Watch Restaurant Group
FWRG
$1.11B
| $30.1M | 0.23% |
1,922,716
-30,773
|
|
||
129
Glaukos
GKOS
$6.09B
| $29.2M | 0.22% |
358,419
-4,607
|
|
||
130
Shake Shack
SHAK
$3.41B
| $26.4M | 0.2% |
282,352
-84,053
|
|
||
|
LUCK
131
Lucky Strike Entertainment
LUCK
$1.14B
| $26.3M | 0.2% |
2,567,807
-36,083
|
|
||
132
Bloom Energy
BE
$24.8B
| $19.9M | 0.15% |
+234,725
|
|
||
133
Artivion
AORT
$2.15B
| $17.9M | 0.14% |
+423,053
|
|
||
134
Bruker
BRKR
$7.19B
| $10.9M | 0.08% |
334,123
+2,103
|
|
||
135
ServiceNow
NOW
$171B
| $276K | ﹤0.01% |
300
|
|
||
136
Albany International
AIN
$1.35B
| – | – |
-172,011
|
|
||
137
CONMED
CNMD
$1.36B
| – | – |
-835,854
|
|
||
138
JFrog
FROG
$7.29B
| – | – |
-1,239,962
|
|
||
139
Idexx Laboratories
IDXX
$58.5B
| – | – |
-192,226
|
|
||
140
Sweetgreen
SG
$786M
| – | – |
-1,664,750
|
|
||
141
Tandem Diabetes Care
TNDM
$1.33B
| – | – |
-1,455,123
|
|
||
|
RAL
142
Ralliant Corp
RAL
$5.5B
| – | – |
-431,387
|
|