Champlain Investment Partners, LLC 13F 持仓 · 2026年Q2
Champlain Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 38.92 亿美元。前几大持仓：NTNX（2.66%）、P（2.31%）、ESAB（1.92%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NTNX | NUTANIX INC | $103.7M | 2.66% | 2.0M | 减持 |
| 2 | P | EVERPURE INC | $90.1M | 2.31% | 1.1M | 减持 |
| 3 | ESAB | ESAB CORPORATION | $74.6M | 1.92% | 756,078 | 减持 |
| 4 | PEN | PENUMBRA INC | $69.2M | 1.78% | 219,032 | 减持 |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | $59.9M | 1.54% | 711,343 | 减持 |
| 6 | SFM | SPROUTS FMRS MKT INC | $59.1M | 1.52% | 698,367 | 减持 |
| 7 | CFR | CULLEN FROST BANKERS INC | $58.7M | 1.51% | 379,610 | 减持 |
| 8 | OKTA | OKTA INC | $56.4M | 1.45% | 412,985 | 减持 |
| 9 | CBSH | COMMERCE BANCSHARES INC | $56.1M | 1.44% | 971,864 | 减持 |
| 10 | MSA | MSA SAFETY INC | $55.9M | 1.44% | 320,243 | 减持 |
| 11 | CAVA | CAVA GROUP INC | $55.0M | 1.41% | 701,117 | 减持 |
| 12 | SNPS | SYNOPSYS INC | $54.1M | 1.39% | 121,225 | 减持 |
| 13 | FND | FLOOR & DECOR HLDGS INC | $53.6M | 1.38% | 903,527 | 减持 |
| 14 | NOVT | NOVANTA INC | $52.9M | 1.36% | 326,007 | 减持 |
| 15 | CVLT | COMMVAULT SYS INC | $48.4M | 1.24% | 341,569 | 减持 |
| 16 | SPXC | SPX TECHNOLOGIES INC | $47.6M | 1.22% | 194,289 | 减持 |
| 17 | EOG | EOG RES INC | $46.7M | 1.20% | 360,035 | 减持 |
| 18 | AAON | AAON INC | $45.9M | 1.18% | 361,641 | 减持 |
| 19 | SSD | SIMPSON MFG INC | $45.0M | 1.16% | 214,765 | 减持 |
| 20 | RGEN | REPLIGEN CORP | $43.5M | 1.12% | 318,955 | 减持 |
| 21 | TPL | TEXAS PACIFIC LAND CORPORATI | $43.6M | 1.12% | 99,600 | 减持 |
| 22 | TW | TRADEWEB MKTS INC | $43.3M | 1.11% | 434,812 | 减持 |
| 23 | VEEV | VEEVA SYS INC | $43.3M | 1.11% | 244,074 | 减持 |
| 24 | FAST | FASTENAL CO | $42.8M | 1.10% | 891,285 | 减持 |
| 25 | WING | WINGSTOP INC | $42.6M | 1.09% | 245,379 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR