Research report

Champlain Invest Partners Q1 2026 13F Holdings and Activity…

Verified Q1 2026 13F holdings for Champlain Invest Partners, covering institutional activity, data dates, SEC sources, filing limits, and methods.

Q1 2026 Data as of：2026-03-31 Read the full public report

Champlain Invest Partners

Scott Brayman

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

129

Market Value

$3.9B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$NTNX

Nutanix, Inc.

2.7%

% of Portfolio

2

$PSTG

Pure Storage, Inc.

2.3%

% of Portfolio

3

$ESAB

ESAB Corporation

1.9%

% of Portfolio

4

$PEN

Penumbra, Inc.

1.8%

% of Portfolio

5

$WH

Wyndham Hotels & Resorts, Inc.

1.5%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
NTNX2.7%1.9%1.8%1.9%
PSTG2.3%--2.7%
ESAB1.9%1.6%1.7%1.7%
PEN1.8%2.0%1.9%-
WH1.5%---
SFM1.5%---
CFR1.5%-1.5%1.6%
OKTA1.4%---
CBSH1.4%---
MSA1.4%-1.7%1.9%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NTNX+30.16%
PSTG+48.57%
VEEV+41.17%
ATRC+69.73%
WHD+34.39%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

HLNE-32.36%
PCOR-23.93%
WING-34.47%
AAON-36.28%
CAVA-8.22%

Sector Analysis

Energy4.6%
Others0.2%
Materials1.9%
Financials17.8%
Healthcare16.7%
Technology21.8%
Industrials24.6%
Consumer Staples2.9%

Trading Summary

1

$TER

0.5%

2

$EQT

0.5%

3

$DXCM

0.5%

4

$SNOW

0.4%

5

$IRTC

0.3%

6

$LCLN

0.2%

7

$NTRA

0.2%

All Holdings

1

$NTNX

2.7%

2

$PSTG

2.3%

3

$ESAB

1.9%

4

$PEN

1.8%

5

$WH

1.5%

6

$SFM

1.5%

7

$CFR

1.5%

8

$OKTA

1.4%

9

$CBSH

1.4%

10

$MSA

1.4%

11

$CAVA

1.4%

12

$SNPS

1.4%

13

$FND

1.4%

14

$NOVT

1.4%

15

$CVLT

1.2%

16

$SPXC

1.2%

17

$EOG

1.2%

18

$AAON

1.2%

19

$SSD

1.2%

20

$TPL

1.1%

21

$RGEN

1.1%

22

$TW

1.1%

23

$VEEV

1.1%

24

$FAST

1.1%

25

$WING

1.1%

26

$IEX

1.0%

27

$RMBS

1.0%

28

$CSW

1.0%

29

$GKOS

1.0%

30

$CRDO

1.0%

31

$GWW

1.0%

32

$SKWD

1.0%

33

$MTDR

0.9%

34

$RBRK

0.9%

35

$TOST

0.9%

36

$PANW

0.9%

37

$RBA

0.9%

38

$CSL

0.9%

39

$AXON

0.9%

40

$ACGL

0.9%

41

$KNSL

0.9%

42

$PLMR

0.9%

43

$FFIN

0.9%

44

$KAI

0.9%

45

$VCEL

0.9%

46

$AME

0.9%

47

$WHD

0.8%

48

$VVV

0.8%

49

$EAT

0.8%

50

$CELH

0.8%