StockDriftsStockDriftsTop 50 Champlain Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TW | TRADEWEB MKTS INC | 2.19% | 1.47M | $172.9M | +20.81%(+253.14K) | $88.88(+23.52%) | 2026-03-31 | |
| PEN | PENUMBRA INC | 2.05% | 491.4K | $161.4M | -18.35%(-110.42K) | $207.71(+55.49%) | 2026-03-31 | |
| EOG | EOG RES INC | 1.94% | 1.06M | $153.2M | new | $124.79(+8.98%) | 2026-03-31 | |
| SNPS | SYNOPSYS INC | 1.94% | 384.8K | $152.6M | +39.01%(+107.99K) | $305.15(+67.14%) | 2026-03-31 | |
| NTNX | NUTANIX INC | 1.93% | 4.01M | $152.4M | +17.56%(+598.98K) | $41.44(+9.90%) | 2026-03-31 | |
| FAST | FASTENAL CO | 1.71% | 2.90M | $134.6M | +7.18%(+194.31K) | $38.74(+13.51%) | 2026-03-31 | |
| AAON | AAON INC | 1.68% | 1.60M | $132.6M | -3.77%(-62.70K) | $79.68(+75.69%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 1.65% | 738.4K | $129.7M | +81.00%(+330.47K) | $179.08(-12.75%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 1.64% | 1.13M | $129.2M | +7.38%(+77.31K) | $98.21(+58.50%) | 2026-03-31 | |
| ESAB | ESAB CORPORATION | 1.6% | 1.30M | $126.1M | -14.30%(-217.75K) | $108.34(-15.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.71% | +24.95% |
| Top 20 Holdings Unweighted | +8.08% | +26.26% |
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