CM
| |
Champlain MidCap Fund | CIPMXMutual Fund | |
| Champlain MidCap Fund | |
| Last update 2025-06-26 | 74 Stocks (10 new) |
| Value $3.87 Bil | Turnover 12 % |
Champlain MidCap Fund Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OKTA | Okta Inc | 855,000 | 89,963.1 | -43.19% | 2.320 | -1.07% | 0.490 | +6.72% | +23.77% | 17,074.9 | Software | |
AME | AMETEK Inc | 520,000 | 89,512.8 | -21.21% | 2.310 | -0.53% | 0.230 | +19.97% | +0.95% | 41,865.3 | Industrial Products | |
VEEV | Veeva Systems Inc | 385,000 | 89,177.6 | -19.79% | 2.300 | -0.42% | 0.240 | +34.02% | +33.47% | 45,858.4 | Healthcare Providers & Services | |
WDAY | Workday Inc | 375,000 | 87,573.8 | -17.58% | 2.260 | -0.43% | 0.140 | +14.25% | -6.81% | 64,108.3 | Software | |
XYL | Xylem Inc | 700,000 | 83,622.0 | -16.17% | 2.160 | -0.33% | 0.290 | +28.16% | +13.98% | 31,978.8 | Industrial Products | |
ZS | Zscaler Inc | 420,000 | 83,336.4 | -22.94% | 2.150 | -0.47% | 0.270 | +76.48% | +73.18% | 48,645.6 | Software | |
EW | Edwards Lifesciences Corp | 1,140,000 | 82,627.2 | -12.64% | 2.130 | -0.26% | 0.190 | +13.90% | +3.19% | 44,810.4 | Medical Devices & Instruments | |
IEX | IDEX Corp | 455,000 | 82,341.4 | -13.33% | 2.130 | -0.31% | 0.600 | +13.10% | -12.21% | 13,784.6 | Industrial Products | |
WAT | Waters Corp | 220,000 | 81,085.4 | 0% | 2.090 | 0% | 0.370 | +13.02% | -6.25% | 20,696.1 | Medical Diagnostics & Research | |
FTV | Fortive Corp | 1,070,000 | 78,302.6 | -32.92% | 2.020 | -0.82% | 0.310 | +12.16% | -6.29% | 17,945.8 | Hardware |
Champlain MidCap Fund's Historical Top Holdings Breakdowns
Champlain MidCap Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EG | Everest Group Ltd | 2025-03-31 | Reduce Reduce | -1.74% | 331.58 ($353.38) 373 | $341.42 | -3.38% | Reduce -57.5% | 170,000 | -230,000 | |
KEYS | Keysight Technologies Inc | 2025-03-31 | Sold Out Sold Out | -1.48% | 148.16 ($165.11) 185.11 | $163.51 | -0.97% | Sold Out | 0 | -440,000 | |
SJM | JM Smucker Co | 2025-03-31 | Sold Out Sold Out | -1.40% | 100.41 ($107.99) 118.41 | $103.47 | -4.19% | Sold Out | 0 | -610,000 | |
FAST | Fastenal Co | 2025-03-31 | Add Add | +1.16% | 35.56 ($37.48) 39.99 | $42.84 | 14.30% | Add 252.17% | 1,620,000 | 580,000 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.13% | 48.65 ($56.64) 66.04 | $52.34 | -7.59% | Sold Out | 0 | -810,000 | |
IDXX | IDEXX Laboratories Inc | 2025-03-31 | New Buy New Buy | +1.08% | 406.29 ($434.21) 469.04 | $538.84 | 24.10% | New holding | 100,000 | 100,000 | |
OKTA | Okta Inc | 2025-03-31 | Reduce Reduce | -1.07% | 78.83 ($97.68) 116.72 | $97.53 | -0.15% | Reduce -43.19% | 855,000 | -650,000 | |
PEN | Penumbra Inc | 2025-03-31 | Reduce Reduce | -0.97% | 237.28 ($270.5) 303.76 | $247.80 | -8.39% | Reduce -43.33% | 255,000 | -195,000 | |
AJG | Arthur J. Gallagher & Co | 2025-03-31 | Sold Out Sold Out | -0.95% | 275.89 ($315.87) 345.24 | $313.76 | -0.67% | Sold Out | 0 | -160,000 | |
CFR | Cullen/Frost Bankers Inc | 2025-03-31 | Reduce Reduce | -0.93% | 119.87 ($134.35) 145.05 | $136.49 | 1.59% | Reduce -40.49% | 485,000 | -330,000 |
Champlain MidCap Fund Total Holding History ($B)
Champlain MidCap Fund's Asset Allocation
Champlain MidCap Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Champlain MidCap Fund's Hypothetical Growth since 2025-03-31
Champlain MidCap Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Champlain MidCap Fund's Holdings Heat Map
Size field:
Champlain MidCap Fund's Holdings Bubble Chart
Champlain MidCap Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers