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Holdings (Monthly) Guide ↗

Champlain MidCap Fund

· Advisors' Inner Circle Fund Ii
Monthly Holdings $1.2B AUM 72 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 OKTA, INC. 679295105 Jun 2026 262,000 $35.7M 2.95% EC
2 SYNOPSYS, INC. 871607107 Jun 2026 78,000 $34.8M 2.87% EC
3 NUTANIX, INC. 67059N108 Jun 2026 625,000 $31.9M 2.63% EC
4 EOG RESOURCES, INC. 26875P101 Jun 2026 236,000 $30.6M 2.52% EC
5 TEXAS PACIFIC LAND CORPORATION 88262P102 Jun 2026 65,000 $28.4M 2.34% EC
6 TRADEWEB MARKETS INC. 892672106 Jun 2026 279,000 $27.8M 2.29% EC
7 FASTENAL COMPANY 311900104 Jun 2026 569,000 $27.3M 2.25% EC
8 VEEVA SYSTEMS INC. 922475108 Jun 2026 153,000 $27.2M 2.24% EC
9 Everpure, Inc 74624M102 Jun 2026 323,000 $25.4M 2.10% EC
10 IDEX CORPORATION 45167R104 Jun 2026 111,000 $25.2M 2.08% EC
11 W.W. GRAINGER, INC. 384802104 Jun 2026 18,000 $24.5M 2.02% EC
12 PENUMBRA, INC. 70975L107 Jun 2026 76,000 $24.0M 1.98% EC
13 PALO ALTO NETWORKS, INC. 697435105 Jun 2026 70,000 $23.9M 1.97% EC
14 ARCH CAPITAL GROUP LTD. G0450A105 Jun 2026 240,000 $23.3M 1.92% EC
15 AXON ENTERPRISE, INC. 05464C101 Jun 2026 41,000 $23.0M 1.89% EC
16 RUBRIK, INC. 781154109 Jun 2026 286,000 $23.0M 1.89% EC
17 TOAST, INC. 888787108 Jun 2026 783,000 $21.8M 1.80% EC
18 CARLISLE COMPANIES INCORPORATED 142339100 Jun 2026 60,000 $21.8M 1.79% EC
19 AMETEK, INC. N/A Jun 2026 88,000 $21.3M 1.75% EC
20 WATERS CORPORATION 941848103 Jun 2026 55,000 $20.6M 1.70% EC
21 EDWARDS LIFESCIENCES CORPORATION N/A Jun 2026 224,000 $20.3M 1.67% EC
22 N/A 233809300 Jun 2026 20,000,000 $20.0M 1.65% STIV
23 THE COOPER COMPANIES, INC. 216648501 Jun 2026 277,000 $19.9M 1.64% EC
24 BIO-TECHNE CORPORATION 09073M104 Jun 2026 275,000 $19.4M 1.60% EC
25 CULLEN/FROST BANKERS, INC. 229899109 Jun 2026 119,000 $18.4M 1.52% EC
26 WASTE CONNECTIONS, INC. 94106B101 Jun 2026 109,000 $18.2M 1.50% EC
27 ESAB CORPORATION 29605J106 Jun 2026 184,000 $18.1M 1.50% EC
28 COMMERCE BANCSHARES, INC. 200525103 Jun 2026 314,000 $18.1M 1.49% EC
29 RYAN SPECIALTY HOLDINGS, INC. 78351F107 Jun 2026 479,000 $18.1M 1.49% EC
30 WYNDHAM HOTELS & RESORTS, INC. 98311A105 Jun 2026 214,000 $18.0M 1.49% EC
31 SPROUTS FARMERS MARKET, INC. 85208M102 Jun 2026 208,000 $17.6M 1.45% EC
32 HOULIHAN LOKEY, INC. 441593100 Jun 2026 131,000 $17.6M 1.45% EC
33 METTLER-TOLEDO INTERNATIONAL INC. 592688105 Jun 2026 13,500 $17.2M 1.42% EC
34 CAVA GROUP, INC. 148929102 Jun 2026 212,000 $16.6M 1.37% EC
35 XYLEM INC. 98419M100 Jun 2026 138,000 $16.3M 1.34% EC
36 MSCI INC. 55354G100 Jun 2026 29,000 $16.2M 1.34% EC
37 FLOOR & DECOR HOLDINGS, INC. 339750101 Jun 2026 270,000 $16.0M 1.32% EC
38 MONGODB, INC. 60937P106 Jun 2026 47,000 $15.8M 1.30% EC
39 AGILENT TECHNOLOGIES, INC. 00846U101 Jun 2026 117,500 $15.6M 1.29% EC
40 LPL FINANCIAL HOLDINGS INC. 50212V100 Jun 2026 55,000 $15.5M 1.28% EC
41 STERIS PUBLIC LIMITED COMPANY G8473T100 Jun 2026 70,000 $14.7M 1.21% EC
42 AAON, INC. N/A Jun 2026 112,000 $14.2M 1.17% EC
43 N/A 38142B500 Jun 2026 14,202,501 $14.2M 1.17% STIV
44 KINSALE CAPITAL GROUP, INC. 49714P108 Jun 2026 43,000 $14.2M 1.17% EC
45 CHEWY, INC. 16679L109 Jun 2026 721,000 $14.2M 1.17% EC
46 REPLIGEN CORPORATION 759916109 Jun 2026 103,000 $14.1M 1.16% EC
47 TERADYNE, INC. 880770102 Jun 2026 29,000 $14.0M 1.16% EC
48 ZSCALER, INC. 98980G102 Jun 2026 99,000 $14.0M 1.15% EC
49 AKAMAI TECHNOLOGIES, INC. 00971T101 Jun 2026 111,000 $13.1M 1.08% EC
50 NORDSON CORPORATION 655663102 Jun 2026 43,000 $13.0M 1.07% EC
51 MSA Safety Incorporated 553498106 Jun 2026 74,000 $12.9M 1.06% EC
52 WINGSTOP INC. 974155103 Jun 2026 74,000 $12.8M 1.06% EC
53 DATADOG, INC. 23804L103 Jun 2026 48,000 $12.5M 1.03% EC
54 EQT CORPORATION 26884L109 Jun 2026 230,000 $12.2M 1.01% EC
55 BROWN & BROWN, INC. 115236101 Jun 2026 189,000 $12.1M 1.00% EC
56 VERALTO CORPORATION 92338C103 Jun 2026 135,000 $12.0M 0.99% EC
57 Credo Technology Group Holding Ltd G25457105 Jun 2026 43,000 $11.7M 0.96% EC
58 DEXCOM, INC. 252131107 Jun 2026 172,000 $11.6M 0.95% EC
59 SNOWFLAKE INC. 833445109 Jun 2026 44,000 $11.2M 0.92% EC
60 LINCOLN ELECTRIC HOLDINGS, INC. 533900106 Jun 2026 41,000 $10.9M 0.90% EC
61 NVENT ELECTRIC PUBLIC LIMITED COMPANY G6700G107 Jun 2026 64,000 $10.9M 0.89% EC
62 GRACO INC. 384109104 Jun 2026 142,000 $10.7M 0.88% EC
63 AUTODESK, INC. N/A Jun 2026 49,000 $9.5M 0.79% EC
64 KARMAN HOLDINGS INC. 485924104 Jun 2026 188,000 $9.4M 0.77% EC
65 TRACTOR SUPPLY COMPANY 892356106 Jun 2026 230,000 $7.3M 0.60% EC
66 CELSIUS HOLDINGS, INC. 15118V207 Jun 2026 210,000 $6.1M 0.51% EC
67 BLOOM ENERGY CORPORATION N/A Jun 2026 17,000 $5.1M 0.42% EC
68 DOMINO'S PIZZA, INC. 25754A201 Jun 2026 16,000 $4.7M 0.39% EC
69 AEROVIRONMENT, INC. N/A Jun 2026 28,000 $4.6M 0.38% EC
70 PLANET FITNESS, INC. 72703H101 Jun 2026 88,000 $4.6M 0.38% EC
71 NATERA, INC. 632307104 Jun 2026 15,385 $4.2M 0.34% EC
72 GitLab Inc 37637K108 Jun 2026 110,000 $3.4M 0.28% EC