Pier Capital, LLC
13F Reported Value
ⓘ$606.2M
Holdings
122
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pier Capital, LLC disclosed 122 positions worth $606.2M in its Form 13F-HR for Q1 2026, led by $MIR (Mirion Technologies, Inc.) at 2.2% of the equity portfolio, followed by $HXL and $FULT. During the quarter the fund opened 19 new positions and exited 22 — including a new stake in $CGNX and a full exit from $CWAN. The portfolio is most concentrated in Technology (34.5% of disclosed assets). All figures are sourced directly from Pier Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1310051.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 51.1#1,417
Quality
$13.1M703,811 sh - 50.5#1,452
Quality
$12.9M159,377 sh - 52.1#1,357
Quality
$10.9M533,644 sh - 73.7
Quality
$10.5M122,466 sh - 64.2
Quality
$10.5M39,507 sh - 57.3
Quality
$10.1M28,764 sh - 63.0
Quality
$9.5M537,050 sh - 54.5
Quality
$9.5M122,962 sh - —
Quality
$9.3M405,098 sh - 53.9
Quality
$9.1M239,898 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Mirion Technologies, Inc.$MIR | 51.1#1,417 | $13.1M | 703,811 |
 HEXCEL CORP /DE/$HXL | 50.5#1,452 | $12.9M | 159,377 |
 FULTON FINANCIAL CORP$FULT | 52.1#1,357 | $10.9M | 533,644 |
 DigitalOcean Holdings, Inc.$DOCN | 73.7 | $10.5M | 122,466 |
 APPLIED INDUSTRIAL TECHNOLOGIES INC$AIT | 64.2 | $10.5M | 39,507 |
 SAIA INC$SAIA | 57.3 | $10.1M | 28,764 |
 Alignment Healthcare, Inc.$ALHC | 63.0 | $9.5M | 537,050 |
 SEMTECH CORP$SMTC | 54.5 | $9.5M | 122,962 |
 ONESPAWORLD HOLDINGS Ltd$OSW | — | $9.3M | 405,098 |
 IMAX CORP$IMAX | 53.9 | $9.1M | 239,898 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pier Capital, LLC's 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Technology
$209.0M
Healthcare
$101.8M
Industrials
$101.2M
Consumer Discretionary
$54.2M
Financials
$53.9M
Materials
$49.0M
Consumer Staples
$17.0M
Communication Services
$9.3M
Full Holdings — Pier Capital, LLC (Q1 2026)
All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MIR | Mirion Technologies, Inc. | $13.1M | 2.2% | -2% | 51.1 |
| 2 | $HXL | HEXCEL CORP /DE/ | $12.9M | 2.1% | -2% | 50.5 |
| 3 | $FULT | FULTON FINANCIAL CORP | $10.9M | 1.8% | -2% | 52.1 |
| 4 | $DOCN | DigitalOcean Holdings, Inc. | $10.5M | 1.7% | -11% | 73.7 |
| 5 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $10.5M | 1.7% | +33% | 64.2 |
| 6 | $SAIA | SAIA INC | $10.1M | 1.7% | +9% | 57.3 |
| 7 | $ALHC | Alignment Healthcare, Inc. | $9.5M | 1.6% | -2% | 63 |
| 8 | $SMTC | SEMTECH CORP | $9.5M | 1.6% | +150% | 54.5 |
| 9 | $OSW | ONESPAWORLD HOLDINGS Ltd | $9.3M | 1.5% | -2% | — |
| 10 | $IMAX | IMAX CORP | $9.1M | 1.5% | -2% | 53.9 |
| 11 |  $FLS | FLOWSERVE CORP | $9.1M | 1.5% | -11% | 66.2 |
| 12 |  $ANGO | ANGIODYNAMICS INC | $9.1M | 1.5% | +39% | 26.9 |
| 13 |  $CECO | CECO ENVIRONMENTAL CORP | $9.0M | 1.5% | +54% | 62.8 |
| 14 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $8.8M | 1.4% | +27% | 58 |
| 15 |  $AZZ | AZZ INC | $8.7M | 1.4% | -2% | 57.2 |
| 16 |  $GBCI | GLACIER BANCORP, INC. | $8.6M | 1.4% | -2% | 62.1 |
| 17 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $8.3M | 1.4% | -2% | 39.2 |
| 18 |  $ESE | ESCO TECHNOLOGIES INC | $8.3M | 1.4% | +92% | 63 |
| 19 |  $HLI | HOULIHAN LOKEY, INC. | $8.1M | 1.3% | +28% | 67.3 |
| 20 |  $ONTO | ONTO INNOVATION INC. | $8.0M | 1.3% | -33% | 66.5 |
| 21 |  $CGNX | COGNEX CORP | $8.0M | 1.3% | NEW | 63.6 |
| 22 |  $EYE | National Vision Holdings, Inc. | $8.0M | 1.3% | -2% | 55.4 |
| 23 |  $MC | Moelis & Co | $7.9M | 1.3% | -2% | — |
| 24 |  $BIRK | Birkenstock Holding plc | $7.9M | 1.3% | NEW | — |
| 25 |  $ARCB | ARCBEST CORP /DE/ | $7.8M | 1.3% | NEW | 42.9 |
| 26 |  $IPAR | INTERPARFUMS INC | $7.8M | 1.3% | +28% | 63.4 |
| 27 |  $SITE | SiteOne Landscape Supply, Inc. | $7.8M | 1.3% | +92% | 47 |
| 28 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $7.7M | 1.3% | -2% | — |
| 29 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $7.6M | 1.3% | -11% | 54.5 |
| 30 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $7.6M | 1.3% | -7% | 26.7 |
| 31 |  $KGS | Kodiak Gas Services, Inc. | $7.5M | 1.2% | -1% | 57.3 |
| 32 |  $VMI | VALMONT INDUSTRIES INC | $7.5M | 1.2% | -2% | 60.1 |
| 33 |  $LASR | NLIGHT, INC. | $7.4M | 1.2% | -2% | 41.3 |
| 34 |  $POWL | POWELL INDUSTRIES INC | $7.2M | 1.2% | -7% | 69.5 |
| 35 |  $BDC | BELDEN INC. | $7.2M | 1.2% | -2% | 57.4 |
| 36 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $7.1M | 1.2% | -2% | 28.7 |
| 37 |  $CVLT | COMMVAULT SYSTEMS INC | $7.1M | 1.2% | +56% | 58.9 |
| 38 |  $FN | Fabrinet | $7.0M | 1.2% | -28% | 72.4 |
| 39 |  $MSA | MSA Safety Inc | $6.9M | 1.1% | -2% | 59.1 |
| 40 |  $CAMT | CAMTEK LTD | $6.9M | 1.1% | +36% | — |
| 41 |  $HRI | HERC HOLDINGS INC | $6.8M | 1.1% | -2% | 56.7 |
| 42 |  $CVCO | CAVCO INDUSTRIES, INC. | $6.7M | 1.1% | +14% | 65.1 |
| 43 |  $RDNT | RadNet, Inc. | $6.6M | 1.1% | -2% | 51.4 |
| 44 |  $VIAV | VIAVI SOLUTIONS INC. | $6.6M | 1.1% | NEW | 42.9 |
| 45 |  $MOD | MODINE MANUFACTURING CO | $6.6M | 1.1% | -48% | 48.8 |
| 46 |  $COCO | Vita Coco Company, Inc. | $6.5M | 1.1% | -2% | 71.2 |
| 47 |  $SXT | SENSIENT TECHNOLOGIES CORP | $6.4M | 1.1% | +53% | 57.3 |
| 48 |  $SKY | Champion Homes, Inc. | $6.4M | 1.1% | -29% | 69.3 |
| 49 |  $ROIV | Roivant Sciences Ltd. | $6.3M | 1.0% | -42% | — |
| 50 |  $RGEN | REPLIGEN CORP | $6.3M | 1.0% | -2% | 54.1 |
| 51 |  $SHLS | Shoals Technologies Group, Inc. | $6.2M | 1.0% | +123% | 45.5 |
| 52 |  $SITM | SITIME Corp | $6.2M | 1.0% | +42% | 44.6 |
| 53 |  $GLBE | Global-E Online Ltd. | $6.1M | 1.0% | +390% | — |
| 54 |  $BWXT | BWX Technologies, Inc. | $6.1M | 1.0% | -1% | 68 |
| 55 |  $SIBN | SI-BONE, Inc. | $6.0M | 1.0% | -2% | 37.7 |
| 56 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $6.0M | 1.0% | -50% | 61.9 |
| 57 |  $FLNC | Fluence Energy, Inc. | $5.9M | 1.0% | +102% | 35.9 |
| 58 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $5.5M | 0.9% | -2% | 66.5 |
| 59 |  $ADUS | Addus HomeCare Corp | $5.3M | 0.9% | -2% | 66.7 |
| 60 |  $WIX | Wix.com Ltd. | $5.3M | 0.9% | NEW | — |
| 61 |  $BOOT | Boot Barn Holdings, Inc. | $5.3M | 0.9% | -2% | 73.5 |
| 62 |  $CCS | Century Communities, Inc. | $5.1M | 0.8% | -41% | 46.6 |
| 63 |  $TSEM | TOWER SEMICONDUCTOR LTD | $5.1M | 0.8% | -57% | — |
| 64 |  $FORM | FORMFACTOR INC | $5.0M | 0.8% | -41% | 54 |
| 65 |  $STRL | STERLING INFRASTRUCTURE, INC. | $4.9M | 0.8% | -2% | 73.3 |
| 66 |  $OMCL | OMNICELL, INC. | $4.8M | 0.8% | -2% | 45.6 |
| 67 |  $PWP | Perella Weinberg Partners | $4.7M | 0.8% | -2% | 51.3 |
| 68 |  $AEHR | AEHR TEST SYSTEMS | $4.7M | 0.8% | -40% | 16.3 |
| 69 |  $IPGP | IPG PHOTONICS CORP | $4.7M | 0.8% | NEW | 34.9 |
| 70 |  $CYTK | CYTOKINETICS INC | $4.6M | 0.8% | NEW | 28 |
| 71 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $4.4M | 0.7% | NEW | 50.1 |
| 72 |  $ATI | ATI INC | $4.2M | 0.7% | -1% | 64.5 |
| 73 |  $LEU | CENTRUS ENERGY CORP | $4.1M | 0.7% | +69% | 65.1 |
| 74 |  $MRCY | MERCURY SYSTEMS INC | $4.1M | 0.7% | -1% | 42.9 |
| 75 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $4.0M | 0.7% | -2% | 51.8 |
| 76 |  $COGT | Cogent Biosciences, Inc. | $3.9M | 0.6% | +119% | — |
| 77 |  $SGRY | Surgery Partners, Inc. | $3.8M | 0.6% | -1% | 48 |
| 78 |  $VERX | Vertex, Inc. | $3.7M | 0.6% | +28% | 49.8 |
| 79 |  $MP | MP Materials Corp. / DE | $3.6M | 0.6% | -2% | 23.5 |
| 80 |  $COHU | COHU INC | $3.5M | 0.6% | NEW | 25.2 |
| 81 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $3.3M | 0.6% | -67% | 53.8 |
| 82 |  $PRVA | Privia Health Group, Inc. | $3.3M | 0.5% | -55% | 49.4 |
| 83 |  $IBP | Installed Building Products, Inc. | $3.3M | 0.5% | -54% | 62.4 |
| 84 |  $GOOS | Canada Goose Holdings Inc. | $3.2M | 0.5% | -2% | — |
| 85 |  $GKOS | GLAUKOS Corp | $3.2M | 0.5% | NEW | 39.2 |
| 86 |  $SHAK | Shake Shack Inc. | $3.1M | 0.5% | -2% | 54.5 |
| 87 |  $GH | Guardant Health, Inc. | $3.1M | 0.5% | -2% | 36.1 |
| 88 |  $PL | Planet Labs PBC | $3.0M | 0.5% | NEW | 42.2 |
| 89 |  $GLOB | Globant S.A. | $2.8M | 0.5% | +133% | — |
| 90 |  $COMP | Compass, Inc. | $2.8M | 0.5% | NEW | 58.3 |
| 91 |  $ELF | e.l.f. Beauty, Inc. | $2.7M | 0.5% | +18% | 53.4 |
| 92 |  $ATEC | Alphatec Holdings, Inc. | $2.4M | 0.4% | -3% | 37.7 |
| 93 |  $GPCR | Structure Therapeutics Inc. | $2.3M | 0.4% | -2% | — |
| 94 |  $OLMA | Olema Pharmaceuticals, Inc. | $2.0M | 0.3% | -3% | — |
| 95 |  $CRS | CARPENTER TECHNOLOGY CORP | $1.7M | 0.3% | NEW | 69.9 |
| 96 |  $QTRX | Quanterix Corp | $1.7M | 0.3% | NEW | 22.2 |
| 97 |  $CAPR | CAPRICOR THERAPEUTICS, INC. | $1.3M | 0.2% | NEW | — |
| 98 |  $FIX | COMFORT SYSTEMS USA INC | $1.3M | 0.2% | -46% | 79.5 |
| 99 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $1.1M | 0.2% | NEW | 55.4 |
| 100 |  $TW | Tradeweb Markets Inc. | $959,635 | 0.2% | -4% | 80.9 |
| 101 |  $TDY | TELEDYNE TECHNOLOGIES INC | $900,255 | 0.1% | -4% | 70.2 |
| 102 |  $DT | Dynatrace, Inc. | $851,132 | 0.1% | +75% | 77.6 |
| 103 |  $NVT | nVent Electric plc | $847,358 | 0.1% | NEW | — |
| 104 |  $EVR | Evercore Inc. | $744,185 | 0.1% | -4% | 76.1 |
| 105 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $492,008 | 0.1% | -3% | 76.3 |
| 106 |  $LNG | Cheniere Energy, Inc. | $403,223 | 0.1% | -4% | 48.4 |
| 107 |  $DXCM | DEXCOM INC | $374,790 | 0.1% | NEW | 77.9 |
| 108 |  $FTI | TechnipFMC plc | $7,466 | 0.0% | +0% | — |
| 109 |  $FOUR | Shift4 Payments, Inc. | $5,729 | 0.0% | +0% | 60 |
| 110 |  $MSCI | MSCI Inc. | $4,851 | 0.0% | +0% | 77.6 |
| 111 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $4,512 | 0.0% | +0% | 66.8 |
| 112 |  $FIVE | FIVE BELOW, INC | $3,884 | 0.0% | +55% | 66.1 |
| 113 |  $TXRH | Texas Roadhouse, Inc. | $3,798 | 0.0% | -99% | 68 |
| 114 |  $ENTG | ENTEGRIS INC | $3,283 | 0.0% | +0% | 57.7 |
| 115 |  $DDOG | Datadog, Inc. | $3,069 | 0.0% | NEW | 62.9 |
| 116 |  $VIK | Viking Holdings Ltd | $2,939 | 0.0% | -33% | — |
| 117 |  $IEX | IDEX CORP /DE/ | $2,843 | 0.0% | +0% | 60.6 |
| 118 |  $BLD | QXO Insulation, LLC | $2,810 | 0.0% | +0% | 62 |
| 119 |  $NRG | NRG ENERGY, INC. | $2,777 | 0.0% | NEW | 59.5 |
| 120 |  $ULTA | Ulta Beauty, Inc. | $2,614 | 0.0% | -38% | 66.6 |
| 121 |  $IDXX | IDEXX LABORATORIES INC /DE | $2,248 | 0.0% | +0% | 73.6 |
| 122 |  $AXON | AXON ENTERPRISE, INC. | $2,123 | 0.0% | +0% | 55.6 |
New Positions (19)
$CGNX COGNEX CORP$8.0M$BIRK Birkenstock Holding plc$7.9M$ARCB ARCBEST CORP /DE/$7.8M$VIAV VIAVI SOLUTIONS INC.$6.6M$WIX Wix.com Ltd.$5.3M$IPGP IPG PHOTONICS CORP$4.7M$CYTK CYTOKINETICS INC$4.6M$HASI HA Sustainable Infrastructure Capital, Inc.$4.4M$COHU COHU INC$3.5M$GKOS GLAUKOS Corp$3.2M$PL Planet Labs PBC$3.0M$COMP Compass, Inc.$2.8M$CRS CARPENTER TECHNOLOGY CORP$1.7M$QTRX Quanterix Corp$1.7M$CAPR CAPRICOR THERAPEUTICS, INC.$1.3MExited Positions (22)
$CWAN Clearwater Analytics Holdings, Inc.
$GTLB Gitlab Inc.
$QTWO Q2 Holdings, Inc.
$CERT Certara, Inc.
$FROG JFrog Ltd
$BILL BILL Holdings, Inc.
$XMTR Xometry, Inc.
$GRAL GRAIL, Inc.
$ODD Oddity Tech Ltd
$PATH UiPath, Inc.
$ACLX Arcellx, Inc.
$BE Bloom Energy Corp
$ADPT Adaptive Biotechnologies Corp
$FIGR Figure Technology Solutions, Inc.
$SKYT SkyWater Technology, IncBrowse Top Institutional Investors
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