Alpine Peaks Capital, LP
13F Reported Value
ⓘ$85.4M
Holdings
20
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Alpine Peaks Capital, LP disclosed 20 positions worth $85.4M in its Form 13F-HR for Q2 2026, led by $HEI.A (HEICO CORP) at 8.6% of the equity portfolio, followed by $WST and $CGNX. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $CELH and a full exit from $TNET. The portfolio is most concentrated in Technology (33.8% of disclosed assets). All figures are sourced directly from Alpine Peaks Capital, LP’s Form 13F-HR filing with the SEC under CIK 1906602.
AI Fund Analysis
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 75.6#96
Quality
$7.3M28,368 sh - 64.4#545
Quality
$6.9M19,191 sh - 66.9#390
Quality
$6.5M89,599 sh - 61.9
Quality
$5.5M77,539 sh - 55.9
Quality
$5.3M76,487 sh - 76.2
Quality
$5.0M9,418 sh - 51.6
Quality
$5.0M10,897 sh - 66.2
Quality
$4.7M34,480 sh - 58.9
Quality
$4.7M66,960 sh - 54.5
Quality
$4.6M91,762 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 HEICO CORP$HEI.A | 75.6#96 | $7.3M | 28,368 |
 WEST PHARMACEUTICAL SERVICES INC$WST | 64.4#545 | $6.9M | 19,191 |
 COGNEX CORP$CGNX | 66.9#390 | $6.5M | 89,599 |
 BRIGHT HORIZONS FAMILY SOLUTIONS INC.$BFAM | 61.9 | $5.5M | 77,539 |
 U S PHYSICAL THERAPY INC /NV$USPH | 55.9 | $5.3M | 76,487 |
 Medpace Holdings, Inc.$MEDP | 76.2 | $5.0M | 9,418 |
 LITTELFUSE INC /DE$LFUS | 51.6 | $5.0M | 10,897 |
 JACK HENRY & ASSOCIATES INC$JKHY | 66.2 | $4.7M | 34,480 |
 BIO-TECHNE Corp$TECH | 58.9 | $4.7M | 66,960 |
 TREX CO INC$TREX | 54.5 | $4.6M | 91,762 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alpine Peaks Capital, LP's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Technology
$28.9M
Healthcare
$27.4M
Industrials
$21.5M
Materials
$4.0M
Consumer Staples
$3.6M
Full Holdings — Alpine Peaks Capital, LP (Q2 2026)
All 20 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 | $HEI.A | HEICO CORP | $7.3M | 8.6% | -16% | 75.6 |
| 2 | $WST | WEST PHARMACEUTICAL SERVICES INC | $6.9M | 8.1% | -36% | 64.4 |
| 3 | $CGNX | COGNEX CORP | $6.5M | 7.6% | -27% | 66.9 |
| 4 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $5.5M | 6.4% | -16% | 61.9 |
| 5 | $USPH | U S PHYSICAL THERAPY INC /NV | $5.3M | 6.2% | -20% | 55.9 |
| 6 | $MEDP | Medpace Holdings, Inc. | $5.0M | 5.8% | -17% | 76.2 |
| 7 | $LFUS | LITTELFUSE INC /DE | $5.0M | 5.8% | -36% | 51.6 |
| 8 | $JKHY | JACK HENRY & ASSOCIATES INC | $4.7M | 5.6% | +7% | 66.2 |
| 9 | $TECH | BIO-TECHNE Corp | $4.7M | 5.5% | -10% | 58.9 |
| 10 | $TREX | TREX CO INC | $4.6M | 5.4% | -25% | 54.5 |
| 11 |  $EVTC | EVERTEC, Inc. | $4.5M | 5.3% | -13% | 60.5 |
| 12 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $4.0M | 4.7% | -17% | 63.1 |
| 13 |  $ROL | ROLLINS INC | $3.5M | 4.1% | -8% | 65 |
| 14 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $3.4M | 4.0% | -22% | — |
| 15 |  $TRMB | TRIMBLE INC. | $3.3M | 3.9% | -15% | 49.3 |
| 16 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.1M | 3.7% | -33% | 66.3 |
| 17 |  $BBSI | BARRETT BUSINESS SERVICES INC | $3.0M | 3.5% | -5% | 46.5 |
| 18 |  $IPAR | INTERPARFUMS INC | $2.9M | 3.4% | -31% | 61.5 |
| 19 |  $QLYS | QUALYS, INC. | $1.4M | 1.6% | -71% | 68.3 |
| 20 |  $CELH | Celsius Holdings, Inc. | $771,001 | 0.9% | NEW | 66.5 |
New Positions (1)
$CELH Celsius Holdings, Inc.$771,001
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