Alpine Peaks Capital, LP
13F Reported Value
ⓘ$99.2M
incl. option notional
Equity Holdings
ⓘ$98.9M
Option Notional
ⓘ$283,000
$0 puts / $283,000 calls
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Alpine Peaks Capital, LP disclosed 21 positions worth $99.2M in its Form 13F-HR for Q1 2026 — $98.9M in common stock plus $283,000 of put/call option positions (reported at underlying notional value, not premium at risk), led by $BFAM (BRIGHT HORIZONS FAMILY SOLUTIONS INC.) at 7.7% of the equity portfolio, followed by $WST and $USPH. The portfolio is most concentrated in Technology (35.2% 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
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 65.4#577
Quality
$7.6M92,851 sh - 66.8#500
Quality
$7.5M29,883 sh - 57.2#1,066
Quality
$7.1M95,024 sh - 79.2
Quality
$7.1M33,669 sh - 63.6
Quality
$6.0M121,919 sh - 58.7
Quality
$5.8M17,100 sh - 77.4
Quality
$5.5M11,356 sh - 68.1
Quality
$5.3M188,204 sh - 72.8
Quality
$5.1M32,247 sh - 52.1
Quality
$5.0M75,983 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BRIGHT HORIZONS FAMILY SOLUTIONS INC.$BFAM | 65.4#577 | $7.6M | 92,851 |
 WEST PHARMACEUTICAL SERVICES INC$WST | 66.8#500 | $7.5M | 29,883 |
 U S PHYSICAL THERAPY INC /NV$USPH | 57.2#1,066 | $7.1M | 95,024 |
 HEICO CORP$HEI.A | 79.2 | $7.1M | 33,669 |
 COGNEX CORP$CGNX | 63.6 | $6.0M | 121,919 |
 LITTELFUSE INC /DE$LFUS | 58.7 | $5.8M | 17,100 |
 Medpace Holdings, Inc.$MEDP | 77.4 | $5.5M | 11,356 |
 EVERTEC, Inc.$EVTC | 68.1 | $5.3M | 188,204 |
 JACK HENRY & ASSOCIATES INC$JKHY | 72.8 | $5.1M | 32,247 |
 TRIMBLE INC.$TRMB | 52.1 | $5.0M | 75,983 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alpine Peaks Capital, LP's 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$34.8M
Healthcare
$31.6M
Industrials
$25.0M
Materials
$4.2M
Consumer Staples
$3.4M
Full Holdings — Alpine Peaks Capital, LP (Q1 2026)
All 21 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 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $7.6M | 7.7% | +4% | 65.4 |
| 2 | $WST | WEST PHARMACEUTICAL SERVICES INC | $7.5M | 7.6% | +13% | 66.8 |
| 3 | $USPH | U S PHYSICAL THERAPY INC /NV | $7.1M | 7.2% | +4% | 57.2 |
| 4 | $HEI.A | HEICO CORP | $7.1M | 7.2% | +7% | 79.2 |
| 5 | $CGNX | COGNEX CORP | $6.0M | 6.0% | -12% | 63.6 |
| 6 | $LFUS | LITTELFUSE INC /DE | $5.8M | 5.9% | -16% | 58.7 |
| 7 | $MEDP | Medpace Holdings, Inc. | $5.5M | 5.5% | +19% | 77.4 |
| 8 | $EVTC | EVERTEC, Inc. | $5.3M | 5.4% | +5% | 68.1 |
| 9 | $JKHY | JACK HENRY & ASSOCIATES INC | $5.1M | 5.2% | +7% | 72.8 |
| 10 | $TRMB | TRIMBLE INC. | $5.0M | 5.0% | -6% | 52.1 |
| 11 |  $ROL | ROLLINS INC | $4.8M | 4.9% | -13% | 73.2 |
| 12 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $4.6M | 4.6% | +25% | — |
| 13 |  $TREX | TREX CO INC | $4.5M | 4.5% | -0% | 60.1 |
| 14 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $4.4M | 4.4% | -15% | 70.8 |
| 15 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $4.2M | 4.3% | -1% | 58 |
| 16 |  $TECH | BIO-TECHNE Corp | $3.9M | 3.9% | +44% | 59.6 |
| 17 |  $IPAR | INTERPARFUMS INC | $3.4M | 3.4% | -21% | 63.4 |
| 18 |  $QLYS | QUALYS, INC. | $3.1M | 3.1% | +6% | 73.4 |
| 19 |  $BBSI | BARRETT BUSINESS SERVICES INC | $2.6M | 2.6% | +0% | 46.8 |
| 20 |  $TNET | TRINET GROUP, INC. | $1.7M | 1.7% | +15% | 53.6 |
| 21 |  $MRVICALL | MARAVAI LIFESCIENCES HOLDINGS, INC. | $283,000 | — | +3% | 14.5 |
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