Q2 2025 · 13F-HR
Pier Capital, LLCholdings as filed
Filed 2025-08-05 · accession 0001310051-25-000006
$655.5M
Reported value
121
Positions
2025-06-30
Period end
The Brief · Pier Capital, LLC · Q2 2025
AI · grounded in 13F
Pier Capital, LLC established a new position in Mirion Technologies Inc MIR valued at $18.75M. The fund also initiated stakes in elf Beauty Inc ELF for $14.58M and JFrog Ltd FROG for $12.66M. Additional new positions include Sterling Infrastructure Inc STRL and Adaptive Biotechnologies Corp ADPT, both valued at approximately $11.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60471A101 | MIR | Mirion Technologies Inc | $18.8M | 2.86% | 871,028 | Common | SOLE |
| 26856L103 | ELF | elf Beauty Inc | $14.6M | 2.22% | 117,126 | Common | SOLE |
| M6191J100 | FROG | JFrog Ltd | $12.7M | 1.93% | 288,412 | Common | SOLE |
| 859241101 | STRL | Sterling Infrastructure Inc | $11.9M | 1.81% | 51,494 | Common | SOLE |
| 00650F109 | ADPT | Adaptive Biotechnologies Corp | $11.8M | 1.81% | 1,016,886 | Common | SOLE |
| 20717M103 | 8QR | Confluent Inc | $11.6M | 1.77% | 464,675 | Common | SOLE |
| 00737L103 | CVSA | Adtalem Global Education Inc | $11.6M | 1.77% | 90,938 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $11.1M | 1.69% | 37,562 | Common | SOLE |
| G31249108 | ESTA | Establishment Labs Holdings Inc | $10.8M | 1.64% | 252,318 | Common | SOLE |
| 45780R101 | IBP | Installed Building Products Inc | $10.0M | 1.52% | 55,245 | Common | SOLE |
| 811707801 | SBCF | Seacoast Banking Corp of Florida | $9.7M | 1.48% | 351,657 | Common | SOLE |
| 428291108 | HXL | Hexcel Corp | $9.6M | 1.46% | 169,540 | Common | SOLE |
| 825704109 | SIBN | SI-BONE Inc | $9.4M | 1.43% | 498,035 | Common | SOLE |
| 458334109 | IPAR | Interparfums Inc | $9.4M | 1.43% | 71,264 | Common | SOLE |
| 60786M105 | MC | Moelis & Co | $9.4M | 1.43% | 150,078 | Common | SOLE |
| 74736L109 | QTWO | Q2 Holdings Inc | $9.1M | 1.39% | 97,449 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $9.1M | 1.39% | 54,194 | Common | SOLE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $9.1M | 1.38% | 210,308 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies Inc | $9.0M | 1.38% | 62,593 | Common | SOLE |
| 01749D105 | ALGM | Allegro Microsystems Inc | $9.0M | 1.37% | 262,153 | Common | SOLE |
| 82982T106 | SITM | SiTime Corp | $8.9M | 1.36% | 41,882 | Common | SOLE |
| 971378104 | WSC | WillScot Holdings Corp | $8.9M | 1.35% | 324,153 | Common | SOLE |
| P73684113 | OSW | OneSpaWorld Holdings Ltd | $8.9M | 1.35% | 434,865 | Common | SOLE |
| T9224W109 | STVN | Stevanato Group SpA | $8.6M | 1.31% | 351,915 | Common | SOLE |
| M4R82T106 | FVRR | Fiverr International Ltd | $8.5M | 1.30% | 289,495 | Common | SOLE |
| 913915104 | UTI | Universal Technical Institute Inc | $8.5M | 1.29% | 250,406 | Common | SOLE |
| 09239B109 | BL | BlackLine Inc | $8.4M | 1.29% | 148,940 | Common | SOLE |
| 37637K108 | GTLB | GitLab Inc | $8.3M | 1.27% | 184,870 | Common | SOLE |
| 135086106 | GOOS | Canada Goose Holdings Inc | $8.3M | 1.27% | 742,152 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings Inc | $8.3M | 1.27% | 62,955 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $8.2M | 1.25% | 231,629 | Common | SOLE |
| 63947X101 | NCNO | nCino Inc | $8.1M | 1.24% | 289,749 | Common | SOLE |
| 15687V109 | CERT | Certara Inc | $7.8M | 1.19% | 667,422 | Common | SOLE |
| 535555106 | LNN | Lindsay Corp | $7.7M | 1.18% | 53,594 | Common | SOLE |
| 73642K106 | PTLO | Portillos Inc | $7.7M | 1.18% | 662,330 | Common | SOLE |
| 71367G102 | PWP | Perella Weinberg Partners | $7.7M | 1.17% | 394,128 | Common | SOLE |
| 34354P105 | FLS | Flowserve Corp | $7.6M | 1.16% | 144,954 | Common | SOLE |
| 518415104 | LSCC | Lattice Semiconductor Corp | $7.6M | 1.16% | 154,745 | Common | SOLE |
| 72346Q104 | — | Pinnacle Financial Partners Inc | $7.6M | 1.16% | 68,575 | Common | SOLE |
| 683344105 | ONTO | Onto Innovation Inc | $7.5M | 1.14% | 73,902 | Common | SOLE |
| 358054104 | FRSH | Freshworks Inc | $7.4M | 1.13% | 498,089 | Common | SOLE |
| 82452J109 | FOUR | Shift4 Payments Inc | $7.3M | 1.12% | 74,052 | Common | SOLE |
| 759916109 | RGEN | Repligen Corp | $7.3M | 1.12% | 58,981 | Common | SOLE |
| 922280102 | VRNS | Varonis Systems Inc | $7.2M | 1.10% | 142,513 | Common | SOLE |
| 00091G104 | ACVA | ACV Auctions Inc | $7.2M | 1.10% | 442,715 | Common | SOLE |
| 74276R102 | PRVA | Privia Health Group Inc | $7.2M | 1.09% | 311,998 | Common | SOLE |
| 750491102 | RDNT | RadNet Inc | $7.2M | 1.09% | 126,056 | Common | SOLE |
| 006739106 | ADUS | Addus HomeCare Corp | $7.0M | 1.07% | 60,878 | Common | SOLE |
| 090043100 | BILL | BILL Holdings Inc | $7.0M | 1.07% | 151,564 | Common | SOLE |
| 03820C105 | AIT | Applied Industrial Technologies Inc | $7.0M | 1.06% | 29,965 | Common | SOLE |
| 03475V101 | ANGO | AngioDynamics Inc | $6.9M | 1.05% | 694,235 | Common | SOLE |
| 74275K108 | PCOR | Procore Technologies Inc | $6.9M | 1.05% | 100,174 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc | $6.7M | 1.03% | 107,383 | Common | SOLE |
| 42704L104 | HRI | Herc Holdings Inc | $6.5M | 0.99% | 49,042 | Common | SOLE |
| 185123106 | CWAN | Clearwater Analytics Holdings Inc | $6.3M | 0.97% | 288,865 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $6.0M | 0.92% | 39,524 | Common | SOLE |
| 03980N107 | ARDT | Ardent Health Inc | $5.9M | 0.91% | 434,917 | Common | SOLE |
| 45245E109 | IMAX | IMAX Corp | $5.8M | 0.89% | 207,670 | Common | SOLE |
| 739128106 | POWL | Powell Industries Inc | $5.7M | 0.87% | 27,163 | Common | SOLE |
| 384747101 | GRAL | GRAIL Inc | $5.5M | 0.84% | 107,701 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc | $5.5M | 0.84% | 97,809 | Common | SOLE |
| 577933104 | MMS | Maximus Inc | $5.3M | 0.81% | 75,355 | Common | SOLE |
| 00760J108 | AEHR | Aehr Test Systems | $5.2M | 0.80% | 405,932 | Common | SOLE |
| M7518J104 | ODD | Oddity Tech Ltd | $5.2M | 0.79% | 68,959 | Common | SOLE |
| 68213N109 | OMCL | Omnicell Inc | $5.2M | 0.79% | 176,925 | Common | SOLE |
| G32089107 | ETOR | Etoro Group LImited | $5.2M | 0.79% | 77,743 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corp | $5.0M | 0.77% | 209,872 | Common | SOLE |
| 441593100 | HLI | Houlihan Lokey Inc | $5.0M | 0.76% | 27,814 | Common | SOLE |
| 81725T100 | SXT | Sensient Technologies Corp | $4.9M | 0.75% | 49,896 | Common | SOLE |
| 192005106 | CDXS | Codexis Inc | $4.7M | 0.71% | 1,915,160 | Common | SOLE |
| 358039105 | FRPT | Freshpet Inc | $4.5M | 0.68% | 65,965 | Common | SOLE |
| G76279101 | ROIV | Roivant Sciences Ltd | $4.5M | 0.68% | 396,304 | Common | SOLE |
| 24823R105 | DNLI | Denali Therapeutics Inc | $4.4M | 0.67% | 314,796 | Common | SOLE |
| G98196101 | W9N0 | WNS Holdings Ltd | $4.4M | 0.67% | 69,551 | Common | SOLE |
| 03940C100 | ACLXGBX | Arcellx Inc | $4.2M | 0.64% | 63,634 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $4.1M | 0.63% | 198,478 | Common | SOLE |
| 22663K107 | CRNX | Crinetics Pharmaceuticals Inc | $4.1M | 0.63% | 142,611 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc | $4.1M | 0.62% | 14,819 | Common | SOLE |
| 16115Q308 | GTLS | Chart Industries Inc | $4.0M | 0.61% | 24,132 | Common | SOLE |
| 032797300 | AVXL | Anavex Life Sciences Corp | $3.9M | 0.60% | 424,148 | Common | SOLE |
| 86881A100 | SGRY | Surgery Partners Inc | $3.9M | 0.59% | 174,544 | Common | SOLE |
| 40131M109 | GH | Guardant Health Inc | $3.8M | 0.57% | 72,402 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific Inc | $3.7M | 0.57% | 218,558 | Common | SOLE |
| 14070B309 | CAPR | Capricor Therapeutics Inc | $3.7M | 0.56% | 367,717 | Common | SOLE |
| 98423F109 | XMTR | Xometry Inc | $3.6M | 0.55% | 106,525 | Common | SOLE |
| 516544103 | LNTH | Lantheus Holdings Inc | $3.6M | 0.55% | 43,907 | Common | SOLE |
| 68062P106 | OLMA | Olema Pharmaceuticals Inc | $3.3M | 0.50% | 771,072 | Common | SOLE |
| 125141101 | CECO | CECO Environmental Corp | $3.2M | 0.49% | 113,946 | Common | SOLE |
| 87961M105 | TLX | Telix Pharmaceuticals Limited | $3.0M | 0.46% | 188,992 | Common | SOLE |
| 89531P105 | TREX | Trex Co Inc | $3.0M | 0.46% | 55,108 | Common | SOLE |
| 50012A108 | KGS | Kodiak Gas Services Inc | $2.0M | 0.31% | 59,005 | Common | SOLE |
| 892672106 | TW | Tradeweb Markets Inc | $1.2M | 0.19% | 8,459 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc | $1.1M | 0.17% | 2,132 | Common | SOLE |
| 72352L106 | PINS | Pinterest Inc | $1.1M | 0.17% | 31,623 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $995,024 | 0.15% | 3,685 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $976,031 | 0.15% | 5,208 | Common | SOLE |
| 16411R208 | LNG | Cheniere Energy Inc | $972,862 | 0.15% | 3,995 | Common | SOLE |
| 60937P106 | MDB | MongoDB Inc | $939,285 | 0.14% | 4,473 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $898,874 | 0.14% | 16,281 | Common | SOLE |
| M2682V108 | CYBR | CyberArk Software Ltd | $619,678 | 0.09% | 1,523 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise Inc | $560,515 | 0.09% | 677 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc | $501,187 | 0.08% | 869 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems Inc | $422,738 | 0.06% | 578 | Common | SOLE |
| 70975L107 | PEN | Penumbra Inc | $393,927 | 0.06% | 1,535 | Common | SOLE |
| 955306105 | WST | West Pharmaceutical Services I | $11,815 | 0.00% | 54 | Common | SOLE |
| 74340E103 | PGNY | Progyny Inc | $11,396 | 0.00% | 518 | Common | SOLE |
| 90384S303 | ULTA | Ulta Beauty Inc | $11,228 | 0.00% | 24 | Common | SOLE |
| G87110105 | FTI | TechnipFMC plc | $11,159 | 0.00% | 324 | Common | SOLE |
| 00790R104 | WMS | Advanced Drainage Systems Inc | $8,270 | 0.00% | 72 | Common | SOLE |
| 45167R104 | IEX | IDEX Corp | $7,901 | 0.00% | 45 | Common | SOLE |
| 252131107 | DXCM | Dexcom Inc | $7,856 | 0.00% | 90 | Common | SOLE |
| 89055F103 | BLD | TopBuild Corp | $7,770 | 0.00% | 24 | Common | SOLE |
| 29362U104 | ENTG | Entegris Inc | $6,775 | 0.00% | 84 | Common | SOLE |
| 46266C105 | IQV | IQVIA Holdings Inc | $6,619 | 0.00% | 42 | Common | SOLE |
| 45168D104 | IDXX | IDEXX Laboratories Inc | $6,436 | 0.00% | 12 | Common | SOLE |
| N14506104 | ESTC | Elastic NV | $6,325 | 0.00% | 75 | Common | SOLE |
| 87043Q108 | SG | Sweetgreen Inc | $5,892 | 0.00% | 396 | Common | SOLE |
| 338307101 | FIVN | Five9 Inc | $5,852 | 0.00% | 221 | Common | SOLE |
| L44385109 | GLOB | Globant SA | $5,632 | 0.00% | 62 | Common | SOLE |
| G93A5A101 | VIK | Viking Holdings Ltd | $4,796 | 0.00% | 90 | Common | SOLE |
| 33829M101 | FIVE | Five Below Inc | $4,329 | 0.00% | 33 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.