Q4 2025 · 13F-HR
Pier Capital, LLCholdings as filed
Filed 2026-02-03 · accession 0001310051-26-000002
$626.4M
Reported value
125
Positions
2025-12-31
Period end
The Brief · Pier Capital, LLC · Q4 2025
AI · grounded in 13F
Pier Capital, LLC established a new position in Mirion Technologies Inc MIR valued at $16.8M. The fund also initiated new stakes in Clearwater Analytics Holdings Inc CWAN for $16.4M and Hexcel Corp HXL for $12M. Other new additions include Alignment Healthcare Inc ALHC and Fulton Financial Corp FULT.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60471A101 | MIR | Mirion Technologies Inc | $16.8M | 2.68% | 717,392 | Common | SOLE |
| 185123106 | CWAN | Clearwater Analytics Holdings Inc | $16.4M | 2.63% | 681,972 | Common | SOLE |
| 428291108 | HXL | Hexcel Corp | $12.0M | 1.91% | 162,219 | Common | SOLE |
| 01625V104 | ALHC | Alignment Healthcare Inc | $10.8M | 1.72% | 546,674 | Common | SOLE |
| 360271100 | FULT | Fulton Financial Corp | $10.5M | 1.68% | 543,387 | Common | SOLE |
| G31249108 | ESTA | Establishment Labs Holdings Inc | $10.5M | 1.67% | 143,842 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc | $10.3M | 1.64% | 121,883 | Common | SOLE |
| 42704L104 | HRI | Herc Holdings Inc | $10.3M | 1.64% | 69,196 | Common | SOLE |
| 60786M105 | MC | Moelis & Co | $9.7M | 1.55% | 141,352 | Common | SOLE |
| 34354P105 | FLS | Flowserve Corp | $9.6M | 1.53% | 138,520 | Common | SOLE |
| 825704109 | SIBN | SI-BONE Inc | $9.6M | 1.53% | 485,217 | Common | SOLE |
| 683344105 | ONTO | Onto Innovation Inc | $9.2M | 1.47% | 58,183 | Common | SOLE |
| 45245E109 | IMAX | IMAX Corp | $9.0M | 1.44% | 244,589 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc | $9.0M | 1.43% | 151,365 | Common | SOLE |
| 37637K108 | GTLB | GitLab Inc | $8.9M | 1.42% | 236,771 | Common | SOLE |
| 759916109 | RGEN | Repligen Corp | $8.9M | 1.42% | 54,147 | Common | SOLE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $8.6M | 1.38% | 196,118 | Common | SOLE |
| 750491102 | RDNT | RadNet Inc | $8.6M | 1.38% | 121,005 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc | $8.6M | 1.37% | 26,284 | Common | SOLE |
| P73684113 | OSW | OneSpaWorld Holdings Ltd | $8.6M | 1.37% | 413,170 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $8.5M | 1.36% | 18,672 | Common | SOLE |
| G76279101 | ROIV | Roivant Sciences Ltd | $8.5M | 1.35% | 391,061 | Common | SOLE |
| 74276R102 | PRVA | Privia Health Group Inc | $8.4M | 1.34% | 355,259 | Common | SOLE |
| 535219109 | LIND | Lindblad Expeditions Holdings Inc | $8.3M | 1.33% | 577,479 | Common | SOLE |
| 811707801 | SBCF | Seacoast Banking Corp of Florida | $8.1M | 1.29% | 257,755 | Common | SOLE |
| 63845R107 | EYE | National Vision Holdings Inc | $8.1M | 1.29% | 313,565 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor Ltd | $7.9M | 1.27% | 67,520 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $7.8M | 1.24% | 58,159 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $7.8M | 1.24% | 37,079 | Common | SOLE |
| 441593100 | HLI | Houlihan Lokey Inc | $7.7M | 1.22% | 44,000 | Common | SOLE |
| 920253101 | VMI | Valmont Industries Inc | $7.7M | 1.22% | 19,026 | Common | SOLE |
| 03820C105 | AIT | Applied Industrial Technologies Inc | $7.7M | 1.22% | 29,807 | Common | SOLE |
| 002474104 | AZZ | AZZ Inc | $7.6M | 1.21% | 70,967 | Common | SOLE |
| 74736L109 | QTWO | Q2 Holdings Inc | $7.6M | 1.21% | 104,763 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $7.5M | 1.19% | 64,115 | Common | SOLE |
| 15687V109 | CERT | Certara Inc | $7.4M | 1.18% | 840,449 | Common | SOLE |
| 03475V101 | ANGO | AngioDynamics Inc | $7.3M | 1.17% | 571,855 | Common | SOLE |
| 92846Q107 | COCO | The Vita Coco Company Inc | $7.3M | 1.17% | 138,044 | Common | SOLE |
| 204166102 | CVLT | Commvault Systems Inc | $7.3M | 1.17% | 58,367 | Common | SOLE |
| 00790R104 | WMS | Advanced Drainage Systems Inc | $7.3M | 1.17% | 50,394 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc | $7.1M | 1.14% | 12,103 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $6.9M | 1.09% | 42,820 | Common | SOLE |
| 45780R101 | IBP | Installed Building Products Inc | $6.9M | 1.09% | 26,417 | Common | SOLE |
| 518415104 | LSCC | Lattice Semiconductor Corp | $6.7M | 1.07% | 91,438 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings Inc | $6.7M | 1.07% | 60,944 | Common | SOLE |
| 68213N109 | OMCL | Omnicell Inc | $6.6M | 1.06% | 145,883 | Common | SOLE |
| 25402D102 | DOCN | DigitalOcean Holdings Inc | $6.6M | 1.05% | 136,902 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $6.5M | 1.04% | 36,915 | Common | SOLE |
| 006739106 | ADUS | Addus HomeCare Corp | $6.2M | 0.99% | 57,964 | Common | SOLE |
| 913915104 | UTI | Universal Technical Institute Inc | $6.2M | 0.99% | 237,333 | Common | SOLE |
| 01749D105 | ALGM | Allegro Microsystems Inc | $6.1M | 0.97% | 231,184 | Common | SOLE |
| 125141101 | CECO | CECO Environmental Corp | $5.9M | 0.93% | 97,842 | Common | SOLE |
| 458334109 | IPAR | Interparfums Inc | $5.7M | 0.91% | 66,937 | Common | SOLE |
| M6191J100 | FROG | JFrog Ltd | $5.5M | 0.88% | 88,170 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies Inc | $5.2M | 0.83% | 30,062 | Common | SOLE |
| 74275K108 | PCOR | Procore Technologies Inc | $5.2M | 0.82% | 70,984 | Common | SOLE |
| 090043100 | BILL | BILL Holdings Inc | $5.1M | 0.81% | 92,841 | Common | SOLE |
| 86881A100 | SGRY | Surgery Partners Inc | $5.0M | 0.80% | 324,834 | Common | SOLE |
| 65487K100 | LASR | nLight Inc | $4.9M | 0.79% | 131,747 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $4.9M | 0.78% | 244,568 | Common | SOLE |
| 50012A108 | KGS | Kodiak Gas Services Inc | $4.8M | 0.77% | 129,612 | Common | SOLE |
| 02081G201 | ATEC | Alphatec Holdings Inc | $4.8M | 0.77% | 229,807 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc | $4.8M | 0.77% | 86,298 | Common | SOLE |
| 98423F109 | XMTR | Xometry Inc | $4.6M | 0.74% | 77,640 | Common | SOLE |
| 739128106 | POWL | Powell Industries Inc | $4.6M | 0.73% | 14,435 | Common | SOLE |
| 71367G102 | PWP | Perella Weinberg Partners | $4.6M | 0.73% | 264,984 | Common | SOLE |
| 81725T100 | SXT | Sensient Technologies Corp | $4.6M | 0.73% | 48,555 | Common | SOLE |
| 82982T106 | SITM | SiTime Corp | $4.5M | 0.71% | 12,640 | Common | SOLE |
| 384747101 | GRAL | GRAIL Inc | $4.4M | 0.71% | 51,836 | Common | SOLE |
| 00760J108 | AEHR | Aehr Test Systems | $4.3M | 0.68% | 211,619 | Common | SOLE |
| 34379V103 | FLNC | Fluence Energy Inc | $4.2M | 0.68% | 213,856 | Common | SOLE |
| M7518J104 | ODD | Oddity Tech Ltd | $4.2M | 0.67% | 104,649 | Common | SOLE |
| 589378108 | MRCY | Mercury Systems Inc | $4.1M | 0.66% | 56,727 | Common | SOLE |
| 90364P105 | PATH | UiPath Inc | $4.1M | 0.66% | 251,245 | Common | SOLE |
| 553368101 | MP | MP Materials Corp | $3.9M | 0.62% | 76,811 | Common | SOLE |
| 135086106 | GOOS | Canada Goose Holdings Inc | $3.9M | 0.62% | 298,459 | Common | SOLE |
| 03940C100 | ACLXGBX | Arcellx Inc | $3.9M | 0.61% | 59,063 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corp | $3.8M | 0.61% | 44,151 | Common | SOLE |
| 00650F109 | ADPT | Adaptive Biotechnologies Corp | $3.8M | 0.61% | 234,848 | Common | SOLE |
| 82982L103 | SITE | SiteOne Landscape Supply Inc | $3.8M | 0.60% | 30,403 | Common | SOLE |
| 859241101 | STRL | Sterling Infrastructure Inc | $3.7M | 0.59% | 12,164 | Common | SOLE |
| 816850101 | SMTC | Semtech Corp | $3.6M | 0.58% | 49,209 | Common | SOLE |
| 82489W107 | SHLS | Shoals Technologies Group Inc | $3.6M | 0.58% | 426,335 | Common | SOLE |
| 349381103 | FIGR | Figure Technology Solutions Inc | $3.6M | 0.57% | 87,004 | Common | SOLE |
| M20791105 | CAMT | Camtek Ltd | $3.5M | 0.56% | 33,248 | Common | SOLE |
| 68062P106 | OLMA | Olema Pharmaceuticals Inc | $3.5M | 0.56% | 140,101 | Common | SOLE |
| 40131M109 | GH | Guardant Health Inc | $3.5M | 0.55% | 33,905 | Common | SOLE |
| 15643U104 | LEU | Centrus Energy Corp | $3.4M | 0.54% | 14,036 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $3.4M | 0.54% | 48,757 | Common | SOLE |
| 83089J108 | SKYT | SkyWater Technology Inc | $3.4M | 0.54% | 185,270 | Common | SOLE |
| 01741R102 | ATI | ATI Inc | $3.3M | 0.53% | 29,052 | Common | SOLE |
| 296315104 | ESE | ESCO Technologies Inc | $3.0M | 0.48% | 15,335 | Common | SOLE |
| 819047101 | SHAK | Shake Shack Inc | $2.9M | 0.47% | 36,189 | Common | SOLE |
| 26856L103 | ELF | elf Beauty Inc | $2.9M | 0.46% | 38,158 | Common | SOLE |
| L44385109 | GLOB | Globant SA | $1.7M | 0.27% | 25,988 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $1.6M | 0.26% | 46,260 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc | $1.6M | 0.26% | 1,730 | Common | SOLE |
| M5216V106 | GLBE | Global-e Online Ltd | $1.6M | 0.25% | 40,237 | Common | SOLE |
| 60937P106 | MDB | MongoDB Inc | $1.1M | 0.18% | 2,617 | Common | SOLE |
| 892672106 | TW | Tradeweb Markets Inc | $908,928 | 0.15% | 8,452 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $882,268 | 0.14% | 2,593 | Common | SOLE |
| 879360105 | TDY | Teledyne Technologies Inc | $787,546 | 0.13% | 1,542 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $569,791 | 0.09% | 13,147 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems Inc | $422,364 | 0.07% | 466 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $319,218 | 0.05% | 1,923 | Common | SOLE |
| 16411R208 | LNG | Cheniere Energy Inc | $287,892 | 0.05% | 1,481 | Common | SOLE |
| 74340E103 | PGNY | Progyny Inc | $10,118 | 0.00% | 394 | Common | SOLE |
| 82452J109 | FOUR | Shift4 Payments Inc | $8,249 | 0.00% | 131 | Common | SOLE |
| 09239B109 | BL | BlackLine Inc | $6,248 | 0.00% | 113 | Common | SOLE |
| T9224W109 | STVN | Stevanato Group SpA | $5,674 | 0.00% | 282 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc | $5,164 | 0.00% | 9 | Common | SOLE |
| 955306105 | WST | West Pharmaceutical Services I | $4,953 | 0.00% | 18 | Common | SOLE |
| 90384S303 | ULTA | Ulta Beauty Inc | $4,840 | 0.00% | 8 | Common | SOLE |
| G87110105 | FTI | TechnipFMC plc | $4,812 | 0.00% | 108 | Common | SOLE |
| G93A5A101 | VIK | Viking Holdings Ltd | $4,285 | 0.00% | 60 | Common | SOLE |
| 89055F103 | BLD | TopBuild Corp | $3,338 | 0.00% | 8 | Common | SOLE |
| 46266C105 | IQV | IQVIA Holdings Inc | $3,156 | 0.00% | 14 | Common | SOLE |
| 516544103 | LNTH | Lantheus Holdings Inc | $3,128 | 0.00% | 47 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise Inc | $2,840 | 0.00% | 5 | Common | SOLE |
| 45168D104 | IDXX | IDEXX Laboratories Inc | $2,706 | 0.00% | 4 | Common | SOLE |
| 45167R104 | IEX | IDEX Corp | $2,669 | 0.00% | 15 | Common | SOLE |
| 29362U104 | ENTG | Entegris Inc | $2,359 | 0.00% | 28 | Common | SOLE |
| 252131107 | DXCM | Dexcom Inc | $2,257 | 0.00% | 34 | Common | SOLE |
| 33829M101 | FIVE | Five Below Inc | $2,072 | 0.00% | 11 | Common | SOLE |
| N14506104 | ESTC | Elastic NV | $1,886 | 0.00% | 25 | 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.