Q1 2025 · 13F-HR
Alpine Peaks Capital, LPholdings as filed
Filed 2025-05-15 · accession 0001906602-25-000002
$110.9M
Reported value
25
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $9.0M | 8.07% | 70,451 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $8.6M | 7.72% | 40,569 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $7.7M | 6.96% | 142,868 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $6.7M | 6.02% | 21,906 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $6.2M | 5.57% | 207,219 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC INC | $6.1M | 5.53% | 166,798 | Common | SOLE |
| 90337L108 | USPH | U S PHYSICAL THERAPY | $6.1M | 5.48% | 83,934 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $5.8M | 5.23% | 88,283 | Common | SOLE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $5.4M | 4.91% | 29,797 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $5.2M | 4.73% | 48,320 | Common | SOLE |
| 817565104 | SCI | SERVICE CORP INTL | $5.0M | 4.51% | 62,332 | Common | SOLE |
| 458334109 | IPAR | INTER PARFUMS INC | $4.9M | 4.44% | 43,259 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $4.8M | 4.29% | 21,233 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $4.7M | 4.28% | 115,352 | Common | SOLE |
| 929740108 | WAB | WABTEC | $4.2M | 3.77% | 23,080 | Common | SOLE |
| 89531P105 | TREX | TREX CO INC | $4.2M | 3.75% | 71,575 | Common | SOLE |
| 770323103 | RHI | ROBERT HALF INTL INC | $3.7M | 3.36% | 68,336 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $3.4M | 3.08% | 17,350 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $2.5M | 2.26% | 19,905 | Common | SOLE |
| 76122Q105 | RGP | RESOURCES CONNECTION INC | $1.9M | 1.72% | 292,201 | Common | SOLE |
| 896288107 | TNET | TRINET GROUP INC | $1.8M | 1.65% | 23,150 | Common | SOLE |
| 422806109 | HEI | HEICO CORP NEW | $1.3M | 1.17% | 4,852 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $586,300 | 0.53% | 10,000 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $554,565 | 0.50% | 5,500 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $534,820 | 0.48% | 242,000 | 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.