Q1 2026 · 13F-HR
Alpine Peaks Capital, LPholdings as filed
Filed 2026-05-15 · accession 0001906602-26-000002
$99.2M
Reported value
21
Positions
2026-03-31
Period end
The Brief · Alpine Peaks Capital, LP · Q1 2026
AI · grounded in 13F
Alpine Peaks Capital, LP increased its position in TECH by 43.69%. The fund also accumulated shares of MEDP by 19.46% and WST by 12.84%. On the selling side, the fund trimmed its holdings in LFUS by 16.18% and ROL by 12.63%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $7.6M | 7.69% | 92,851 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $7.5M | 7.55% | 29,883 | Common | SOLE |
| 90337L108 | USPH | U S PHYSICAL THERAPY | $7.1M | 7.18% | 95,024 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $7.1M | 7.17% | 33,669 | Common | SOLE |
| 192422103 | CGNX | COGNEX CORP | $6.0M | 6.02% | 121,919 | Common | SOLE |
| 537008104 | LFUS | LITTELFUSE INC | $5.8M | 5.85% | 17,100 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $5.5M | 5.50% | 11,356 | Common | SOLE |
| 30040P103 | EVTC | EVERTEC INC | $5.3M | 5.35% | 188,204 | Common | SOLE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $5.1M | 5.14% | 32,247 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $5.0M | 5.00% | 75,983 | Common | SOLE |
| 775711104 | ROL | ROLLINS INC | $4.8M | 4.84% | 89,968 | Common | SOLE |
| 249906108 | DSGX | DESCARTES SYS GROUP INC | $4.6M | 4.61% | 63,900 | Common | SOLE |
| 89531P105 | TREX | TREX INC | $4.5M | 4.49% | 122,339 | Common | SOLE |
| 929740108 | WAB | WABTEC | $4.4M | 4.40% | 17,480 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAIN SYS INC DEL | $4.2M | 4.24% | 30,670 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $3.9M | 3.90% | 74,000 | Common | SOLE |
| 458334109 | IPAR | INTERPARFUMS INC | $3.4M | 3.41% | 37,202 | Common | SOLE |
| 74758T303 | QLYS | QUALYS INC | $3.1M | 3.09% | 34,905 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $2.6M | 2.60% | 88,352 | Common | SOLE |
| 896288107 | TNET | TRINET GROUP INC | $1.7M | 1.68% | 45,650 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $283,000 | 0.29% | 100,000 | CALL | 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.