Institutional
Alpine Peaks Capital, LP
CIK 0001906602
$99.2M
Reported AUM
21
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $59.69 | -4.00% | -51.03% | -58.41% | $7.6M | 7.69% | +3,200 | +3.6% |
| 2 | WST | WEST PHARMACEUTICAL SVSC INC | $317.27 | 0.88% | 40.43% | -22.62% | $7.5M | 7.55% | +3,400 | +12.8% |
| 3 | USPH | U S PHYSICAL THERAPY | $62.78 | -1.06% | -15.79% | -40.77% | $7.1M | 7.18% | +3,800 | +4.2% |
| 4 | HEI/A | HEICO CORP NEW | — | — | — | — | $7.1M | 7.17% | +2,200 | +7.0% |
| 5 | CGNX | COGNEX CORP | $61.69 | 1.43% | 102.24% | -30.53% | $6.0M | 6.02% | −16,100 | −11.7% |
| 6 | LFUS | LITTELFUSE INC | $465.33 | 1.75% | 112.20% | 80.62% | $5.8M | 5.85% | −3,300 | −16.2% |
| 7 | MEDP | MEDPACE HLDGS INC | $455.13 | 0.19% | 53.20% | 158.18% | $5.5M | 5.50% | +1,850 | +19.5% |
| 8 | EVTC | EVERTEC INC | $22.87 | 2.37% | -39.02% | -47.51% | $5.3M | 5.35% | +8,500 | +4.7% |
| 9 | JKHY | HENRY JACK & ASSOC INC | $130.11 | -0.47% | -27.36% | -20.33% | $5.1M | 5.14% | +2,200 | +7.3% |
| 10 | TRMB | TRIMBLE INC | $53.72 | -0.87% | -24.97% | -36.62% | $5.0M | 5.00% | −5,100 | −6.3% |
| 11 | ROL | ROLLINS INC | $47.10 | 1.29% | -17.45% | 31.12% | $4.8M | 4.84% | −13,000 | −12.6% |
| 12 | DSGX | DESCARTES SYS GROUP INC | $75.39 | -0.09% | -26.20% | 3.85% | $4.6M | 4.61% | +12,900 | +25.3% |
| 13 | TREX | TREX INC | $40.13 | 1.21% | -30.01% | -59.17% | $4.5M | 4.49% | −500 | −0.4% |
| 14 | WAB | WABTEC | $260.40 | -0.81% | 26.89% | 215.52% | $4.4M | 4.40% | −3,000 | −14.6% |
| 15 | WMS | ADVANCED DRAIN SYS INC DEL | $131.90 | 1.34% | 13.86% | 9.08% | $4.2M | 4.24% | −250 | −0.8% |
| 16 | TECH | BIO-TECHNE CORP | $52.74 | 1.43% | 7.42% | -55.90% | $3.9M | 3.90% | +22,500 | +43.7% |
| 17 | IPAR | INTERPARFUMS INC | $91.27 | 0.00% | -31.71% | 32.82% | $3.4M | 3.41% | −9,893 | −21.0% |
| 18 | QLYS | QUALYS INC | $108.41 | -1.36% | -22.53% | 8.21% | $3.1M | 3.09% | +2,000 | +6.1% |
| 19 | BBSI | BARRETT BUSINESS SVCS INC | $33.00 | 1.54% | -21.21% | 91.17% | $2.6M | 2.60% | — | HELD |
| 20 | TNET | TRINET GROUP INC | $46.99 | 0.75% | -42.82% | -41.86% | $1.7M | 1.68% | +6,000 | +15.1% |
| 21 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $5.07 | 0.90% | 110.04% | -88.58% | $283K | 0.29% | +3,100 | +3.2% |
Source: SEC EDGAR · accession 0001906602-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.