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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $77.95 | -5.72% | -37.69% | -46.52% | $7.6M | 7.69% | — | HELD |
| 2 | WST | WEST PHARMACEUTICAL SVSC INC | $339.59 | 0.63% | 41.10% | -24.50% | $7.5M | 7.55% | — | HELD |
| 3 | USPH | U S PHYSICAL THERAPY | $80.13 | 0.35% | 17.39% | -24.98% | $7.1M | 7.18% | — | HELD |
| 4 | HEI/A | HEICO CORP NEW | — | — | — | — | $7.1M | 7.17% | — | HELD |
| 5 | CGNX | COGNEX CORP | $62.62 | 8.30% | 55.80% | -27.09% | $6.0M | 6.02% | — | HELD |
| 6 | LFUS | LITTELFUSE INC | $442.00 | 7.68% | 78.47% | 62.88% | $5.8M | 5.85% | — | HELD |
| 7 | MEDP | MEDPACE HLDGS INC | $578.30 | -1.13% | 36.80% | 217.40% | $5.5M | 5.50% | — | HELD |
| 8 | EVTC | EVERTEC INC | $31.60 | -0.94% | -8.58% | -29.93% | $5.3M | 5.35% | — | HELD |
| 9 | JKHY | HENRY JACK & ASSOC INC | $154.24 | -4.29% | -6.40% | -6.78% | $5.1M | 5.14% | — | HELD |
| 10 | TRMB | TRIMBLE INC | $57.06 | -2.03% | -30.95% | -39.44% | $5.0M | 5.00% | — | HELD |
| 11 | ROL | ROLLINS INC | $38.35 | -1.03% | -33.99% | 2.99% | $4.8M | 4.84% | — | HELD |
| 12 | DSGX | DESCARTES SYS GROUP INC | $74.55 | -4.42% | -28.63% | -4.91% | $4.6M | 4.61% | — | HELD |
| 13 | TREX | TREX INC | $43.93 | 3.63% | -32.32% | -60.90% | $4.5M | 4.49% | — | HELD |
| 14 | WAB | WABTEC | $292.46 | 0.24% | 56.88% | 233.70% | $4.4M | 4.40% | — | HELD |
| 15 | WMS | ADVANCED DRAIN SYS INC DEL | $137.57 | -0.54% | 20.87% | 22.54% | $4.2M | 4.24% | — | HELD |
| 16 | TECH | BIO-TECHNE CORP | $72.03 | 0.00% | 32.02% | -41.01% | $3.9M | 3.90% | — | HELD |
| 17 | IPAR | INTERPARFUMS INC | $125.57 | -1.15% | 9.77% | 95.17% | $3.4M | 3.41% | — | HELD |
| 18 | QLYS | QUALYS INC | $141.71 | 4.87% | 5.86% | 17.72% | $3.1M | 3.09% | — | HELD |
| 19 | BBSI | BARRETT BUSINESS SVCS INC | $39.97 | -2.46% | -8.36% | 117.85% | $2.6M | 2.60% | — | HELD |
| 20 | TNET | TRINET GROUP INC | $71.67 | 2.05% | 15.82% | -19.02% | $1.7M | 1.68% | — | HELD |
| 21 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $6.75 | 2.43% | 204.05% | -88.59% | $283K | 0.29% | — | HELD |
Source: SEC EDGAR · accession 0001906602-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.