Alpine Peaks Capital, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Alpine Peaks Capital, Lp disclosed 20 stock positions valued at approximately $85.37M as of quarter-end June 30, 2026. The largest holdings include HEICO CORP NEW, WEST PHARMACEUTICAL SVSC INC, and COGNEX CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $85.37M
Holdings by Sector
Alpine Peaks Capital, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HEICO CORP NEW | HEI-A | Industrials | 8.57% | 28,368 | -5,301 | -15.74% | $7,316,391 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 8.07% | 19,191 | -10,692 | -35.78% | $6,889,569 |
| COGNEX CORP | CGNX | Technology | 7.60% | 89,599 | -32,320 | -26.51% | $6,488,760 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 6.44% | 77,539 | -15,312 | -16.49% | $5,495,964 |
| U S PHYSICAL THERAPY | USPH | Healthcare | 6.15% | 76,487 | -18,537 | -19.51% | $5,253,127 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 5.84% | 9,418 | -1,938 | -17.07% | $4,987,679 |
| LITTELFUSE INC | LFUS | Technology | 5.81% | 10,897 | -6,203 | -36.27% | $4,961,731 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 5.56% | 34,480 | +2,233 | +6.92% | $4,749,275 |
| BIO-TECHNE CORP | TECH | Healthcare | 5.54% | 66,960 | -7,040 | -9.51% | $4,730,724 |
| TREX INC | TREX | Industrials | 5.38% | 91,762 | -30,577 | -24.99% | $4,591,770 |
| EVERTEC INC | EVTC | Technology | 5.31% | 163,126 | -25,078 | -13.32% | $4,531,640 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 4.66% | 25,344 | -5,326 | -17.37% | $3,977,994 |
| ROLLINS INC | ROL | Consumer Cyclical | 4.06% | 83,108 | -6,860 | -7.62% | $3,468,928 |
| DESCARTES SYS GROUP INC | DSGX | Technology | 4.04% | 49,757 | -14,143 | -22.13% | $3,445,175 |
| TRIMBLE INC | TRMB | Technology | 3.86% | 64,451 | -11,532 | -15.18% | $3,298,602 |
| WABTEC | WAB | Industrials | 3.68% | 11,655 | -5,825 | -33.32% | $3,142,188 |
| BARRETT BUSINESS SVCS INC | BBSI | Industrials | 3.51% | 84,352 | -4,000 | -4.53% | $2,996,183 |
| INTERPARFUMS INC | IPAR | Consumer Defensive | 3.37% | 25,722 | -11,480 | -30.86% | $2,877,263 |
| QUALYS INC | QLYS | Technology | 1.63% | 10,142 | -24,763 | -70.94% | $1,394,424 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 0.90% | 26,332 | +26,332 | +100.00% | $771,001 |
Showing 20 of 20 holdings in the latest reporting period.