Alpine Peaks Capital, Lp Portfolio Stock Holdings
Alpine Peaks Capital, Lp disclosed 20 stock positions valued at approximately $98.9 million in its latest SEC 13F filing. The largest holdings include BRIGHT HORIZONS FAM SOL IN D, WEST PHARMACEUTICAL SVSC INC, and U S PHYSICAL THERAPY. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $98.9M
Holdings by Sector
Alpine Peaks Capital, Lp Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 7.71% | 92,851 | +3,200 | +3.57% | $7,625,853 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 7.57% | 29,883 | +3,400 | +12.84% | $7,489,875 |
| U S PHYSICAL THERAPY | USPH | Healthcare | 7.20% | 95,024 | +3,800 | +4.17% | $7,122,999 |
| HEICO CORP NEW | HEI-A | Industrials | 7.19% | 33,669 | +2,200 | +6.99% | $7,107,189 |
| COGNEX CORP | CGNX | Technology | 6.04% | 121,919 | -16,100 | -11.67% | $5,972,812 |
| LITTELFUSE INC | LFUS | Technology | 5.87% | 17,100 | -3,300 | -16.18% | $5,802,885 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 5.51% | 11,356 | +1,850 | +19.46% | $5,453,038 |
| EVERTEC INC | EVTC | Technology | 5.37% | 188,204 | +8,500 | +4.73% | $5,311,117 |
| HENRY JACK & ASSOC INC | JKHY | Technology | 5.15% | 32,247 | +2,200 | +7.32% | $5,096,316 |
| TRIMBLE INC | TRMB | Technology | 5.01% | 75,983 | -5,100 | -6.29% | $4,956,371 |
| ROLLINS INC | ROL | Consumer Cyclical | 4.86% | 89,968 | -13,000 | -12.63% | $4,805,191 |
| DESCARTES SYS GROUP INC | DSGX | Technology | 4.62% | 63,900 | +12,900 | +25.29% | $4,572,684 |
| TREX INC | TREX | Industrials | 4.51% | 122,339 | -500 | -0.41% | $4,455,586 |
| WABTEC | WAB | Industrials | 4.42% | 17,480 | -3,000 | -14.65% | $4,368,427 |
| ADVANCED DRAIN SYS INC DEL | WMS | Industrials | 4.25% | 30,670 | -250 | -0.81% | $4,205,777 |
| BIO-TECHNE CORP | TECH | Healthcare | 3.91% | 74,000 | +22,500 | +43.69% | $3,867,240 |
| INTERPARFUMS INC | IPAR | Consumer Defensive | 3.42% | 37,202 | -9,893 | -21.01% | $3,379,430 |
| QUALYS INC | QLYS | Technology | 3.10% | 34,905 | +2,000 | +6.08% | $3,066,404 |
| BARRETT BUSINESS SVCS INC | BBSI | Industrials | 2.61% | 88,352 | - | - | $2,578,111 |
| TRINET GROUP INC | TNET | Industrials | 1.68% | 45,650 | +6,000 | +15.13% | $1,663,030 |
Alpine Peaks Capital, Lp Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | MRVI | Maravai LifeSciences Holdings, | CALL | 100,000 | $283,000 |
Notional value represents the total exposure of the options position.