Alpine Peaks Capital, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Alpine Peaks Capital, LP disclosed 23 US equity positions worth $113.3m in its Q2 2025 13F filing. The largest position was HEI/A at 9.4% of the reported book, followed by BFAM and CGNX. Against the Q1 2025 filing, it opened 0 new positions, added to 10 and reduced 6 among the top 23 holdings.
What did Alpine Peaks Capital, LP own in Q2 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HEI/A HEICO CORP NEW | 9.4% | $10.7m | 41,269 | 2% | added | |
| 2 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 7.6% | $8.7m | 70,151 | -0% | held |
| 3 | CGNX COGNEX CORP | Technology | 6.1% | $6.9m | 217,219 | 5% | added |
| 4 | USPH U S PHYSICAL THERAPY | Healthcare | 6.0% | $6.8m | 86,934 | 4% | added |
| 5 | TRMB TRIMBLE INC | Technology | 5.9% | $6.7m | 88,283 | 0% | held |
| 6 | MEDP MEDPACE HLDGS INC | Healthcare | 5.6% | $6.4m | 20,306 | -7% | reduced |
| 7 | EVTC EVERTEC INC | Technology | 5.3% | $6.0m | 166,798 | 0% | held |
| 8 | ROL ROLLINS INC | Consumer Cyclical | 5.3% | $6.0m | 106,368 | -26% | reduced |
| 9 | IPAR INTER PARFUMS INC | Consumer Defensive | 5.2% | $5.9m | 44,559 | 3% | added |
| 10 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 4.9% | $5.6m | 48,320 | 0% | held |
| 11 | JKHY HENRY JACK & ASSOC INC | Technology | 4.8% | $5.4m | 29,897 | 0% | held |
| 12 | SCI SERVICE CORP INTL | Consumer Cyclical | 4.5% | $5.1m | 62,332 | 0% | held |
| 13 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 4.2% | $4.8m | 21,833 | 3% | added |
| 14 | TREX TREX CO INC | Industrials | 4.2% | $4.8m | 87,575 | 22% | added |
| 15 | WAB WABTEC | Industrials | 4.0% | $4.6m | 21,780 | -6% | reduced |
| 16 | LFUS LITTELFUSE INC | Technology | 3.8% | $4.3m | 18,850 | 9% | added |
| 17 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 3.7% | $4.2m | 100,352 | -13% | reduced |
| 18 | QLYS QUALYS INC | Technology | 2.7% | $3.1m | 21,514 | 8% | added |
| 19 | RHI ROBERT HALF INTL INC | Industrials | 2.3% | $2.6m | 62,526 | -9% | reduced |
| 20 | TNET TRINET GROUP INC | Industrials | 1.5% | $1.7m | 23,150 | 0% | held |
| 21 | DSGX DESCARTES SYS GROUP INC | Technology | 1.1% | $1.2m | 12,200 | 122% | added |
| 22 | TECH BIO-TECHNE CORP | Healthcare | 1.0% | $1.1m | 22,000 | 120% | added |
| 23 | RGP RESOURCES CONNECTION INC | Industrials | 1.0% | $1.1m | 201,217 | -31% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.