Alpine Peaks Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Alpine Peaks Capital, LP disclosed 20 US equity positions worth $98.9m in its Q1 2026 13F filing. The largest position was BFAM at 7.7% of the reported book, followed by WST and USPH.
What did Alpine Peaks Capital, LP own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 7.7% | $7.6m | 92,851 | – | |
| 2 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 7.6% | $7.5m | 29,883 | – | |
| 3 | USPH U S PHYSICAL THERAPY | Healthcare | 7.2% | $7.1m | 95,024 | – | |
| 4 | HEI/A HEICO CORP NEW | 7.2% | $7.1m | 33,669 | – | ||
| 5 | CGNX COGNEX CORP | Technology | 6.0% | $6.0m | 121,919 | – | |
| 6 | LFUS LITTELFUSE INC | Technology | 5.9% | $5.8m | 17,100 | – | |
| 7 | MEDP MEDPACE HLDGS INC | Healthcare | 5.5% | $5.5m | 11,356 | – | |
| 8 | EVTC EVERTEC INC | Technology | 5.4% | $5.3m | 188,204 | – | |
| 9 | JKHY HENRY JACK & ASSOC INC | Technology | 5.2% | $5.1m | 32,247 | – | |
| 10 | TRMB TRIMBLE INC | Technology | 5.0% | $5.0m | 75,983 | – | |
| 11 | ROL ROLLINS INC | Consumer Cyclical | 4.9% | $4.8m | 89,968 | – | |
| 12 | DSGX DESCARTES SYS GROUP INC | Technology | 4.6% | $4.6m | 63,900 | – | |
| 13 | TREX TREX INC | Industrials | 4.5% | $4.5m | 122,339 | – | |
| 14 | WAB WABTEC | Industrials | 4.4% | $4.4m | 17,480 | – | |
| 15 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 4.3% | $4.2m | 30,670 | – | |
| 16 | TECH BIO-TECHNE CORP | Healthcare | 3.9% | $3.9m | 74,000 | – | |
| 17 | IPAR INTERPARFUMS INC | Consumer Defensive | 3.4% | $3.4m | 37,202 | – | |
| 18 | QLYS QUALYS INC | Technology | 3.1% | $3.1m | 34,905 | – | |
| 19 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 2.6% | $2.6m | 88,352 | – | |
| 20 | TNET TRINET GROUP INC | Industrials | 1.7% | $1.7m | 45,650 | – |
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.