Alpine Peaks Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Alpine Peaks Capital, LP disclosed 20 US equity positions worth $85.4m in its Q2 2026 13F filing. The largest position was HEI/A at 8.6% of the reported book, followed by WST and CGNX. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 18 among the top 20 holdings.
What did Alpine Peaks Capital, LP own in Q2 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HEI/A HEICO CORP NEW | 8.6% | $7.3m | 28,368 | -16% | reduced | |
| 2 | WST WEST PHARMACEUTICAL SVSC INC | Healthcare | 8.1% | $6.9m | 19,191 | -36% | reduced |
| 3 | CGNX COGNEX CORP | Technology | 7.6% | $6.5m | 89,599 | -27% | reduced |
| 4 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 6.4% | $5.5m | 77,539 | -16% | reduced |
| 5 | USPH U S PHYSICAL THERAPY | Healthcare | 6.2% | $5.3m | 76,487 | -20% | reduced |
| 6 | MEDP MEDPACE HLDGS INC | Healthcare | 5.8% | $5.0m | 9,418 | -17% | reduced |
| 7 | LFUS LITTELFUSE INC | Technology | 5.8% | $5.0m | 10,897 | -36% | reduced |
| 8 | JKHY HENRY JACK & ASSOC INC | Technology | 5.6% | $4.7m | 34,480 | 7% | added |
| 9 | TECH BIO-TECHNE CORP | Healthcare | 5.5% | $4.7m | 66,960 | -10% | reduced |
| 10 | TREX TREX INC | Industrials | 5.4% | $4.6m | 91,762 | -25% | reduced |
| 11 | EVTC EVERTEC INC | Technology | 5.3% | $4.5m | 163,126 | -13% | reduced |
| 12 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 4.7% | $4.0m | 25,344 | -17% | reduced |
| 13 | ROL ROLLINS INC | Consumer Cyclical | 4.1% | $3.5m | 83,108 | -8% | reduced |
| 14 | DSGX DESCARTES SYS GROUP INC | Technology | 4.0% | $3.4m | 49,757 | -22% | reduced |
| 15 | TRMB TRIMBLE INC | Technology | 3.9% | $3.3m | 64,451 | -15% | reduced |
| 16 | WAB WABTEC | Industrials | 3.7% | $3.1m | 11,655 | -33% | reduced |
| 17 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 3.5% | $3.0m | 84,352 | -5% | reduced |
| 18 | IPAR INTERPARFUMS INC | Consumer Defensive | 3.4% | $2.9m | 25,722 | -31% | reduced |
| 19 | QLYS QUALYS INC | Technology | 1.6% | $1.4m | 10,142 | -71% | reduced |
| 20 | CELH CELSIUS HLDGS INC | Consumer Defensive | 0.9% | $771.0k | 26,332 | – | new |
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.