Alpine Peaks Capital, LP reported 20 holdings worth US$85.4M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Alpine Peaks Capital, LP reported 20 holdings worth US$85.4M as of Jun 30, 2026. Largest: Heico Corporation, West Pharmaceutical Services, Inc. and Cognex Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$85.4M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Heico Corporation | 28,368 | US$7.32M | 8.6% |
| West Pharmaceutical Services, Inc. | 19,191 | US$6.89M | 8.1% |
| Cognex Corporation | 89,599 | US$6.49M | 7.6% |
| Bright Horizons Family Solutions Inc. | 77,539 | US$5.5M | 6.4% |
| U.s. Physical Therapy, Inc. | 76,487 | US$5.25M | 6.2% |
| Medpace Holdings, Inc. | 9,418 | US$4.99M | 5.8% |
| Littelfuse, Inc. | 10,897 | US$4.96M | 5.8% |
| Jack Henry & Associates, Inc. | 34,480 | US$4.75M | 5.6% |
| Bio-techne Corp | 66,960 | US$4.73M | 5.5% |
| Trex Company, Inc. | 91,762 | US$4.59M | 5.4% |
| Advanced Drainage Systems, Inc. | 25,344 | US$3.98M | 4.7% |
| Rollins, Inc. | 83,108 | US$3.47M | 4.1% |
| Descartes Systems Group Inc. | 49,757 | US$3.45M | 4.0% |
| Trimble Inc. | 64,451 | US$3.3M | 3.9% |
| Westinghouse Air Brake Technologies Corporation | 11,655 | US$3.14M | 3.7% |
| Barrett Business Services, Inc. | 84,352 | US$3M | 3.5% |
| Interparfums, Inc. | 25,722 | US$2.88M | 3.4% |
| Qualys, Inc. | 10,142 | US$1.39M | 1.6% |
| Celsius Holdings, Inc. | 26,332 | US$771K | 0.90% |
| Trinet Group, Inc. | 0 | US$0 | 0.00% |