13FBOX
Alpine Peaks Capital, LP · 13F Holdings
Options Calculator Rankings

Alpine Peaks Capital, LP

No.9277
Latest AUM (Q2 2026)
$85.4M
QoQ Change Q1 2026
-$13.8M-13.9%
Holdings
20
New Buys
1
Adds
1
Reduces
18
Exits
2
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HEICO CORP NEWHEI
8.57%7.17%$7.3M28,368$7.1M33,669-5,301-15.74%Reduce
WEST PHARMACEUTICAL SVSC INCWST
8.07%7.55%$6.9M19,191$7.5M29,883-10,692-35.78%Reduce
CCOGNEX CORPCGNX
7.6%6.02%$6.5M89,599$6.0M121,919-32,320-26.51%Reduce
BRIGHT HORIZONS FAM SOL IN DBFAM
6.44%7.69%$5.5M77,539$7.6M92,851-15,312-16.49%Reduce
UU S PHYSICAL THERAPYUSPH
6.15%7.18%$5.3M76,487$7.1M95,024-18,537-19.51%Reduce
MEDPACE HLDGS INCMEDP
5.84%5.5%$5.0M9,418$5.5M11,356-1,938-17.07%Reduce
LITTELFUSE INCLFUS
5.81%5.85%$5.0M10,897$5.8M17,100-6,203-36.27%Reduce
Jack Henry & Associates, IncJKHY
5.56%5.14%$4.7M34,480$5.1M32,247+2,233+6.92%Add
BIO-TECHNE CORPTECH
5.54%3.9%$4.7M66,960$3.9M74,000-7,040-9.51%Reduce
TREX INCTREX
5.38%4.49%$4.6M91,762$4.5M122,339-30,577-24.99%Reduce
EVERTEC INCEVTC
5.31%5.35%$4.5M163,126$5.3M188,204-25,078-13.32%Reduce
ADVANCED DRAIN SYS INC DELWMS
4.66%4.24%$4.0M25,344$4.2M30,670-5,326-17.37%Reduce
RROLLINS INC COMROL
4.06%4.84%$3.5M83,108$4.8M89,968-6,860-7.62%Reduce
DESCARTES SYS GROUP INCDSGX
4.04%4.61%$3.4M49,757$4.6M63,900-14,143-22.13%Reduce
TRIMBLE INC COMTRMB
3.86%5%$3.3M64,451$5.0M75,983-11,532-15.18%Reduce
WABTECWAB
3.68%4.4%$3.1M11,655$4.4M17,480-5,825-33.32%Reduce
BARRETT BUSINESS SVCS INCBBSI
3.51%2.6%$3.0M84,352$2.6M88,352-4,000-4.53%Reduce
INTERPARFUMS INCIPAR
3.37%3.41%$2.9M25,722$3.4M37,202-11,480-30.86%Reduce
QQUALYS INCQLYS
1.63%3.09%$1.4M10,142$3.1M34,905-24,763-70.94%Reduce
CELSIUS HLDGS INCCELH
0.9%$771,00126,332$00+26,332New Buy

🧭 Institutional Sector Flow Heatmap

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