Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alpine Peaks Capital, LP (CIK 1906602) reported $99.2M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BFAM ($7.6M, 7.69%), WST ($7.5M, 7.55%), USPH ($7.1M, 7.18%), HEI.A ($7.1M, 7.17%), CGNX ($6.0M, 6.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $7.6M | 7.69% | 92,851 | Added |
| 2 | WST | WEST PHARMACEUTICAL SVSC INC | $7.5M | 7.55% | 29,883 | Added |
| 3 | USPH | U S PHYSICAL THERAPY | $7.1M | 7.18% | 95,024 | Added |
| 4 | HEI.A | HEICO CORP NEW | $7.1M | 7.17% | 33,669 | Added |
| 5 | CGNX | COGNEX CORP | $6.0M | 6.02% | 121,919 | Trimmed |
| 6 | LFUS | LITTELFUSE INC | $5.8M | 5.85% | 17,100 | Trimmed |
| 7 | MEDP | MEDPACE HLDGS INC | $5.5M | 5.50% | 11,356 | Added |
| 8 | EVTC | EVERTEC INC | $5.3M | 5.35% | 188,204 | Added |
| 9 | JKHY | HENRY JACK & ASSOC INC | $5.1M | 5.14% | 32,247 | Added |
| 10 | TRMB | TRIMBLE INC | $5.0M | 5.00% | 75,983 | Trimmed |
| 11 | ROL | ROLLINS INC | $4.8M | 4.84% | 89,968 | Trimmed |
| 12 | DSGX | DESCARTES SYS GROUP INC | $4.6M | 4.61% | 63,900 | Added |
| 13 | TREX | TREX INC | $4.5M | 4.49% | 122,339 | Trimmed |
| 14 | WAB | WABTEC | $4.4M | 4.40% | 17,480 | Trimmed |
| 15 | WMS | ADVANCED DRAIN SYS INC DEL | $4.2M | 4.24% | 30,670 | Trimmed |
| 16 | TECH | BIO-TECHNE CORP | $3.9M | 3.90% | 74,000 | Added |
| 17 | IPAR | INTERPARFUMS INC | $3.4M | 3.41% | 37,202 | Trimmed |
| 18 | QLYS | QUALYS INC | $3.1M | 3.09% | 34,905 | Added |
| 19 | BBSI | BARRETT BUSINESS SVCS INC | $2.6M | 2.60% | 88,352 | Hold |
| 20 | TNET | TRINET GROUP INC | $1.7M | 1.68% | 45,650 | Added |
| 21 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $283,000 | 0.29% | 100,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31