Alpine Peaks Capital, LP
CIK: 0001906602Latest portfolio: $105.0M · Q4 2025
Holdings
21
Total Value
$105.0M
New Positions
0
Closed Positions
3
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BFAMBRIGHT HORIZONS FAM SOL IN D | 89,651 | $9.1M | 8.65% | +13K | |
| 2 | HEIHEICO CORP NEW | 31,469 | $7.9M | 7.56% | -2,300 | |
| 3 | WSTWEST PHARMACEUTICAL SVSC INC | 26,483 | $7.3M | 6.94% | -350 | |
| 4 | USPHU S PHYSICAL THERAPY | 91,224 | $7.1M | 6.78% | -3,910 | |
| 5 | TRMBTRIMBLE INC | 81,083 | $6.4M | 6.05% | +2K | |
| 6 | ROLROLLINS INC | 102,968 | $6.2M | 5.88% | -1,400 | |
| 7 | JKHYHENRY JACK & ASSOC INC | 30,047 | $5.5M | 5.22% | -3,350 | |
| 8 | MEDPMEDPACE HLDGS INC | 9,506 | $5.3M | 5.08% | -3,200 | |
| 9 | EVTCEVERTEC INC | 179,704 | $5.2M | 4.98% | -11,094 | |
| 10 | LFUSLITTELFUSE INC | 20,400 | $5.2M | 4.91% | +500 | |
| 11 | CGNXCOGNEX CORP | 138,019 | $5.0M | 4.73% | -8,200 | |
| 12 | WMSADVANCED DRAIN SYS INC DEL | 30,920 | $4.5M | 4.26% | -1,600 | |
| 13 | DSGDESCARTES SYS GROUP INC | 51,000 | $4.5M | 4.26% | +26K | |
| 14 | QLYSQUALYS INC | 32,905 | $4.4M | 4.16% | +3K | |
| 15 | WABWABTEC | 20,480 | $4.4M | 4.16% | -700 | |
| 16 | TREXTREX CO INC | 122,839 | $4.3M | 4.10% | -1,236 | |
| 17 | IPARINTER PARFUMS INC | 47,095 | $4.0M | 3.80% | -13,661 | |
| 18 | BBSIBARRETT BUSINESS SVCS INC | 88,352 | $3.2M | 3.05% | — | |
| 19 | TECHBIO-TECHNE CORP | 51,500 | $3.0M | 2.88% | +16K | |
| 20 | TNETTRINET GROUP INC | 39,650 | $2.3M | 2.23% | -4,500 | |
| 21 | MRVIMARAVAI LIFESCIENCES HLDGS I | 96,900 | $314K | 0.30% | -47,600 | Call |
Quarterly Changes
New Positions
No new positions this quarter
Sector Breakdown
Industrials0.0% ($794344784371430.9T)
Technology0.0% ($635254825227515.9T)
Healthcare0.0% ($7286712353.4T)
Consumer Cyclical0.0% ($90.9B)
Unknown0.0% ($4.5M)
Consumer Defensive0.0% ($4.0M)
Filing History
Fund Information
Alpine Peaks Capital, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $105.0M across 21 holdings. The largest position is BRIGHT HORIZONS FAM SOL IN D (BFAM), representing 8.7% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.