Alpine Peaks Capital, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$110.9B
Holdings
25
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BFAMBRIGHT HORIZONS FAM SOL IN D | 70,451 | $9.0B | 8.07% | |
| 2 | HEIHEICO CORP NEW | 40,569 | $8.6B | 7.72% | |
| 3 | ROLROLLINS INC | 142,868 | $7.7B | 6.96% | |
| 4 | MEDPMEDPACE HLDGS INC | 21,906 | $6.7B | 6.02% | |
| 5 | CGNXCOGNEX CORP | 207,219 | $6.2B | 5.57% | |
| 6 | EVTCEVERTEC INC | 166,798 | $6.1B | 5.53% | |
| 7 | USPHU S PHYSICAL THERAPY | 83,934 | $6.1B | 5.48% | |
| 8 | TRMBTRIMBLE INC | 88,283 | $5.8B | 5.23% | |
| 9 | JKHYHENRY JACK & ASSOC INC | 29,797 | $5.4B | 4.91% | |
| 10 | WMSADVANCED DRAIN SYS INC DEL | 48,320 | $5.2B | 4.73% | |
| 11 | SCISERVICE CORP INTL | 62,332 | $5.0B | 4.51% | |
| 12 | IPARINTER PARFUMS INC | 43,259 | $4.9B | 4.44% | |
| 13 | WSTWEST PHARMACEUTICAL SVSC INC | 21,233 | $4.8B | 4.29% | |
| 14 | BBSIBARRETT BUSINESS SVCS INC | 115,352 | $4.7B | 4.28% | |
| 15 | WABWABTEC | 23,080 | $4.2B | 3.77% | |
| 16 | TREXTREX CO INC | 71,575 | $4.2B | 3.75% | |
| 17 | RHIROBERT HALF INTL INC | 68,336 | $3.7B | 3.36% | |
| 18 | LFUSLITTELFUSE INC | 17,350 | $3.4B | 3.08% | |
| 19 | QLYSQUALYS INC | 19,905 | $2.5B | 2.26% | |
| 20 | RCORESOURCES CONNECTION INC | 292,201 | $1.9B | 1.72% | |
| 21 | TNETTRINET GROUP INC | 23,150 | $1.8B | 1.65% | |
| 22 | HEIHEICO CORP NEW | 4,852 | $1.3B | 1.17% | |
| 23 | TECHBIO-TECHNE CORP | 10,000 | $586.3M | 0.53% | |
| 24 | DSGDESCARTES SYS GROUP INC | 5,500 | $554.6M | 0.50% | |
| 25 | MRVIMARAVAI LIFESCIENCES HLDGS I | 242,000 | $534.8M | 0.48% |