Alpine Peaks Capital, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$113.3B
Holdings
23
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HEIHEICO CORP NEW | 41,269 | $10.7B | 9.42% | |
| 2 | BFAMBRIGHT HORIZONS FAM SOL IN D | 70,151 | $8.7B | 7.65% | |
| 3 | CGNXCOGNEX CORP | 217,219 | $6.9B | 6.08% | |
| 4 | USPHU S PHYSICAL THERAPY | 86,934 | $6.8B | 6.00% | |
| 5 | TRMBTRIMBLE INC | 88,283 | $6.7B | 5.92% | |
| 6 | MEDPMEDPACE HLDGS INC | 20,306 | $6.4B | 5.62% | |
| 7 | EVTCEVERTEC INC | 166,798 | $6.0B | 5.31% | |
| 8 | ROLROLLINS INC | 106,368 | $6.0B | 5.30% | |
| 9 | IPARINTER PARFUMS INC | 44,559 | $5.9B | 5.16% | |
| 10 | WMSADVANCED DRAIN SYS INC DEL | 48,320 | $5.6B | 4.90% | |
| 11 | JKHYHENRY JACK & ASSOC INC | 29,897 | $5.4B | 4.75% | |
| 12 | SCISERVICE CORP INTL | 62,332 | $5.1B | 4.48% | |
| 13 | WSTWEST PHARMACEUTICAL SVSC INC | 21,833 | $4.8B | 4.21% | |
| 14 | TREXTREX CO INC | 87,575 | $4.8B | 4.20% | |
| 15 | WABWABTEC | 21,780 | $4.6B | 4.02% | |
| 16 | LFUSLITTELFUSE INC | 18,850 | $4.3B | 3.77% | |
| 17 | BBSIBARRETT BUSINESS SVCS INC | 100,352 | $4.2B | 3.69% | |
| 18 | QLYSQUALYS INC | 21,514 | $3.1B | 2.71% | |
| 19 | RHIROBERT HALF INTL INC | 62,526 | $2.6B | 2.26% | |
| 20 | TNETTRINET GROUP INC | 23,150 | $1.7B | 1.49% | |
| 21 | DSGDESCARTES SYS GROUP INC | 12,200 | $1.2B | 1.09% | |
| 22 | TECHBIO-TECHNE CORP | 22,000 | $1.1B | 1.00% | |
| 23 | RCORESOURCES CONNECTION INC | 201,217 | $1.1B | 0.95% |