Alpine Peaks Capital, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$115.2B
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HEIHEICO CORP NEW | 33,769 | $8.6B | 7.45% | |
| 2 | BFAMBRIGHT HORIZONS FAM SOL IN D | 76,351 | $8.3B | 7.20% | |
| 3 | USPHU S PHYSICAL THERAPY | 95,134 | $8.1B | 7.02% | |
| 4 | WSTWEST PHARMACEUTICAL SVSC INC | 26,833 | $7.0B | 6.11% | |
| 5 | CGNXCOGNEX CORP | 146,219 | $6.6B | 5.75% | |
| 6 | MEDPMEDPACE HLDGS INC | 12,706 | $6.5B | 5.67% | |
| 7 | TRMBTRIMBLE INC | 79,383 | $6.5B | 5.63% | |
| 8 | EVTCEVERTEC INC | 190,798 | $6.4B | 5.60% | |
| 9 | TREXTREX CO INC | 124,075 | $6.4B | 5.57% | |
| 10 | ROLROLLINS INC | 104,368 | $6.1B | 5.32% | |
| 11 | IPARINTER PARFUMS INC | 60,756 | $6.0B | 5.19% | |
| 12 | LFUSLITTELFUSE INC | 19,900 | $5.2B | 4.48% | |
| 13 | JKHYHENRY JACK & ASSOC INC | 33,397 | $5.0B | 4.32% | |
| 14 | WMSADVANCED DRAIN SYS INC DEL | 32,520 | $4.5B | 3.92% | |
| 15 | WABWABTEC | 21,180 | $4.2B | 3.69% | |
| 16 | QLYSQUALYS INC | 29,905 | $4.0B | 3.44% | |
| 17 | BBSIBARRETT BUSINESS SVCS INC | 88,352 | $3.9B | 3.40% | |
| 18 | TNETTRINET GROUP INC | 44,150 | $3.0B | 2.56% | |
| 19 | DSGDESCARTES SYS GROUP INC | 25,000 | $2.4B | 2.05% | |
| 20 | RHIROBERT HALF INTL INC | 62,526 | $2.1B | 1.85% | |
| 21 | TECHBIO-TECHNE CORP | 36,000 | $2.0B | 1.74% | |
| 22 | SCISERVICE CORP INTL | 16,341 | $1.4B | 1.18% | |
| 23 | RCORESOURCES CONNECTION INC | 116,761 | $589.6M | 0.51% | |
| 24 | MRVIMARAVAI LIFESCIENCES HLDGS I | 144,500 | $414.7M | 0.36% | Call |