Alpine Peaks Capital, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$121.8B
Holdings
23
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BFAMBRIGHT HORIZONS FAM SOL IN D | 71,751 | $8.0B | 6.53% | |
| 2 | ROLROLLINS INC | 168,768 | $7.8B | 6.42% | |
| 3 | HEIHEICO CORP NEW | 39,169 | $7.3B | 5.98% | |
| 4 | TRMBTRIMBLE INC | 101,983 | $7.2B | 5.92% | |
| 5 | CGNXCOGNEX CORP | 198,219 | $7.1B | 5.84% | |
| 6 | MEDPMEDPACE HLDGS INC | 21,106 | $7.0B | 5.76% | |
| 7 | IPARINTER PARFUMS INC | 51,759 | $6.8B | 5.59% | |
| 8 | USPHU S PHYSICAL THERAPY | 75,934 | $6.7B | 5.53% | |
| 9 | WSTWEST PHARMACEUTICAL SVSC INC | 19,733 | $6.5B | 5.31% | |
| 10 | EVTCEVERTEC INC | 172,298 | $5.9B | 4.88% | |
| 11 | BBSIBARRETT BUSINESS SVCS INC | 126,852 | $5.5B | 4.52% | |
| 12 | WMSADVANCED DRAIN SYS INC DEL | 46,320 | $5.4B | 4.40% | |
| 13 | JKHYHENRY JACK & ASSOC INC | 30,497 | $5.3B | 4.39% | |
| 14 | SCISERVICE CORP INTL | 66,341 | $5.3B | 4.35% | |
| 15 | RHIROBERT HALF INTL INC | 74,836 | $5.3B | 4.33% | |
| 16 | WABWABTEC | 27,730 | $5.3B | 4.32% | |
| 17 | TREXTREX CO INC | 68,875 | $4.8B | 3.90% | |
| 18 | LFUSLITTELFUSE INC | 15,850 | $3.7B | 3.07% | |
| 19 | QLYSQUALYS INC | 24,805 | $3.5B | 2.86% | |
| 20 | RCORESOURCES CONNECTION INC | 317,201 | $2.7B | 2.22% | |
| 21 | TNETTRINET GROUP INC | 24,350 | $2.2B | 1.81% | |
| 22 | HEIHEICO CORP NEW | 6,002 | $1.4B | 1.17% | |
| 23 | MRVIMARAVAI LIFESCIENCES HLDGS I | 204,000 | $1.1B | 0.91% |