Alpine Peaks Capital, LP 13F Holdings

CIK 0001906602 · New York, NY

As of Sep 30, 2025, Alpine Peaks Capital, LP reported 24 positions worth 15.2M in its SEC Form 13F filing.

Top 24 holdings

SecurityTickerSectorSharesValue% of portfolio
HEICO CORPHEI.AIndustrials33,769$8.6M7.45%
BRIGHT HORIZONS FAMILY SOLUTIONS INCBFAMConsumer Cyclical76,351$8.3M7.20%
U S PHYSICAL THERAPY INCUSPHHealthcare95,134$8.1M7.02%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare26,833$7.0M6.11%
COGNEX CORPCGNXTechnology146,219$6.6M5.75%
MEDPACE HOLDINGS INCMEDPHealthcare12,706$6.5M5.67%
TRIMBLE INCTRMBTechnology79,383$6.5M5.63%
EVERTEC INCEVTCTechnology190,798$6.4M5.60%
TREX CO INCTREXBasic Materials124,075$6.4M5.57%
ROLLINS INCROLEquity104,368$6.1M5.32%
INTERPARFUMS INCIPARConsumer Defensive60,756$6.0M5.19%
LITTELFUSE INCLFUSTechnology19,900$5.2M4.48%
JACK HENRY & ASSOCIATES INCJKHYTechnology33,397$5.0M4.32%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials32,520$4.5M3.92%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWABIndustrials21,180$4.2M3.69%
QUALYS INCQLYSTechnology29,905$4.0M3.44%
BARRETT BUSINESS SERVICES INCBBSIIndustrials88,352$3.9M3.40%
TRINET GROUP INCTNETIndustrials44,150$3.0M2.56%
DESCARTES SYSTEMS GROUP INCDSGXTechnology25,000$2.4M2.05%
ROBERT HALF INCRHIIndustrials62,526$2.1M1.85%
BIO-TECHNE CORPTECHHealthcare36,000$2.0M1.74%
SERVICE CORP INTERNATIONALSCIConsumer Cyclical16,341 .4M1.18%
RESOURCES CONNECTION INCRGPIndustrials116,761$589.6K0.51%
MARAVAI LIFESCIENCES HOLDINGS INCMRVIHealthcare144,500$414.7K0.36%