Alpine Peaks Capital, LP
Filing Date
Global Rank
#6,420
/ 8,700
▲ 1632
Top Industry
Scientific & Technical Instruments
11.5%
Period ended 2 months ago
Filed Aug 14, 2026 · 30d
19 quarters · since Dec 2021
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.6%
+0.9 pts
Top 5
36.8%
+1.2 pts
Top 10
65.0%
+2.5 pts
HHI
573
Diversified+24
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $28,869,604 |
| Industrials | 25.8% | $22,024,525 |
| Healthcare | 25.6% | $21,861,098 |
| Consumer Cyclical | 10.5% | $8,964,891 |
| Consumer Defensive | 4.3% | $3,648,262 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JKHY | Jack Henry & Associates Inc | +2,233 | 34,480 | $4,749,275 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CGNX | Cognex Corp | −32,320 | 89,599 | $6,488,759 | |
| TREX | Trex Co Inc | −30,577 | 91,762 | $4,591,770 | |
| EVTC | EVERTEC, Inc. | −25,078 | 163,126 | $4,531,640 | |
| QLYS | Qualys, Inc. | −24,763 | 10,142 | $1,394,423 | |
| USPH | U S Physical Therapy Inc /Nv | −18,537 | 76,487 | $5,253,127 | |
| BFAM | Bright Horizons Family Solutions Inc. | −15,312 | 77,539 | $5,495,964 | |
| DSGX | Descartes Systems Group Inc | −14,143 | 49,757 | $3,445,174 | |
| TRMB | Trimble Inc. | −11,532 | 64,451 | $3,298,602 | |
| IPAR | Interparfums Inc | −11,480 | 25,722 | $2,877,262 | |
| WST | West Pharmaceutical Services Inc | −10,692 | 19,191 | $6,889,569 | |
| TECH | BIO-TECHNE Corp | −7,040 | 66,960 | $4,730,724 | |
| ROL | Rollins Inc | −6,860 | 83,108 | $3,468,927 | |
| LFUS | Littelfuse Inc /De | −6,203 | 10,897 | $4,961,731 | |
| WAB | Westinghouse Air Brake Technologies Corp | −5,825 | 11,655 | $3,142,188 | |
| WMS | Advanced Drainage Systems, Inc. | −5,326 | 25,344 | $3,977,994 | |
| HEI | Heico Corp | −5,301 | 28,368 | $7,316,390 | |
| BBSI | Barrett Business Services Inc | −4,000 | 84,352 | $2,996,183 | |
| MEDP | Medpace Holdings, Inc. | −1,938 | 9,418 | $4,987,678 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CELH | Celsius Holdings, Inc. | 26,332 | $771,000 | |
| No positions match the current search. | ||||
20 tracked positions ·
$85,368,380 total
· filing declares
20 positions · $85,368,388
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HEI |
Heico Corp
Industrials
|
Reduced | 28,368 | $7,316,390 | 8.57% | |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
Reduced | 19,191 | $6,889,569 | 8.07% | |
| CGNX |
Cognex Corp
Technology
|
Reduced | 89,599 | $6,488,759 | 7.60% | |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
Reduced | 77,539 | $5,495,964 | 6.44% | |
| USPH |
U S Physical Therapy Inc /Nv
Healthcare
|
Reduced | 76,487 | $5,253,127 | 6.15% | |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
Reduced | 9,418 | $4,987,678 | 5.84% | |
| LFUS |
Littelfuse Inc /De
Technology
|
Reduced | 10,897 | $4,961,731 | 5.81% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Added | 34,480 | $4,749,275 | 5.56% | |
| TECH |
BIO-TECHNE Corp
Healthcare
|
Reduced | 66,960 | $4,730,724 | 5.54% | |
| TREX |
Trex Co Inc
Industrials
|
Reduced | 91,762 | $4,591,770 | 5.38% | |
| EVTC |
EVERTEC, Inc.
Technology
|
Reduced | 163,126 | $4,531,640 | 5.31% | |
| WMS |
Advanced Drainage Systems, Inc.
Industrials
|
Reduced | 25,344 | $3,977,994 | 4.66% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
Reduced | 83,108 | $3,468,927 | 4.06% | |
| DSGX |
Descartes Systems Group Inc
Technology
|
Reduced | 49,757 | $3,445,174 | 4.04% | |
| TRMB |
Trimble Inc.
Technology
|
Reduced | 64,451 | $3,298,602 | 3.86% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Reduced | 11,655 | $3,142,188 | 3.68% | |
| BBSI |
Barrett Business Services Inc
Industrials
|
Reduced | 84,352 | $2,996,183 | 3.51% | |
| IPAR |
Interparfums Inc
Consumer Defensive
|
Reduced | 25,722 | $2,877,262 | 3.37% | |
| QLYS |
Qualys, Inc.
Technology
|
Reduced | 10,142 | $1,394,423 | 1.63% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
NEW | 26,332 | $771,000 | 0.90% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.