Alpine Peaks Capital, LP
Top Portfolio Positions
20 positions ·
$92,076,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
92,851 | $7,625,852 | 8.28% |
| WST |
West Pharmaceutical Services Inc
Healthcare
|
29,883 | $7,489,875 | 8.13% |
| USPH |
U S Physical Therapy Inc /Nv
Healthcare
|
95,024 | $7,122,999 | 7.74% |
| CGNX |
Cognex Corp
Technology
|
121,919 | $5,972,811 | 6.49% |
| LFUS |
Littelfuse Inc /De
Technology
|
17,100 | $5,802,885 | 6.30% |
| MEDP |
Medpace Holdings, Inc.
Healthcare
|
11,356 | $5,453,037 | 5.92% |
| EVTC |
EVERTEC, Inc.
Technology
|
188,204 | $5,311,116 | 5.77% |
| JKHY |
Jack Henry & Associates Inc
Technology
|
32,247 | $5,096,315 | 5.53% |
| TRMB |
Trimble Inc.
Technology
|
75,983 | $4,956,371 | 5.38% |
| ROL |
Rollins Inc
Consumer Cyclical
|
89,968 | $4,805,190 | 5.22% |
Portfolio Trend
Holdings in TNET
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,663,029 | 45,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,344,504 | 39,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,953,193 | 44,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,693,191 | 23,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,834,406 | 23,150 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,210,249 | 24,350 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,160,013 | 42,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,550,000 | 25,500 | Shares | Sole | 2024-08-13 | |
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