§ 13F · FUND PROFILE
Alpine Peaks Capital, LP.
AUM · $115M (13F)Positions · 23Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$771K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HEI/A | HEICO CORP NEW | 28K | $7M | 8.6% | −16% |
| 2 | WST | WEST PHARMACEUTICAL SVSC INC | 19K | $7M | 8.1% | −36% |
| 3 | CGNX | COGNEX CORP | 90K | $6M | 7.6% | −27% |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 78K | $5M | 6.4% | −16% |
| 5 | USPH | U S PHYSICAL THERAPY | 76K | $5M | 6.2% | −20% |
| 6 | MEDP | MEDPACE HLDGS INC | 9K | $5M | 5.8% | −17% |
| 7 | LFUS | LITTELFUSE INC | 11K | $5M | 5.8% | −36% |
| 8 | JKHY | HENRY JACK & ASSOC INC | 34K | $5M | 5.6% | +7% |
| 9 | TECH | BIO-TECHNE CORP | 67K | $5M | 5.5% | −10% |
| 10 | TREX | TREX INC | 92K | $5M | 5.4% | −25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALPINE SIGNAL
AC read
Alpine Peaks Capital, LP is a Other fund managing $115 million in assets. The fund runs a focused portfolio of just 23 positions.
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