Alpine Peaks Capital, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Alpine Peaks Capital, LP reported 20 stock positions worth $85.4 million. Its top holding was Heico Class A (HEI.A) at 8.6% of the portfolio, followed by West Pharmaceutical Services (WST, 8.1%) and Cognex (CGNX, 7.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 1 and reduced 18. The biggest buy was a new position in Celsius (CELH) and the biggest sale an exit from Trinet (TNET).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $85.4M (Q2 2026)
- SEC Filing
- 0000919574-26-005458 ↗ filed Aug 14, 2026
Holdings Value
Holdings 20 stocks · $85.4M
| HEI.A Heico Corp. Class A | 8.57% | 28,368 | $7.3M | Reduce -15.7% |
| WST West Pharmaceutical Services | 8.07% | 19,191 | $6.9M | Reduce -35.8% |
| CGNX Cognex Corp. | 7.60% | 89,599 | $6.5M | Reduce -26.5% |
| BFAM Bright Horizons Family Solut | 6.44% | 77,539 | $5.5M | Reduce -16.5% |
| USPH U.S. Physical Therapy Inc. | 6.15% | 76,487 | $5.3M | Reduce -19.5% |
| MEDP Medpace Holdings Inc. | 5.84% | 9,418 | $5.0M | Reduce -17.1% |
| LFUS Littelfuse Inc. | 5.81% | 10,897 | $5.0M | Reduce -36.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 5.56% | 34,480 | $4.7M | Add +6.9% |
| TECH Bio-Techne Corp. | 5.54% | 66,960 | $4.7M | Reduce -9.5% |
| TREX Trex Company Inc. filed as TREX INC | 5.38% | 91,762 | $4.6M | Reduce -25.0% |
| EVTC Evertec Inc. | 5.31% | 163,126 | $4.5M | Reduce -13.3% |
| WMS Advanced Drainage Systems Inc. | 4.66% | 25,344 | $4.0M | Reduce -17.4% |
| ROL Rollins Inc. | 4.06% | 83,108 | $3.5M | Reduce -7.6% |
| DSGX The Descartes Systems Grp | 4.04% | 49,757 | $3.4M | Reduce -22.1% |
| TRMB Trimble Inc. | 3.86% | 64,451 | $3.3M | Reduce -15.2% |
| WAB Wabtec Corp. | 3.68% | 11,655 | $3.1M | Reduce -33.3% |
| BBSI Barrett Business SVCS Inc. | 3.51% | 84,352 | $3.0M | Reduce -4.5% |
| IPAR Interparfums Inc. | 3.37% | 25,722 | $2.9M | Reduce -30.9% |
| QLYS Qualys Inc. | 1.63% | 10,142 | $1.4M | Reduce -70.9% |
| CELH Celsius Holdings Inc. | 0.90% | 26,332 | $771K | New |
Portfolio Sells Q1 2026 → Q2 2026
| TNET Trinet Group Inc. | Sold out | 0.00% | −1.68 |
| QLYS Qualys Inc. | Reduce -70.9% | 1.63% | −1.47 |
| BFAM Bright Horizons Family Solut | Reduce -16.5% | 6.44% | −1.27 |
| TRMB Trimble Inc. | Reduce -15.2% | 3.86% | −1.15 |
| USPH U.S. Physical Therapy Inc. | Reduce -19.5% | 6.15% | −1.05 |
| ROL Rollins Inc. | Reduce -7.6% | 4.06% | −0.80 |
| WAB Wabtec Corp. | Reduce -33.3% | 3.68% | −0.74 |
| DSGX The Descartes Systems Grp | Reduce -22.1% | 4.04% | −0.59 |
| EVTC Evertec Inc. | Reduce -13.3% | 5.31% | −0.06 |
| LFUS Littelfuse Inc. | Reduce -36.3% | 5.81% | −0.06 |
| IPAR Interparfums Inc. | Reduce -30.9% | 3.37% | −0.05 |
| MEDP Medpace Holdings Inc. | Reduce -17.1% | 5.84% | +0.33 |
| WMS Advanced Drainage Systems Inc. | Reduce -17.4% | 4.66% | +0.41 |
| WST West Pharmaceutical Services | Reduce -35.8% | 8.07% | +0.50 |
| TREX Trex Company Inc. | Reduce -25.0% | 5.38% | +0.87 |
| BBSI Barrett Business SVCS Inc. | Reduce -4.5% | 3.51% | +0.90 |
| HEI.A Heico Corp. Class A | Reduce -15.7% | 8.57% | +1.38 |
| CGNX Cognex Corp. | Reduce -26.5% | 7.60% | +1.56 |
| TECH Bio-Techne Corp. | Reduce -9.5% | 5.54% | +1.63 |
Portfolio Buys Q1 2026 → Q2 2026
Options Activity Q1 2026 → Q2 2026
| MRVI Maravai Lifesciences Hldgs-A | call | Sold out | 100,000 | $283Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $85.4M | HEI.A, WST, CGNX, BFAM, USPH |
| Q1 2026 | 20 | $98.9M | BFAM, WST, USPH, HEI.A, CGNX |
| Q4 2025 | 20 | $104.7M | BFAM, HEI.A, WST, USPH, TRMB |
| Q3 2025 | 23 | $114.7M | HEI.A, BFAM, USPH, WST, CGNX |
| Q2 2025 | 23 | $113.3M | HEI.A, BFAM, CGNX, USPH, TRMB |
| Q1 2025 | 25 | $110.9M | BFAM, HEI.A, ROL, MEDP, CGNX |
| Q4 2024 | 23 | $121.8M | BFAM, ROL, HEI.A, TRMB, CGNX |
| Q3 2024 | 23 | $167.5M | ROL, IPAR, CGNX, TRMB, MEDP |
| Q2 2024 | 25 | $162.9M | ROL, IPAR, CGNX, MEDP, WAB |
| Q1 2024 | 23 | $173.6M | IPAR, ROL, MEDP, CGNX, WAB |