Alpine Peaks Capital, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Alpine Peaks Capital, LP reported 23 stock positions worth $173.6 million. Its top holding was Interparfums (IPAR) at 7.7% of the portfolio, followed by Rollins (ROL, 7.5%) and Medpace (MEDP, 6.6%). Compared with Q4 2023, it opened 1 new position, added to 6 and reduced 8. The biggest buy was a new position in Advanced Drainage Systems (WMS) and the biggest sale Qualys (QLYS, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $173.6M (Q1 2024)
- SEC Filing
- 0001906602-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 23 stocks · $173.6M
| IPAR Interparfums Inc. | 7.69% | 95,039 | $13.4M | Add +1.1% |
| ROL Rollins Inc. | 7.52% | 282,275 | $13.1M | Add +4.0% |
| MEDP Medpace Holdings Inc. | 6.56% | 28,159 | $11.4M | Reduce -29.5% |
| CGNX Cognex Corp. | 5.77% | 236,054 | $10.0M | Add +6.7% |
| WAB Wabtec Corp. | 5.74% | 68,400 | $10.0M | Reduce -7.0% |
| USPH U.S. Physical Therapy Inc. | 5.57% | 85,637 | $9.7M | Reduce -7.4% |
| EVTC Evertec Inc. | 5.34% | 232,393 | $9.3M | No change |
| TREX Trex Company Inc. | 5.26% | 91,575 | $9.1M | Reduce -3.4% |
| SCI Service Corp. International | 4.78% | 111,746 | $8.3M | No change |
| WST West Pharmaceutical Services | 4.75% | 20,827 | $8.2M | No change |
| BFAM Bright Horizons Family Solut | 4.73% | 72,396 | $8.2M | No change |
| RHI Robert Half Inc. | 4.52% | 98,961 | $7.8M | Reduce -4.4% |
| TRMB Trimble Inc. | 4.46% | 120,416 | $7.7M | No change |
| QLYS Qualys Inc. | 3.90% | 40,545 | $6.8M | Reduce -4.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 3.60% | 36,000 | $6.3M | No change |
| APH Amphenol Corp. Class A | 3.53% | 53,065 | $6.1M | Reduce -10.6% |
| HEI.A Heico Corp. Class A | 3.27% | 36,931 | $5.7M | Add +15.3% |
| BBSI Barrett Business SVCS Inc. | 2.89% | 39,588 | $5.0M | No change |
| NSP Insperity Inc. | 2.77% | 43,905 | $4.8M | Add +0.5% |
| HEI Heico Corp. | 2.47% | 22,433 | $4.3M | No change |
| RGP Resources Connection Inc. | 2.44% | 321,933 | $4.2M | Add +10.8% |
| MRVI Maravai Lifesciences Hldgs-A | 1.86% | 372,900 | $3.2M | Reduce -7.9% |
| WMS Advanced Drainage Systems Inc. | 0.58% | 5,800 | $999K | New |
Portfolio Sells Q4 2023 → Q1 2024
| QLYS Qualys Inc. | Reduce -4.0% | 3.90% | −1.14 |
| RHI Robert Half Inc. | Reduce -4.4% | 4.52% | −1.01 |
| MEDP Medpace Holdings Inc. | Reduce -29.5% | 6.56% | −0.88 |
| APH Amphenol Corp. Class A | Reduce -10.6% | 3.53% | −0.05 |
| WAB Wabtec Corp. | Reduce -7.0% | 5.74% | +0.07 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -7.9% | 1.86% | +0.25 |
| USPH U.S. Physical Therapy Inc. | Reduce -7.4% | 5.57% | +0.34 |
| TREX Trex Company Inc. | Reduce -3.4% | 5.26% | +0.50 |
Portfolio Buys Q4 2023 → Q1 2024
| WMS Advanced Drainage Systems Inc. | New | 0.58% | +0.58 |
| HEI.A Heico Corp. Class A | Add +15.3% | 3.27% | +0.50 |
| ROL Rollins Inc. | Add +4.0% | 7.52% | +0.32 |
| CGNX Cognex Corp. | Add +6.7% | 5.77% | +0.16 |
| RGP Resources Connection Inc. | Add +10.8% | 2.44% | −0.06 |
| NSP Insperity Inc. | Add +0.5% | 2.77% | −0.34 |
| IPAR Interparfums Inc. | Add +1.1% | 7.69% | −0.53 |
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 |