Alpine Peaks Capital, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Alpine Peaks Capital, LP reported 25 stock positions worth $162.9 million. Its top holding was Rollins (ROL) at 8.5% of the portfolio, followed by Interparfums (IPAR, 7.2%) and Cognex (CGNX, 6.9%). Compared with Q1 2024, it opened 2 new positions, added to 9 and reduced 7. The biggest buy was a new position in Trinet (TNET) and the biggest sale Amphenol Class A (APH, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $162.9M (Q2 2024)
- SEC Filing
- 0001906602-24-000003 ↗ filed Aug 13, 2024
Holdings Value
Holdings 25 stocks · $162.9M
| ROL Rollins Inc. | 8.51% | 284,158 | $13.9M | Add +0.7% |
| IPAR Interparfums Inc. | 7.24% | 101,589 | $11.8M | Add +6.9% |
| CGNX Cognex Corp. | 6.89% | 240,054 | $11.2M | Add +1.7% |
| MEDP Medpace Holdings Inc. | 6.87% | 27,159 | $11.2M | Reduce -3.5% |
| WAB Wabtec Corp. | 5.58% | 57,500 | $9.1M | Reduce -15.9% |
| SCI Service Corp. International | 4.88% | 111,746 | $7.9M | No change |
| BFAM Bright Horizons Family Solut | 4.87% | 71,996 | $7.9M | Reduce -0.6% |
| USPH U.S. Physical Therapy Inc. | 4.86% | 85,637 | $7.9M | No change |
| EVTC Evertec Inc. | 4.74% | 232,393 | $7.7M | No change |
| RHI Robert Half Inc. | 4.47% | 113,661 | $7.3M | Add +14.8% |
| TREX Trex Company Inc. | 4.26% | 93,575 | $6.9M | Add +2.2% |
| HEI.A Heico Corp. Class A | 4.22% | 38,731 | $6.9M | Add +4.9% |
| WST West Pharmaceutical Services | 4.21% | 20,827 | $6.9M | No change |
| TRMB Trimble Inc. | 4.13% | 120,416 | $6.7M | No change |
| QLYS Qualys Inc. | 3.79% | 43,345 | $6.2M | Add +6.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 3.67% | 36,000 | $6.0M | No change |
| BBSI Barrett Business SVCS Inc. | 3.19% | 158,352 | $5.2M | No change |
| HEI Heico Corp. | 2.81% | 20,433 | $4.6M | Reduce -8.9% |
| RGP Resources Connection Inc. | 2.34% | 344,933 | $3.8M | Add +7.1% |
| WMS Advanced Drainage Systems Inc. | 2.04% | 20,750 | $3.3M | Add +257.8% |
| TNET Trinet Group Inc. | 1.57% | 25,500 | $2.6M | New |
| NSP Insperity Inc. | 1.54% | 27,542 | $2.5M | Reduce -37.3% |
| APH Amphenol Corp. Class A | 1.31% | 31,630 | $2.1M | Reduce -70.2% |
| MRVI Maravai Lifesciences Hldgs-A | 1.31% | 296,900 | $2.1M | Reduce -20.4% |
| LFUS Littelfuse Inc. | 0.72% | 4,600 | $1.2M | New |
Portfolio Sells Q1 2024 → Q2 2024
| APH Amphenol Corp. Class A | Reduce -70.2% | 1.31% | −2.22 |
| NSP Insperity Inc. | Reduce -37.3% | 1.54% | −1.23 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -20.4% | 1.31% | −0.56 |
| WAB Wabtec Corp. | Reduce -15.9% | 5.58% | −0.16 |
| BFAM Bright Horizons Family Solut | Reduce -0.6% | 4.87% | +0.14 |
| MEDP Medpace Holdings Inc. | Reduce -3.5% | 6.87% | +0.31 |
| HEI Heico Corp. | Reduce -8.9% | 2.81% | +0.34 |
Portfolio Buys Q1 2024 → Q2 2024
| TNET Trinet Group Inc. | New | 1.57% | +1.57 |
| WMS Advanced Drainage Systems Inc. | Add +257.8% | 2.04% | +1.47 |
| CGNX Cognex Corp. | Add +1.7% | 6.89% | +1.12 |
| ROL Rollins Inc. | Add +0.7% | 8.51% | +0.99 |
| HEI.A Heico Corp. Class A | Add +4.9% | 4.22% | +0.95 |
| LFUS Littelfuse Inc. | New | 0.72% | +0.72 |
| RHI Robert Half Inc. | Add +14.8% | 4.47% | −0.05 |
| RGP Resources Connection Inc. | Add +7.1% | 2.34% | −0.10 |
| QLYS Qualys Inc. | Add +6.9% | 3.79% | −0.10 |
| IPAR Interparfums Inc. | Add +6.9% | 7.24% | −0.46 |
| TREX Trex Company Inc. | Add +2.2% | 4.26% | −1.00 |
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 |