Alpine Peaks Capital, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Alpine Peaks Capital, LP reported 25 stock positions worth $110.9 million. Its top holding was Bright Horizons Family Solut (BFAM) at 8.1% of the portfolio, followed by Heico Class A (HEI.A, 7.7%) and Rollins (ROL, 7.0%). Compared with Q4 2024, it opened 2 new positions, added to 9 and reduced 14. The biggest buy was Heico Class A (HEI.A, shares +4%) and the biggest sale Interparfums (IPAR, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $110.9M (Q1 2025)
- SEC Filing
- 0001906602-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 25 stocks · $110.9M
| BFAM Bright Horizons Family Solut | 8.07% | 70,451 | $9.0M | Reduce -1.8% |
| HEI.A Heico Corp. Class A | 7.72% | 40,569 | $8.6M | Add +3.6% |
| ROL Rollins Inc. | 6.96% | 142,868 | $7.7M | Reduce -15.3% |
| MEDP Medpace Holdings Inc. | 6.02% | 21,906 | $6.7M | Add +3.8% |
| CGNX Cognex Corp. | 5.57% | 207,219 | $6.2M | Add +4.5% |
| EVTC Evertec Inc. | 5.53% | 166,798 | $6.1M | Reduce -3.2% |
| USPH U.S. Physical Therapy Inc. | 5.48% | 83,934 | $6.1M | Add +10.5% |
| TRMB Trimble Inc. | 5.23% | 88,283 | $5.8M | Reduce -13.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.91% | 29,797 | $5.4M | Reduce -2.3% |
| WMS Advanced Drainage Systems Inc. | 4.73% | 48,320 | $5.2M | Add +4.3% |
| SCI Service Corp. International | 4.51% | 62,332 | $5.0M | Reduce -6.0% |
| IPAR Interparfums Inc. | 4.44% | 43,259 | $4.9M | Reduce -16.4% |
| WST West Pharmaceutical Services | 4.29% | 21,233 | $4.8M | Add +7.6% |
| BBSI Barrett Business SVCS Inc. | 4.28% | 115,352 | $4.7M | Reduce -9.1% |
| WAB Wabtec Corp. | 3.77% | 23,080 | $4.2M | Reduce -16.8% |
| TREX Trex Company Inc. | 3.75% | 71,575 | $4.2M | Add +3.9% |
| RHI Robert Half Inc. | 3.36% | 68,336 | $3.7M | Reduce -8.7% |
| LFUS Littelfuse Inc. | 3.08% | 17,350 | $3.4M | Add +9.5% |
| QLYS Qualys Inc. | 2.26% | 19,905 | $2.5M | Reduce -19.8% |
| RGP Resources Connection Inc. | 1.72% | 292,201 | $1.9M | Reduce -7.9% |
| TNET Trinet Group Inc. | 1.65% | 23,150 | $1.8M | Reduce -4.9% |
| HEI Heico Corp. | 1.17% | 4,852 | $1.3M | Reduce -19.2% |
| TECH Bio-Techne Corp. | 0.53% | 10,000 | $586K | New |
| DSGX The Descartes Systems Grp | 0.50% | 5,500 | $555K | New |
| MRVI Maravai Lifesciences Hldgs-A | 0.48% | 242,000 | $535K | Add +18.6% |
Portfolio Sells Q4 2024 → Q1 2025
| IPAR Interparfums Inc. | Reduce -16.4% | 4.44% | −1.15 |
| RHI Robert Half Inc. | Reduce -8.7% | 3.36% | −0.97 |
| TRMB Trimble Inc. | Reduce -13.4% | 5.23% | −0.69 |
| QLYS Qualys Inc. | Reduce -19.8% | 2.26% | −0.60 |
| WAB Wabtec Corp. | Reduce -16.8% | 3.77% | −0.54 |
| RGP Resources Connection Inc. | Reduce -7.9% | 1.72% | −0.50 |
| BBSI Barrett Business SVCS Inc. | Reduce -9.1% | 4.28% | −0.24 |
| TNET Trinet Group Inc. | Reduce -4.9% | 1.65% | −0.16 |
| HEI Heico Corp. | Reduce -19.2% | 1.17% | −0.00 |
| SCI Service Corp. International | Reduce -6.0% | 4.51% | +0.16 |
| JKHY Jack Henry & Associates Inc. | Reduce -2.3% | 4.91% | +0.52 |
| ROL Rollins Inc. | Reduce -15.3% | 6.96% | +0.54 |
| EVTC Evertec Inc. | Reduce -3.2% | 5.53% | +0.65 |
| BFAM Bright Horizons Family Solut | Reduce -1.8% | 8.07% | +1.54 |
Portfolio Buys Q4 2024 → Q1 2025
| HEI.A Heico Corp. Class A | Add +3.6% | 7.72% | +1.73 |
| TECH Bio-Techne Corp. | New | 0.53% | +0.53 |
| DSGX The Descartes Systems Grp | New | 0.50% | +0.50 |
| WMS Advanced Drainage Systems Inc. | Add +4.3% | 4.73% | +0.34 |
| MEDP Medpace Holdings Inc. | Add +3.8% | 6.02% | +0.26 |
| LFUS Littelfuse Inc. | Add +9.5% | 3.08% | +0.01 |
| USPH U.S. Physical Therapy Inc. | Add +10.5% | 5.48% | −0.05 |
| TREX Trex Company Inc. | Add +3.9% | 3.75% | −0.15 |
| CGNX Cognex Corp. | Add +4.5% | 5.57% | −0.26 |
| MRVI Maravai Lifesciences Hldgs-A | Add +18.6% | 0.48% | −0.43 |
| WST West Pharmaceutical Services | Add +7.6% | 4.29% | −1.02 |
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 |