Alpine Peaks Capital, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Alpine Peaks Capital, LP reported 23 stock positions worth $113.3 million. Its top holding was Heico Class A (HEI.A) at 9.4% of the portfolio, followed by Bright Horizons Family Solut (BFAM, 7.6%) and Cognex (CGNX, 6.1%). Compared with Q1 2025, it sold out of 2, added to 11 and reduced 7. The biggest buy was Heico Class A (HEI.A, shares +2%) and the biggest sale Rollins (ROL, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001906602
- Portfolio Value
- $113.3M (Q2 2025)
- SEC Filing
- 0002073679-25-000001 ↗ filed Aug 14, 2025
Holdings Value
Holdings 23 stocks · $113.3M
| HEI.A Heico Corp. Class A | 9.42% | 41,269 | $10.7M | Add +1.7% |
| BFAM Bright Horizons Family Solut | 7.65% | 70,151 | $8.7M | Reduce -0.4% |
| CGNX Cognex Corp. | 6.08% | 217,219 | $6.9M | Add +4.8% |
| USPH U.S. Physical Therapy Inc. | 6.00% | 86,934 | $6.8M | Add +3.6% |
| TRMB Trimble Inc. | 5.92% | 88,283 | $6.7M | No change |
| MEDP Medpace Holdings Inc. | 5.62% | 20,306 | $6.4M | Reduce -7.3% |
| EVTC Evertec Inc. | 5.31% | 166,798 | $6.0M | No change |
| ROL Rollins Inc. | 5.30% | 106,368 | $6.0M | Reduce -25.6% |
| IPAR Interparfums Inc. | 5.16% | 44,559 | $5.9M | Add +3.0% |
| WMS Advanced Drainage Systems Inc. | 4.90% | 48,320 | $5.6M | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.75% | 29,897 | $5.4M | Add +0.3% |
| SCI Service Corp. International | 4.48% | 62,332 | $5.1M | No change |
| WST West Pharmaceutical Services | 4.21% | 21,833 | $4.8M | Add +2.8% |
| TREX Trex Company Inc. | 4.20% | 87,575 | $4.8M | Add +22.4% |
| WAB Wabtec Corp. | 4.02% | 21,780 | $4.6M | Reduce -5.6% |
| LFUS Littelfuse Inc. | 3.77% | 18,850 | $4.3M | Add +8.7% |
| BBSI Barrett Business SVCS Inc. | 3.69% | 100,352 | $4.2M | Reduce -13.0% |
| QLYS Qualys Inc. | 2.71% | 21,514 | $3.1M | Add +8.1% |
| RHI Robert Half Inc. | 2.26% | 62,526 | $2.6M | Reduce -8.5% |
| TNET Trinet Group Inc. | 1.49% | 23,150 | $1.7M | No change |
| DSGX The Descartes Systems Grp | 1.09% | 12,200 | $1.2M | Add +121.8% |
| TECH Bio-Techne Corp. | 1.00% | 22,000 | $1.1M | Add +120.0% |
| RGP Resources Connection Inc. | 0.95% | 201,217 | $1.1M | Reduce -31.1% |
Portfolio Sells Q1 2025 → Q2 2025
| ROL Rollins Inc. | Reduce -25.6% | 5.30% | −1.66 |
| HEI Heico Corp. | Sold out | 0.00% | −1.17 |
| RHI Robert Half Inc. | Reduce -8.5% | 2.26% | −1.10 |
| RGP Resources Connection Inc. | Reduce -31.1% | 0.95% | −0.77 |
| BBSI Barrett Business SVCS Inc. | Reduce -13.0% | 3.69% | −0.59 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.48 |
| BFAM Bright Horizons Family Solut | Reduce -0.4% | 7.65% | −0.42 |
| MEDP Medpace Holdings Inc. | Reduce -7.3% | 5.62% | −0.39 |
| WAB Wabtec Corp. | Reduce -5.6% | 4.02% | +0.25 |
Portfolio Buys Q1 2025 → Q2 2025
| HEI.A Heico Corp. Class A | Add +1.7% | 9.42% | +1.71 |
| IPAR Interparfums Inc. | Add +3.0% | 5.16% | +0.72 |
| LFUS Littelfuse Inc. | Add +8.7% | 3.77% | +0.69 |
| DSGX The Descartes Systems Grp | Add +121.8% | 1.09% | +0.59 |
| USPH U.S. Physical Therapy Inc. | Add +3.6% | 6.00% | +0.52 |
| CGNX Cognex Corp. | Add +4.8% | 6.08% | +0.51 |
| TECH Bio-Techne Corp. | Add +120.0% | 1.00% | +0.47 |
| TREX Trex Company Inc. | Add +22.4% | 4.20% | +0.45 |
| QLYS Qualys Inc. | Add +8.1% | 2.71% | +0.45 |
| WST West Pharmaceutical Services | Add +2.8% | 4.21% | −0.07 |
| JKHY Jack Henry & Associates Inc. | Add +0.3% | 4.75% | −0.15 |
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 |