Pier Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Pier Capital, LLC reported 127 stock positions worth $672.3 million. Its top holding was Evercore Class A (EVR) at 1.7% of the portfolio, followed by Halozyme Therapeutics (HALO, 1.7%) and Applied Industrial Tech (AIT, 1.6%). Compared with Q1 2024, it opened 7 new positions, sold out of 6, added to 39 and reduced 67. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale an exit from Wingstop (WING).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001310051
Portfolio Value
$672.3M (Q2 2024)
SEC Filing
0001310051-24-000004 ↗ filed Aug 7, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $726.9M Q1 2024 Q2 2024: $672.3M $672.3M Q2 2024 Q3 2024: $709.7M Q3 2024 Q4 2024: $700.8M Q4 2024 Q1 2025: $596.8M Q1 2025 Q2 2025: $655.5M Q2 2025 Q3 2025: $639.8M Q3 2025 Q4 2025: $626.4M Q4 2025 Q1 2026: $606.2M Q1 2026 Q2 2026: $754.6M Q2 2026

Holdings 127 stocks · $672.3M
EVR Evercore Inc. Class A 1.75% 56,320 $11.7M Reduce -8.0%
HALO Halozyme Therapeutics Inc. 1.72% 220,447 $11.5M Reduce -1.0%
AIT Applied Industrial Tech Inc. 1.64% 56,874 $11.0M Reduce -8.0%
MSA Msa Safety Inc. 1.64% 58,706 $11.0M Reduce -9.5%
FORM Formfactor Inc. 1.64% 181,591 $11.0M Reduce -10.0%
OSW Onespaworld Holdings Ltd. 1.62% 708,487 $10.9M Reduce -8.8%
SFM Sprouts Farmers Market Inc. 1.61% 129,483 $10.8M Reduce -9.1%
ELF Elf Beauty Inc. 1.57% 50,202 $10.6M Add +11.5%
RDNT Radnet Inc. 1.53% 174,582 $10.3M Reduce -38.9%
ONTO Onto Innovation Inc. 1.46% 44,825 $9.8M Reduce -8.4%
FLS Flowserve Corp. 1.45% 202,267 $9.7M Reduce -8.2%
CROX Crocs Inc. 1.43% 65,712 $9.6M Reduce -22.7%
TXRH Texas Roadhouse Inc. 1.42% 55,611 $9.5M Reduce -8.2%
APPF Appfolio Inc. Class A 1.39% 38,125 $9.3M Reduce -8.4%
FROG Jfrog Ltd. 1.38% 247,901 $9.3M Add +22.2%
HLI Houlihan Lokey Inc. 1.34% 66,740 $9.0M Reduce -9.9%
PNFP Pinnacle Financial Partners 1.33% 111,797 $8.9M Add +16.5%
TMDX Transmedics Group Inc. 1.33% 59,328 $8.9M Reduce -7.7%
OLLI Ollie's Bargain Outlet Holdi 1.32% 90,263 $8.9M Reduce -35.8%
SG Sweetgreen Inc. Class A 1.31% 292,572 $8.8M Reduce -38.0%
SBCF Seacoast Banking Corp. 1.30% 368,839 $8.7M Add +16.5%
FCN Fti Consulting Inc. 1.30% 40,420 $8.7M Add +49.0%
PCVX Vaxcyte Inc. 1.29% 114,969 $8.7M Reduce -9.8%
BOOT Boot Barn Holdings Inc. 1.28% 66,653 $8.6M Reduce -37.2%
CALX Calix Inc. 1.26% 239,025 $8.5M Reduce -10.6%
SMAR Smartsheet Inc. Class A 1.24% 189,528 $8.4M Add +90.8%
FN Fabrinet 1.24% 34,024 $8.3M Reduce -31.8%
RDDT Reddit Inc. Class A 1.22% 128,555 $8.2M New
RGEN Repligen Corp. 1.22% 65,053 $8.2M Add +30.0%
PCOR Procore Technologies Inc. 1.22% 123,605 $8.2M Add +58.9%
VERX Vertex Inc. Class A 1.22% 227,195 $8.2M Reduce -43.3%
WMS Advanced Drainage Systems Inc. 1.21% 50,795 $8.1M Reduce -29.2%
COCO The Vita Coco Co. Inc. 1.21% 292,073 $8.1M Add +37.7%
CCS Century Communities Inc. 1.20% 99,171 $8.1M Add +33.0%
CAMT Camtek Ltd. 1.20% 64,486 $8.1M Reduce -43.0%
FOUR SHIFT4 Payments Inc. Class A 1.18% 108,584 $8.0M Add +17.7%
CFLT Confluent Inc. Class A 1.18% 269,567 $8.0M Add +46.4%
SGRY Surgery Partners Inc. 1.16% 328,293 $7.8M Reduce -8.2%
POWI Power Integrations Inc. 1.15% 110,335 $7.7M Reduce -9.4%
FRPT Freshpet Inc. 1.15% 59,537 $7.7M Reduce -33.0%
RPD RAPID7 Inc. 1.14% 178,006 $7.7M Add +22.1%
VRNS Varonis Systems Inc. 1.12% 156,482 $7.5M Reduce -8.8%
LIND Lindblad Expeditions Holding 1.10% 766,357 $7.4M Reduce -8.6%
AZEK The Azek Co. Inc. 1.10% 174,751 $7.4M Reduce -26.9%
LNN Lindsay Corp. 1.09% 59,800 $7.3M Reduce -10.6%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.09% 121,408 $7.3M Reduce -46.5%
HXL Hexcel Corp. 1.08% 116,799 $7.3M Reduce -21.9%
EXPO Exponent Inc. 1.08% 76,363 $7.3M Add +30.4%
BL Blackline Inc. 1.08% 149,817 $7.3M Add +9.0%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 1.08% 54,389 $7.2M Reduce -10.5%
EXLS Exlservice Holdings Inc. 1.06% 226,538 $7.1M Reduce -11.2%
LEVI Levi Strauss & Co. Class A 1.05% 366,451 $7.1M New
ARRY Array Technologies Inc. 1.02% 667,133 $6.8M Reduce -7.6%
ATEC Alphatec Holdings Inc. 0.93% 599,575 $6.3M Reduce -9.6%
BWXT BWX Technologies Inc. 0.90% 63,784 $6.1M Reduce -33.3%
DV Doubleverify Holdings Inc. 0.90% 310,098 $6.0M Add +23.6%
IBP Installed Building Products 0.88% 28,855 $5.9M Reduce -24.9%
ACLS Axcelis Technologies Inc. 0.87% 41,208 $5.9M Reduce -7.8%
BE Bloom Energy Corp. Class A 0.83% 457,662 $5.6M New
UTI Universal Technical Institut 0.82% 351,809 $5.5M Add +15.7%
QTRX Quanterix Corp. 0.81% 414,542 $5.5M Add +48.9%
GTLB Gitlab Inc. Class A 0.81% 110,030 $5.5M Add +40.2%
SITM Sitime Corp. 0.81% 43,804 $5.4M Reduce -4.9%
WSC Willscot Holdings Corp. 0.80% 143,362 $5.4M Add +67.0%
RAMP Liveramp Holdings Inc. 0.80% 173,836 $5.4M Reduce -8.6%
IPAR Interparfums Inc. 0.80% 46,332 $5.4M Reduce -8.7%
CLS Celestica Inc. 0.79% 92,720 $5.3M Reduce -4.9%
PRVA Privia Health Group Inc. 0.79% 305,109 $5.3M Reduce -9.7%
BROS Dutch Bros Inc. Class A 0.79% 127,527 $5.3M Add +10.9%
NARI Inari Medical Inc. 0.75% 104,537 $5.0M Reduce -5.5%
LNTH Lantheus Holdings Inc. 0.73% 61,459 $4.9M Add +101.5%
SIBN Si-Bone Inc. 0.73% 377,001 $4.9M Add +80.7%
CRNX Crinetics Pharmaceuticals Inc. 0.72% 108,545 $4.9M Reduce -6.9%
CART Maplebear Inc. 0.72% 150,988 $4.9M New
STVN Stevanato Group SPA 0.70% 256,787 $4.7M Reduce -0.9%
KGS Kodiak Gas Services Inc. 0.68% 167,212 $4.6M New
ROIV Roivant Sciences Ltd. 0.67% 425,087 $4.5M Add +29.5%
GLBE Global-E Online Ltd. 0.66% 123,014 $4.5M Reduce -38.0%
ITCI Intra-Cellular Therapies Inc. 0.66% 64,504 $4.4M Add +18.5%
LSCC Lattice Semiconductor Corp. 0.65% 75,229 $4.4M Reduce -7.6%
SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION 0.64% 63,785 $4.3M Reduce -41.2%
MMS Maximus Inc. 0.64% 49,863 $4.3M Reduce -53.2%
FIVN FIVE9 Inc. 0.63% 95,605 $4.2M Reduce -7.5%
GLOB Globant SA 0.62% 23,232 $4.1M Add +42922.2%
GPCR Structure Therapeutics Inc. 0.59% 101,204 $4.0M Add +3.7%
DNLI Denali Therapeutics Inc. 0.57% 165,486 $3.8M Reduce -4.0%
ADPT Adaptive Biotechnologies 0.57% 1,055,299 $3.8M Reduce -4.4%
INMD Inmode Ltd. 0.52% 189,886 $3.5M Reduce -4.2%
AEHR Aehr Test Systems 0.51% 308,933 $3.5M Add +158.4%
MRVI Maravai Lifesciences Hldgs-A 0.51% 478,355 $3.4M Reduce -5.5%
OPCH Option Care Health Inc. 0.51% 123,101 $3.4M Reduce -48.2%
PGNY Progyny Inc. 0.50% 117,280 $3.4M Reduce -1.9%
GH Guardant Health Inc. 0.50% 115,854 $3.3M New
VKTX Viking Therapeutics Inc. 0.45% 57,239 $3.0M Reduce -4.1%
IMCR Immunocore Holdings PLC-ADR 0.41% 81,306 $2.8M Reduce -7.7%
SITE Siteone Landscape Supply Inc. 0.40% 22,248 $2.7M Reduce -4.3%
TEM Tempus AI Inc. Class A 0.34% 65,741 $2.3M New
ALAB Astera Labs Inc. 0.26% 28,868 $1.7M Reduce -1.8%
PINS Pinterest Inc. Class A 0.17% 26,611 $1.2M Add +3.3%
TW Tradeweb Markets Inc. Class A 0.17% 10,476 $1.1M Add +3.3%
MSCI MSCI Inc. 0.16% 2,294 $1.1M Add +3.4%
MPWR Monolithic Power Systems Inc. 0.15% 1,235 $1.0M Add +3.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.14% 9,560 $934K Add +6.2%
DT Dynatrace Inc. 0.14% 20,297 $908K Add +37.0%
MDB Mongodb Inc. 0.11% 3,064 $766K Add +112.5%
AXON Axon Enterprise Inc. 0.11% 2,499 $735K Add +3.3%
LNG Cheniere Energy Inc. 0.11% 4,060 $710K Add +3.3%
WST West Pharmaceutical Services 0.08% 1,642 $541K Add +3.3%
VEEV Veeva Systems Inc. Class A 0.06% 2,142 $392K Reduce -0.3%
FTI Technipfmc PLC 0.00% 863 $23K Reduce -99.6%
VRT Vertiv Holdings Co. Class A 0.00% 159 $14K No change
TT Trane Technologies PLC 0.00% 36 $12K No change
ENTG Entegris Inc. 0.00% 84 $11K Add +16.7%
ICLR Icon PLC 0.00% 33 $10K No change
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.00% 188 $10K Reduce -99.7%
BLD Topbuild Corp. 0.00% 24 $9K No change
IEX Idex Corp. 0.00% 45 $9K No change
DECK Deckers Outdoor Corp. 0.00% 9 $9K No change
ESTC Elastic NV 0.00% 75 $9K No change
GSHD Goosehead Insurance Inc. Class A 0.00% 134 $8K No change
SKX Skechers USA Inc. Class A 0.00% 105 $7K No change
FND Floor & Decor Holdings Inc. Class A 0.00% 66 $7K No change
IQV Iqvia Holdings Inc. 0.00% 30 $6K No change
DXCM Dexcom Inc. 0.00% 54 $6K Reduce -28.0%
IDXX Idexx Laboratories Inc. 0.00% 12 $6K No change
ULTA Ulta Beauty Inc. 0.00% 15 $6K No change
FIVE Five Below 0.00% 33 $4K No change

Portfolio Sells Q1 2024 → Q2 2024
WING Wingstop Inc. Sold out 0.00% −0.88
MNDY Monday.com Ltd. Sold out 0.00% −0.86
FTI Technipfmc PLC Reduce -99.6% 0.00% −0.76
SKY Champion Homes Inc. Reduce -41.2% 0.64% −0.63
GO Grocery Outlet Holding Corp. Sold out 0.00% −0.60
MMS Maximus Inc. Reduce -53.2% 0.64% −0.59
OPCH Option Care Health Inc. Reduce -48.2% 0.51% −0.59
AZEK The Azek Co. Inc. Reduce -26.9% 1.10% −0.56
QTWO Q2 Holdings Inc. Reduce -46.5% 1.09% −0.55
VERX Vertex Inc. Class A Reduce -43.3% 1.22% −0.53
WMS Advanced Drainage Systems Inc. Reduce -29.2% 1.21% −0.49
IBP Installed Building Products Reduce -24.9% 0.88% −0.48
NMRA Neumora Therapeutics Inc. Sold out 0.00% −0.47
ARRY Array Technologies Inc. Reduce -7.6% 1.02% −0.46
WNS WNS Holdings Ltd. Reduce -99.7% 0.00% −0.45
BWXT BWX Technologies Inc. Reduce -33.3% 0.90% −0.45
STVN Stevanato Group SPA Reduce -0.9% 0.70% −0.44
HXL Hexcel Corp. Reduce -21.9% 1.08% −0.41
RDNT Radnet Inc. Reduce -38.9% 1.53% −0.38
IMCR Immunocore Holdings PLC-ADR Reduce -7.7% 0.41% −0.38
HRI Herc Holdings Inc. Reduce -10.5% 1.08% −0.33
GLBE Global-E Online Ltd. Reduce -38.0% 0.66% −0.33
SG Sweetgreen Inc. Class A Reduce -38.0% 1.31% −0.33
ATEC Alphatec Holdings Inc. Reduce -9.6% 0.93% −0.33
SGRY Surgery Partners Inc. Reduce -8.2% 1.16% −0.31
FRPT Freshpet Inc. Reduce -33.0% 1.15% −0.27
CDLX Cardlytics Inc. Sold out 0.00% −0.27
CROX Crocs Inc. Reduce -22.7% 1.43% −0.26
FIVN FIVE9 Inc. Reduce -7.5% 0.63% −0.26
LSCC Lattice Semiconductor Corp. Reduce -7.6% 0.65% −0.23
OLLI Ollie's Bargain Outlet Holdi Reduce -35.8% 1.32% −0.22
VKTX Viking Therapeutics Inc. Reduce -4.1% 0.45% −0.22
PRTA Prothena Corp. PLC Sold out 0.00% −0.19
IPAR Interparfums Inc. Reduce -8.7% 0.80% −0.18
SITE Siteone Landscape Supply Inc. Reduce -4.3% 0.40% −0.16
PGNY Progyny Inc. Reduce -1.9% 0.50% −0.13
PRVA Privia Health Group Inc. Reduce -9.7% 0.79% −0.12
BOOT Boot Barn Holdings Inc. Reduce -37.2% 1.28% −0.11
RAMP Liveramp Holdings Inc. Reduce -8.6% 0.80% −0.10
CAMT Camtek Ltd. Reduce -43.0% 1.20% −0.10
MRVI Maravai Lifesciences Hldgs-A Reduce -5.5% 0.51% −0.09
MSA Msa Safety Inc. Reduce -9.5% 1.64% −0.09
INMD Inmode Ltd. Reduce -4.2% 0.52% −0.07
EXLS Exlservice Holdings Inc. Reduce -11.2% 1.06% −0.06
FN Fabrinet Reduce -31.8% 1.24% −0.06
POWI Power Integrations Inc. Reduce -9.4% 1.15% −0.05
ALAB Astera Labs Inc. Reduce -1.8% 0.26% −0.04
AIT Applied Industrial Tech Inc. Reduce -8.0% 1.64% −0.04
CRNX Crinetics Pharmaceuticals Inc. Reduce -6.9% 0.72% −0.03
APPF Appfolio Inc. Class A Reduce -8.4% 1.39% −0.03

Portfolio Buys Q1 2024 → Q2 2024
RDDT Reddit Inc. Class A New 1.22% +1.22
LEVI Levi Strauss & Co. Class A New 1.05% +1.05
BE Bloom Energy Corp. Class A New 0.83% +0.83
CART Maplebear Inc. New 0.72% +0.72
SMAR Smartsheet Inc. Class A Add +90.8% 1.24% +0.72
KGS Kodiak Gas Services Inc. New 0.68% +0.68
GLOB Globant SA Add +42922.2% 0.62% +0.61
FCN Fti Consulting Inc. Add +49.0% 1.30% +0.51
GH Guardant Health Inc. New 0.50% +0.50
COCO The Vita Coco Co. Inc. Add +37.7% 1.21% +0.50
LNTH Lantheus Holdings Inc. Add +101.5% 0.73% +0.47
EXPO Exponent Inc. Add +30.4% 1.08% +0.41
CFLT Confluent Inc. Class A Add +46.4% 1.18% +0.41
ELF Elf Beauty Inc. Add +11.5% 1.57% +0.36
FOUR SHIFT4 Payments Inc. Class A Add +17.7% 1.18% +0.35
TEM Tempus AI Inc. Class A New 0.34% +0.34
PCOR Procore Technologies Inc. Add +58.9% 1.22% +0.34
AEHR Aehr Test Systems Add +158.4% 0.51% +0.31
BROS Dutch Bros Inc. Class A Add +10.9% 0.79% +0.26
SIBN Si-Bone Inc. Add +80.7% 0.73% +0.26
WSC Willscot Holdings Corp. Add +67.0% 0.80% +0.25
CCS Century Communities Inc. Add +33.0% 1.20% +0.22
PNFP Pinnacle Financial Partners Add +16.5% 1.33% +0.20
ROIV Roivant Sciences Ltd. Add +29.5% 0.67% +0.19
SBCF Seacoast Banking Corp. Add +16.5% 1.30% +0.19
GTLB Gitlab Inc. Class A Add +40.2% 0.81% +0.18
RPD RAPID7 Inc. Add +22.1% 1.14% +0.16
UTI Universal Technical Institut Add +15.7% 0.82% +0.16
FROG Jfrog Ltd. Add +22.2% 1.38% +0.15
ITCI Intra-Cellular Therapies Inc. Add +18.5% 0.66% +0.14
PINS Pinterest Inc. Class A Add +3.3% 0.17% +0.05
MDB Mongodb Inc. Add +112.5% 0.11% +0.04
DT Dynatrace Inc. Add +37.0% 0.14% +0.04
MPWR Monolithic Power Systems Inc. Add +3.4% 0.15% +0.04
TTD Trade Desk Inc./the Class A Add +6.2% 0.14% +0.03
TW Tradeweb Markets Inc. Class A Add +3.3% 0.17% +0.02
LNG Cheniere Energy Inc. Add +3.3% 0.11% +0.02
GPCR Structure Therapeutics Inc. Add +3.7% 0.59% +0.02
AXON Axon Enterprise Inc. Add +3.3% 0.11% +0.01
ENTG Entegris Inc. Add +16.7% 0.00% +0.00
WST West Pharmaceutical Services Add +3.3% 0.08% −0.01
MSCI MSCI Inc. Add +3.4% 0.16% −0.01
RGEN Repligen Corp. Add +30.0% 1.22% −0.05
QTRX Quanterix Corp. Add +48.9% 0.81% −0.09
BL Blackline Inc. Add +9.0% 1.08% −0.14
DV Doubleverify Holdings Inc. Add +23.6% 0.90% −0.32

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$754.6MHXL, ALGM, ONTO, SMTC, CECO
Q1 2026 122$606.2MMIR, HXL, FULT, DOCN, AIT
Q4 2025 125$626.4MMIR, CWAN, HXL, ALHC, FULT
Q3 2025 131$639.8MMIR, SITM, AEHR, HXL, MC
Q2 2025 121$655.5MMIR, ELF, FROG, STRL, ADPT
Q1 2025 116$596.8MMIR, FROG, OLLI, UTI, GBCI
Q4 2024 118$700.8MUTI, IMAX, GTLS, BROS, MIR
Q3 2024 133$709.7MAIT, PNFP, BOOT, SGRY, HLI
Q2 2024 127$672.3MEVR, HALO, AIT, MSA, FORM
Q1 2024 126$726.9MRDNT, VERX, MSA, WMS, CROX