Pier Capital, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Pier Capital, LLC reported 116 stock positions worth $596.8 million. Its top holding was Mirion Technologies (MIR) at 2.3% of the portfolio, followed by Jfrog (FROG, 1.8%) and Ollie's Bargain Outlet Holdi (OLLI, 1.8%). Compared with Q4 2024, it opened 13 new positions, sold out of 15, added to 47 and reduced 44. The biggest buy was a new position in Bloom Energy Class A (BE) and the biggest sale Surgery Partners (SGRY, shares −100%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001310051
Portfolio Value
$596.8M (Q1 2025)
SEC Filing
0001310051-25-000004 ↗ filed May 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $726.9M Q1 2024 Q2 2024: $672.3M Q2 2024 Q3 2024: $709.7M Q3 2024 Q4 2024: $700.8M Q4 2024 Q1 2025: $596.8M $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 116 stocks · $596.8M
MIR Mirion Technologies Inc. 2.29% 941,480 $13.7M Add +43.1%
FROG Jfrog Ltd. 1.85% 344,152 $11.0M Reduce -1.3%
OLLI Ollie's Bargain Outlet Holdi 1.78% 91,531 $10.7M Reduce -2.2%
UTI Universal Technical Institut 1.76% 408,611 $10.5M Reduce -27.9%
GBCI Glacier Bancorp Inc. 1.67% 225,648 $10.0M Add +34.3%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 1.66% 98,381 $9.9M Reduce -1.9%
PNFP Pinnacle Financial Partners 1.64% 92,387 $9.8M Add +17.7%
HLI Houlihan Lokey Inc. 1.64% 60,563 $9.8M Add +89.9%
WSC Willscot Holdings Corp. 1.63% 349,668 $9.7M Add +52.2%
SBCF Seacoast Banking Corp. 1.62% 375,742 $9.7M Reduce -1.7%
AIT Applied Industrial Tech Inc. 1.58% 41,861 $9.4M Add +7.9%
ACVA Acv Auctions Inc. Class A 1.55% 657,846 $9.3M Add +71.7%
PRVA Privia Health Group Inc. 1.55% 411,808 $9.2M Add +2.8%
MC Moelis & Co. Class A 1.54% 157,679 $9.2M Add +46.4%
FLS Flowserve Corp. 1.53% 187,020 $9.1M Reduce -2.6%
SKY Champion Homes Inc. 1.50% 94,760 $9.0M Reduce -3.6%
FVRR Fiverr International Ltd. 1.50% 378,386 $9.0M Add +38.4%
OSW Onespaworld Holdings Ltd. 1.48% 526,652 $8.8M Reduce -2.8%
LSCC Lattice Semiconductor Corp. 1.47% 167,032 $8.8M Add +2.3%
VERX Vertex Inc. Class A 1.46% 248,791 $8.7M Add +59.6%
MSA Msa Safety Inc. 1.44% 58,532 $8.6M Reduce -3.6%
IPAR Interparfums Inc. 1.43% 74,853 $8.5M Add +18.4%
LEVI Levi Strauss & Co. Class A 1.41% 541,593 $8.4M Reduce -3.1%
VRNS Varonis Systems Inc. 1.38% 203,429 $8.2M Add +26.7%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.37% 102,295 $8.2M Add +10.3%
ADPT Adaptive Biotechnologies 1.37% 1,097,387 $8.2M Reduce -13.9%
CWAN Clearwater Analytics HDS-A 1.36% 303,474 $8.1M Add +136.0%
RDNT Radnet Inc. 1.36% 163,430 $8.1M Add +30.7%
RGEN Repligen Corp. 1.36% 63,673 $8.1M Reduce -2.2%
FN Fabrinet 1.31% 39,683 $7.8M Add +46.6%
ELF Elf Beauty Inc. 1.29% 123,080 $7.7M Add +104.4%
STVN Stevanato Group SPA 1.29% 376,501 $7.7M Reduce -1.3%
FRSH Freshworks Inc. Class A 1.26% 534,642 $7.5M Reduce -9.2%
IBP Installed Building Products 1.26% 43,861 $7.5M Add +17.8%
BILL Bill Holdings Inc. 1.25% 162,914 $7.5M Add +27.5%
HXL Hexcel Corp. 1.24% 135,006 $7.4M Reduce -3.0%
BL Blackline Inc. 1.23% 151,030 $7.3M Reduce -3.4%
LNN Lindsay Corp. 1.22% 57,461 $7.3M Reduce -3.3%
CFLT Confluent Inc. Class A 1.21% 308,509 $7.2M Add +51.3%
BECN Beacon Roofing Supply Inc. 1.20% 57,866 $7.2M Reduce -36.4%
ALGM Allegro Microsystems Inc. 1.20% 284,767 $7.2M Reduce -35.7%
PCOR Procore Technologies Inc. 1.20% 108,185 $7.1M Add +34.8%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 1.19% 52,855 $7.1M Reduce -1.9%
GTLS Chart Industries Inc. 1.14% 46,947 $6.8M Reduce -23.5%
SITM Sitime Corp. 1.12% 43,796 $6.7M Reduce -0.8%
BROS Dutch Bros Inc. Class A 1.12% 107,859 $6.7M Reduce -51.5%
BWXT BWX Technologies Inc. 1.10% 66,339 $6.5M Add +4.7%
BE Bloom Energy Corp. Class A 1.10% 332,688 $6.5M New
SIBN Si-Bone Inc. 1.09% 464,721 $6.5M Reduce -1.8%
FOUR SHIFT4 Payments Inc. Class A 1.09% 79,610 $6.5M Reduce -6.1%
ADUS Addus Homecare Corp. 1.09% 65,664 $6.5M Reduce -2.1%
EXPO Exponent Inc. 1.09% 79,939 $6.5M Reduce -3.2%
ARDT Ardent Health Inc. 1.08% 466,809 $6.4M Add +24.9%
ONTO Onto Innovation Inc. 1.07% 52,424 $6.4M Add +1.6%
GOOS Canada Goose Holdings Inc. 1.07% 800,045 $6.4M Add +123.6%
GTLB Gitlab Inc. Class A 1.06% 135,060 $6.3M Reduce -2.6%
KGS Kodiak Gas Services Inc. 1.00% 159,459 $5.9M Reduce -31.3%
IMAX Imax Corp. 0.99% 224,420 $5.9M Reduce -53.1%
QTRX Quanterix Corp. 0.93% 848,353 $5.5M Add +24.8%
GLOB Globant SA 0.88% 44,735 $5.3M Reduce -4.1%
GH Guardant Health Inc. 0.88% 122,957 $5.2M Reduce -46.6%
LNTH Lantheus Holdings Inc. 0.83% 50,612 $4.9M Reduce -42.2%
NXT Nextpower Inc. filed as NEXTRACKER INC 0.81% 114,392 $4.8M Reduce -44.8%
ANGO Angiodynamics Inc. 0.78% 493,991 $4.6M New
DNLI Denali Therapeutics Inc. 0.76% 335,504 $4.6M Add +1.0%
EXLS Exlservice Holdings Inc. 0.76% 95,901 $4.5M Reduce -58.1%
CDXS Codexis Inc. 0.75% 1,669,204 $4.5M New
ACLX Arcellx Inc. 0.75% 67,976 $4.5M New
ROIV Roivant Sciences Ltd. 0.72% 428,143 $4.3M Add +1.3%
POWL Powell Industries Inc. 0.72% 25,126 $4.3M New
BOOT Boot Barn Holdings Inc. 0.71% 39,641 $4.3M Reduce -31.8%
SG Sweetgreen Inc. Class A 0.70% 168,040 $4.2M Reduce -25.7%
AMN Amn Healthcare Services Inc. 0.66% 162,062 $4.0M New
AVXL Anavex Life Sciences Corp. 0.65% 455,427 $3.9M Add +3.1%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.65% 63,015 $3.9M New
CRNX Crinetics Pharmaceuticals Inc. 0.64% 113,412 $3.8M Add +1.3%
COCO The Vita Coco Co. Inc. 0.62% 120,910 $3.7M Reduce -39.7%
STRL Sterling Infrastructure Inc. 0.62% 32,538 $3.7M New
GPCR Structure Therapeutics Inc. 0.62% 212,520 $3.7M Add +60.3%
CART Maplebear Inc. 0.60% 90,352 $3.6M Reduce -53.8%
OMCL Omnicell Inc. 0.57% 97,577 $3.4M Add +0.7%
TREX Trex Company Inc. 0.56% 57,993 $3.4M New
CAPR Capricor Therapeutics Inc. 0.56% 354,181 $3.4M New
PTLO Portillo's Inc. Class A 0.52% 261,686 $3.1M New
OLMA Olema Pharmaceuticals Inc. 0.52% 817,961 $3.1M Add +200.3%
FIVN FIVE9 Inc. 0.44% 97,575 $2.6M Add +45925.9%
AEHR Aehr Test Systems 0.43% 350,071 $2.6M Reduce -33.2%
TW Tradeweb Markets Inc. Class A 0.22% 8,805 $1.3M Add +16.4%
PINS Pinterest Inc. Class A 0.17% 32,505 $1.0M Add +20.3%
LNG Cheniere Energy Inc. 0.16% 4,089 $946K Add +20.3%
TXRH Texas Roadhouse Inc. 0.15% 5,342 $890K Add +21.2%
MDB Mongodb Inc. 0.13% 4,578 $803K Add +54.6%
DT Dynatrace Inc. 0.13% 16,666 $786K Add +16.4%
EVR Evercore Inc. Class A 0.13% 3,773 $754K Add +141.1%
FIX Comfort Systems USA Inc. 0.12% 2,188 $705K New
WST West Pharmaceutical Services 0.11% 2,973 $666K Add +16.4%
CYBR Cyberark Software Ltd./Israel 0.09% 1,587 $536K Add +20.2%
MSCI MSCI Inc. 0.08% 879 $497K Reduce -46.9%
AXON Axon Enterprise Inc. 0.06% 718 $378K Reduce -37.2%
MPWR Monolithic Power Systems Inc. 0.06% 605 $351K Add +16.4%
SGRY Surgery Partners Inc. 0.00% 778 $18K Reduce -99.8%
PGNY Progyny Inc. 0.00% 518 $12K Add +72.1%
FTI Technipfmc PLC 0.00% 324 $10K No change
ULTA Ulta Beauty Inc. 0.00% 24 $9K No change
VEEV Veeva Systems Inc. Class A 0.00% 36 $8K No change
IEX Idex Corp. 0.00% 45 $8K No change
WMS Advanced Drainage Systems Inc. 0.00% 72 $8K No change
IQV Iqvia Holdings Inc. 0.00% 42 $7K No change
ENTG Entegris Inc. 0.00% 84 $7K No change
BLD Topbuild Corp. 0.00% 24 $7K No change
ESTC Elastic NV 0.00% 75 $7K No change
DXCM Dexcom Inc. 0.00% 90 $6K No change
IDXX Idexx Laboratories Inc. 0.00% 12 $5K No change
VIK Viking Holdings Ltd. 0.00% 90 $4K New
FIVE Five Below 0.00% 33 $2K No change
SKX Skechers USA Inc. Class A 0.00% 39 $2K Reduce -62.9%

Portfolio Sells Q4 2024 → Q1 2025
SGRY Surgery Partners Inc. Reduce -99.8% 0.00% −1.15
HQY Healthequity Inc. Sold out 0.00% −1.14
RPD RAPID7 Inc. Sold out 0.00% −1.07
NCNO Ncino Inc. Sold out 0.00% −1.07
POWI Power Integrations Inc. Sold out 0.00% −1.01
CROX Crocs Inc. Sold out 0.00% −1.00
DAVA Endava PLC- Spon ADR Sold out 0.00% −0.96
MRVI Maravai Lifesciences Hldgs-A Sold out 0.00% −0.88
AEHR Aehr Test Systems Reduce -33.2% 0.43% −0.82
ITCI Intra-Cellular Therapies Inc. Sold out 0.00% −0.78
IMAX Imax Corp. Reduce -53.1% 0.99% −0.76
AZEK The Azek Co. Inc. Sold out 0.00% −0.75
EXLS Exlservice Holdings Inc. Reduce -58.1% 0.76% −0.69
VERA Vera Therapeutics Inc. Sold out 0.00% −0.62
CART Maplebear Inc. Reduce -53.8% 0.60% −0.55
BROS Dutch Bros Inc. Class A Reduce -51.5% 1.12% −0.55
BOOT Boot Barn Holdings Inc. Reduce -31.8% 0.71% −0.55
GLOB Globant SA Reduce -4.1% 0.88% −0.54
GTLS Chart Industries Inc. Reduce -23.5% 1.14% −0.54
COCO The Vita Coco Co. Inc. Reduce -39.7% 0.62% −0.44
KGS Kodiak Gas Services Inc. Reduce -31.3% 1.00% −0.35
SG Sweetgreen Inc. Class A Reduce -25.7% 0.70% −0.33
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.33
UTI Universal Technical Institut Reduce -27.9% 1.76% −0.32
LNTH Lantheus Holdings Inc. Reduce -42.2% 0.83% −0.29
NXT Nextpower Inc. Reduce -44.8% 0.81% −0.27
HRI Herc Holdings Inc. Reduce -1.9% 1.19% −0.27
SITM Sitime Corp. Reduce -0.8% 1.12% −0.23
ALGM Allegro Microsystems Inc. Reduce -35.7% 1.20% −0.18
FOUR SHIFT4 Payments Inc. Class A Reduce -6.1% 1.09% −0.17
BL Blackline Inc. Reduce -3.4% 1.23% −0.13
GH Guardant Health Inc. Reduce -46.6% 0.88% −0.13
BECN Beacon Roofing Supply Inc. Reduce -36.4% 1.20% −0.12
ADUS Addus Homecare Corp. Reduce -2.1% 1.09% −0.11
FRSH Freshworks Inc. Class A Reduce -9.2% 1.26% −0.09
MSCI MSCI Inc. Reduce -46.9% 0.08% −0.06
OSW Onespaworld Holdings Ltd. Reduce -2.8% 1.48% −0.06
GTLB Gitlab Inc. Class A Reduce -2.6% 1.06% −0.05
FLS Flowserve Corp. Reduce -2.6% 1.53% −0.05
AXON Axon Enterprise Inc. Reduce -37.2% 0.06% −0.03
ENPH Enphase Energy Inc. Sold out 0.00% −0.03
HXL Hexcel Corp. Reduce -3.0% 1.24% −0.01
TT Trane Technologies PLC Sold out 0.00% −0.00
DECK Deckers Outdoor Corp. Sold out 0.00% −0.00
VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.00
SKX Skechers USA Inc. Class A Reduce -62.9% 0.00% −0.00
MSA Msa Safety Inc. Reduce -3.6% 1.44% +0.00
RGEN Repligen Corp. Reduce -2.2% 1.36% +0.02
LEVI Levi Strauss & Co. Class A Reduce -3.1% 1.41% +0.03
EXPO Exponent Inc. Reduce -3.2% 1.09% +0.04

Portfolio Buys Q4 2024 → Q1 2025
BE Bloom Energy Corp. Class A New 1.10% +1.10
CWAN Clearwater Analytics HDS-A Add +136.0% 1.36% +0.86
HLI Houlihan Lokey Inc. Add +89.9% 1.64% +0.85
ANGO Angiodynamics Inc. New 0.78% +0.78
CDXS Codexis Inc. New 0.75% +0.75
ACLX Arcellx Inc. New 0.75% +0.75
POWL Powell Industries Inc. New 0.72% +0.72
AMN Amn Healthcare Services Inc. New 0.66% +0.66
WNS WNS Holdings Ltd. New 0.65% +0.65
MIR Mirion Technologies Inc. Add +43.1% 2.29% +0.65
STRL Sterling Infrastructure Inc. New 0.62% +0.62
TREX Trex Company Inc. New 0.56% +0.56
CAPR Capricor Therapeutics Inc. New 0.56% +0.56
GOOS Canada Goose Holdings Inc. Add +123.6% 1.07% +0.55
WSC Willscot Holdings Corp. Add +52.2% 1.63% +0.53
PTLO Portillo's Inc. Class A New 0.52% +0.52
GBCI Glacier Bancorp Inc. Add +34.3% 1.67% +0.47
FN Fabrinet Add +46.6% 1.31% +0.46
FIVN FIVE9 Inc. Add +45925.9% 0.44% +0.44
PRVA Privia Health Group Inc. Add +2.8% 1.55% +0.43
MC Moelis & Co. Class A Add +46.4% 1.54% +0.41
CFLT Confluent Inc. Class A Add +51.3% 1.21% +0.40
ACVA Acv Auctions Inc. Class A Add +71.7% 1.55% +0.37
VRNS Varonis Systems Inc. Add +26.7% 1.38% +0.36
PNFP Pinnacle Financial Partners Add +17.7% 1.64% +0.36
PCOR Procore Technologies Inc. Add +34.8% 1.20% +0.34
IBP Installed Building Products Add +17.8% 1.26% +0.33
OLMA Olema Pharmaceuticals Inc. Add +200.3% 0.52% +0.29
VERX Vertex Inc. Class A Add +59.6% 1.46% +0.27
FVRR Fiverr International Ltd. Add +38.4% 1.50% +0.26
AIT Applied Industrial Tech Inc. Add +7.9% 1.58% +0.26
IPAR Interparfums Inc. Add +18.4% 1.43% +0.24
ELF Elf Beauty Inc. Add +104.4% 1.29% +0.22
ARDT Ardent Health Inc. Add +24.9% 1.08% +0.16
LSCC Lattice Semiconductor Corp. Add +2.3% 1.47% +0.15
FIX Comfort Systems USA Inc. New 0.12% +0.12
RDNT Radnet Inc. Add +30.7% 1.36% +0.12
GPCR Structure Therapeutics Inc. Add +60.3% 0.62% +0.10
BWXT BWX Technologies Inc. Add +4.7% 1.10% +0.09
TW Tradeweb Markets Inc. Class A Add +16.4% 0.22% +0.08
EVR Evercore Inc. Class A Add +141.1% 0.13% +0.06
PINS Pinterest Inc. Class A Add +20.3% 0.17% +0.06
LNG Cheniere Energy Inc. Add +20.3% 0.16% +0.05
QTWO Q2 Holdings Inc. Add +10.3% 1.37% +0.04
MDB Mongodb Inc. Add +54.6% 0.13% +0.04
TXRH Texas Roadhouse Inc. Add +21.2% 0.15% +0.04
CYBR Cyberark Software Ltd./Israel Add +20.2% 0.09% +0.03
DT Dynatrace Inc. Add +16.4% 0.13% +0.02
MPWR Monolithic Power Systems Inc. Add +16.4% 0.06% +0.01
ROIV Roivant Sciences Ltd. Add +1.3% 0.72% +0.01

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