Pier Capital, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Pier Capital, LLC reported 121 stock positions worth $655.5 million. Its top holding was Mirion Technologies (MIR) at 2.9% of the portfolio, followed by Elf Beauty (ELF, 2.2%) and Jfrog (FROG, 1.9%). Compared with Q1 2025, it opened 17 new positions, sold out of 12, added to 18 and reduced 73. The biggest buy was a new position in Establishment Labs (ESTA) and the biggest sale an exit from Levi Strauss Class A (LEVI).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001310051
Portfolio Value
$655.5M (Q2 2025)
SEC Filing
0001310051-25-000006 ↗ filed Aug 5, 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 Q1 2025 Q2 2025: $655.5M $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 121 stocks · $655.5M
MIR Mirion Technologies Inc. 2.86% 871,028 $18.8M Reduce -7.5%
ELF Elf Beauty Inc. 2.22% 117,126 $14.6M Reduce -4.8%
FROG Jfrog Ltd. 1.93% 288,412 $12.7M Reduce -16.2%
STRL Sterling Infrastructure Inc. 1.81% 51,494 $11.9M Add +58.3%
ADPT Adaptive Biotechnologies 1.81% 1,016,886 $11.8M Reduce -7.3%
CFLT Confluent Inc. Class A 1.77% 464,675 $11.6M Add +50.6%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 1.77% 90,938 $11.6M Reduce -7.6%
FN Fabrinet 1.69% 37,562 $11.1M Reduce -5.3%
ESTA Establishment Labs Holdings 1.64% 252,318 $10.8M New
IBP Installed Building Products 1.52% 55,245 $10.0M Add +25.9%
SBCF Seacoast Banking Corp. 1.48% 351,657 $9.7M Reduce -6.4%
HXL Hexcel Corp. 1.46% 169,540 $9.6M Add +25.6%
SIBN Si-Bone Inc. 1.43% 498,035 $9.4M Add +7.2%
IPAR Interparfums Inc. 1.43% 71,264 $9.4M Reduce -4.8%
MC Moelis & Co. Class A 1.43% 150,078 $9.4M Reduce -4.8%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.39% 97,449 $9.1M Reduce -4.7%
MSA Msa Safety Inc. 1.39% 54,194 $9.1M Reduce -7.4%
GBCI Glacier Bancorp Inc. 1.38% 210,308 $9.1M Reduce -6.8%
BWXT BWX Technologies Inc. 1.38% 62,593 $9.0M Reduce -5.7%
ALGM Allegro Microsystems Inc. 1.37% 262,153 $9.0M Reduce -7.9%
SITM Sitime Corp. 1.36% 41,882 $8.9M Reduce -4.4%
WSC Willscot Holdings Corp. 1.35% 324,153 $8.9M Reduce -7.3%
OSW Onespaworld Holdings Ltd. 1.35% 434,865 $8.9M Reduce -17.4%
STVN Stevanato Group SPA 1.31% 351,915 $8.6M Reduce -6.5%
FVRR Fiverr International Ltd. 1.30% 289,495 $8.5M Reduce -23.5%
UTI Universal Technical Institut 1.29% 250,406 $8.5M Reduce -38.7%
BL Blackline Inc. 1.29% 148,940 $8.4M Reduce -1.4%
GTLB Gitlab Inc. Class A 1.27% 184,870 $8.3M Add +36.9%
GOOS Canada Goose Holdings Inc. 1.27% 742,152 $8.3M Reduce -7.2%
OLLI Ollie's Bargain Outlet Holdi 1.27% 62,955 $8.3M Reduce -31.2%
VERX Vertex Inc. Class A 1.25% 231,629 $8.2M Reduce -6.9%
NCNO Ncino Inc. 1.24% 289,749 $8.1M New
CERT Certara Inc. 1.19% 667,422 $7.8M New
LNN Lindsay Corp. 1.18% 53,594 $7.7M Reduce -6.7%
PTLO Portillo's Inc. Class A 1.18% 662,330 $7.7M Add +153.1%
PWP Perella Weinberg Partners 1.17% 394,128 $7.7M New
FLS Flowserve Corp. 1.16% 144,954 $7.6M Reduce -22.5%
LSCC Lattice Semiconductor Corp. 1.16% 154,745 $7.6M Reduce -7.4%
PNFP Pinnacle Financial Partners 1.16% 68,575 $7.6M Reduce -25.8%
ONTO Onto Innovation Inc. 1.14% 73,902 $7.5M Add +41.0%
FRSH Freshworks Inc. Class A 1.13% 498,089 $7.4M Reduce -6.8%
FOUR SHIFT4 Payments Inc. Class A 1.12% 74,052 $7.3M Reduce -7.0%
RGEN Repligen Corp. 1.12% 58,981 $7.3M Reduce -7.4%
VRNS Varonis Systems Inc. 1.10% 142,513 $7.2M Reduce -29.9%
ACVA Acv Auctions Inc. Class A 1.10% 442,715 $7.2M Reduce -32.7%
PRVA Privia Health Group Inc. 1.09% 311,998 $7.2M Reduce -24.2%
RDNT Radnet Inc. 1.09% 126,056 $7.2M Reduce -22.9%
ADUS Addus Homecare Corp. 1.07% 60,878 $7.0M Reduce -7.3%
BILL Bill Holdings Inc. 1.07% 151,564 $7.0M Reduce -7.0%
AIT Applied Industrial Tech Inc. 1.06% 29,965 $7.0M Reduce -28.4%
ANGO Angiodynamics Inc. 1.05% 694,235 $6.9M Add +40.5%
PCOR Procore Technologies Inc. 1.05% 100,174 $6.9M Reduce -7.4%
SKY Champion Homes Inc. 1.03% 107,383 $6.7M Add +13.3%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.99% 49,042 $6.5M Reduce -7.2%
CWAN Clearwater Analytics HDS-A 0.97% 288,865 $6.3M Reduce -4.8%
BOOT Boot Barn Holdings Inc. 0.92% 39,524 $6.0M Reduce -0.3%
ARDT Ardent Health Inc. 0.91% 434,917 $5.9M Reduce -6.8%
IMAX Imax Corp. 0.89% 207,670 $5.8M Reduce -7.5%
POWL Powell Industries Inc. 0.87% 27,163 $5.7M Add +8.1%
GRAL Grail Inc. 0.84% 107,701 $5.5M New
CCS Century Communities Inc. 0.84% 97,809 $5.5M New
MMS Maximus Inc. 0.81% 75,355 $5.3M New
AEHR Aehr Test Systems 0.80% 405,932 $5.2M Add +16.0%
ODD Oddity Tech Ltd. Class A 0.79% 68,959 $5.2M New
OMCL Omnicell Inc. 0.79% 176,925 $5.2M Add +81.3%
ETOR Etoro Group Ltd. Class A 0.79% 77,743 $5.2M New
BE Bloom Energy Corp. Class A 0.77% 209,872 $5.0M Reduce -36.9%
HLI Houlihan Lokey Inc. 0.76% 27,814 $5.0M Reduce -54.1%
SXT Sensient Technologies Corp. 0.75% 49,896 $4.9M New
CDXS Codexis Inc. 0.71% 1,915,160 $4.7M Add +14.7%
FRPT Freshpet Inc. 0.68% 65,965 $4.5M New
ROIV Roivant Sciences Ltd. 0.68% 396,304 $4.5M Reduce -7.4%
DNLI Denali Therapeutics Inc. 0.67% 314,796 $4.4M Reduce -6.2%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.67% 69,551 $4.4M Add +10.4%
ACLX Arcellx Inc. 0.64% 63,634 $4.2M Reduce -6.4%
GPCR Structure Therapeutics Inc. 0.63% 198,478 $4.1M Reduce -6.6%
CRNX Crinetics Pharmaceuticals Inc. 0.63% 142,611 $4.1M Add +25.8%
SAIA Saia Inc. 0.62% 14,819 $4.1M New
GTLS Chart Industries Inc. 0.61% 24,132 $4.0M Reduce -48.6%
AVXL Anavex Life Sciences Corp. 0.60% 424,148 $3.9M Reduce -6.9%
SGRY Surgery Partners Inc. 0.59% 174,544 $3.9M Add +22335.0%
GH Guardant Health Inc. 0.57% 72,402 $3.8M Reduce -41.1%
CORZ Core Scientific Inc. 0.57% 218,558 $3.7M New
CAPR Capricor Therapeutics Inc. 0.56% 367,717 $3.7M Add +3.8%
XMTR Xometry Inc. Class A 0.55% 106,525 $3.6M New
LNTH Lantheus Holdings Inc. 0.55% 43,907 $3.6M Reduce -13.3%
OLMA Olema Pharmaceuticals Inc. 0.50% 771,072 $3.3M Reduce -5.7%
CECO Ceco Environmental Corp. 0.49% 113,946 $3.2M New
TLX Telix Pharmaceuticals Ltd. 0.46% 188,992 $3.0M New
TREX Trex Company Inc. 0.46% 55,108 $3.0M Reduce -5.0%
KGS Kodiak Gas Services Inc. 0.31% 59,005 $2.0M Reduce -63.0%
TW Tradeweb Markets Inc. Class A 0.19% 8,459 $1.2M Reduce -3.9%
FIX Comfort Systems USA Inc. 0.17% 2,132 $1.1M Reduce -2.6%
PINS Pinterest Inc. Class A 0.17% 31,623 $1.1M Reduce -2.7%
EVR Evercore Inc. Class A 0.15% 3,685 $995K Reduce -2.3%
TXRH Texas Roadhouse Inc. 0.15% 5,208 $976K Reduce -2.5%
LNG Cheniere Energy Inc. 0.15% 3,995 $973K Reduce -2.3%
MDB Mongodb Inc. 0.14% 4,473 $939K Reduce -2.3%
DT Dynatrace Inc. 0.14% 16,281 $899K Reduce -2.3%
CYBR Cyberark Software Ltd./Israel 0.09% 1,523 $620K Reduce -4.0%
AXON Axon Enterprise Inc. 0.09% 677 $561K Reduce -5.7%
MSCI MSCI Inc. 0.08% 869 $501K Reduce -1.1%
MPWR Monolithic Power Systems Inc. 0.06% 578 $423K Reduce -4.5%
PEN Penumbra Inc. 0.06% 1,535 $394K New
WST West Pharmaceutical Services 0.00% 54 $12K Reduce -98.2%
PGNY Progyny Inc. 0.00% 518 $11K No change
ULTA Ulta Beauty Inc. 0.00% 24 $11K No change
FTI Technipfmc PLC 0.00% 324 $11K No change
WMS Advanced Drainage Systems Inc. 0.00% 72 $8K No change
IEX Idex Corp. 0.00% 45 $8K No change
DXCM Dexcom Inc. 0.00% 90 $8K No change
BLD Topbuild Corp. 0.00% 24 $8K No change
ENTG Entegris Inc. 0.00% 84 $7K No change
IQV Iqvia Holdings Inc. 0.00% 42 $7K No change
IDXX Idexx Laboratories Inc. 0.00% 12 $6K No change
ESTC Elastic NV 0.00% 75 $6K No change
SG Sweetgreen Inc. Class A 0.00% 396 $6K Reduce -99.8%
FIVN FIVE9 Inc. 0.00% 221 $6K Reduce -99.8%
GLOB Globant SA 0.00% 62 $6K Reduce -99.9%
VIK Viking Holdings Ltd. 0.00% 90 $5K No change
FIVE Five Below 0.00% 33 $4K No change

Portfolio Sells Q1 2025 → Q2 2025
LEVI Levi Strauss & Co. Class A Sold out 0.00% −1.41
BECN Beacon Roofing Supply Inc. Sold out 0.00% −1.20
BROS Dutch Bros Inc. Class A Sold out 0.00% −1.12
EXPO Exponent Inc. Sold out 0.00% −1.09
QTRX Quanterix Corp. Sold out 0.00% −0.93
GLOB Globant SA Reduce -99.9% 0.00% −0.88
HLI Houlihan Lokey Inc. Reduce -54.1% 0.76% −0.88
NXT Nextpower Inc. Sold out 0.00% −0.81
EXLS Exlservice Holdings Inc. Sold out 0.00% −0.76
SG Sweetgreen Inc. Class A Reduce -99.8% 0.00% −0.70
KGS Kodiak Gas Services Inc. Reduce -63.0% 0.31% −0.69
AMN Amn Healthcare Services Inc. Sold out 0.00% −0.66
COCO The Vita Coco Co. Inc. Sold out 0.00% −0.62
CART Maplebear Inc. Sold out 0.00% −0.60
GTLS Chart Industries Inc. Reduce -48.6% 0.61% −0.53
OLLI Ollie's Bargain Outlet Holdi Reduce -31.2% 1.27% −0.52
AIT Applied Industrial Tech Inc. Reduce -28.4% 1.06% −0.52
PNFP Pinnacle Financial Partners Reduce -25.8% 1.16% −0.49
UTI Universal Technical Institut Reduce -38.7% 1.29% −0.46
ACVA Acv Auctions Inc. Class A Reduce -32.7% 1.10% −0.46
PRVA Privia Health Group Inc. Reduce -24.2% 1.09% −0.45
FIVN FIVE9 Inc. Reduce -99.8% 0.00% −0.44
CWAN Clearwater Analytics HDS-A Reduce -4.8% 0.97% −0.40
FLS Flowserve Corp. Reduce -22.5% 1.16% −0.37
BE Bloom Energy Corp. Class A Reduce -36.9% 0.77% −0.33
LSCC Lattice Semiconductor Corp. Reduce -7.4% 1.16% −0.31
GH Guardant Health Inc. Reduce -41.1% 0.57% −0.30
GBCI Glacier Bancorp Inc. Reduce -6.8% 1.38% −0.29
LNTH Lantheus Holdings Inc. Reduce -13.3% 0.55% −0.28
VRNS Varonis Systems Inc. Reduce -29.9% 1.10% −0.28
WSC Willscot Holdings Corp. Reduce -7.3% 1.35% −0.27
RDNT Radnet Inc. Reduce -22.9% 1.09% −0.27
RGEN Repligen Corp. Reduce -7.4% 1.12% −0.24
VERX Vertex Inc. Class A Reduce -6.9% 1.25% −0.21
FVRR Fiverr International Ltd. Reduce -23.5% 1.30% −0.21
HRI Herc Holdings Inc. Reduce -7.2% 0.99% −0.20
BILL Bill Holdings Inc. Reduce -7.0% 1.07% −0.18
ARDT Ardent Health Inc. Reduce -6.8% 0.91% −0.17
PCOR Procore Technologies Inc. Reduce -7.4% 1.05% −0.15
SBCF Seacoast Banking Corp. Reduce -6.4% 1.48% −0.14
FRSH Freshworks Inc. Class A Reduce -6.8% 1.13% −0.13
OSW Onespaworld Holdings Ltd. Reduce -17.4% 1.35% −0.13
MC Moelis & Co. Class A Reduce -4.8% 1.43% −0.12
WST West Pharmaceutical Services Reduce -98.2% 0.00% −0.11
ACLX Arcellx Inc. Reduce -6.4% 0.64% −0.11
TREX Trex Company Inc. Reduce -5.0% 0.46% −0.11
IMAX Imax Corp. Reduce -7.5% 0.89% −0.10
DNLI Denali Therapeutics Inc. Reduce -6.2% 0.67% −0.09
AVXL Anavex Life Sciences Corp. Reduce -6.9% 0.60% −0.06
MSA Msa Safety Inc. Reduce -7.4% 1.39% −0.05

Portfolio Buys Q1 2025 → Q2 2025
ESTA Establishment Labs Holdings New 1.64% +1.64
NCNO Ncino Inc. New 1.24% +1.24
STRL Sterling Infrastructure Inc. Add +58.3% 1.81% +1.20
CERT Certara Inc. New 1.19% +1.19
PWP Perella Weinberg Partners New 1.17% +1.17
GRAL Grail Inc. New 0.84% +0.84
CCS Century Communities Inc. New 0.84% +0.84
MMS Maximus Inc. New 0.81% +0.81
ODD Oddity Tech Ltd. Class A New 0.79% +0.79
ETOR Etoro Group Ltd. Class A New 0.79% +0.79
SXT Sensient Technologies Corp. New 0.75% +0.75
FRPT Freshpet Inc. New 0.68% +0.68
PTLO Portillo's Inc. Class A Add +153.1% 1.18% +0.66
SAIA Saia Inc. New 0.62% +0.62
SGRY Surgery Partners Inc. Add +22335.0% 0.59% +0.59
CORZ Core Scientific Inc. New 0.57% +0.57
CFLT Confluent Inc. Class A Add +50.6% 1.77% +0.56
XMTR Xometry Inc. Class A New 0.55% +0.55
CECO Ceco Environmental Corp. New 0.49% +0.49
TLX Telix Pharmaceuticals Ltd. New 0.46% +0.46
AEHR Aehr Test Systems Add +16.0% 0.80% +0.37
SIBN Si-Bone Inc. Add +7.2% 1.43% +0.34
ANGO Angiodynamics Inc. Add +40.5% 1.05% +0.27
IBP Installed Building Products Add +25.9% 1.52% +0.26
HXL Hexcel Corp. Add +25.6% 1.46% +0.22
OMCL Omnicell Inc. Add +81.3% 0.79% +0.22
GTLB Gitlab Inc. Class A Add +36.9% 1.27% +0.21
POWL Powell Industries Inc. Add +8.1% 0.87% +0.15
ONTO Onto Innovation Inc. Add +41.0% 1.14% +0.07
PEN Penumbra Inc. New 0.06% +0.06
WNS WNS Holdings Ltd. Add +10.4% 0.67% +0.02
CAPR Capricor Therapeutics Inc. Add +3.8% 0.56% −0.01
CRNX Crinetics Pharmaceuticals Inc. Add +25.8% 0.63% −0.01
CDXS Codexis Inc. Add +14.7% 0.71% −0.04
SKY Champion Homes Inc. Add +13.3% 1.03% −0.48

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