account_balance
Investment manager · 13F filer · SEC CIK 1906602
Alpine Peaks Capital, LP
Reported value$85.4Mas of Jun 30, 2026
Positions20 1 new, 1 sold out
Top 10 weight65.0%HEI-A alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HEI-AHEICO Corp
8.6%Trimmed −16%
WSTWest Pharmaceutical Services Inc
8.1%Trimmed −36%
CGNXCognex Corp
7.6%Trimmed −27%
BFAMBright Horizons Family Solutions Inc.
6.4%Trimmed −16%
USPHU S Physical Therapy Inc
6.2%Trimmed −20%
MEDPMedpace Holdings, Inc.
5.8%Trimmed −17%
LFUSLittelfuse Inc
5.8%Trimmed −36%
JKHYJack Henry & Associates Inc
5.6%Added +7%
TECHBio-techne Corp
5.5%Trimmed −10%
TREXTrex Co Inc
5.4%Trimmed −25%
EVTCEvertec, Inc.
5.3%Trimmed −13%
WMSAdvanced Drainage Systems, Inc.
4.7%Trimmed −17%
HEI-AHEICO Corp
8.6%−16%
WSTWest Pharmaceutical Services Inc
8.1%
CGNXCognex Corp
7.6%
BFAMBright Horizons Family Solutions Inc.
6.4%−16%
USPHU S Physical Therapy Inc
6.2%−20%
MEDPMedpace Holdings, Inc.
5.8%−17%
LFUSLittelfuse Inc
5.8%
JKHYJack Henry & Associates Inc
5.6%
TECHBio-techne Corp
5.5%
TREXTrex Co Inc
5.4%
EVTCEvertec, Inc.
5.3%
WMSAdvanced Drainage Systems, Inc.
4.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HEI-A HEICO Corp 8.6% Trimmed −16%WST West Pharmaceutical Services Inc 8.1% Trimmed −36%CGNX Cognex Corp 7.6% Trimmed −27%BFAM Bright Horizons Family Solutions Inc. 6.4% Trimmed −16%USPH U S Physical Therapy Inc 6.2% Trimmed −20%MEDP Medpace Holdings, Inc. 5.8% Trimmed −17%LFUS Littelfuse Inc 5.8% Trimmed −36%JKHY Jack Henry & Associates Inc 5.6% Added +7%TECH Bio-techne Corp 5.5% Trimmed −10%TREX Trex Co Inc 5.4% Trimmed −25%EVTC Evertec, Inc. 5.3% Trimmed −13%WMS Advanced Drainage Systems, Inc. 4.7% Trimmed −17%
What changed
Biggest moves since Mar 31, 2026
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