Alpine Peaks Capital, LP
NEW YORK, NY
$85m in 20 US stocks at the end of 30 June 2026. The top 10 are 65.0% of the money. It changed about 8.9% of the portfolio this quarter.
Value
$85m
Stocks
20
Top 10 share
65.0%
Turnover
8.9%
What changed this quarter
New
Bought for the first time this quarter.
- Celsius HoldingsCELH0.9% of the fund
Added
Bought more of a stock they already held.
- Jack Henry & AssociatesJKHY5.6% of the fund+7%
Cut
Sold some of their stake.
- HeicoHEI-A8.6% of the fund-16%
- West Pharmaceutical ServicesWST8.1% of the fund-36%
- CognexCGNX7.6% of the fund-27%
- Bright Horizons Family SolutionsBFAM6.4% of the fund-16%
- U S Physical TherapyUSPH6.2% of the fund-20%
- Medpace HoldingsMEDP5.8% of the fund-17%
- LittelfuseLFUS5.8% of the fund-36%
- Bio-TechneTECH5.5% of the fund-10%
- TrexTREX5.4% of the fund-25%
- EvertecEVTC5.3% of the fund-13%
- Advanced Drainage SystemsWMS4.7% of the fund-17%
- RollinsROL4.1% of the fund-8%
- Descartes Systems GroupDSGX4.0% of the fund-22%
- TrimbleTRMB3.9% of the fund-15%
- Westinghouse Air Brake TechnologiesWAB3.7% of the fund-33%
- Barrett Business ServicesBBSI3.5% of the fund-5%
- InterparfumsIPAR3.4% of the fund-31%
- QualysQLYS1.6% of the fund-71%
Sold out
Sold their entire stake.
- Trinet GroupTNET-100%
Holdings
- Descartes Systems GroupDSGX
- Share
- 4.0%
- Value
- $3m
- Shares
- 49,757
-22%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| HeicoHEI-A | 8.6% | $7m | 28,368 | -16% |
| West Pharmaceutical ServicesWST | 8.1% | $7m | 19,191 | -36% |
| CognexCGNX | 7.6% | $6m | 89,599 | -27% |
| Bright Horizons Family SolutionsBFAM | 6.4% | $5m | 77,539 | -16% |
| U S Physical TherapyUSPH | 6.2% | $5m | 76,487 | -20% |
| Medpace HoldingsMEDP | 5.8% | $5m | 9,418 | -17% |
| LittelfuseLFUS | 5.8% | $5m | 10,897 | -36% |
| Jack Henry & AssociatesJKHY | 5.6% | $5m | 34,480 | +7% |
| Bio-TechneTECH | 5.5% | $5m | 66,960 | -10% |
| TrexTREX | 5.4% | $5m | 91,762 | -25% |
| EvertecEVTC | 5.3% | $5m | 163,126 | -13% |
| Advanced Drainage SystemsWMS | 4.7% | $4m | 25,344 | -17% |
| RollinsROL | 4.1% | $3m | 83,108 | -8% |
| Descartes Systems GroupDSGX | 4.0% | $3m | 49,757 | -22% |
| TrimbleTRMB | 3.9% | $3m | 64,451 | -15% |
| Westinghouse Air Brake TechnologiesWAB | 3.7% | $3m | 11,655 | -33% |
| Barrett Business ServicesBBSI | 3.5% | $3m | 84,352 | -5% |
| InterparfumsIPAR | 3.4% | $3m | 25,722 | -31% |
| QualysQLYS | 1.6% | $1m | 10,142 | -71% |
| Celsius HoldingsCELH | 0.9% | $771,001 | 26,332 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 24.7% since 30 June 2025.
Where the money is
Technology31.8%
Industrials26.4%
Health care25.6%
Retail & consumer6.4%
Financial services5.6%
Materials3.4%
Everyday goods0.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.