Pier Capital
STAMFORD, CTfiles as Pier Capital, LLC
$755m in 129 US stocks at the end of 30 June 2026. The top 10 are 18.4% of the money. It changed about 25.2% of the portfolio this quarter.
Value
$755m
Stocks
129
Top 10 share
18.4%
Turnover
25.2%
What changed this quarter
New
Bought for the first time this quarter.
- JFrogFROG1.6% of the fund
- BandwidthBAND1.2% of the fund
- Generac HoldingsGNRC1.2% of the fund
- Alpha Tau MedicalDRTS1.2% of the fund
- GitlabGTLB1.1% of the fund
- FastlyFSLY1.0% of the fund
- Forgent Power SolutionsFPS0.8% of the fund
- NavanNAVN0.8% of the fund
- BlackberryBB0.7% of the fund
- HealthequityHQY0.6% of the fund
- AevexAVEX0.6% of the fund
- Definium TherapeuticsDFTX0.6% of the fund
- PegasystemsPEGA0.5% of the fund
- ClearPoint NeuroCLPT0.5% of the fund
- WolfspeedWOLF0.5% of the fund
- CarlsmedCARL0.5% of the fund
- InfleqtionINFQ0.5% of the fund
- Seaport TherapeuticsSPTX0.5% of the fund
- Kura Sushi USAKRUS0.5% of the fund
- Kymera TherapeuticsKYMR0.3% of the fund
- VicorVICR0.2% of the fund
- NextpowerNXT0.2% of the fund
- QXOQXO0.1% of the fund
- EverpureP0.1% of the fund
- AtlassianTEAM<0.1% of the fund
Added
Bought more of a stock they already held.
- Herc HoldingsHRI1.7% of the fund+33%
- Valmont IndustriesVMI1.5% of the fund+8%
- Sensient TechnologiesSXT1.4% of the fund+13%
- RepligenRGEN1.3% of the fund+40%
- Centrus EnergyLEU1.2% of the fund+122%
- Lindblad Expeditions HoldingsLIND1.1% of the fund+56%
- Boot Barn HoldingsBOOT1.1% of the fund+42%
- Century CommunitiesCCS1.1% of the fund+30%
- MP MaterialsMP1.0% of the fund+81%
- RadNetRDNT1.0% of the fund+3%
- Cogent BiosciencesCOGT1.0% of the fund+87%
- HA Sustainable Infrastructure CapitalHASI1.0% of the fund+55%
- CompassCOMP0.7% of the fund+16%
- e.l.f. BeautyELF0.6% of the fund+41%
- Installed Building ProductsIBP0.6% of the fund+57%
- Planet Labs PBCPL0.6% of the fund+25%
- Carpenter TechnologyCRS0.5% of the fund+31%
- Olema PharmaceuticalsOLMA0.4% of the fund+62%
- Capricor TherapeuticsCAPR0.4% of the fund+152%
- Texas RoadhouseTXRH0.1% of the fund+20035%
- DexcomDXCM0.1% of the fund+106%
- IdexIEX<0.1% of the fund+47%
Cut
Sold some of their stake.
- SemtechSMTC1.9% of the fund-28%
- Commvault SystemsCVLT1.6% of the fund-9%
- Powell IndustriesPOWL1.2% of the fund-20%
- Onespaworld HoldingsOSW1.2% of the fund-23%
- SaiaSAIA1.1% of the fund-34%
- ArcbestARCB1.1% of the fund-30%
- Lattice SemiconductorLSCC1.0% of the fund-45%
- SitimeSITM1.0% of the fund-44%
- CognexCGNX0.9% of the fund-42%
- MoelisMC0.9% of the fund-25%
- Viavi SolutionsVIAV0.9% of the fund-29%
- Advanced Energy IndustriesAEIS0.9% of the fund-2%
- CohuCOHU0.9% of the fund-23%
- Aehr Test SystemsAEHR0.8% of the fund-52%
- FormfactorFORM0.8% of the fund-30%
- FlowserveFLS0.7% of the fund-39%
- CamtekCAMT0.7% of the fund-29%
- Fluence EnergyFLNC0.6% of the fund-46%
- Houlihan LokeyHLI0.6% of the fund-39%
- Si-BoneSIBN0.6% of the fund-45%
- nVent ElectricNVT0.1% of the fund-9%
- DynatraceDT0.1% of the fund-10%
- Teledyne TechnologiesTDY0.1% of the fund-10%
- Huntington Ingalls IndustriesHII0.1% of the fund-4%
- FabrinetFN<0.1% of the fund-100%
Sold out
Sold their entire stake.
- DigitalOcean HoldingsDOCN-100%
- InterparfumsIPAR-100%
- SiteOne Landscape SupplySITE-100%
- Universal Technical InstituteUTI-100%
- Roivant SciencesROIV-100%
- Addus HomeCareADUS-100%
- Wix.comWIX-100%
- Tower SemiconductorTSEM-100%
- Sterling InfrastructureSTRL-100%
- Perella Weinberg PartnersPWP-100%
- Procore TechnologiesPCOR-100%
- Canada Goose HoldingsGOOS-100%
- GlaukosGKOS-100%
- Shake ShackSHAK-100%
- GlobantGLOB-100%
- Alphatec HoldingsATEC-100%
- Structure TherapeuticsGPCR-100%
- QuanterixQTRX-100%
- Comfort Systems USAFIX-100%
- Shift4 PaymentsFOUR-100%
- West Pharmaceutical ServicesWST-100%
Holdings
- HA Sustainable Infrastructure CapitalHASI
- Share
- 1.0%
- Value
- $7m
- Shares
- 185,860
+55%
- AevexAVEX
- Share
- 0.6%
- Value
- $4m
- Shares
- 207,402
New
- Seaport TherapeuticsSPTX
- Share
- 0.5%
- Value
- $4m
- Shares
- 169,985
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| HexcelHXL | 2.1% | $16m | 158,734 | Held |
| Allegro MicrosystemsALGM | 2.1% | $16m | 227,777 | Held |
| Onto InnovationONTO | 1.9% | $14m | 38,281 | Held |
| SemtechSMTC | 1.9% | $14m | 88,041 | -28% |
| Ceco EnvironmentalCECO | 1.8% | $14m | 152,071 | Held |
| Applied Industrial TechnologiesAIT | 1.8% | $13m | 39,709 | Held |
| Herc HoldingsHRI | 1.7% | $13m | 90,200 | +33% |
| Fulton FinancialFULT | 1.7% | $13m | 530,772 | Held |
| Alignment HealthcareALHC | 1.7% | $13m | 527,462 | Held |
| Mirion TechnologiesMIR | 1.7% | $12m | 696,047 | Held |
| JFrogFROG | 1.6% | $12m | 131,860 | New |
| Commvault SystemsCVLT | 1.6% | $12m | 82,928 | -9% |
| Valmont IndustriesVMI | 1.5% | $12m | 20,239 | +8% |
| Establishment Labs HoldingsESTA | 1.5% | $11m | 133,810 | Held |
| AZZAZZ | 1.4% | $11m | 70,074 | Held |
| AngiodynamicsANGO | 1.4% | $10m | 806,678 | Held |
| Sensient TechnologiesSXT | 1.4% | $10m | 83,885 | +13% |
| Esco TechnologiesESE | 1.3% | $10m | 28,971 | Held |
| RepligenRGEN | 1.3% | $10m | 74,238 | +40% |
| Advanced Drainage SystemsWMS | 1.3% | $10m | 64,151 | Held |
| Glacier BancorpGBCI | 1.3% | $10m | 193,834 | Held |
| Birkenstock HoldingBIRK | 1.3% | $10m | 224,017 | Held |
| ImaxIMAX | 1.3% | $9m | 237,857 | Held |
| Kodiak Gas ServicesKGS | 1.3% | $9m | 126,138 | Held |
| Shoals Technologies GroupSHLS | 1.2% | $9m | 948,433 | Held |
| Powell IndustriesPOWL | 1.2% | $9m | 32,059 | -20% |
| Vita Coco CompanyCOCO | 1.2% | $9m | 135,730 | Held |
| BandwidthBAND | 1.2% | $9m | 140,366 | New |
| Centrus EnergyLEU | 1.2% | $9m | 52,642 | +122% |
| NlightLASR | 1.2% | $9m | 126,826 | Held |
| Onespaworld HoldingsOSW | 1.2% | $9m | 312,111 | -23% |
| Generac HoldingsGNRC | 1.2% | $9m | 29,765 | New |
| Alpha Tau MedicalDRTS | 1.2% | $9m | 691,939 | New |
| Cavco IndustriesCVCO | 1.1% | $9m | 14,075 | Held |
| Seacoast Banking Corp of FloridaSBCF | 1.1% | $8m | 255,067 | Held |
| Lindblad Expeditions HoldingsLIND | 1.1% | $8m | 299,547 | +56% |
| Boot Barn HoldingsBOOT | 1.1% | $8m | 51,483 | +42% |
| Century CommunitiesCCS | 1.1% | $8m | 116,506 | +30% |
| GitlabGTLB | 1.1% | $8m | 272,200 | New |
| Modine ManufacturingMOD | 1.1% | $8m | 30,368 | Held |
| SaiaSAIA | 1.1% | $8m | 19,098 | -34% |
| ArcbestARCB | 1.1% | $8m | 55,550 | -30% |
| Champion HomesSKY | 1.0% | $8m | 87,461 | Held |
| MP MaterialsMP | 1.0% | $8m | 136,766 | +81% |
| Lattice SemiconductorLSCC | 1.0% | $8m | 49,612 | -45% |
| RadNetRDNT | 1.0% | $8m | 123,018 | +3% |
| BeldenBDC | 1.0% | $8m | 63,106 | Held |
| SitimeSITM | 1.0% | $7m | 10,026 | -44% |
| MSA SafetyMSA | 1.0% | $7m | 42,298 | Held |
| Cogent BiosciencesCOGT | 1.0% | $7m | 188,951 | +87% |
| HA Sustainable Infrastructure CapitalHASI | 1.0% | $7m | 185,860 | +55% |
| FastlyFSLY | 1.0% | $7m | 394,654 | New |
| Global-E OnlineGLBE | 0.9% | $7m | 200,364 | Held |
| CognexCGNX | 0.9% | $7m | 94,683 | -42% |
| MoelisMC | 0.9% | $7m | 104,681 | -25% |
| Viavi SolutionsVIAV | 0.9% | $7m | 142,306 | -29% |
| Advanced Energy IndustriesAEIS | 0.9% | $7m | 18,128 | -2% |
| Mercury SystemsMRCY | 0.9% | $7m | 55,104 | Held |
| CohuCOHU | 0.9% | $6m | 87,460 | -23% |
| Forgent Power SolutionsFPS | 0.8% | $6m | 109,208 | New |
| NavanNAVN | 0.8% | $6m | 264,663 | New |
| CytokineticsCYTK | 0.8% | $6m | 70,665 | Held |
| OmnicellOMCL | 0.8% | $6m | 144,226 | Held |
| National Vision HoldingsEYE | 0.8% | $6m | 310,446 | Held |
| Aehr Test SystemsAEHR | 0.8% | $6m | 60,394 | -52% |
| FormfactorFORM | 0.8% | $6m | 35,925 | -30% |
| BWX TechnologiesBWXT | 0.8% | $6m | 29,230 | Held |
| ATIATI | 0.7% | $6m | 28,199 | Held |
| FlowserveFLS | 0.7% | $6m | 74,665 | -39% |
| CompassCOMP | 0.7% | $5m | 440,110 | +16% |
| Surgery PartnersSGRY | 0.7% | $5m | 322,265 | Held |
| CamtekCAMT | 0.7% | $5m | 31,954 | -29% |
| BlackberryBB | 0.7% | $5m | 402,974 | New |
| Guardant HealthGH | 0.7% | $5m | 33,051 | Held |
| IPG PhotonicsIPGP | 0.6% | $5m | 41,609 | Held |
| HealthequityHQY | 0.6% | $5m | 53,230 | New |
| e.l.f. BeautyELF | 0.6% | $5m | 63,703 | +41% |
| Fluence EnergyFLNC | 0.6% | $5m | 233,703 | -46% |
| Ollie's Bargain Outlet HoldingsOLLI | 0.6% | $5m | 60,206 | Held |
| Houlihan LokeyHLI | 0.6% | $5m | 34,014 | -39% |
| Installed Building ProductsIBP | 0.6% | $4m | 19,214 | +57% |
| Planet Labs PBCPL | 0.6% | $4m | 132,432 | +25% |
| AevexAVEX | 0.6% | $4m | 207,402 | New |
| Si-BoneSIBN | 0.6% | $4m | 263,781 | -45% |
| Definium TherapeuticsDFTX | 0.6% | $4m | 88,598 | New |
| PegasystemsPEGA | 0.5% | $4m | 137,080 | New |
| Privia Health GroupPRVA | 0.5% | $4m | 159,123 | Held |
| ClearPoint NeuroCLPT | 0.5% | $4m | 222,761 | New |
| WolfspeedWOLF | 0.5% | $4m | 81,315 | New |
| CarlsmedCARL | 0.5% | $4m | 373,677 | New |
| InfleqtionINFQ | 0.5% | $4m | 278,389 | New |
| Seaport TherapeuticsSPTX | 0.5% | $4m | 169,985 | New |
| Kura Sushi USAKRUS | 0.5% | $4m | 63,394 | New |
| VertexVERX | 0.5% | $4m | 316,071 | Held |
| Carpenter TechnologyCRS | 0.5% | $4m | 5,789 | +31% |
| Olema PharmaceuticalsOLMA | 0.4% | $3m | 220,699 | +62% |
| Capricor TherapeuticsCAPR | 0.4% | $3m | 111,908 | +152% |
| Kymera TherapeuticsKYMR | 0.3% | $2m | 16,948 | New |
| VicorVICR | 0.2% | $2m | 4,428 | New |
| NextpowerNXT | 0.2% | $2m | 13,912 | New |
Showing the largest 100 of 129.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.1% since 30 June 2025.
Where the money is
Technology34.7%
Industrials24.7%
Health care15.3%
Financial services8.3%
Retail & consumer7.5%
Materials5.7%
Everyday goods1.8%
Utilities1.3%
Real estate0.7%
Energy0.0%
Other0.0%
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.