Alpine Peaks Capital, LP

CIK 0001906602 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Alpine Peaks Capital, LP reported 20 positions worth $85.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: HEI-A (8.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$85.4M
2026 Q2
Positions
20
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.0%
Est. Net Flow (Q)
2026 Q2
10 / 20 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1HEI-AHEICO CORP NEWSH$7.3M8.57%28,368
2WSTWEST PHARMACEUTICAL SVSC INCSH$6.9M8.07%19,191
3CGNXCOGNEX CORPSH$6.5M7.60%89,599
4BFAMBRIGHT HORIZONS FAM SOL IN DSH$5.5M6.44%77,539
5USPHU S PHYSICAL THERAPYSH$5.3M6.15%76,487
6MEDPMEDPACE HLDGS INCSH$5.0M5.84%9,418
7LFUSLITTELFUSE INCSH$5.0M5.81%10,897
8JKHYHENRY JACK & ASSOC INCSH$4.7M5.56%34,480
9TECHBIO-TECHNE CORPSH$4.7M5.54%66,960
10TREXTREX INCSH$4.6M5.38%91,762

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alpine Peaks Capital, LP hold as of Q2 2026?

Alpine Peaks Capital, LP reported 20 positions worth $85.4M in its Q2 2026 13F filing. Largest positions: HEI-A (8.6%), WST (8.1%), CGNX (7.6%), BFAM (6.4%) and USPH (6.2%).

What did Alpine Peaks Capital, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alpine Peaks Capital, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.