Alpine Peaks Capital, LP
Alpine Peaks Capital, LP reported 20 US-listed holdings worth $85.4 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Heico Corp. New (8.6%), West Pharmaceutical Services Inc. (8.1%) and Cognex Corp. (7.6%). Against the quarter before, it opened 1 position, added to 1, trimmed 18 and sold out of 1.
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +1.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Celsius Holdings, Inc. CELH$771,001
Added to 1
- Jack Henry & Associates Inc. JKHY+2,233 shares · +7%
Trimmed 18
- West Pharmaceutical Services Inc. WST-10,692 shares · -36%
- Qualys, Inc. QLYS-24,763 shares · -71%
- Littelfuse Inc. LFUS-6,203 shares · -36%
- Cognex Corp. CGNX-32,320 shares · -27%
- Westinghouse Air Brake Technologies Corp. WAB-5,825 shares · -33%
- Trex Co. Inc. TREX-30,577 shares · -25%
- Heico Corp. New HEIA-5,301 shares · -16%
- Interparfums Inc. IPAR-11,480 shares · -31%
and 10 more in the table below
Sold out of 1
- Trinet Group, Inc. TNET$1.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Heico Corp. New HEIA | 28.4K | $7.3 million | 8.57% | -5.3K |
| West Pharmaceutical Services Inc. WST | 19.2K | $6.9 million | 8.07% | -10.7K |
| Cognex Corp. CGNX | 89.6K | $6.5 million | 7.60% | -32.3K |
| Bright Horizons Family Solutions Inc. BFAM | 77.5K | $5.5 million | 6.44% | -15.3K |
| U S Physical Therapy Inc. USPH | 76.5K | $5.3 million | 6.15% | -18.5K |
| Medpace Holdings, Inc. MEDP | 9.4K | $5.0 million | 5.84% | -1.9K |
| Littelfuse Inc. LFUS | 10.9K | $5.0 million | 5.81% | -6.2K |
| Jack Henry & Associates Inc. JKHY | 34.5K | $4.7 million | 5.56% | +2.2K |
| Bio-Techne Corp. TECH | 67.0K | $4.7 million | 5.54% | -7.0K |
| Trex Co. Inc. TREX | 91.8K | $4.6 million | 5.38% | -30.6K |
| Evertec, Inc. EVTC | 163.1K | $4.5 million | 5.31% | -25.1K |
| Advanced Drainage Systems, Inc. WMS | 25.3K | $4.0 million | 4.66% | -5.3K |
| Rollins Inc. ROL | 83.1K | $3.5 million | 4.06% | -6.9K |
| Descartes Sys Group Inc. DSGX | 49.8K | $3.4 million | 4.04% | -14.1K |
| Trimble Inc. TRMB | 64.5K | $3.3 million | 3.86% | -11.5K |
| Westinghouse Air Brake Technologies Corp. WAB | 11.7K | $3.1 million | 3.68% | -5.8K |
| Barrett Business Svcs Inc. BBSI | 84.4K | $3.0 million | 3.51% | -4.0K |
| Interparfums Inc. IPAR | 25.7K | $2.9 million | 3.37% | -11.5K |
| Qualys, Inc. QLYS | 10.1K | $1.4 million | 1.63% | -24.8K |
| Celsius Holdings, Inc. CELH | 26.3K | $771,001 | 0.90% | new |