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The Analysis of Alpine Peaks Capital, LP's Holdings & P&L

Currently, Alpine Peaks Capital, LP holds 20 types of securities in its portfolio with a total value $98.9M. In the most recent quarter, they have increased their positions in TECH (+22.5K shares, valued at $1.2M), DSGX (+12.9K shares, valued at $923.1K), MEDP (+1.9K shares, valued at $888.4K); decreased their positions in LFUS (-3.3K shares, valued at $1.1M), IPAR (-9.9K shares, valued at $898.7K), CGNX (-16.1K shares, valued at $788.7K).

1M P&L

-1.4M-1.40%

3M P&L

-3.5M-3.33%

HY P&L

-1.9M-1.81%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Personal Services15.3M

14.6%

2Scientific & Technical Instruments11.3M

10.8%

3Software - Infrastructure9.6M

9.2%

Top Industries by Stock Count

1Building Products & Equipment2 stocks

10.0%

2Staffing & Employment Services2 stocks

10.0%

3Personal Services2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BFAM BRIGHT HORIZONS FAM SOL IN D92.9K shares3.57%2026-03-312026-05-15

WST WEST PHARMACEUTICAL SVSC INC29.9K shares12.84%2026-03-312026-05-15

USPH U S PHYSICAL THERAPY95.0K shares4.17%2026-03-312026-05-15

HEI.A HEICO CORP NEW33.7K shares6.99%2026-03-312026-05-15

CGNX COGNEX CORP121.9K shares-11.67%2026-03-312026-05-15

LFUS LITTELFUSE INC17.1K shares-16.18%2026-03-312026-05-15

MEDP MEDPACE HLDGS INC11.4K shares19.46%2026-03-312026-05-15

EVTC EVERTEC INC188.2K shares4.73%2026-03-312026-05-15

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JKHY HENRY JACK & ASSOC INC32.2K shares7.32%2026-03-312026-05-15

TRMB TRIMBLE INC76.0K shares-6.29%2026-03-312026-05-15

ROL ROLLINS INC90.0K shares-12.63%2026-03-312026-05-15

DSGX DESCARTES SYS GROUP INC63.9K shares25.29%2026-03-312026-05-15

TREX TREX INC122.3K shares-0.41%2026-03-312026-05-15

WAB WABTEC17.5K shares-14.65%2026-03-312026-05-15

WMS ADVANCED DRAIN SYS INC DEL30.7K shares-0.81%2026-03-312026-05-15

TECH BIO-TECHNE CORP74.0K shares43.69%2026-03-312026-05-15

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IPAR INTERPARFUMS INC37.2K shares-21.01%2026-03-312026-05-15

QLYS QUALYS INC34.9K shares6.08%2026-03-312026-05-15

BBSI BARRETT BUSINESS SVCS INC88.4K shares0.00%2026-03-312026-05-15

TNET TRINET GROUP INC45.6K shares15.13%2026-03-312026-05-15

BFAM

BRIGHT HORIZONS FAM SOL IN D

3.57%

Shares92.9K

Event2026-03-31

Filed2026-05-15

WST

WEST PHARMACEUTICAL SVSC INC

12.84%

Shares29.9K

Event2026-03-31

Filed2026-05-15

USPH

U S PHYSICAL THERAPY

4.17%

Shares95.0K

Event2026-03-31

Filed2026-05-15

HEI.A

HEICO CORP NEW

6.99%

Shares33.7K

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP

-11.67%

Shares121.9K

Event2026-03-31

Filed2026-05-15

LFUS

LITTELFUSE INC

-16.18%

Shares17.1K

Event2026-03-31

Filed2026-05-15

MEDP

MEDPACE HLDGS INC

19.46%

Shares11.4K

Event2026-03-31

Filed2026-05-15

EVTC

EVERTEC INC

4.73%

Shares188.2K

Event2026-03-31

Filed2026-05-15

JKHY

HENRY JACK & ASSOC INC

7.32%

Shares32.2K

Event2026-03-31

Filed2026-05-15

TRMB

TRIMBLE INC

-6.29%

Shares76.0K

Event2026-03-31

Filed2026-05-15

ROL

ROLLINS INC

-12.63%

Shares90.0K

Event2026-03-31

Filed2026-05-15

DSGX

DESCARTES SYS GROUP INC

25.29%

Shares63.9K

Event2026-03-31

Filed2026-05-15

TREX

TREX INC

-0.41%

Shares122.3K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC

-14.65%

Shares17.5K

Event2026-03-31

Filed2026-05-15

WMS

ADVANCED DRAIN SYS INC DEL

-0.81%

Shares30.7K

Event2026-03-31

Filed2026-05-15

TECH

BIO-TECHNE CORP

43.69%

Shares74.0K

Event2026-03-31

Filed2026-05-15

IPAR

INTERPARFUMS INC

-21.01%

Shares37.2K

Event2026-03-31

Filed2026-05-15

QLYS

QUALYS INC

6.08%

Shares34.9K

Event2026-03-31

Filed2026-05-15

BBSI

BARRETT BUSINESS SVCS INC

0.00%

Shares88.4K

Event2026-03-31

Filed2026-05-15

TNET

TRINET GROUP INC

15.13%

Shares45.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

MRVI Call CallMARAVAI LIFESCIENCES HLDGS I100.0K shares3.20%2026-03-312026-05-15

MRVI Call

MARAVAI LIFESCIENCES HLDGS I

3.20%

Shares100.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available