Investor
Alpine Peaks Capital, LP
CIK 0001906602 · filed 2026-05-15 · SEC filing
13F book
$99.2M
Positions
20
Largest name
7.7%
Bright Horizons Fam Sol In D
Est. mark
−$7.53M
Price effect on 20 names still held. Flow $1.71M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Bright Horizons Fam Sol In D | — | 92.9K | $7.63M | 7.7% | −$1.73M | Added−$1.46M |
| West Pharmaceutical Svsc Inc | — | 29.9K | $7.49M | 7.6% | −$648.8K | Added$203.3K |
| U S Physical Therapy Inc /Nv | USPH | 95K | $7.12M | 7.2% | −$285.5K | Added−$683 |
| Heico Corp New | — | 33.7K | $7.11M | 7.2% | −$1.3M | Added−$836.5K |
| Cognex Corp | CGNX | 121.9K | $5.97M | 6.0% | $1.59M | Cut$1.01M |
| Littelfuse Inc | — | 17.1K | $5.8M | 5.9% | $1.48M | Cut$643.3K |
| Medpace Hldgs Inc | — | 11.4K | $5.45M | 5.5% | −$774.4K | Added$114K |
| EVERTEC, Inc. | EVTC | 188.2K | $5.31M | 5.4% | −$156.3K | Added$83.5K |
| Henry Jack & Assoc Inc | — | 32.2K | $5.1M | 5.1% | −$734.3K | Added−$386.7K |
| Trimble Inc. | TRMB | 76K | $4.96M | 5.0% | −$996.9K | Cut−$1.4M |
| Rollins Inc | ROL | 90K | $4.81M | 4.8% | −$594.7K | Cut−$1.37M |
| Descartes Sys Group Inc | — | 63.9K | $4.57M | 4.6% | −$821.1K | Added$102K |
| Trex Co Inc | TREX | 122.3K | $4.46M | 4.5% | $163.9K | Cut$146.4K |
| Wabtec | — | 17.5K | $4.37M | 4.4% | $637.3K | Cut−$3.03K |
| Advanced Drain Sys Inc Del | — | 30.7K | $4.21M | 4.2% | −$236.2K | Cut−$272.4K |
| Bio-Techne Corp | TECH | 74K | $3.87M | 3.9% | −$337.3K | Added$838.5K |
| Interparfums Inc | IPAR | 37.2K | $3.38M | 3.4% | $223.6K | Cut−$615.6K |
| Qualys, Inc. | QLYS | 34.9K | $3.07M | 3.1% | −$1.48M | Added−$1.31M |
| Barrett Business Svcs Inc | — | 88.4K | $2.58M | 2.6% | −$621.1K | Held |
| Trinet Group, Inc. | TNET | 45.6K | $1.66M | 1.7% | −$900.1K | Added−$681.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.