Investor
Pier Capital, LLC
CIK 0001310051 · filed 2026-05-14 · SEC filing
13F book
$606.2M
Positions
122
19 new · 22 sold
Largest name
2.2%
Mirion Technologies, Inc. · MIR
Est. mark
−$1.41M
Price effect on 103 names still held. Flow −$18.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mirion Technologies, Inc. | MIR | 703.8K | $13.1M | 2.2% | −$3.4M | Cut−$3.72M |
| Hexcel Corp New | — | 159.4K | $12.9M | 2.1% | $1.12M | Cut$910.4K |
| Fulton Finl Corp Pa | — | 533.6K | $10.9M | 1.8% | $539K | Cut$350.6K |
| Digitalocean Hldgs Inc | — | 122.5K | $10.5M | 1.7% | $4.61M | Cut$3.92M |
| Applied Indl Technologies In | — | 39.5K | $10.5M | 1.7% | $254.9K | Added$2.83M |
| Saia Inc | SAIA | 28.8K | $10.1M | 1.7% | $650.8K | Added$1.52M |
| Alignment Healthcare, Inc. | ALHC | 537K | $9.46M | 1.6% | −$1.14M | Cut−$1.33M |
| Semtech Corp | SMTC | 123K | $9.45M | 1.6% | $157.5K | Added$5.83M |
| Onespaworld Holdings Limited | — | 405.1K | $9.3M | 1.5% | $895.3K | Cut$727.9K |
| Imax Corp | IMAX | 239.9K | $9.12M | 1.5% | $251.9K | Cut$78.5K |
| Flowserve Corp | FLS | 123.2K | $9.06M | 1.5% | $508.9K | Cut−$551.7K |
| Angiodynamics Inc | ANGO | 796.7K | $9.06M | 1.5% | −$840.6K | Added$1.72M |
| Ceco Environmental Corp | CECO | 150.2K | $8.95M | 1.5% | −$26.4K | Added$3.1M |
| Advanced Drain Sys Inc Del | — | 63.9K | $8.76M | 1.4% | −$388K | Added$1.46M |
| Azz Inc | AZZ | 69.7K | $8.72M | 1.4% | $1.25M | Cut$1.12M |
| Glacier Bancorp Inc New | — | 192.7K | $8.61M | 1.4% | $119.5K | Cut−$32.6K |
| Lattice Semiconductor Corp | LSCC | 89.7K | $8.32M | 1.4% | $1.72M | Cut$1.59M |
| Esco Technologies Inc | ESE | 29.5K | $8.29M | 1.4% | $1.32M | Added$5.3M |
| Houlihan Lokey, Inc. | HLI | 56.1K | $8.06M | 1.3% | −$1.35M | Added$399.2K |
| Onto Innovation Inc. | ONTO | 39.1K | $8.01M | 1.3% | $1.84M | Cut−$1.17M |
| Cognex Corp | CGNX | 163K | $7.98M | 1.3% | — | New |
| National Vision Hldgs Inc | — | 307.6K | $7.97M | 1.3% | $24.6K | Cut−$128.3K |
| Moelis & Co | MC | 138.8K | $7.91M | 1.3% | −$1.63M | Cut−$1.8M |
| Birkenstock Holding Plc | BIRK | 220.2K | $7.89M | 1.3% | — | New |
| Arcbest Corp | — | 79.7K | $7.84M | 1.3% | — | New |
| Interparfums Inc | IPAR | 86K | $7.81M | 1.3% | $402.3K | Added$2.13M |
| SiteOne Landscape Supply, Inc. | SITE | 58.4K | $7.78M | 1.3% | $259.9K | Added$3.99M |
| Seacoast Bkg Corp Fla | — | 252.9K | $7.66M | 1.3% | −$285.8K | Cut−$438.9K |
| Universal Technical Inst Inc | — | 210.4K | $7.6M | 1.3% | $2.1M | Cut$1.4M |
| Establishment Labs Hldgs Inc | — | 133.6K | $7.58M | 1.3% | −$2.15M | Cut−$2.9M |
| Kodiak Gas Svcs Inc | — | 128.2K | $7.48M | 1.2% | $2.68M | Cut$2.63M |
| Valmont Inds Inc | — | 18.7K | $7.47M | 1.2% | −$51.4K | Cut−$184.6K |
| Nlight, Inc. | LASR | 129.2K | $7.37M | 1.2% | $2.52M | Cut$2.42M |
| Powell Inds Inc | — | 13.4K | $7.23M | 1.2% | $2.97M | Cut$2.63M |
| Belden Inc. | BDC | 62.9K | $7.22M | 1.2% | −$108.2K | Cut−$248.2K |
| Allegro Microsystems, Inc. | ALGM | 226.6K | $7.14M | 1.2% | $1.17M | Cut$1.04M |
| Commvault Sys Inc | — | 91.1K | $7.1M | 1.2% | −$2.77M | Added−$221K |
| Fabrinet | FN | 13.4K | $7M | 1.2% | $889.3K | Cut−$1.5M |
| Msa Safety Inc | — | 42.1K | $6.9M | 1.1% | $160.3K | Cut$40.2K |
| Camtek Ltd | CAMT | 45.3K | $6.87M | 1.1% | $1.5M | Added$3.33M |
| Herc Hldgs Inc | — | 67.9K | $6.76M | 1.1% | −$3.32M | Cut−$3.51M |
| Cavco Inds Inc Del | — | 13.8K | $6.7M | 1.1% | −$1.29M | Added−$447.6K |
| RadNet, Inc. | RDNT | 118.9K | $6.64M | 1.1% | −$1.84M | Cut−$1.99M |
| Viavi Solutions Inc. | VIAV | 199.1K | $6.63M | 1.1% | — | New |
| Modine Mfg Co | — | 30.3K | $6.56M | 1.1% | $2.52M | Cut−$1.2M |
| Vita Coco Co Inc | — | 135.6K | $6.5M | 1.1% | −$691.8K | Cut−$819.2K |
| Sensient Technologies Corp | SXT | 74.3K | $6.42M | 1.1% | −$364.6K | Added$1.86M |
| Champion Homes, Inc. | SKY | 86.3K | $6.42M | 1.1% | −$874.2K | Cut−$3.88M |
| Roivant Sciences Ltd. | ROIV | 227.1K | $6.29M | 1.0% | $1.36M | Cut−$2.2M |
| Repligen Corp | RGEN | 53.1K | $6.26M | 1.0% | −$2.45M | Cut−$2.61M |
| Shoals Technologies Group In | — | 948.7K | $6.24M | 1.0% | −$818.6K | Added$2.62M |
| Sitime Corp | SITM | 17.9K | $6.18M | 1.0% | −$99.1K | Added$1.72M |
| Global-E Online Ltd. | GLBE | 197K | $6.08M | 1.0% | −$340.4K | Added$4.5M |
| BWX Technologies, Inc. | BWXT | 29.7K | $6.07M | 1.0% | $939.2K | Cut$872.5K |
| SI-BONE, Inc. | SIBN | 476.8K | $6.02M | 1.0% | −$3.38M | Cut−$3.55M |
| Advanced Energy Inds | — | 18.6K | $5.99M | 1.0% | $2.1M | Cut−$1.77M |
| Fluence Energy, Inc. | FLNC | 432K | $5.94M | 1.0% | −$1.29M | Added$1.71M |
| Ollies Bargain Outlet Hldgs | — | 59.9K | $5.51M | 0.9% | −$1.05M | Cut−$1.17M |
| Addus Homecare Corp | ADUS | 56.8K | $5.32M | 0.9% | −$779.9K | Cut−$908.8K |
| Wix.com Ltd. | WIX | 58.9K | $5.31M | 0.9% | — | New |
| Boot Barn Hldgs Inc | — | 36.2K | $5.3M | 0.9% | −$1.09M | Cut−$1.21M |
| Century Cmntys Inc | CCS | 89.6K | $5.14M | 0.8% | −$176.4K | Cut−$3.84M |
| Tower Semiconductor Ltd | TSEM | 29.1K | $5.11M | 0.8% | $1.69M | Cut−$2.82M |
| Formfactor Inc | FORM | 51.1K | $4.95M | 0.8% | $2.1M | Cut$138.7K |
| Sterling Infrastructure, Inc. | STRL | 12K | $4.87M | 0.8% | $1.21M | Cut$1.14M |
| Omnicell, Inc. | OMCL | 143.1K | $4.78M | 0.8% | −$1.71M | Cut−$1.83M |
| Perella Weinberg Partners | PWP | 260.2K | $4.72M | 0.8% | $223.8K | Cut$140.7K |
| Aehr Test Sys | — | 127K | $4.71M | 0.8% | $2.14M | Cut$436.2K |
| Ipg Photonics Corp | IPGP | 40.9K | $4.69M | 0.8% | — | New |
| Cytokinetics Inc | CYTK | 69.6K | $4.59M | 0.8% | — | New |
| Ha Sustainable Infra Cap Inc | — | 119.7K | $4.4M | 0.7% | — | New |
| Ati Inc | ATI | 28.7K | $4.18M | 0.7% | $881.7K | Cut$843.7K |
| Centrus Energy Corp | LEU | 23.7K | $4.12M | 0.7% | −$970.9K | Added$711.4K |
| Mercury Sys Inc | — | 56K | $4.08M | 0.7% | −$5.6K | Cut−$58.2K |
| Procore Technologies, Inc. | PCOR | 69.7K | $3.97M | 0.7% | −$1.1M | Cut−$1.19M |
| Cogent Biosciences, Inc. | COGT | 101.3K | $3.9M | 0.6% | $137.4K | Added$2.26M |
| Surgery Partners, Inc. | SGRY | 322.2K | $3.84M | 0.6% | −$1.14M | Cut−$1.18M |
| Vertex, Inc. | VERX | 312.2K | $3.71M | 0.6% | −$1.98M | Added−$1.17M |
| Mp Materials Corp | — | 75.4K | $3.64M | 0.6% | −$170.5K | Cut−$240.2K |
| Cohu Inc | COHU | 112.9K | $3.46M | 0.6% | — | New |
| Lindblad Expeditions Hldgs I | — | 192K | $3.32M | 0.5% | $553K | Cut−$5.01M |
| Privia Health Group, Inc. | PRVA | 158.6K | $3.26M | 0.5% | −$498.1K | Cut−$5.16M |
| Installed Bldg Prods Inc | — | 12.3K | $3.25M | 0.5% | $70.7K | Cut−$3.6M |
| Canada Goose Hldgs Inc | — | 291.1K | $3.19M | 0.5% | −$576.3K | Cut−$672K |
| Glaukos Corp | GKOS | 29.3K | $3.15M | 0.5% | — | New |
| Shake Shack Inc. | SHAK | 35.6K | $3.15M | 0.5% | $259.7K | Cut$209.7K |
| Guardant Health, Inc. | GH | 33.3K | $3.08M | 0.5% | −$325.6K | Cut−$384.4K |
| Planet Labs Pbc | PL | 106.3K | $2.97M | 0.5% | — | New |
| Globant S.A. | GLOB | 60.4K | $2.79M | 0.5% | −$500.5K | Added$1.09M |
| Compass, Inc. | COMP | 378.5K | $2.77M | 0.5% | — | New |
| e.l.f. Beauty, Inc. | ELF | 45.1K | $2.73M | 0.5% | −$588.8K | Added−$170.2K |
| Alphatec Hldgs Inc | — | 223.2K | $2.43M | 0.4% | −$2.27M | Cut−$2.41M |
| Structure Therapeutics Inc. | GPCR | 47.6K | $2.29M | 0.4% | −$1.02M | Cut−$1.1M |
| Olema Pharmaceuticals, Inc. | OLMA | 136.1K | $2.03M | 0.3% | −$1.37M | Cut−$1.47M |
| Carpenter Technology Corp | CRS | 4.42K | $1.74M | 0.3% | — | New |
| Quanterix Corp | QTRX | 492.4K | $1.73M | 0.3% | — | New |
| Capricor Therapeutics, Inc. | CAPR | 44.4K | $1.35M | 0.2% | — | New |
| Comfort Sys Usa Inc | — | 938 | $1.29M | 0.2% | $418.1K | Cut−$321.1K |
| Huntington Ingalls Inds Inc | — | 2.98K | $1.13M | 0.2% | — | New |
| Tradeweb Mkts Inc | — | 8.16K | $959.6K | 0.2% | $82.5K | Cut$50.7K |
| Teledyne Technologies Inc | TDY | 1.49K | $900.3K | 0.1% | $140.3K | Cut$112.7K |
| Dynatrace, Inc. | DT | 23K | $851.1K | 0.1% | −$83.6K | Added$281.3K |
| Nvent Electric Plc | NVT | 7.16K | $847.4K | 0.1% | — | New |
| Evercore Inc. | EVR | 2.49K | $744.2K | 0.1% | −$104.1K | Cut−$138.1K |
| Monolithic Pwr Sys Inc | — | 450 | $492K | 0.1% | $84.1K | Cut$69.6K |
| Cheniere Energy, Inc. | LNG | 1.42K | $403.2K | 0.1% | $127K | Cut$115.3K |
| Dexcom Inc | DXCM | 5.97K | $374.8K | 0.1% | −$122 | Added$372.5K |
| TechnipFMC PLC | FTI | 108 | $7.47K | 0.0% | $2.65K | Held |
| Shift4 Pmts Inc | — | 131 | $5.73K | 0.0% | −$2.52K | Held |
| MSCI Inc. | MSCI | 9 | $4.85K | 0.0% | −$313 | Held |
| West Pharmaceutical Svsc Inc | — | 18 | $4.51K | 0.0% | −$441 | Held |
| Five Below, Inc | FIVE | 17 | $3.88K | 0.0% | $441 | Added$1.81K |
| Texas Roadhouse, Inc. | TXRH | 23 | $3.8K | 0.0% | −$20 | Cut−$315.4K |
| Entegris Inc | ENTG | 28 | $3.28K | 0.0% | $924 | Held |
| Datadog, Inc. | DDOG | 26 | $3.07K | 0.0% | — | New |
| Viking Holdings Ltd | VIK | 40 | $2.94K | 0.0% | $82 | Cut−$1.35K |
| Idex Corp | — | 15 | $2.84K | 0.0% | $174 | Held |
| Topbuild Corp | — | 8 | $2.81K | 0.0% | −$528 | Held |
| Nrg Energy, Inc. | NRG | 19 | $2.78K | 0.0% | — | New |
| Ulta Beauty, Inc. | ULTA | 5 | $2.61K | 0.0% | −$411 | Cut−$2.23K |
| Idexx Labs Inc | — | 4 | $2.25K | 0.0% | −$458 | Held |
| Axon Enterprise, Inc. | AXON | 5 | $2.12K | 0.0% | −$717 | Held |
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.