13F HOLDINGS REPORT
Alpine Peaks Capital, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001906602-25-000002
Total Value
$110.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 70,451 | $9.0M | 8.07% |
| 2 | HEICO CORP NEW | HEI-A | 40,569 | $8.6M | 7.72% |
| 3 | ROLLINS INC | ROL | 142,868 | $7.7M | 6.96% |
| 4 | MEDPACE HLDGS INC | MEDP | 21,906 | $6.7M | 6.02% |
| 5 | COGNEX CORP | CGNX | 207,219 | $6.2M | 5.57% |
| 6 | EVERTEC INC | EVTC | 166,798 | $6.1M | 5.53% |
| 7 | U S PHYSICAL THERAPY | USPH | 83,934 | $6.1M | 5.48% |
| 8 | TRIMBLE INC | TRMB | 88,283 | $5.8M | 5.23% |
| 9 | HENRY JACK & ASSOC INC | 426281101 | 29,797 | $5.4M | 4.91% |
| 10 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 48,320 | $5.2M | 4.73% |
| 11 | SERVICE CORP INTL | 817565104 | 62,332 | $5.0M | 4.51% |
| 12 | INTER PARFUMS INC | INTR | 43,259 | $4.9M | 4.44% |
| 13 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 21,233 | $4.8M | 4.29% |
| 14 | BARRETT BUSINESS SVCS INC | 068463108 | 115,352 | $4.7M | 4.28% |
| 15 | WABTEC | 929740108 | 23,080 | $4.2M | 3.77% |
| 16 | TREX CO INC | TREX | 71,575 | $4.2M | 3.75% |
| 17 | ROBERT HALF INTL INC | RHI | 68,336 | $3.7M | 3.36% |
| 18 | LITTELFUSE INC | LFUS | 17,350 | $3.4M | 3.08% |
| 19 | QUALYS INC | QLYS | 19,905 | $2.5M | 2.26% |
| 20 | RESOURCES CONNECTION INC | RGP | 292,201 | $1.9M | 1.72% |
| 21 | TRINET GROUP INC | TNET | 23,150 | $1.8M | 1.65% |
| 22 | HEICO CORP NEW | HEI-A | 4,852 | $1.3M | 1.17% |
| 23 | BIO-TECHNE CORP | TECH | 10,000 | $586,300 | 0.53% |
| 24 | DESCARTES SYS GROUP INC | 249906108 | 5,500 | $554,565 | 0.50% |
| 25 | MARAVAI LIFESCIENCES HLDGS I | MARA | 242,000 | $534,820 | 0.48% |