13F HOLDINGS REPORT
Alpine Peaks Capital, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001906602-26-000001
Total Value
$105.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 89,651 | $9.1M | 8.65% |
| 2 | HEICO CORP NEW | HEI-A | 31,469 | $7.9M | 7.56% |
| 3 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 26,483 | $7.3M | 6.94% |
| 4 | U S PHYSICAL THERAPY | USPH | 91,224 | $7.1M | 6.78% |
| 5 | TRIMBLE INC | TRMB | 81,083 | $6.4M | 6.05% |
| 6 | ROLLINS INC | ROL | 102,968 | $6.2M | 5.88% |
| 7 | HENRY JACK & ASSOC INC | 426281101 | 30,047 | $5.5M | 5.22% |
| 8 | MEDPACE HLDGS INC | MEDP | 9,506 | $5.3M | 5.08% |
| 9 | EVERTEC INC | EVTC | 179,704 | $5.2M | 4.98% |
| 10 | LITTELFUSE INC | LFUS | 20,400 | $5.2M | 4.91% |
| 11 | COGNEX CORP | CGNX | 138,019 | $5.0M | 4.73% |
| 12 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 30,920 | $4.5M | 4.26% |
| 13 | DESCARTES SYS GROUP INC | 249906108 | 51,000 | $4.5M | 4.26% |
| 14 | QUALYS INC | QLYS | 32,905 | $4.4M | 4.16% |
| 15 | WABTEC | 929740108 | 20,480 | $4.4M | 4.16% |
| 16 | TREX CO INC | TREX | 122,839 | $4.3M | 4.10% |
| 17 | INTER PARFUMS INC | INTR | 47,095 | $4.0M | 3.80% |
| 18 | BARRETT BUSINESS SVCS INC | 068463108 | 88,352 | $3.2M | 3.05% |
| 19 | BIO-TECHNE CORP | TECH | 51,500 | $3.0M | 2.88% |
| 20 | TRINET GROUP INC | TNET | 39,650 | $2.3M | 2.23% |
| 21 | MARAVAI LIFESCIENCES HLDGS I | MARA | 96,900 | $314,925 | 0.30% |