13F HOLDINGS REPORT
Alpine Peaks Capital, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002073679-25-000001
Total Value
$113.3M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HEICO CORP NEW | HEI-A | 41,269 | $10.7M | 9.42% |
| 2 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 70,151 | $8.7M | 7.65% |
| 3 | COGNEX CORP | CGNX | 217,219 | $6.9M | 6.08% |
| 4 | U S PHYSICAL THERAPY | USPH | 86,934 | $6.8M | 6.00% |
| 5 | TRIMBLE INC | TRMB | 88,283 | $6.7M | 5.92% |
| 6 | MEDPACE HLDGS INC | MEDP | 20,306 | $6.4M | 5.62% |
| 7 | EVERTEC INC | EVTC | 166,798 | $6.0M | 5.31% |
| 8 | ROLLINS INC | ROL | 106,368 | $6.0M | 5.30% |
| 9 | INTER PARFUMS INC | INTR | 44,559 | $5.9M | 5.16% |
| 10 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 48,320 | $5.6M | 4.90% |
| 11 | HENRY JACK & ASSOC INC | 426281101 | 29,897 | $5.4M | 4.75% |
| 12 | SERVICE CORP INTL | 817565104 | 62,332 | $5.1M | 4.48% |
| 13 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 21,833 | $4.8M | 4.21% |
| 14 | TREX CO INC | TREX | 87,575 | $4.8M | 4.20% |
| 15 | WABTEC | 929740108 | 21,780 | $4.6M | 4.02% |
| 16 | LITTELFUSE INC | LFUS | 18,850 | $4.3M | 3.77% |
| 17 | BARRETT BUSINESS SVCS INC | 068463108 | 100,352 | $4.2M | 3.69% |
| 18 | QUALYS INC | QLYS | 21,514 | $3.1M | 2.71% |
| 19 | ROBERT HALF INTL INC | RHI | 62,526 | $2.6M | 2.26% |
| 20 | TRINET GROUP INC | TNET | 23,150 | $1.7M | 1.49% |
| 21 | DESCARTES SYS GROUP INC | 249906108 | 12,200 | $1.2M | 1.09% |
| 22 | BIO-TECHNE CORP | TECH | 22,000 | $1.1M | 1.00% |
| 23 | RESOURCES CONNECTION INC | RGP | 201,217 | $1.1M | 0.95% |