StockDriftsStockDriftsTop 20 Alpine Peaks Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 7.71% | 92.9K | $7.6M | +3.57%(+3.20K) | $104.89(-34.62%) | 2026-03-31 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 7.57% | 29.9K | $7.5M | +12.84%(+3.40K) | $313.22(-3.30%) | 2026-03-31 | |
| USPH | U S PHYSICAL THERAPY | 7.2% | 95.0K | $7.1M | +4.17%(+3.80K) | $92.65(-32.21%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 7.19% | 33.7K | $7.1M | +6.99%(+2.20K) | $133.26(+62.35%) | 2026-03-31 | |
| CGNX | COGNEX CORP | 6.04% | 121.9K | $6.0M | -11.67%(-16.10K) | $52.82(+21.66%) | 2026-03-31 | |
| LFUS | LITTELFUSE INC | 5.87% | 17.1K | $5.8M | -16.18%(-3.30K) | $246.51(+80.97%) | 2026-03-31 | |
| MEDP | MEDPACE HLDGS INC | 5.51% | 11.4K | $5.5M | +19.46%(+1.85K) | $254.84(+62.96%) | 2026-03-31 | |
| EVTC | EVERTEC INC | 5.37% | 188.2K | $5.3M | +4.73%(+8.50K) | $36.86(-35.90%) | 2026-03-31 | |
| JKHY | HENRY JACK & ASSOC INC | 5.15% | 32.2K | $5.1M | +7.32%(+2.20K) | $163.64(-16.36%) | 2026-03-31 | |
| TRMB | TRIMBLE INC | 5.01% | 76.0K | $5.0M | -6.29%(-5.10K) | $68.38(-19.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.83% | +15.21% |
| Top 20 Holdings Unweighted | +4.73% | +14.87% |
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