StockDriftsStockDriftsTop 20 Alpine Peaks Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEI-A | HEICO CORP NEW | 8.57% | 28.4K | $7.3M | -15.74%(-5.30K) | $133.26(+104.48%) | 2026-06-30 | |
| WST | WEST PHARMACEUTICAL SVSC INC | 8.07% | 19.2K | $6.9M | -35.78%(-10.69K) | $313.22(+11.00%) | 2026-06-30 | |
| CGNX | COGNEX CORP | 7.6% | 89.6K | $6.5M | -26.51%(-32.32K) | $52.82(+16.60%) | 2026-06-30 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 6.44% | 77.5K | $5.5M | -16.49%(-15.31K) | $104.89(-31.41%) | 2026-06-30 | |
| USPH | U S PHYSICAL THERAPY | 6.15% | 76.5K | $5.3M | -19.51%(-18.54K) | $92.65(-10.68%) | 2026-06-30 | |
| MEDP | MEDPACE HLDGS INC | 5.84% | 9.4K | $5.0M | -17.07%(-1.94K) | $254.84(+132.32%) | 2026-06-30 | |
| LFUS | LITTELFUSE INC | 5.81% | 10.9K | $5.0M | -36.27%(-6.20K) | $246.51(+82.55%) | 2026-06-30 | |
| JKHY | HENRY JACK & ASSOC INC | 5.56% | 34.5K | $4.7M | +6.92%(+2.23K) | $162.56(-5.45%) | 2026-06-30 | |
| TECH | BIO-TECHNE CORP | 5.54% | 67.0K | $4.7M | -9.51%(-7.04K) | $56.76(+27.14%) | 2026-06-30 | |
| TREX | TREX INC | 5.38% | 91.8K | $4.6M | -24.99%(-30.58K) | $53.15(-6.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.47% | +14.02% | — | — | +18.02% |
| Top 20 Holdings Unweighted | +4.10% | +12.80% | — | — | +17.45% |
Alpine Peaks Capital LP reports $85.37M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are HEI-A (8.6%), WST (8.1%) and CGNX (7.6%). The top 20 holdings account for 99.98% of reported assets. Its disclosed equity book has returned +14.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alpine Peaks Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906602). View Alpine Peaks Capital LP’s 13F filings on SEC