2026 Q1 Portfolio Activity
In 2026 Q1, Alpine Peaks Capital, LP maintained a portfolio of 21 distinct positions. They heavily accumulated shares in BIO-TECHNE CORP, increasing the position by 43.7%. The fund also reduced its exposure to INTER PARFUMS INC by 21.0%.
Position History
hover any row below to update
Loading…
Total Positions
21
Quarter
2026 Q1
Top Holding
BFAM (7.7%)
Top 10 Concentration
62.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
Alpine Peaks Capital, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BFAM
BRIGHT HORIZONS...
|
Consumer Cyclical | 7.69% | 8.65% |
#1
Prev: #1
|
5.6 |
—
|
3,200 | 3.6% |
P
S
|
92,851 | $7,625,853 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WST
WEST PHARMACEUT...
|
Healthcare | 7.55% | 6.94% |
#2
1
Prev: #3
|
6.5 |
—
|
3,400 | 12.8% |
P
S
|
29,883 | $7,489,875 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
USPH
U S PHYSICAL TH...
|
Healthcare | 7.18% | 6.78% |
#3
1
Prev: #4
|
4.4 |
—
|
3,800 | 4.2% |
P
S
|
95,024 | $7,122,999 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 7.17% | 7.56% |
#4
2
Prev: #2
|
5.4 |
—
|
2,200 | 7.0% |
P
S
|
33,669 | $7,107,189 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CGNX
COGNEX CORP
|
Technology | 6.02% | 4.73% |
#5
6
Prev: #11
|
3.4 |
—
|
-16,100 | -11.7% |
P
S
|
121,919 | $5,972,812 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LFUS
LITTELFUSE INC
|
Technology | 5.85% | 4.91% |
#6
4
Prev: #10
|
2.8 |
—
|
-3,300 | -16.2% |
P
S
|
17,100 | $5,802,885 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MEDP
MEDPACE HLDGS I...
|
Healthcare | 5.50% | 5.08% |
#7
1
Prev: #8
|
4.2 |
—
|
1,850 | 19.5% |
P
S
|
11,356 | $5,453,038 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EVTC
EVERTEC INC
|
Technology | 5.35% | 4.98% |
#8
1
Prev: #9
|
2.6 |
—
|
8,500 | 4.7% |
P
S
|
188,204 | $5,311,117 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 5.14% | 5.22% |
#9
2
Prev: #7
|
4.1 |
—
|
2,200 | 7.3% |
P
S
|
32,247 | $5,096,316 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TRMB
TRIMBLE INC
|
Technology | 5.00% | 6.05% |
#10
5
Prev: #5
|
2.5 |
—
|
-5,100 | -6.3% |
P
S
|
75,983 | $4,956,371 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROL
ROLLINS INC
|
Consumer Cyclical | 4.84% | 5.88% |
#11
5
Prev: #6
|
2.4 |
—
|
-13,000 | -12.6% |
P
S
|
89,968 | $4,805,191 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DSGX
DESCARTES SYS G...
|
Technology | 4.61% | 4.26% |
#12
1
Prev: #13
|
4.3 |
—
|
12,900 | 25.3% |
P
S
|
63,900 | $4,572,684 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TREX
TREX INC
|
Industrials | 4.49% | 4.10% |
#13
3
Prev: #16
|
2.3 |
—
|
-500 | -0.4% |
P
S
|
122,339 | $4,455,586 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WAB
WABTEC
|
Industrials | 4.40% | 4.16% |
#14
1
Prev: #15
|
2.3 |
—
|
-3,000 | -14.6% |
P
S
|
17,480 | $4,368,427 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMS
ADVANCED DRAIN ...
|
Industrials | 4.24% | 4.26% |
#15
3
Prev: #12
|
2.2 |
—
|
-250 | -0.8% |
P
S
|
30,670 | $4,205,777 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TECH
BIO-TECHNE CORP
|
Healthcare | 3.90% | 2.88% |
#16
3
Prev: #19
|
4.1 |
—
|
22,500 | 43.7% |
P
S
|
74,000 | $3,867,240 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IPAR
INTERPARFUMS IN...
|
Consumer Defensive | 3.41% | 3.80% |
#17
Prev: #17
|
1.4 |
—
|
-9,893 | -21.0% |
P
S
|
37,202 | $3,379,430 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QLYS
QUALYS INC
|
Technology | 3.09% | 4.16% |
#18
4
Prev: #14
|
3.2 |
—
|
2,000 | 6.1% |
P
S
|
34,905 | $3,066,404 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BBSI
BARRETT BUSINES...
|
Industrials | 2.60% | 3.05% |
#19
1
Prev: #18
|
2.0 |
—
|
no change | no change |
P
S
|
88,352 | $2,578,111 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TNET
TRINET GROUP IN...
|
Industrials | 1.68% | 2.23% |
#20
Prev: #20
|
2.7 |
—
|
6,000 | 15.1% |
P
S
|
45,650 | $1,663,030 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRVI
CALL
MARAVAI LIFESCI...
|
CALL Option | 0.29% | 0.30% |
#21
Prev: #21
|
0.6 |
—
|
3,100 | 3.2% |
P
S
|
100,000 | $283,000 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-21 of 21 holdings