Alpine Peaks Capital, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001906602

Type: FundHoldings: 25Value: $110.9MLatest: 2025Q1

Alpine Peaks Capital, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 25 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "TNET",
  "RGP",
  "IPAR",
  "HEI-A",
  "HEI",
  "RHI",
  "WMS",
  "MRVI",
  "BBSI",
  "MEDP",
  "QLYS",
  "LFUS",
  "WAB",
  "WST",
  "EVTC",
  "JKHY",
  "USPH",
  "TRMB",
  "ROL",
  "SCI",
  "TECH",
  "BFAM",
  "CGNX",
  "DSGX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 25
Total Value: 110911952
Accession Number: 0001906602-25-000002
Form Type: 13F-HR
CIK: alpine-peaks-capital-lp
Manager Name: Alpine-Peaks-Capital-Lp

Data Enrichment

100% identified

25 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

25 positions • $110.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BFAM|109194100

Shares:70.5K

Value:$9.0M

% of Portfolio:8.1% ($9.0M/$110.9M)

HEICO CORP

HEI-A|422806208

Shares:40.6K

Value:$8.6M

% of Portfolio:7.7% ($8.6M/$110.9M)

ROLLINS INC

ROL|775711104

Shares:142.9K

Value:$7.7M

% of Portfolio:7.0% ($7.7M/$110.9M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:21.9K

Value:$6.7M

% of Portfolio:6.0% ($6.7M/$110.9M)

COGNEX CORP

CGNX|192422103

Shares:207.2K

Value:$6.2M

% of Portfolio:5.6% ($6.2M/$110.9M)

EVERTEC, Inc.

EVTC|30040P103

Shares:166.8K

Value:$6.1M

% of Portfolio:5.5% ($6.1M/$110.9M)

U S PHYSICAL THERAPY INC /NV

USPH|90337L108

Shares:83.9K

Value:$6.1M

% of Portfolio:5.5% ($6.1M/$110.9M)

TRIMBLE INC.

TRMB|896239100

Shares:88.3K

Value:$5.8M

% of Portfolio:5.2% ($5.8M/$110.9M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:29.8K

Value:$5.4M

% of Portfolio:4.9% ($5.4M/$110.9M)

ADVANCED DRAINAGE SYSTEMS, INC.

WMS|00790R104

Shares:48.3K

Value:$5.2M

% of Portfolio:4.7% ($5.2M/$110.9M)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:62.3K

Value:$5.0M

% of Portfolio:4.5% ($5.0M/$110.9M)

INTERPARFUMS INC

IPAR|458334109

Shares:43.3K

Value:$4.9M

% of Portfolio:4.4% ($4.9M/$110.9M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:21.2K

Value:$4.8M

% of Portfolio:4.3% ($4.8M/$110.9M)

BARRETT BUSINESS SERVICES INC

BBSI|068463108

Shares:115.4K

Value:$4.7M

% of Portfolio:4.3% ($4.7M/$110.9M)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:23.1K

Value:$4.2M

% of Portfolio:3.8% ($4.2M/$110.9M)

TREX CO INC

TREX|89531P105

Shares:71.6K

Value:$4.2M

% of Portfolio:3.7% ($4.2M/$110.9M)

ROBERT HALF INC.

RHI|770323103

Shares:68.3K

Value:$3.7M

% of Portfolio:3.4% ($3.7M/$110.9M)

LITTELFUSE INC /DE

LFUS|537008104

Shares:17.4K

Value:$3.4M

% of Portfolio:3.1% ($3.4M/$110.9M)

QUALYS, INC.

QLYS|74758T303

Shares:19.9K

Value:$2.5M

% of Portfolio:2.3% ($2.5M/$110.9M)

RESOURCES CONNECTION, INC.

RGP|76122Q105

Shares:292.2K

Value:$1.9M

% of Portfolio:1.7% ($1.9M/$110.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAMcusip109194100)	70.5K	QoQ -1.81% (-1.3K) YoY -2.68% (-1.9K)	All Managers (Combined)	$9.0M	8.1% ($9.0M/$110.9M)	QoQ +12.52% (-$996.5K) YoY +9.05% (-$743.3K)
HEICO CORP(HEI-Acusip422806208)	40.6K	QoQ +3.57% (+1.4K) YoY +9.85% (+3.6K)	All Managers (Combined)	$8.6M	7.7% ($8.6M/$110.9M)	QoQ +17.42% (+$1.3M) YoY +50.54% (+$2.9M)
ROLLINS INC(ROLcusip775711104)	142.9K	QoQ -15.34% (-25.9K) YoY -49.38% (-139.4K)	All Managers (Combined)	$7.7M	7.0% ($7.7M/$110.9M)	QoQ -1.31% (-$103.2K) YoY -40.89% (-$5.3M)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	21.9K	QoQ +3.79% (-800) YoY -22.20% (-6.3K)	All Managers (Combined)	$6.7M	6.0% ($6.7M/$110.9M)	QoQ -4.81% (-$337.5K) YoY -41.35% (-$4.7M)
COGNEX CORP(CGNXcusip192422103)	207.2K	QoQ +4.54% (-9.0K) YoY -12.21% (-28.8K)	All Managers (Combined)	$6.2M	5.6% ($6.2M/$110.9M)	QoQ -13.03% (-$926.8K) YoY -38.26% (-$3.8M)
EVERTEC, Inc.(EVTCcusip30040P103)	166.8K	QoQ -3.19% (-5.5K) YoY -28.22% (-65.6K)	All Managers (Combined)	$6.1M	5.5% ($6.1M/$110.9M)	QoQ +3.08% (-$183.7K) YoY -33.85% (-$3.1M)
U S PHYSICAL THERAPY INC /NV(USPHcusip90337L108)	83.9K	QoQ +10.53% (-8.0K) YoY -1.98% (-1.7K)	All Managers (Combined)	$6.1M	5.5% ($6.1M/$110.9M)	QoQ -9.83% (-$662.6K) YoY -37.16% (-$3.6M)
TRIMBLE INC.(TRMBcusip896239100)	88.3K	QoQ -13.43% (-13.7K) YoY -26.68% (-32.1K)	All Managers (Combined)	$5.8M	5.2% ($5.8M/$110.9M)	QoQ -19.57% (-$1.4M) YoY -25.21% (-$2.0M)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	29.8K	QoQ -2.29% (-700) YoY -17.23% (-6.2K)	All Managers (Combined)	$5.4M	4.9% ($5.4M/$110.9M)	QoQ +1.77% (-$94.8K) YoY -13.00% (-$813.3K)
ADVANCED DRAINAGE SYSTEMS, INC.(WMScusip00790R104)	48.3K	QoQ +4.31% (-2.0K) YoY +733.10% (+42.5K)	All Managers (Combined)	$5.2M	4.7% ($5.2M/$110.9M)	QoQ -1.95% (-$104.6K) YoY +425.52% (+$4.3M)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	62.3K	QoQ -6.04% (-4.0K) YoY -44.21% (-49.4K)	All Managers (Combined)	$5.0M	4.5% ($5.0M/$110.9M)	QoQ -5.59% (-$296.3K) YoY -39.71% (-$3.3M)
INTERPARFUMS INC(IPARcusip458334109)	43.3K	QoQ -16.42% (-8.5K) YoY -54.48% (-51.8K)	All Managers (Combined)	$4.9M	4.4% ($4.9M/$110.9M)	QoQ -27.63% (-$1.9M) YoY -63.11% (-$8.4M)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	21.2K	QoQ +7.60% (-1.5K) YoY +1.94% (-406)	All Managers (Combined)	$4.8M	4.3% ($4.8M/$110.9M)	QoQ -26.45% (-$1.7M) YoY -42.32% (-$3.5M)
BARRETT BUSINESS SERVICES INC(BBSIcusip068463108)	115.4K	QoQ -9.06% (-11.5K) YoY +191.38% (-75.8K)	All Managers (Combined)	$4.7M	4.3% ($4.7M/$110.9M)	QoQ -13.85% (-$763.7K) YoY -5.37% (-$269.9K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	23.1K	QoQ -16.76% (-4.7K) YoY -66.25% (-45.3K)	All Managers (Combined)	$4.2M	3.8% ($4.2M/$110.9M)	QoQ -20.38% (-$1.1M) YoY -57.99% (-$5.8M)
TREX CO INC(TREXcusip89531P105)	71.6K	QoQ +3.92% (-2.7K) YoY -21.84% (-20.0K)	All Managers (Combined)	$4.2M	3.7% ($4.2M/$110.9M)	QoQ -12.53% (-$595.9K) YoY -54.47% (-$5.0M)
ROBERT HALF INC.(RHIcusip770323103)	68.3K	QoQ -8.68% (-6.5K) YoY -30.94% (-30.6K)	All Managers (Combined)	$3.7M	3.4% ($3.7M/$110.9M)	QoQ -29.30% (-$1.5M) YoY -52.48% (-$4.1M)
LITTELFUSE INC /DE(LFUScusip537008104)	17.4K	QoQ +9.46% (-1.5K) YoY NEW(+17.4K)	All Managers (Combined)	$3.4M	3.1% ($3.4M/$110.9M)	QoQ -8.61% (-$321.6K) YoY NEW(+$3.4M)
QUALYS, INC.(QLYScusip74758T303)	19.9K	QoQ -19.75% (-4.9K) YoY -50.90% (-20.6K)	All Managers (Combined)	$2.5M	2.3% ($2.5M/$110.9M)	QoQ -27.93% (-$971.5K) YoY -62.95% (-$4.3M)
RESOURCES CONNECTION, INC.(RGPcusip76122Q105)	292.2K	QoQ -7.88% (-25.0K) YoY -9.23% (-29.7K)	All Managers (Combined)	$1.9M	1.7% ($1.9M/$110.9M)	QoQ -29.37% (-$794.7K) YoY -54.89% (-$2.3M)