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Alpine Peaks Capital, Lp Top Holdings and 13F Report (2025)

About Alpine Peaks Capital, Lp

Investment Activity

  • Alpine Peaks Capital, Lp has $110.91 million in total holdings as of March 31, 2025.
  • Alpine Peaks Capital, Lp owns shares of 25 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 3.26% of the portfolio was purchased this quarter.
  • About 6.25% of the portfolio was sold this quarter.
  • This quarter, Alpine Peaks Capital, Lp has purchased 23 new stocks and bought additional shares in 9 stocks.
  • Alpine Peaks Capital, Lp sold shares of 14 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

HEICO
$8,558,842
Rollins
$7,719,158
Medpace
$6,674,539
Cognex
$6,181,343

Largest New Holdings this Quarter

09073M104 - Bio-Techne
$586,300 Holding
249906108 - The Descartes Systems Group
$554,565 Holding

Largest Purchases this Quarter

Bio-Techne
10,000 shares (about $586.30K)
U.S. Physical Therapy
8,000 shares (about $578.88K)
The Descartes Systems Group
5,500 shares (about $554.57K)
West Pharmaceutical Services
1,500 shares (about $335.82K)
HEICO
1,400 shares (about $295.36K)

Largest Sales this Quarter

Rollins
25,900 shares (about $1.40M)
Inter Parfums
8,500 shares (about $967.89K)
Trimble
13,700 shares (about $899.41K)
Westinghouse Air Brake Technologies
4,650 shares (about $843.28K)
Qualys
4,900 shares (about $617.06K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpine Peaks Capital, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$8,950,095$165,152 -1.8%70,4518.1%Business Services
HEICO Co. stock logo
HEI.A
HEICO
$8,558,842$295,358 3.6%40,5697.7%Aerospace
Rollins, Inc. stock logo
ROL
Rollins
$7,719,158$1,399,377 -15.3%142,8687.0%Construction
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$6,674,539$243,752 3.8%21,9066.0%Medical
Cognex Co. stock logo
CGNX
Cognex
$6,181,343$268,470 4.5%207,2195.6%Computer and Technology
EVERTEC, Inc. stock logo
EVTC
EVERTEC
$6,133,162$202,235 -3.2%166,7985.5%Business Services
U.S. Physical Therapy, Inc. stock logo
USPH
U.S. Physical Therapy
$6,073,464$578,880 10.5%83,9345.5%Medical
Trimble Inc. stock logo
TRMB
Trimble
$5,795,779$899,405 -13.4%88,2835.2%Industrials
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$5,440,932$127,820 -2.3%29,7974.9%Computer and Technology
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$5,249,968$217,300 4.3%48,3204.7%Construction
Service Co. International stock logo
SCI
Service Co. International
$4,999,026$321,522 -6.0%62,3324.5%Consumer Staples
Inter Parfums, Inc. stock logo
IPAR
Inter Parfums
$4,925,902$967,895 -16.4%43,2594.4%Consumer Discretionary
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$4,753,644$335,820 7.6%21,2334.3%Medical
Barrett Business Services, Inc. stock logo
BBSI
Barrett Business Services
$4,746,735$473,225 -9.1%115,3524.3%Business Services
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$4,185,558$843,278 -16.8%23,0803.8%Transportation
Trex Company, Inc. stock logo
TREX
Trex
$4,158,508$156,870 3.9%71,5753.7%Construction
Robert Half Inc. stock logo
RHI
Robert Half
$3,727,729$354,575 -8.7%68,3363.4%Business Services
Littelfuse, Inc. stock logo
LFUS
Littelfuse
$3,413,439$295,110 9.5%17,3503.1%Computer and Technology
Qualys, Inc. stock logo
QLYS
Qualys
$2,506,637$617,057 -19.8%19,9052.3%Computer and Technology
Resources Connection, Inc. stock logo
RGP
Resources Connection
$1,910,995$163,500 -7.9%292,2011.7%Business Services
TriNet Group, Inc. stock logo
TNET
TriNet Group
$1,834,406$95,088 -4.9%23,1501.7%Business Services
HEICO Co. stock logo
HEI
HEICO
$1,296,406$307,269 -19.2%4,8521.2%Aerospace
Bio-Techne Co. stock logo
TECH
Bio-Techne
$586,300$586,300 New Holding10,0000.5%Medical
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$554,565$554,565 New Holding5,5000.5%Computer and Technology
Maravai LifeSciences Holdings, Inc. stock logo
MRVI
Maravai LifeSciences
$534,820$83,980 18.6%242,0000.5%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data