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Pier Capital, LLC Top Holdings and 13F Report (2026)

About Pier Capital, LLC

Investment Activity

  • Pier Capital, LLC has $754.62 million in total holdings as of June 30, 2026.
  • Pier Capital, LLC owns shares of 129 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
  • Approximately 21.95% of the portfolio was purchased this quarter.
  • About 22.18% of the portfolio was sold this quarter.
  • This quarter, Pier Capital, LLC has purchased 122 new stocks and bought additional shares in 48 stocks.
  • Pier Capital, LLC sold shares of 42 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Hexcel
$15,882,924
Onto Innovation
$14,487,444
Semtech
$14,249,436
CECO Environmental
$13,798,923

Largest New Holdings this Quarter

M6191J100 - JFrog
$11,983,437 Holding
05988J103 - Bandwidth
$8,885,168 Holding
368736104 - Generac
$8,715,490 Holding
M0740A108 - Alpha Tau Medical
$8,704,593 Holding
37637K108 - GitLab
$8,310,266 Holding

Largest Purchases this Quarter

JFrog
131,860 shares (about $11.98M)
Bandwidth
140,366 shares (about $8.89M)
Generac
29,765 shares (about $8.72M)
Alpha Tau Medical
691,939 shares (about $8.70M)
GitLab
272,200 shares (about $8.31M)

Largest Sales this Quarter

Fabrinet
13,408 shares (about $7.54M)
Aehr Test Systems
66,597 shares (about $6.40M)
Lattice Semiconductor
40,071 shares (about $6.13M)
SiTime
7,869 shares (about $5.87M)
Semtech
34,921 shares (about $5.65M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPier Capital, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Hexcel Corporation stock logo
HXL
Hexcel
$15,882,924$64,339 â–¼-0.4%158,7342.1%Industrials
Allegro MicroSystems, Inc. stock logo
ALGM
Allegro MicroSystems
$15,857,835$84,310 â–²0.5%227,7772.1%Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$14,487,444$294,434 â–¼-2.0%38,2811.9%Technology
Semtech Corporation stock logo
SMTC
Semtech
$14,249,436$5,651,964 â–¼-28.4%88,0411.9%Technology
CECO Environmental Corp. stock logo
CECO
CECO Environmental
$13,798,923$165,691 â–²1.2%152,0711.8%Industrials
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$13,427,598$68,306 â–²0.5%39,7091.8%Industrials
Herc Holdings Inc. stock logo
HRI
Herc
$12,929,268$3,197,485 â–²32.9%90,2001.7%Industrials
Fulton Financial Corporation stock logo
FULT
Fulton Financial
$12,839,375$69,474 â–¼-0.5%530,7721.7%Finance
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$12,558,870$228,290 â–¼-1.8%527,4621.7%Healthcare
Mirion Technologies, Inc. stock logo
MIR
Mirion Technologies
$12,480,123$139,209 â–¼-1.1%696,0471.7%Technology
JFrog Ltd. stock logo
FROG
JFrog
$11,983,437$11,983,437 â–²New Holding131,8601.6%Technology
CommVault Systems, Inc. stock logo
CVLT
CommVault Systems
$11,753,385$1,158,501 â–¼-9.0%82,9281.6%Technology
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$11,690,046$891,814 â–²8.3%20,2391.5%Industrials
Establishment Labs Holdings Inc. stock logo
ESTA
Establishment Labs
$11,482,236$20,852 â–²0.2%133,8101.5%Healthcare
AZZ Inc. stock logo
AZZ
AZZ
$10,864,974$55,508 â–²0.5%70,0741.4%Industrials
AngioDynamics, Inc. stock logo
ANGO
AngioDynamics
$10,494,881$129,866 â–²1.3%806,6781.4%Healthcare
Sensient Technologies Corporation stock logo
SXT
Sensient Technologies
$10,342,182$1,180,625 â–²12.9%83,8851.4%Materials
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$10,141,009$174,320 â–¼-1.7%28,9711.3%Industrials
Repligen Corporation stock logo
RGEN
Repligen
$10,129,033$2,881,476 â–²39.8%74,2381.3%Healthcare
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$10,069,141$45,675 â–²0.5%64,1511.3%Industrials
Glacier Bancorp Inc
$9,997,958$60,245 â–²0.6%193,8341.3%COM
Birkenstock Holding plc
$9,639,452$162,481 â–²1.7%224,0171.3%COM
IMAX Corporation stock logo
IMAX
IMAX
$9,480,980$81,354 â–¼-0.9%237,8571.3%Communication Services
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$9,476,748$154,467 â–¼-1.6%126,1381.3%Energy
Shoals Technologies Group, Inc. stock logo
SHLS
Shoals Technologies Group
$9,389,487$3,128 â–¼0.0%948,4331.2%Industrials
Powell Industries, Inc. stock logo
POWL
Powell Industries
$9,180,415$5,355,218 â–²140.0%32,0591.2%Industrials
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$8,977,182$5,886 â–²0.1%135,7301.2%Consumer Staples
Bandwidth Inc. stock logo
BAND
Bandwidth
$8,885,168$8,885,168 â–²New Holding140,3661.2%Communication Services
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$8,837,013$4,853,961 â–²121.9%52,6421.2%Energy
nLight stock logo
LASR
nLight
$8,829,626$163,746 â–¼-1.8%126,8261.2%Technology
OneSpaWorld Holdings Limited stock logo
OSW
OneSpaWorld
$8,814,015$2,625,953 â–¼-23.0%312,1111.2%Consumer Discretionary
Generac Holdings Inc. stock logo
GNRC
Generac
$8,715,490$8,715,490 â–²New Holding29,7651.2%Industrials
Alpha Tau Medical Ltd. stock logo
DRTS
Alpha Tau Medical
$8,704,593$8,704,593 â–²New Holding691,9391.2%Healthcare
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$8,647,398$144,994 â–²1.7%14,0751.1%Consumer Discretionary
Seacoast Banking Corporation of Florida stock logo
SBCF
Seacoast Banking Corporation of Florida
$8,480,978$72,718 â–²0.9%255,0671.1%Finance
Lindblad Expeditions stock logo
LIND
Lindblad Expeditions
$8,459,207$3,036,845 â–²56.0%299,5471.1%Consumer Discretionary
Boot Barn Holdings, Inc. stock logo
BOOT
Boot Barn
$8,457,112$2,507,581 â–²42.1%51,4831.1%Consumer Discretionary
Century Communities, Inc. stock logo
CCS
Century Communities
$8,348,820$1,930,449 â–²30.1%116,5061.1%Consumer Discretionary
GitLab Inc. stock logo
GTLB
GitLab
$8,310,266$8,310,266 â–²New Holding272,2001.1%Technology
Modine Manufacturing Company stock logo
MOD
Modine Manufacturing
$8,108,863$21,896 â–²0.3%30,3681.1%Industrials
Saia, Inc. stock logo
SAIA
Saia
$8,043,314$4,070,933 â–¼-33.6%19,0981.1%Industrials
ArcBest Corporation stock logo
ARCB
ArcBest
$7,973,647$3,469,218 â–¼-30.3%55,5501.1%Industrials
Champion Homes, Inc. stock logo
SKY
Champion Homes
$7,707,063$102,484 â–²1.3%87,4611.0%Consumer Discretionary
MP Materials Corp. stock logo
MP
MP Materials
$7,660,264$3,435,374 â–²81.3%136,7661.0%Materials
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$7,588,652$6,129,261 â–¼-44.7%49,6121.0%Technology
RadNet, Inc. stock logo
RDNT
RadNet
$7,586,520$254,635 â–²3.5%123,0181.0%Healthcare
Belden Inc stock logo
BDC
Belden
$7,567,040$23,023 â–²0.3%63,1061.0%Technology
SiTime Corporation stock logo
SITM
SiTime
$7,474,985$5,866,812 â–¼-44.0%10,0261.0%Technology
MSA Safety Incorporporated stock logo
MSA
MSA Safety Incorporporated
$7,384,385$39,804 â–²0.5%42,2981.0%Industrials
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$7,312,404$3,391,939 â–²86.5%188,9511.0%Healthcare
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$7,257,833$2,585,266 â–²55.3%185,8601.0%Finance
Fastly, Inc. stock logo
FSLY
Fastly
$7,245,847$7,245,847 â–²New Holding394,6541.0%Technology
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$6,958,642$117,457 â–²1.7%200,3640.9%Consumer Discretionary
Cognex Corporation stock logo
CGNX
Cognex
$6,856,943$4,945,055 â–¼-41.9%94,6830.9%Technology
Moelis & Company stock logo
MC
Moelis & Company
$6,848,231$2,233,504 â–¼-24.6%104,6810.9%Finance
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$6,795,112$2,713,728 â–¼-28.5%142,3060.9%Technology
Advanced Energy Industries, Inc. stock logo
AEIS
Advanced Energy Industries
$6,759,387$160,707 â–¼-2.3%18,1280.9%Technology
Mercury Systems Inc stock logo
MRCY
Mercury Systems
$6,740,872$110,342 â–¼-1.6%55,1040.9%Industrials
Cohu, Inc. stock logo
COHU
Cohu
$6,464,169$1,878,349 â–¼-22.5%87,4600.9%Technology
Forgent Power Solutions Inc
$6,100,359$6,100,359 â–²New Holding109,2080.8%COM
Navan Inc
$6,052,843$6,052,843 â–²New Holding264,6630.8%COM
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$6,019,951$92,176 â–²1.6%70,6650.8%Healthcare
Omnicell, Inc. stock logo
OMCL
Omnicell
$5,988,264$47,333 â–²0.8%144,2260.8%Healthcare
National Vision Holdings, Inc. stock logo
EYE
National Vision
$5,901,578$53,304 â–²0.9%310,4460.8%Consumer Discretionary
Aehr Test Systems stock logo
AEHR
Aehr Test Systems
$5,801,448$6,397,308 â–¼-52.4%60,3940.8%Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$5,745,485$2,420,700 â–¼-29.6%35,9250.8%Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$5,689,620$86,814 â–¼-1.5%29,2300.8%Industrials
ATI Inc. stock logo
ATI
ATI
$5,558,023$102,886 â–¼-1.8%28,1990.7%Industrials
Flowserve Corporation stock logo
FLS
Flowserve
$5,537,156$3,601,728 â–¼-39.4%74,6650.7%Industrials
Compass, Inc. stock logo
COMP
Compass
$5,426,556$759,491 â–²16.3%440,1100.7%Real Estate
Surgery Partners, Inc. stock logo
SGRY
Surgery Partners
$5,414,052$319 â–²0.0%322,2650.7%Healthcare
Camtek Ltd. stock logo
CAMT
Camtek
$5,212,336$2,174,389 â–¼-29.4%31,9540.7%Technology
BlackBerry Limited stock logo
BB
BlackBerry
$5,097,621$5,097,621 â–²New Holding402,9740.7%Technology
Guardant Health, Inc. stock logo
GH
Guardant Health
$4,958,642$41,858 â–¼-0.8%33,0510.7%Healthcare
IPG Photonics Corporation stock logo
IPGP
IPG Photonics
$4,881,568$80,833 â–²1.7%41,6090.6%Technology
HealthEquity, Inc. stock logo
HQY
HealthEquity
$4,807,734$4,807,734 â–²New Holding53,2300.6%Healthcare
e.l.f. Beauty stock logo
ELF
e.l.f. Beauty
$4,714,022$1,379,286 â–²41.4%63,7030.6%Consumer Staples
Fluence Energy, Inc. stock logo
FLNC
Fluence Energy
$4,646,016$3,941,171 â–¼-45.9%233,7030.6%Industrials
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$4,628,637$26,600 â–²0.6%60,2060.6%Consumer Discretionary
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$4,562,298$2,968,431 â–¼-39.4%34,0140.6%Finance
Installed Building Products, Inc. stock logo
IBP
Installed Building Products
$4,416,146$1,596,239 â–²56.6%19,2140.6%Consumer Discretionary
Planet Labs PBC stock logo
PL
Planet Labs PBC
$4,387,472$866,979 â–²24.6%132,4320.6%Industrials
Aevex Corp
$4,332,628$4,332,628 â–²New Holding207,4020.6%COM
SiBone stock logo
SIBN
SiBone
$4,304,906$3,476,552 â–¼-44.7%263,7810.6%Healthcare
Definium Therapeutics Inc
$4,167,650$4,167,650 â–²New Holding88,5980.6%COM
Pegasystems Inc. stock logo
PEGA
Pegasystems
$4,108,288$4,108,288 â–²New Holding137,0800.5%Technology
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$4,094,235$12,402 â–²0.3%159,1230.5%Healthcare
ClearPoint Neuro, Inc. stock logo
CLPT
ClearPoint Neuro
$3,974,056$3,974,056 â–²New Holding222,7610.5%Healthcare
Wolfspeed Inc
$3,923,449$3,923,449 â–²New Holding81,3150.5%COM
Carlsmed Inc
$3,878,767$3,878,767 â–²New Holding373,6770.5%COM
Infleqtion Inc
$3,708,141$3,708,141 â–²New Holding278,3890.5%COM
Seaport Therapeutics Inc
$3,692,074$3,692,074 â–²New Holding169,9850.5%COM
Kura Sushi USA, Inc. stock logo
KRUS
Kura Sushi USA
$3,648,959$3,648,959 â–²New Holding63,3940.5%Consumer Discretionary
Vertex, Inc. stock logo
VERX
Vertex
$3,628,495$44,129 â–²1.2%316,0710.5%Technology
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$3,570,887$845,688 â–²31.0%5,7890.5%Industrials
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$2,760,944$1,058,233 â–²62.1%220,6990.4%Healthcare
Capricor Therapeutics, Inc. stock logo
CAPR
Capricor Therapeutics
$2,694,745$1,625,569 â–²152.0%111,9080.4%Healthcare
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$1,943,427$1,943,427 â–²New Holding16,9480.3%Healthcare
Vicor Corporation stock logo
VICR
Vicor
$1,681,666$1,681,666 â–²New Holding4,4280.2%Industrials
Nextpower Inc. stock logo
NXT
Nextpower
$1,657,476$1,657,476 â–²New Holding13,9120.2%Industrials

Showing largest 100 holdings. View all holdings.
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