Alpine Peaks Capital, LP Long-Term Concentrated

Location: New York, NY

CIK: 0001906602 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $85.37M (100.0% shares, 0.0% debt)

Holdings (20)

HEI/A HEICO CORP NEW 8.6%

Value $7.316M Shares 28,368 Est. Cost — Unrealized —

WST WEST PHARMACEUTICAL SVSC INC 8.1%

Value $6.89M Shares 19,191 Est. Cost — Unrealized —

CGNX COGNEX CORP 7.6%

Value $6.489M Shares 89,599 Est. Cost — Unrealized —

BFAM BRIGHT HORIZONS FAM SOL IN D 6.4%

Value $5.496M Shares 77,539 Est. Cost — Unrealized —

USPH U S PHYSICAL THERAPY 6.2%

Value $5.253M Shares 76,487 Est. Cost — Unrealized —

MEDP MEDPACE HLDGS INC 5.8%

Value $4.988M Shares 9,418 Est. Cost — Unrealized —

LFUS LITTELFUSE INC 5.8%

Value $4.962M Shares 10,897 Est. Cost — Unrealized —

JKHY HENRY JACK & ASSOC INC 5.6%

Value $4.749M Shares 34,480 Est. Cost — Unrealized —

TECH BIO-TECHNE CORP 5.5%

Value $4.731M Shares 66,960 Est. Cost — Unrealized —

TREX TREX INC 5.4%

Value $4.592M Shares 91,762 Est. Cost — Unrealized —

EVTC EVERTEC INC 5.3%

Value $4.532M Shares 163,126 Est. Cost — Unrealized —

WMS ADVANCED DRAIN SYS INC DEL 4.7%

Value $3.978M Shares 25,344 Est. Cost — Unrealized —

ROL ROLLINS INC 4.1%

Value $3.469M Shares 83,108 Est. Cost — Unrealized —

DSGX DESCARTES SYS GROUP INC 4.0%

Value $3.445M Shares 49,757 Est. Cost — Unrealized —

TRMB TRIMBLE INC 3.9%

Value $3.299M Shares 64,451 Est. Cost — Unrealized —

WAB WABTEC 3.7%

Value $3.142M Shares 11,655 Est. Cost — Unrealized —

BBSI BARRETT BUSINESS SVCS INC 3.5%

Value $2.996M Shares 84,352 Est. Cost — Unrealized —

IPAR INTERPARFUMS INC 3.4%

Value $2.877M Shares 25,722 Est. Cost — Unrealized —

QLYS QUALYS INC 1.6%

Value $1.394M Shares 10,142 Est. Cost — Unrealized —

CELH CELSIUS HLDGS INC 0.9%

Value $771K Shares 26,332 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HEI/A	HEICO CORP NEW	28,368	$7.316M	8.6%	—	—	CL A	422806208
WST	WEST PHARMACEUTICAL SVSC INC	19,191	$6.89M	8.1%	—	—	COM	955306105
CGNX	COGNEX CORP	89,599	$6.489M	7.6%	—	—	COM	192422103
BFAM	BRIGHT HORIZONS FAM SOL IN D	77,539	$5.496M	6.4%	—	—	COM	109194100
USPH	U S PHYSICAL THERAPY	76,487	$5.253M	6.2%	—	—	COM	90337L108
MEDP	MEDPACE HLDGS INC	9,418	$4.988M	5.8%	—	—	COM	58506Q109
LFUS	LITTELFUSE INC	10,897	$4.962M	5.8%	—	—	COM	537008104
JKHY	HENRY JACK & ASSOC INC	34,480	$4.749M	5.6%	—	—	COM	426281101
TECH	BIO-TECHNE CORP	66,960	$4.731M	5.5%	—	—	COM	09073M104
TREX	TREX INC	91,762	$4.592M	5.4%	—	—	COM	89531P105
EVTC	EVERTEC INC	163,126	$4.532M	5.3%	—	—	COM	30040P103
WMS	ADVANCED DRAIN SYS INC DEL	25,344	$3.978M	4.7%	—	—	COM	00790R104
ROL	ROLLINS INC	83,108	$3.469M	4.1%	—	—	COM	775711104
DSGX	DESCARTES SYS GROUP INC	49,757	$3.445M	4.0%	—	—	COM	249906108
TRMB	TRIMBLE INC	64,451	$3.299M	3.9%	—	—	COM	896239100
WAB	WABTEC	11,655	$3.142M	3.7%	—	—	COM	929740108
BBSI	BARRETT BUSINESS SVCS INC	84,352	$2.996M	3.5%	—	—	COM	068463108
IPAR	INTERPARFUMS INC	25,722	$2.877M	3.4%	—	—	COM	458334109
QLYS	QUALYS INC	10,142	$1.394M	1.6%	—	—	COM	74758T303
CELH	CELSIUS HLDGS INC	26,332	$771K	0.9%	—	—	COM NEW	15118V207