Q2 2026 13F · SEC CIK 1906602
Alpine Peaks Capital, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $85.4M
- Reported positions
- 20
- Top holdings a year, 3 yrs
- +6.4%
- Average holding period
- 4.0 yrs
Alpine Peaks Capital, LP is a hedge fund that reported 20 positions worth $85.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Heico Corp (HEI-A, 8.6%), West Pharmaceutical Svsc Inc (WST, 8.1%), Cognex Corp (CGNX, 7.6%). A portfolio copying its top holdings returned 6.4% a year over the last 3 years, against 20.4% for the S&P 500.
Alpine Peaks Capital, LP holdings all 20 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| HEI-AHeico Corp | 8.6% | -15.7% | $7.3M |
| WSTWest Pharmaceutical Svsc Inc | 8.1% | -35.8% | $6.9M |
| CGNXCognex Corp | 7.6% | -26.5% | $6.5M |
| BFAMBright Horizons Fam Sol in D | 6.4% | -16.5% | $5.5M |
| USPHUS Physical Therapy | 6.2% | -19.5% | $5.3M |
| MEDPMedpace Hldgs Inc | 5.8% | -17.1% | $5.0M |
| LFUSLittelfuse Inc | 5.8% | -36.3% | $5.0M |
| JKHYHenry Jack & Assoc Inc Com | 5.6% | +6.9% | $4.7M |
| TECHBio-Techne Corp | 5.5% | -9.5% | $4.7M |
| TREXTrex Company, Inc. | 5.4% | -25.0% | $4.6M |
| EVTCEvertec, Inc | 5.3% | -13.3% | $4.5M |
| WMSAdvanced Drain Sys Inc Del | 4.7% | -17.4% | $4.0M |
| ROLRollins Inc | 4.1% | -7.6% | $3.5M |
| DSGXDescartes Systems Group | 4.0% | -22.1% | $3.4M |
| TRMBTrimble Inc | 3.9% | -15.2% | $3.3M |
| WABWabtec | 3.7% | -33.3% | $3.1M |
| BBSIBarrett Business Svcs Inc | 3.5% | -4.5% | $3.0M |
| IPARInterparfums Inc | 3.4% | -30.9% | $2.9M |
| QLYSQualys Inc | 1.6% | -70.9% | $1.4M |
| CELHCelsius Holding Inc. | 0.9% | — | $771K |
What Alpine Peaks Capital, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- CELH Celsius Holding Inc.0.9% of 13F
Added to
- JKHY Henry Jack & Assoc Inc Com+6.9% shares
Reduced
- QLYS Qualys Inc-70.9% shares
- LFUS Littelfuse Inc-36.3% shares
- WST West Pharmaceutical Svsc Inc-35.8% shares
- WAB Wabtec-33.3% shares
- IPAR Interparfums Inc-30.9% shares
- CGNX Cognex Corp-26.5% shares
- TREX Trex Company, Inc.-25.0% shares
- DSGX Descartes Systems Group-22.1% shares
Sold out
- TNET Trinet Group Incwas 1.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +8.4% /yr
- S&P 500 +20.1%
- 3 years
- +6.4% /yr
- S&P 500 +20.4%
- 5 years
- +6.4% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $85.4M | 20 |
| Q1 2026 | $98.9M | 20 |
| Q4 2025 | $104.7M | 20 |
| Q3 2025 | $114.7M | 23 |
| Q2 2025 | $113.3M | 23 |
| Q1 2025 | $110.9M | 25 |
| Q4 2024 | $121.8M | 23 |
| Q3 2024 | $167.5M | 23 |
| Q2 2024 | $162.9M | 25 |
| Q1 2024 | $173.6M | 23 |
| Q4 2023 | $164.6M | 22 |
| Q3 2023 | $143.4M | 22 |
Questions about Alpine Peaks Capital, LP's portfolio
What stocks does Alpine Peaks Capital, LP own?
Alpine Peaks Capital, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 20 positions worth $85.4M. The largest are Heico Corp (HEI-A) at 8.6%, West Pharmaceutical Svsc Inc (WST) at 8.1%, Cognex Corp (CGNX) at 7.6%, Bright Horizons Fam Sol in D (BFAM) at 6.4% and US Physical Therapy (USPH) at 6.2%.
What did Alpine Peaks Capital, LP buy last quarter?
In Q2 2026, Alpine Peaks Capital, LP added a new position in Celsius Holding Inc. (CELH) and Henry Jack & Assoc Inc Com (JKHY) (+6.9% shares), compared with its Q1 2026 filing.
What did Alpine Peaks Capital, LP sell last quarter?
In Q2 2026, Alpine Peaks Capital, LP sold all of Trinet Group Inc (TNET), Qualys Inc (QLYS) (-70.9% shares), Littelfuse Inc (LFUS) (-36.3% shares) and West Pharmaceutical Svsc Inc (WST) (-35.8% shares), compared with its Q1 2026 filing.
How has Alpine Peaks Capital, LP's portfolio performed?
A portfolio copying Alpine Peaks Capital, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.4% against +20.1%. Over 5 years: +6.4% a year against +13.0%.
When is Alpine Peaks Capital, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Alpine Peaks Capital, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.