Filed: 11/14/2025ACC: 0001906602-25-000004
📋 What this filing means
ALPINE PEAKS CAPITAL, LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $115.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$115.15M
Total AUM (reported)
1.62M
Total Shares
Allocation by class
COM$106.16M92.2%
CL A$8.58M7.5%
COM CL A$414.7K0.4%
Portfolio Concentration
Top 3$24.95M21.7%
4–10$45.66M39.7%
11–25$44.54M38.7%
Top 3 weight
21.7%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Sole
Full voting authority
1.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
HEICO CORP NEW
SOLEShares33.77K
TypeSH
Market value$8.58M
7.45%
Sole
33.77K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares76.35K
TypeSH
Market value$8.29M
7.20%
Sole
76.35K
Shared
0.00
None
0.00
U S PHYSICAL THERAPY
SOLEShares95.13K
TypeSH
Market value$8.08M
7.02%
Sole
95.13K
Shared
0.00
None
0.00
WEST PHARMACEUTICAL SVSC INC
SOLEShares26.83K
TypeSH
Market value$7.04M
6.11%
Sole
26.83K
Shared
0.00
None
0.00
COGNEX CORP
SOLEShares146.22K
TypeSH
Market value$6.62M
5.75%
Sole
146.22K
Shared
0.00
None
0.00
MEDPACE HLDGS INC
SOLEShares12.71K
TypeSH
Market value$6.53M
5.67%
Sole
12.71K
Shared
0.00
None
0.00
TRIMBLE INC
SOLEShares79.38K
TypeSH
Market value$6.48M
5.63%
Sole
79.38K
Shared
0.00
None
0.00
EVERTEC INC
SOLEShares190.80K
TypeSH
Market value$6.45M
5.60%
Sole
190.80K
Shared
0.00
None
0.00
TREX CO INC
SOLEShares124.08K
TypeSH
Market value$6.41M
5.57%
Sole
124.08K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares104.37K
TypeSH
Market value$6.13M
5.32%
Sole
104.37K
Shared
0.00
None
0.00
INTER PARFUMS INC
SOLEShares60.76K
TypeSH
Market value$5.98M
5.19%
Sole
60.76K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares19.90K
TypeSH
Market value$5.15M
4.48%
Sole
19.90K
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC
SOLEShares33.40K
TypeSH
Market value$4.97M
4.32%
Sole
33.40K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares32.52K
TypeSH
Market value$4.51M
3.92%
Sole
32.52K
Shared
0.00
None
0.00
WABTEC
SOLEShares21.18K
TypeSH
Market value$4.25M
3.69%
Sole
21.18K
Shared
0.00
None
0.00
QUALYS INC
SOLEShares29.91K
TypeSH
Market value$3.96M
3.44%
Sole
29.91K
Shared
0.00
None
0.00
BARRETT BUSINESS SVCS INC
SOLEShares88.35K
TypeSH
Market value$3.92M
3.40%
Sole
88.35K
Shared
0.00
None
0.00
TRINET GROUP INC
SOLEShares44.15K
TypeSH
Market value$2.95M
2.56%
Sole
44.15K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares25K
TypeSH
Market value$2.36M
2.05%
Sole
25K
Shared
0.00
None
0.00
ROBERT HALF INTL INC
SOLEShares62.53K
TypeSH
Market value$2.12M
1.85%
Sole
62.53K
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares36K
TypeSH
Market value$2.00M
1.74%
Sole
36K
Shared
0.00
None
0.00
SERVICE CORP INTL
SOLEShares16.34K
TypeSH
Market value$1.36M
1.18%
Sole
16.34K
Shared
0.00
None
0.00
RESOURCES CONNECTION INC
SOLEShares116.76K
TypeSH
Market value$589.6K
0.51%
Sole
116.76K
Shared
0.00
None
0.00
MARAVAI LIFESCIENCES HLDGS I
SOLEShares144.50K
TypeSH
Market value$414.7K
0.36%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HEICO CORP NEWSOLE | CL A | 33.77K | SH | $8.58M 7.45% | 33.77K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 76.35K | SH | $8.29M 7.20% | 76.35K | 0.00 | 0.00 |
U S PHYSICAL THERAPYSOLE | COM | 95.13K | SH | $8.08M 7.02% | 95.13K | 0.00 | 0.00 |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 26.83K | SH | $7.04M 6.11% | 26.83K | 0.00 | 0.00 |
COGNEX CORPSOLE | COM | 146.22K | SH | $6.62M 5.75% | 146.22K | 0.00 | 0.00 |
MEDPACE HLDGS INCSOLE | COM | 12.71K | SH | $6.53M 5.67% | 12.71K | 0.00 | 0.00 |
TRIMBLE INCSOLE | COM | 79.38K | SH | $6.48M 5.63% | 79.38K | 0.00 | 0.00 |
EVERTEC INCSOLE | COM | 190.80K | SH | $6.45M 5.60% | 190.80K | 0.00 | 0.00 |
TREX CO INCSOLE | COM | 124.08K | SH | $6.41M 5.57% | 124.08K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 104.37K | SH | $6.13M 5.32% | 104.37K | 0.00 | 0.00 |
INTER PARFUMS INCSOLE | COM | 60.76K | SH | $5.98M 5.19% | 60.76K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 19.90K | SH | $5.15M 4.48% | 19.90K | 0.00 | 0.00 |
HENRY JACK & ASSOC INCSOLE | COM | 33.40K | SH | $4.97M 4.32% | 33.40K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 32.52K | SH | $4.51M 3.92% | 32.52K | 0.00 | 0.00 |
WABTECSOLE | COM | 21.18K | SH | $4.25M 3.69% | 21.18K | 0.00 | 0.00 |
QUALYS INCSOLE | COM | 29.91K | SH | $3.96M 3.44% | 29.91K | 0.00 | 0.00 |
BARRETT BUSINESS SVCS INCSOLE | COM | 88.35K | SH | $3.92M 3.40% | 88.35K | 0.00 | 0.00 |
TRINET GROUP INCSOLE | COM | 44.15K | SH | $2.95M 2.56% | 44.15K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 25K | SH | $2.36M 2.05% | 25K | 0.00 | 0.00 |
ROBERT HALF INTL INCSOLE | COM | 62.53K | SH | $2.12M 1.85% | 62.53K | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 36K | SH | $2.00M 1.74% | 36K | 0.00 | 0.00 |
SERVICE CORP INTLSOLE | COM | 16.34K | SH | $1.36M 1.18% | 16.34K | 0.00 | 0.00 |
RESOURCES CONNECTION INCSOLE | COM | 116.76K | SH | $589.6K 0.51% | 116.76K | 0.00 | 0.00 |
MARAVAI LIFESCIENCES HLDGS ISOLE | COM CL A | 144.50K | SH | $414.7K 0.36% | 0.00 | 0.00 | 0.00 |