Alpine Peaks Capital, LP Portfolio Holdings

Alpine Peaks Capital, LP

  • $103 Million
  • Q2 2025

Alpine Peaks Capital, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $103 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bright Horizons Family Solutions Inc. with a value of $8.67M, Cognex Corp with a value of $6.89M, U S Physical Therapy Inc with a value of $6.8M, Trimble Inc. with a value of $6.71M, and Medpace Holdings, Inc. with a value of $6.37M.

Examining the 13F form we can see an increase of $308K in the current position value, from $102M to 103M.

Alpine Peaks Capital, LP is based out at New York, NY

Below you can find more details about Alpine Peaks Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $103 Million
Technology: $33.6 Million
Industrials: $24.4 Million
Consumer Cyclical: $19.7 Million
Healthcare: $19.1 Million
Consumer Defensive: $5.85 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $103 Million
  • Prior Value $102 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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