Alpine Peaks Capital
Alpine Peaks Capital reported 20 stocks worth $85.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HEI.A (8.6%), WST (8.1%) and CGNX (7.6%). Compared with Q1 2026, the fund opened new positions in CELH, added to JKHY, trimmed HEI.A, WST and CGNX and sold out of TNET.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HEI.A Heico Corp New | $7.3M | 8.6% | 28K | −5,301 (−16%) | 8 of 8 | |
| 2 |  WST West Pharmaceutical Svsc Inc | $6.9M | 8.1% | 19K | −11K (−36%) | 8 of 8 | |
| 3 |  CGNX Cognex Corp | $6.5M | 7.6% | 90K | −32K (−27%) | 8 of 8 | |
| 4 |  BFAM Bright Horizons Fam Sol in D | $5.5M | 6.4% | 78K | −15K (−16%) | 8 of 8 | |
| 5 |  USPH U S Physical Therapy | $5.3M | 6.2% | 76K | −19K (−20%) | 8 of 8 | |
| 6 |  MEDP Medpace Hldgs Inc | $5M | 5.8% | 9,418 | −1,938 (−17%) | 8 of 8 | |
| 7 |  LFUS Littelfuse Inc | $5M | 5.8% | 11K | −6,203 (−36%) | 8 of 8 | |
| 8 |  JKHY Jack Henry | $4.7M | 5.6% | 34K | +2,233 (+7%) | 8 of 8 | |
| 9 |  TECH Bio-Techne Corp | $4.7M | 5.5% | 67K | −7,040 (−10%) | 6 of 8 | |
| 10 |  TREX Trex Co Inc | $4.6M | 5.4% | 92K | −31K (−25%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TNET Trinet Group Inc | $1.7M | 46K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alpine Peaks Capital 13F FAQ
What does Alpine Peaks Capital own?
Alpine Peaks Capital reported 20 stocks worth $85.4M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are HEI.A (8.6%), WST (8.1%) and CGNX (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did Alpine Peaks Capital buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 18 trimmed and 1 sold out. New positions include CELH. It sold all of TNET.
When will Alpine Peaks Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alpine Peaks Capital's portfolio worth?
The Q2 2026 filing reports $85.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.