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Alpine Peaks Capital, LP

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13F filer, CIK 1906602, NEW YORK, NY

Alpine Peaks Capital, LP reported $113,336,178 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 61.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002073679-25-000001

Period
2025-06-30
Reported value
$113M
Holdings
23
Top 10 weight
61.35%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TREXadded+16,000$870K
DSGXadded+6,700$681K
TECHadded+12,000$617K
LFUSadded+1,500$340K
CGNXadded+10,000$317K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ROLreduced-36,500-$2.06M
HEIexited-4,852-$1.3M
BBSIreduced-15,000-$625K
MRVIexited-242,000-$535K
MEDPreduced-1,600-$502K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002073679-25-000001, largest first. % of portfolio is the value over $113,336,178, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,731 shares; 2024Q4: 39,169 shares; 2025Q1: 40,569 shares; 2025Q2: 41,269 shares 41,269$10.7M9.42%+700Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,546 shares; 2024Q4: 71,751 shares; 2025Q1: 70,451 shares; 2025Q2: 70,151 shares 70,151$8.67M7.65%-300Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,554 shares; 2024Q4: 198,219 shares; 2025Q1: 207,219 shares; 2025Q2: 217,219 shares 217,219$6.89M6.08%+10,000Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,137 shares; 2024Q4: 75,934 shares; 2025Q1: 83,934 shares; 2025Q2: 86,934 shares 86,934$6.8M6%+3,000Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,816 shares; 2024Q4: 101,983 shares; 2025Q1: 88,283 shares; 2025Q2: 88,283 shares 88,283$6.71M5.92%0Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,509 shares; 2024Q4: 21,106 shares; 2025Q1: 21,906 shares; 2025Q2: 20,306 shares 20,306$6.37M5.62%-1,600Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,393 shares; 2024Q4: 172,298 shares; 2025Q1: 166,798 shares; 2025Q2: 166,798 shares 166,798$6.01M5.31%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,658 shares; 2024Q4: 168,768 shares; 2025Q1: 142,868 shares; 2025Q2: 106,368 shares 106,368$6M5.3%-36,500Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,829 shares; 2024Q4: 51,759 shares; 2025Q1: 43,259 shares; 2025Q2: 44,559 shares 44,559$5.85M5.16%+1,300Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,150 shares; 2024Q4: 46,320 shares; 2025Q1: 48,320 shares; 2025Q2: 48,320 shares 48,320$5.55M4.9%0Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 30,497 shares; 2025Q1: 29,797 shares; 2025Q2: 29,897 shares 29,897$5.39M4.75%+100Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,596 shares; 2024Q4: 66,341 shares; 2025Q1: 62,332 shares; 2025Q2: 62,332 shares 62,332$5.07M4.48%0Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 19,733 shares; 2025Q1: 21,233 shares; 2025Q2: 21,833 shares 21,833$4.78M4.21%+600Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 68,875 shares; 2025Q1: 71,575 shares; 2025Q2: 87,575 shares 87,575$4.76M4.2%+16,000Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,300 shares; 2024Q4: 27,730 shares; 2025Q1: 23,080 shares; 2025Q2: 21,780 shares 21,780$4.56M4.02%-1,300Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 15,850 shares; 2025Q1: 17,350 shares; 2025Q2: 18,850 shares 18,850$4.27M3.77%+1,500Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,352 shares; 2024Q4: 126,852 shares; 2025Q1: 115,352 shares; 2025Q2: 100,352 shares 100,352$4.18M3.69%-15,000Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,045 shares; 2024Q4: 24,805 shares; 2025Q1: 19,905 shares; 2025Q2: 21,514 shares 21,514$3.07M2.71%+1,609Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,161 shares; 2024Q4: 74,836 shares; 2025Q1: 68,336 shares; 2025Q2: 62,526 shares 62,526$2.57M2.26%-5,810Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,900 shares; 2024Q4: 24,350 shares; 2025Q1: 23,150 shares; 2025Q2: 23,150 shares 23,150$1.69M1.49%0Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 12,200 shares 12,200$1.24M1.09%+6,700Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 22,000 shares 22,000$1.13M1%+12,000Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,933 shares; 2024Q4: 317,201 shares; 2025Q1: 292,201 shares; 2025Q2: 201,217 shares 201,217$1.08M0.95%-90,984Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HEIHEICO CORP NEW4,852$1.3Mshares
MRVIMARAVAI LIFESCIENCES HLDGS I242,000$535Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002073679-25-000001 base2025-08-14acceptance time not in the bulk data set