Skip to content
Disclosery

Alpine Peaks Capital, LP

Follow

13F filer, CIK 1906602, NEW YORK, NY

Alpine Peaks Capital, LP reported $105,037,608 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 62.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001906602-26-000001

Period
2025-12-31
Reported value
$105M
Holdings
21
Top 10 weight
62.25%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DSGXadded+26,000$2.28M
BFAMadded+13,300$1.35M
TECHadded+15,500$912K
QLYSadded+3,000$399K
TRMBadded+1,700$133K

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
RHIexited-62,526-$2.12M
MEDPreduced-3,200-$1.8M
SCIexited-16,341-$1.36M
IPARreduced-13,661-$1.16M
JKHYreduced-3,350-$611K

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, Q4 2025

Share positions as resolved from 13F-HR 0001906602-26-000001, largest first. % of portfolio is the value over $104,722,683, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,546 shares; 2024Q4: 71,751 shares; 2025Q1: 70,451 shares; 2025Q2: 70,151 shares; 2025Q3: 76,351 shares; 2025Q4: 89,651 shares 89,651$9.09M8.68%+13,300Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,731 shares; 2024Q4: 39,169 shares; 2025Q1: 40,569 shares; 2025Q2: 41,269 shares; 2025Q3: 33,769 shares; 2025Q4: 31,469 shares 31,469$7.94M7.59%-2,300Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,502 shares; 2024Q4: 19,733 shares; 2025Q1: 21,233 shares; 2025Q2: 21,833 shares; 2025Q3: 26,833 shares; 2025Q4: 26,483 shares 26,483$7.29M6.96%-350Timeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,137 shares; 2024Q4: 75,934 shares; 2025Q1: 83,934 shares; 2025Q2: 86,934 shares; 2025Q3: 95,134 shares; 2025Q4: 91,224 shares 91,224$7.12M6.8%-3,910Timeline
TRMBTRIMBLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,816 shares; 2024Q4: 101,983 shares; 2025Q1: 88,283 shares; 2025Q2: 88,283 shares; 2025Q3: 79,383 shares; 2025Q4: 81,083 shares 81,083$6.35M6.07%+1,700Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,658 shares; 2024Q4: 168,768 shares; 2025Q1: 142,868 shares; 2025Q2: 106,368 shares; 2025Q3: 104,368 shares; 2025Q4: 102,968 shares 102,968$6.18M5.9%-1,400Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,750 shares; 2024Q4: 30,497 shares; 2025Q1: 29,797 shares; 2025Q2: 29,897 shares; 2025Q3: 33,397 shares; 2025Q4: 30,047 shares 30,047$5.48M5.24%-3,350Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,509 shares; 2024Q4: 21,106 shares; 2025Q1: 21,906 shares; 2025Q2: 20,306 shares; 2025Q3: 12,706 shares; 2025Q4: 9,506 shares 9,506$5.34M5.1%-3,200Timeline
EVTCEVERTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,393 shares; 2024Q4: 172,298 shares; 2025Q1: 166,798 shares; 2025Q2: 166,798 shares; 2025Q3: 190,798 shares; 2025Q4: 179,704 shares 179,704$5.23M4.99%-11,094Timeline
LFUSLITTELFUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 15,850 shares; 2025Q1: 17,350 shares; 2025Q2: 18,850 shares; 2025Q3: 19,900 shares; 2025Q4: 20,400 shares 20,400$5.16M4.93%+500Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,554 shares; 2024Q4: 198,219 shares; 2025Q1: 207,219 shares; 2025Q2: 217,219 shares; 2025Q3: 146,219 shares; 2025Q4: 138,019 shares 138,019$4.97M4.74%-8,200Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,150 shares; 2024Q4: 46,320 shares; 2025Q1: 48,320 shares; 2025Q2: 48,320 shares; 2025Q3: 32,520 shares; 2025Q4: 30,920 shares 30,920$4.48M4.28%-1,600Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 12,200 shares; 2025Q3: 25,000 shares; 2025Q4: 51,000 shares 51,000$4.47M4.27%+26,000Timeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,045 shares; 2024Q4: 24,805 shares; 2025Q1: 19,905 shares; 2025Q2: 21,514 shares; 2025Q3: 29,905 shares; 2025Q4: 32,905 shares 32,905$4.37M4.18%+3,000Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,300 shares; 2024Q4: 27,730 shares; 2025Q1: 23,080 shares; 2025Q2: 21,780 shares; 2025Q3: 21,180 shares; 2025Q4: 20,480 shares 20,480$4.37M4.17%-700Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 68,875 shares; 2025Q1: 71,575 shares; 2025Q2: 87,575 shares; 2025Q3: 124,075 shares; 2025Q4: 122,839 shares 122,839$4.31M4.11%-1,236Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,829 shares; 2024Q4: 51,759 shares; 2025Q1: 43,259 shares; 2025Q2: 44,559 shares; 2025Q3: 60,756 shares; 2025Q4: 47,095 shares 47,095$4M3.81%-13,661Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,352 shares; 2024Q4: 126,852 shares; 2025Q1: 115,352 shares; 2025Q2: 100,352 shares; 2025Q3: 88,352 shares; 2025Q4: 88,352 shares 88,352$3.2M3.05%0Timeline
TECHBIO-TECHNE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 22,000 shares; 2025Q3: 36,000 shares; 2025Q4: 51,500 shares 51,500$3.03M2.89%+15,500Timeline
TNETTRINET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,900 shares; 2024Q4: 24,350 shares; 2025Q1: 23,150 shares; 2025Q2: 23,150 shares; 2025Q3: 44,150 shares; 2025Q4: 39,650 shares 39,650$2.34M2.24%-4,500Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
MRVIMARAVAI LIFESCIENCES HLDGS I COMMON STOCKcall96,900$315K-47,600

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
RHIROBERT HALF INC.62,526$2.12Mshares
SCISERVICE CORP INTL16,341$1.36Mshares
RGPRESOURCES CONNECTION INC116,761$590Kshares

How Q4 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 0001906602-26-000001 base2026-02-17acceptance time not in the bulk data set