Pier Capital, LLC — 13F Holdings & Portfolio
CIK 1310051 · latest 13F-HR filed 2026-05-14
Pier Capital, LLC manages $606.2M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MIR (2.16%), HXL (2.13%), FULT (1.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 22, added to 44, and trimmed 48.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$606.2M
Long-equity book
122
Distinct positions
2026-03-31
Filed 2026-05-14
+19 / −22 / ↑44 / ↓48
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Semtech Corp$5.8M +160.7%
- ESCO Technologies Inc$5.3M +176.7%
- Global-e Online Ltd$4.5M +284.2%
- SiteOne Landscape Supply Inc$4.0M +105.3%
- DigitalOcean Holdings Inc$3.9M +59.5%
Top Trims
- Privia Health Group Inc-$5.2M -61.3%
- Lindblad Expeditions Holdings Inc-$5.0M -60.1%
- Champion Homes Inc-$3.9M -37.7%
- Century Communities Inc-$3.8M -42.8%
- Mirion Technologies Inc-$3.7M -22.1%
New Positions
- Cognex Corp$8.0M
- Birkenstock Holding plc$7.9M
- ArcBest Corp$7.8M
- Viavi Solutions Inc$6.6M
- Wix com Ltd$5.3M
Exited Positions
- Clearwater Analytics Holdings Inc$16.4M
- GitLab Inc$8.9M
- Q2 Holdings Inc$7.6M
- Certara Inc$7.4M
- JFrog Ltd$5.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Mirion Technologies Inc | MIR | 60471A101 | $13.1M | 2.16% | 703,811 | SH |
| 2 | Hexcel Corp | HXL | 428291108 | $12.9M | 2.13% | 159,377 | SH |
| 3 | Fulton Financial Corp | FULT | 360271100 | $10.9M | 1.79% | 533,644 | SH |
| 4 | DigitalOcean Holdings Inc | DOCN | 25402D102 | $10.5M | 1.73% | 122,466 | SH |
| 5 | Applied Industrial Technologies Inc | AIT | 03820C105 | $10.5M | 1.73% | 39,507 | SH |
| 6 | Saia Inc | SAIA | 78709Y105 | $10.1M | 1.67% | 28,764 | SH |
| 7 | Alignment Healthcare Inc | ALHC | 01625V104 | $9.5M | 1.56% | 537,050 | SH |
| 8 | Semtech Corp | SMTC | 816850101 | $9.5M | 1.56% | 122,962 | SH |
| 9 | OneSpaWorld Holdings Ltd | OSW | P73684113 | $9.3M | 1.53% | 405,098 | SH |
| 10 | IMAX Corp | IMAX | 45245E109 | $9.1M | 1.50% | 239,898 | SH |
| 11 | Flowserve Corp | FLS | 34354P105 | $9.1M | 1.49% | 123,232 | SH |
| 12 | AngioDynamics Inc | ANGO | 03475V101 | $9.1M | 1.49% | 796,696 | SH |
| 13 | CECO Environmental Corp | CECO | 125141101 | $9.0M | 1.48% | 150,245 | SH |
| 14 | Advanced Drainage Systems Inc | WMS | 00790R104 | $8.8M | 1.44% | 63,860 | SH |
| 15 | AZZ Inc | AZZ | 002474104 | $8.7M | 1.44% | 69,716 | SH |
| 16 | Glacier Bancorp Inc | GBCI | 37637Q105 | $8.6M | 1.42% | 192,666 | SH |
| 17 | Lattice Semiconductor Corp | LSCC | 518415104 | $8.3M | 1.37% | 89,683 | SH |
| 18 | ESCO Technologies Inc | ESE | 296315104 | $8.3M | 1.37% | 29,469 | SH |
| 19 | Houlihan Lokey Inc | HLI | 441593100 | $8.1M | 1.33% | 56,145 | SH |
| 20 | Onto Innovation Inc | ONTO | 683344105 | $8.0M | 1.32% | 39,059 | SH |
| 21 | Cognex Corp | CGNX | 192422103 | $8.0M | 1.32% | 162,966 | SH |
| 22 | National Vision Holdings Inc | EYE | 63845R107 | $8.0M | 1.31% | 307,642 | SH |
| 23 | Moelis & Co | MC | 60786M105 | $7.9M | 1.31% | 138,822 | SH |
| 24 | Birkenstock Holding plc | BIRK | M2029K104 | $7.9M | 1.30% | 220,241 | SH |
| 25 | ArcBest Corp | ARCB | 03937C105 | $7.8M | 1.29% | 79,719 | SH |
| 26 | Interparfums Inc | IPAR | 458334109 | $7.8M | 1.29% | 85,991 | SH |
| 27 | SiteOne Landscape Supply Inc | SITE | 82982L103 | $7.8M | 1.28% | 58,412 | SH |
| 28 | Seacoast Banking Corp of Florida | SBCF | 811707801 | $7.7M | 1.26% | 252,880 | SH |
| 29 | Universal Technical Institute Inc | UTI | 913915104 | $7.6M | 1.25% | 210,443 | SH |
| 30 | Establishment Labs Holdings Inc | ESTA | G31249108 | $7.6M | 1.25% | 133,567 | SH |
| 31 | Kodiak Gas Services Inc | KGS | 50012A108 | $7.5M | 1.23% | 128,194 | SH |
| 32 | Valmont Industries Inc | VMI | 920253101 | $7.5M | 1.23% | 18,695 | SH |
| 33 | nLight Inc | LASR | 65487K100 | $7.4M | 1.22% | 129,178 | SH |
| 34 | Powell Industries Inc | POWL | 739128106 | $7.2M | 1.19% | 13,358 | SH |
| 35 | Belden Inc | BDC | 077454106 | $7.2M | 1.19% | 62,914 | SH |
| 36 | Allegro Microsystems Inc | ALGM | 01749D105 | $7.1M | 1.18% | 226,566 | SH |
| 37 | Commvault Systems Inc | CVLT | 204166102 | $7.1M | 1.17% | 91,102 | SH |
| 38 | Fabrinet | FN | G3323L100 | $7.0M | 1.16% | 13,425 | SH |
| 39 | MSA Safety Inc | MSA | 553498106 | $6.9M | 1.14% | 42,070 | SH |
| 40 | Camtek Ltd | CAMT | M20791105 | $6.9M | 1.13% | 45,284 | SH |
| 41 | Herc Holdings Inc | HRI | 42704L104 | $6.8M | 1.11% | 67,893 | SH |
| 42 | Cavco Industries Inc | CVCO | 149568107 | $6.7M | 1.11% | 13,839 | SH |
| 43 | RadNet Inc | RDNT | 750491102 | $6.6M | 1.10% | 118,889 | SH |
| 44 | Viavi Solutions Inc | VIAV | 925550105 | $6.6M | 1.09% | 199,138 | SH |
| 45 | Modine Manufacturing Co | MOD | 607828100 | $6.6M | 1.08% | 30,286 | SH |
| 46 | The Vita Coco Company Inc | COCO | 92846Q107 | $6.5M | 1.07% | 135,641 | SH |
| 47 | Sensient Technologies Corp | SXT | 81725T100 | $6.4M | 1.06% | 74,309 | SH |
| 48 | Champion Homes Inc | SKY | 830830105 | $6.4M | 1.06% | 86,298 | SH |
| 49 | Roivant Sciences Ltd | ROIV | G76279101 | $6.3M | 1.04% | 227,093 | SH |
| 50 | Repligen Corp | RGEN | 759916109 | $6.3M | 1.03% | 53,119 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $606.2M | 122 | 0001310051-26-000004 |
| 2025-12-31 | 2026-02-03 | $626.4M | 125 | 0001310051-26-000002 |
| 2025-09-30 | 2025-11-13 | $639.8M | 131 | 0001310051-25-000008 |