Alpine Peaks Capital, LP — 13F Holdings & Portfolio
CIK 1906602 · latest 13F-HR filed 2026-08-14
Alpine Peaks Capital, LP manages $85.4M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HEI.A (8.57%), WST (8.07%), CGNX (7.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 1; 3 existing positions rose in reported value and 14 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 65%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 9, 2026.
NEW YORK, NY 10003
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ALPINE PEAKS CAPITAL GP, LLC Control | GENERAL PARTNER since Mar 2017 | Less than 5% | Domestic Entity |
| GIANNETTO, VENERA, TINDARA Control | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER since Jan 2018 | Less than 5% | Individual |
| OPPOLD, JENNIFER, RALPH Control | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER since Mar 2017 | 75% or more | Individual |
| OPPOLD, JENNIFER, RALPH Control Indirect owner via ALPINE PEAKS CAPITAL GP, LLC | MANAGING MEMBER since Mar 2017 | 75% or more | Individual |
Ownership & leadership changes · 1 filing with changes since Nov 30, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedGIANNETTO, VENERA, TINDARA · title CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER
- ChangedOPPOLD, JENNIFER, RALPH · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
- ListedALPINE PEAKS CAPITAL GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedGIANNETTO, VENERA, TINDARA · CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedOPPOLD, JENNIFER, RALPH · MANAGING MEMBER · 75% or more · control person
- ListedOPPOLD, JENNIFER, RALPH · MANAGING MEMBER · 75% or more · indirect via ALPINE PEAKS CAPITAL GP, LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- BIO-TECHNE CORP$863.5K +22.3%
- COGNEX CORP$515.9K +8.6%
- BARRETT BUSINESS SVCS INC$418.1K +16.2%
Top Trims
- BRIGHT HORIZONS FAM SOL IN D-$2.1M -27.9%
- U S PHYSICAL THERAPY-$1.9M -26.3%
- QUALYS INC-$1.7M -54.5%
- TRIMBLE INC-$1.7M -33.4%
- ROLLINS INC-$1.3M -27.8%
Alpine Peaks Capital, LP Holdings (2026-06-30)
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 | HEICO CORP NEW | HEI.A | 422806208 | $7.3M | 8.57% | 28,368 | SH |
| 2 | WEST PHARMACEUTICAL SVSC INC | WST | 955306105 | $6.9M | 8.07% | 19,191 | SH |
| 3 | COGNEX CORP | CGNX | 192422103 | $6.5M | 7.60% | 89,599 | SH |
| 4 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $5.5M | 6.44% | 77,539 | SH |
| 5 | U S PHYSICAL THERAPY | USPH | 90337L108 | $5.3M | 6.15% | 76,487 | SH |
| 6 | MEDPACE HLDGS INC | MEDP | 58506Q109 | $5.0M | 5.84% | 9,418 | SH |
| 7 | LITTELFUSE INC | LFUS | 537008104 | $5.0M | 5.81% | 10,897 | SH |
| 8 | HENRY JACK & ASSOC INC | JKHY | 426281101 | $4.7M | 5.56% | 34,480 | SH |
| 9 | BIO-TECHNE CORP | TECH | 09073M104 | $4.7M | 5.54% | 66,960 | SH |
| 10 | TREX INC | TREX | 89531P105 | $4.6M | 5.38% | 91,762 | SH |
| 11 | EVERTEC INC | EVTC | 30040P103 | $4.5M | 5.31% | 163,126 | SH |
| 12 | ADVANCED DRAIN SYS INC DEL | WMS | 00790R104 | $4.0M | 4.66% | 25,344 | SH |
| 13 | ROLLINS INC | ROL | 775711104 | $3.5M | 4.06% | 83,108 | SH |
| 14 | DESCARTES SYS GROUP INC | DSGX | 249906108 | $3.4M | 4.04% | 49,757 | SH |
| 15 | TRIMBLE INC | TRMB | 896239100 | $3.3M | 3.86% | 64,451 | SH |
| 16 | WABTEC | WAB | 929740108 | $3.1M | 3.68% | 11,655 | SH |
| 17 | BARRETT BUSINESS SVCS INC | BBSI | 068463108 | $3.0M | 3.51% | 84,352 | SH |
| 18 | INTERPARFUMS INC | IPAR | 458334109 | $2.9M | 3.37% | 25,722 | SH |
| 19 | QUALYS INC | QLYS | 74758T303 | $1.4M | 1.63% | 10,142 | SH |
| 20 | CELSIUS HLDGS INC | CELH | 15118V207 | $771.0K | 0.90% | 26,332 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $85.4M | 20 | 0000919574-26-005458 |
| 2026-03-31 | 2026-05-15 | $99.2M | 21 | 0001906602-26-000002 |
| 2025-12-31 | 2026-02-17 | $105.0M | 21 | 0001906602-26-000001 |
| 2025-09-30 | 2025-11-14 | $115.2M | 24 | 0001906602-25-000004 |
NEW YORK, NY 10010