Alpine Peaks Capital, LP 13F 持仓 · 2026年Q2
Alpine Peaks Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 8,536.84 万美元。前几大持仓：HEIA（8.57%）、WST（8.07%）、CGNX（7.60%）。本季前 25 大持仓中：新建仓 1 只、增持 1 只、减持 18 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HEIA | HEICO CORP NEW | $7.3M | 8.57% | 28,368 | 减持 |
| 2 | WST | WEST PHARMACEUTICAL SVSC INC | $6.9M | 8.07% | 19,191 | 减持 |
| 3 | CGNX | COGNEX CORP | $6.5M | 7.60% | 89,599 | 减持 |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $5.5M | 6.44% | 77,539 | 减持 |
| 5 | USPH | U S PHYSICAL THERAPY | $5.3M | 6.15% | 76,487 | 减持 |
| 6 | MEDP | MEDPACE HLDGS INC | $5.0M | 5.84% | 9,418 | 减持 |
| 7 | LFUS | LITTELFUSE INC | $5.0M | 5.81% | 10,897 | 减持 |
| 8 | JKHY | HENRY JACK & ASSOC INC | $4.7M | 5.56% | 34,480 | 增持 |
| 9 | TECH | BIO-TECHNE CORP | $4.7M | 5.54% | 66,960 | 减持 |
| 10 | TREX | TREX INC | $4.6M | 5.38% | 91,762 | 减持 |
| 11 | EVTC | EVERTEC INC | $4.5M | 5.31% | 163,126 | 减持 |
| 12 | WMS | ADVANCED DRAIN SYS INC DEL | $4.0M | 4.66% | 25,344 | 减持 |
| 13 | ROL | ROLLINS INC | $3.5M | 4.06% | 83,108 | 减持 |
| 14 | DSGX | DESCARTES SYS GROUP INC | $3.4M | 4.04% | 49,757 | 减持 |
| 15 | TRMB | TRIMBLE INC | $3.3M | 3.86% | 64,451 | 减持 |
| 16 | WAB | WABTEC | $3.1M | 3.68% | 11,655 | 减持 |
| 17 | BBSI | BARRETT BUSINESS SVCS INC | $3.0M | 3.51% | 84,352 | 减持 |
| 18 | IPAR | INTERPARFUMS INC | $2.9M | 3.37% | 25,722 | 减持 |
| 19 | QLYS | QUALYS INC | $1.4M | 1.63% | 10,142 | 减持 |
| 20 | CELH | CELSIUS HLDGS INC | $771,001 | 0.90% | 26,332 | 新建仓 |
| 21 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $0 | 0.00% | 0 | 清仓 |
| 22 | TNET | TRINET GROUP INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR