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Alpine Peaks Capital, LP
Alpine Peaks Capital, LP is a hedge fund management firm headquartered in New York, NY, founded in 2021. The firm manages investment portfolios reported to be over $100 million in assets under management and is registered as an investment adviser with the SEC. Alpine Peaks Capital serves institutional and high-net-worth individual clients and employs around 3 professionals.
Investment Strategy
Alpine Peaks Capital uses a fundamental research-driven approach to invest primarily in publicly traded equities. The fund is active in both buying and selling positions, maintaining a focused portfolio of around 23 holdings with concentrated bets in its highest conviction ideas. The manager adds and reduces exposure dynamically, with a recent net orientation toward selling to manage risk and capitalize on market opportunities.
Latest 13F Filing Activity
Alpine Peaks Capital, LP filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $113M. The fund increased holdings in Heico Corp. New, Inter Parfums Inc., Trimble Inc. among other positions. Alpine Peaks Capital, LP reduced exposure to Rollins Inc., Heico Corp. New, Robert Half Intl Inc. among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| HEICO CORP NEW | 9.42% | $10.7M | 41,269 | $141.20 | $258.75 | +$2.1M | |
B BFAM | BRIGHT HORIZONS FAM SOL IN D | 7.65% | $8.7M | 70,151 | $91.08 | $123.59 | -$280.1K |
C CGNX | COGNEX CORP | 6.08% | $6.9M | 217,219 | $50.20 | $31.72 | +$708.8K |
U USPH | U S PHYSICAL THERAPY | 6.00% | $6.8M | 86,934 | $85.87 | $78.20 | +$724.8K |
T TRMB | TRIMBLE INC | 5.92% | $6.7M | 88,283 | $68.83 | $75.98 | +$912.0K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | New York, NY , United States | |
M Matt Wing | Analyst | United States | |
Y Yonas Wendosen | Investment Analyst | Ethiopia |
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