Alpine Peaks Capital, LP
NEW YORK NY · SEC CIK 0001906602
$8,536.84万2026Q2 申报市值
20持仓数
65.0%前十大占比 · 第一大 8.6%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CELH 新建仓+$77.10万
JKHY 加仓+$30.76万
2026Q2 卖出最多 按季末市值估算
WST 减仓-$383.84万
QLYS 减仓-$340.47万
LFUS 减仓-$282.44万
CGNX 减仓-$234.06万
TNET 清仓-$166.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -45,650 | -100.0% | -$166.30万 | 清仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$28.30万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $77.10万 | 0.90% | 26,332 | 26,332 | — | $77.10万 | 新建仓 |
| QLYS | QUALYS INC | $139.44万 | 1.63% | 10,142 | -24,763 | -70.9% | -$340.47万 | 减仓 |
| IPAR | INTERPARFUMS INC | $287.73万 | 3.37% | 25,722 | -11,480 | -30.9% | -$128.42万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $299.62万 | 3.51% | 84,352 | -4,000 | -4.5% | -$14.21万 | 减仓 |
| WAB | WABTEC | $314.22万 | 3.68% | 11,655 | -5,825 | -33.3% | -$157.04万 | 减仓 |
| TRMB | TRIMBLE INC | $329.86万 | 3.86% | 64,451 | -11,532 | -15.2% | -$59.02万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $344.52万 | 4.04% | 49,757 | -14,143 | -22.1% | -$97.93万 | 减仓 |
| ROL | ROLLINS INC | $346.89万 | 4.06% | 83,108 | -6,860 | -7.6% | -$28.63万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $397.80万 | 4.66% | 25,344 | -5,326 | -17.4% | -$83.60万 | 减仓 |
| EVTC | EVERTEC INC | $453.16万 | 5.31% | 163,126 | -25,078 | -13.3% | -$69.67万 | 减仓 |
| TREX | TREX INC | $459.18万 | 5.38% | 91,762 | -30,577 | -25.0% | -$153.01万 | 减仓 |
| TECH | BIO-TECHNE CORP | $473.07万 | 5.54% | 66,960 | -7,040 | -9.5% | -$49.74万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $474.93万 | 5.56% | 34,480 | 2,233 | 6.9% | $30.76万 | 加仓 |
| LFUS | LITTELFUSE INC | $496.17万 | 5.81% | 10,897 | -6,203 | -36.3% | -$282.44万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $498.77万 | 5.84% | 9,418 | -1,938 | -17.1% | -$102.63万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $525.31万 | 6.15% | 76,487 | -18,537 | -19.5% | -$127.31万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $549.60万 | 6.44% | 77,539 | -15,312 | -16.5% | -$108.53万 | 减仓 |
| CGNX | COGNEX CORP | $648.88万 | 7.60% | 89,599 | -32,320 | -26.5% | -$234.06万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $688.96万 | 8.07% | 19,191 | -10,692 | -35.8% | -$383.84万 | 减仓 |
| HEI/A | HEICO CORP NEW | $731.64万 | 8.57% | 28,368 | -5,301 | -15.7% | -$136.72万 | 减仓 |