Alpine Peaks Capital, LP
NEW YORK NY · SEC CIK 0001906602
$9,918.33万2026Q1 申报市值
21持仓数
62.4%前十大占比 · 第一大 7.7%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TECH 加仓+$117.58万
DSGX 加仓+$92.31万
MEDP 加仓+$88.84万
WST 加仓+$85.22万
HEI/A 加仓+$46.44万
2026Q1 卖出最多 按季末市值估算
LFUS 减仓-$111.99万
IPAR 减仓-$89.87万
CGNX 减仓-$78.87万
WAB 减仓-$74.97万
ROL 减仓-$69.43万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $762.59万 | 7.69% | 92,851 | 3,200 | 3.6% | $26.28万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $748.99万 | 7.55% | 29,883 | 3,400 | 12.8% | $85.22万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $712.30万 | 7.18% | 95,024 | 3,800 | 4.2% | $28.48万 | 加仓 |
| HEI/A | HEICO CORP NEW | $710.72万 | 7.17% | 33,669 | 2,200 | 7.0% | $46.44万 | 加仓 |
| CGNX | COGNEX CORP | $597.28万 | 6.02% | 121,919 | -16,100 | -11.7% | -$78.87万 | 减仓 |
| LFUS | LITTELFUSE INC | $580.29万 | 5.85% | 17,100 | -3,300 | -16.2% | -$111.99万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $545.30万 | 5.50% | 11,356 | 1,850 | 19.5% | $88.84万 | 加仓 |
| EVTC | EVERTEC INC | $531.11万 | 5.35% | 188,204 | 8,500 | 4.7% | $23.99万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $509.63万 | 5.14% | 32,247 | 2,200 | 7.3% | $34.77万 | 加仓 |
| TRMB | TRIMBLE INC | $495.64万 | 5.00% | 75,983 | -5,100 | -6.3% | -$33.27万 | 减仓 |
| ROL | ROLLINS INC | $480.52万 | 4.84% | 89,968 | -13,000 | -12.6% | -$69.43万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $457.27万 | 4.61% | 63,900 | 12,900 | 25.3% | $92.31万 | 加仓 |
| TREX | TREX INC | $445.56万 | 4.49% | 122,339 | -500 | -0.4% | -$1.82万 | 减仓 |
| WAB | WABTEC | $436.84万 | 4.40% | 17,480 | -3,000 | -14.6% | -$74.97万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $420.58万 | 4.24% | 30,670 | -250 | -0.8% | -$3.43万 | 减仓 |
| TECH | BIO-TECHNE CORP | $386.72万 | 3.90% | 74,000 | 22,500 | 43.7% | $117.58万 | 加仓 |
| IPAR | INTERPARFUMS INC | $337.94万 | 3.41% | 37,202 | -9,893 | -21.0% | -$89.87万 | 减仓 |
| QLYS | QUALYS INC | $306.64万 | 3.09% | 34,905 | 2,000 | 6.1% | $17.57万 | 加仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $257.81万 | 2.60% | 88,352 | 0 | 0.0% | — | 不变 |
| TNET | TRINET GROUP INC | $166.30万 | 1.68% | 45,650 | 6,000 | 15.1% | $21.86万 | 加仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I 看涨期权 | $28.30万 | 0.29% | 100,000 | 3,100 | 3.2% | $8,773 | 加仓 |