Alpine Peaks Capital, LP
SEC Form 13F institutional filer · CIK 0001906602
13F-HR · 7 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
100.0%
Alpine Peaks Capital, LP — $37.7M AUM allocation strategy
Alpine Peaks Capital, LP files SEC Form 13F and reports $37.7M of long US equity value across 7 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.4%, followed by Health Care 30.1% and Industrials 24.3%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Alpine Peaks Capital, LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$37.7M
total across 7 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TECH +22.5K sh · +$839K+$USB +3.8K sh · −$683+$WST +3.4K sh · +$203K
Biggest trims (shares)
−$ROL −13K sh · −$1.37M−$TRMB −5.1K sh · −$1.4M−$WAB −3K sh · −$3.03K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Supplies19.9%—
- Diversified Banks18.9%—
- Transaction & Payment Processing Services13.5%—
- Application Software13.1%—
- Environmental & Facilities Services12.7%—
- Construction Machinery & Heavy Transportation Equipment11.6%—
- Life Sciences Tools & Services10.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WST | West Pharmaceutical Services Inc | 29.9K | $7.49M | +3.4K | 19.9% |
| $USB | U.S. Bancorp | 95K | $7.12M | +3.8K | 18.9% |
| $JKHY | Jack Henry & Associates Inc | 32.2K | $5.1M | +2.2K | 13.5% |
| $TRMB | Trimble Inc | 76K | $4.96M | -5.1K | 13.1% |
| $ROL | Rollins Inc | 90K | $4.81M | -13K | 12.7% |
| $WAB | Westinghouse Air Brake Technologies Corporation | 17.5K | $4.37M | -3K | 11.6% |
| $TECH | Bio-Techne Corp | 74K | $3.87M | +22.5K | 10.3% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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