Alpine Peaks Capital, LP

Hedge Fund • Long/Short

Alpine Peaks Capital, LP is a Long/Short Hedge Fund based in New York, NY led by Jennifer Ralph Oppold, reporting $164.3M in AUM as of Q3 2025 with 31% Technology concentration and 62% concentrated in top 10 holdings.

Managing PartnerJennifer Ralph Oppold

Portfolio Value: $114.7M
Positions: 23
Top Holding: HEI.A at 7.48%
Last Reported: Q3 2025

Address1133 Broadway Suite 1004, New York, NY, 10010, United States

Top Holdings

Largest long holdings in Alpine Peaks Capital, LP's portfolio (61.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Heico Corporation HEI.A	Aerospace & Defense Industrials	$8.6M	7.48%	-$1.9M Sold	0.02% 33.8K shares	Q4 2021 Held for 3y 11m
2 Bright Horizons Family Solutions BFAM	Personal Products & Services Consumer Cyclical	$8.3M	7.22%	+$673.1K Bought	0.13% 76.4K shares	Q4 2021 Held for 3y 11m
3 US Physical Therapy USPH	Medical - Care Facilities Healthcare	$8.1M	7.04%	+$696.6K Bought	0.63% 95.1K shares	Q4 2021 Held for 3y 11m
4 West Pharmaceutical Services WST	Medical - Instruments & Supplies Healthcare	$7.0M	6.14%	+$1.3M Bought	0.04% 26.8K shares	Q4 2021 Held for 3y 11m
5 Cognex CGNX	Hardware, Equipment & Parts Technology	$6.6M	5.77%	-$3.2M Sold	0.09% 146.2K shares	Q4 2021 Held for 3y 11m
6 Medpace Holdings, Inc. MEDP	Medical - Diagnostics & Research Healthcare	$6.5M	5.69%	-$3.9M Sold	0.05% 12.7K shares	Q4 2021 Held for 3y 11m
7 Trimble Inc. TRMB	Hardware, Equipment & Parts Technology	$6.5M	5.65%	-$726.7K Sold	0.03% 79.4K shares	Q4 2021 Held for 3y 11m
8 EVERTEC EVTC	Software - Infrastructure Technology	$6.4M	5.62%	+$810.7K Bought	0.30% 190.8K shares	Q4 2021 Held for 3y 11m
9 Trex Company TREX	Construction Industrials	$6.4M	5.59%	+$1.9M Bought	0.12% 124.1K shares	Q4 2022 Held for 2y 11m
10 Rollins ROL	Personal Products & Services Consumer Cyclical	$6.1M	5.34%	-$117.5K Sold	0.02% 104.4K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Alpine Peaks Capital, LP's latest filing

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Market Value

$114.7M

Prior: $113.3M

Q/Q Change

+1.24%

+$1.4M

Net Flows % of MV

-4.1%

Turnover Ratio

12.74%

New Purchases

0 stocks

Added To

12 stocks

+$12.3M

Sold Out Of

0 stocks

Reduced Holdings

10 stocks

-$17.0M

Increased Positions

Position	Shares Δ	Change
1 Descartes Systems Group DSGX	+104.92%	12.2K → 25.0K +$1.2M
2 Trinet Group TNET	+90.71%	23.2K → 44.2K +$1.4M
3 Bio-Techne TECH	+63.64%	22.0K → 36.0K +$778.8K
4 Trex Company TREX	+41.68%	87.6K → 124.1K +$1.9M
5 Qualys, Inc. QLYS	+39.0%	21.5K → 29.9K +$1.1M

Decreased Positions

Position	Shares Δ	Change
1 Service Corporation International SCI	-73.78%	62.3K → 16.3K −$3.8M
2 Resources Connection, Inc. RGP	-41.97%	201.2K → 116.8K −$426.5K
3 Medpace Holdings, Inc. MEDP	-37.43%	20.3K → 12.7K −$3.9M
4 Advanced Drainage Systems WMS	-32.7%	48.3K → 32.5K −$2.2M
5 Cognex CGNX	-32.69%	217.2K → 146.2K −$3.2M