Pier Capital, LLC 13F holdings
Pier Capital, LLC reported 129 positions with a total reported value of $754.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-05. Top holdings by reported value: HXL Hexcel Corp (2.1%), ALGM Allegro Microsystems Inc (2.1%), ONTO Onto Innovation Inc (1.9%), SMTC Semtech Corp (1.9%), CECO CECO Environmental Corp (1.8%). Against 2026-03-31 it opened 28 new positions and exited 21. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 129 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HXL Hexcel Corp | 158,734 | $15.9M | 2.1% |
| ALGM Allegro Microsystems Inc | 227,777 | $15.9M | 2.1% |
| ONTO Onto Innovation Inc | 38,281 | $14.5M | 1.9% |
| SMTC Semtech Corp | 88,041 | $14.2M | 1.9% |
| CECO CECO Environmental Corp | 152,071 | $13.8M | 1.8% |
| AIT Applied Industrial Technologies Inc | 39,709 | $13.4M | 1.8% |
| HRI Herc Holdings Inc | 90,200 | $12.9M | 1.7% |
| Fulton Financial Corp | 530,772 | $12.8M | 1.7% |
| ALHC Alignment Healthcare Inc | 527,462 | $12.6M | 1.7% |
| MIR Mirion Technologies Inc | 696,047 | $12.5M | 1.7% |
| FROG JFrog Ltd | 131,860 | $12.0M | 1.6% |
| CVLT Commvault Systems Inc | 82,928 | $11.8M | 1.6% |
| Valmont Industries Inc | 20,239 | $11.7M | 1.5% |
| ESTA Establishment Labs Holdings Inc | 133,810 | $11.5M | 1.5% |
| AZZ AZZ Inc | 70,074 | $10.9M | 1.4% |
| ANGO AngioDynamics Inc | 806,678 | $10.5M | 1.4% |
| SXT Sensient Technologies Corp | 83,885 | $10.3M | 1.4% |
| ESE ESCO Technologies Inc | 28,971 | $10.1M | 1.3% |
| RGEN Repligen Corp | 74,238 | $10.1M | 1.3% |
| Advanced Drainage Systems Inc | 64,151 | $10.1M | 1.3% |
| GBCI Glacier Bancorp Inc | 193,834 | $10.0M | 1.3% |
| BIRK Birkenstock Holding plc | 224,017 | $9.6M | 1.3% |
| IMAX IMAX Corp | 237,857 | $9.5M | 1.3% |
| KGS Kodiak Gas Services Inc | 126,138 | $9.5M | 1.3% |
| SHLS Shoals Technologies Group Inc | 948,433 | $9.4M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 28 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FROG JFrog Ltd | 131,860 | $12.0M | 1.6% |
| BAND Bandwidth Inc | 140,366 | $8.9M | 1.2% |
| GNRC Generac Holdings Inc | 29,765 | $8.7M | 1.2% |
| DRTS Alpha Tau Medical Ltd | 691,939 | $8.7M | 1.2% |
| GTLB GitLab Inc | 272,200 | $8.3M | 1.1% |
| FSLY Fastly Inc | 394,654 | $7.2M | 1.0% |
| FPS Forgent Power Solutions Inc | 109,208 | $6.1M | 0.8% |
| NAVN Navan Inc | 264,663 | $6.1M | 0.8% |
| BB BlackBerry Limited | 402,974 | $5.1M | 0.7% |
| HQY HealthEquity Inc | 53,230 | $4.8M | 0.6% |
| AVEX Aevex Corp | 207,402 | $4.3M | 0.6% |
| DFTX Definium Therapeutics Inc | 88,598 | $4.2M | 0.6% |
| PEGA Pegasystems Inc | 137,080 | $4.1M | 0.5% |
| CLPT ClearPoint Neuro Inc | 222,761 | $4.0M | 0.5% |
| WOLF Wolfspeed Inc | 81,315 | $3.9M | 0.5% |
| CARL Carlsmed Inc | 373,677 | $3.9M | 0.5% |
| INFQ Infleqtion Inc | 278,389 | $3.7M | 0.5% |
| SPTX Seaport Therapeutics Inc | 169,985 | $3.7M | 0.5% |
| KRUS Kura Sushi USA Inc | 63,394 | $3.6M | 0.5% |
| KYMR Kymera Therapeutics Inc | 16,948 | $1.9M | 0.3% |
| VICR Vicor Corporation | 4,428 | $1.7M | 0.2% |
| NXT Nextpower Inc | 13,912 | $1.7M | 0.2% |
| QXO QXO Inc | 48,994 | $846.6K | 0.1% |
| P Everpure Inc | 9,877 | $778.2K | 0.1% |
| TEAM Atlassian Corp | 9,429 | $733.5K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 21 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DOCN DigitalOcean Holdings Inc | 122,466 | $10.5M | 1.7% |
| IPAR Interparfums Inc | 85,991 | $7.8M | 1.3% |
| SITE SiteOne Landscape Supply Inc | 58,412 | $7.8M | 1.3% |
| UTI Universal Technical Institute Inc | 210,443 | $7.6M | 1.3% |
| ROIV Roivant Sciences Ltd | 227,093 | $6.3M | 1.0% |
| ADUS Addus HomeCare Corp | 56,764 | $5.3M | 0.9% |
| WIX Wix com Ltd | 58,930 | $5.3M | 0.9% |
| TSEM Tower Semiconductor Ltd | 29,096 | $5.1M | 0.8% |
| STRL Sterling Infrastructure Inc | 11,954 | $4.9M | 0.8% |
| PWP Perella Weinberg Partners | 260,184 | $4.7M | 0.8% |
| PCOR Procore Technologies Inc | 69,671 | $4.0M | 0.7% |
| GOOS Canada Goose Holdings Inc | 291,074 | $3.2M | 0.5% |
| GKOS Glaukos Corp | 29,261 | $3.2M | 0.5% |
| SHAK Shake Shack Inc | 35,573 | $3.1M | 0.5% |
| GLOB Globant SA | 60,430 | $2.8M | 0.5% |
| ATEC Alphatec Holdings Inc | 223,159 | $2.4M | 0.4% |
| GPCR Structure Therapeutics Inc | 47,551 | $2.3M | 0.4% |
| QTRX Quanterix Corp | 492,368 | $1.7M | 0.3% |
| FIX Comfort Systems USA Inc | 938 | $1.3M | 0.2% |
| Shift4 Payments Inc | 131 | $5.7K | <0.1% |
| WST West Pharmaceutical Services Inc | 18 | $4.5K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| Powell Industries Inc | 13,358 | 32,059 | +140.0% | $9.2M |
| LEU Centrus Energy Corp | 23,727 | 52,642 | +121.9% | $8.8M |
| MP Materials Corp | 75,431 | 136,766 | +81.3% | $7.7M |
| COGT Cogent Biosciences Inc | 101,304 | 188,951 | +86.5% | $7.3M |
| HRI Herc Holdings Inc | 67,893 | 90,200 | +32.9% | $12.9M |
| LIND Lindblad Expeditions Holdings Inc | 192,010 | 299,547 | +56.0% | $8.5M |
| RGEN Repligen Corp | 53,119 | 74,238 | +39.8% | $10.1M |
| HA Sustainable Infrastructure Capital Inc | 119,656 | 185,860 | +55.3% | $7.3M |
| BOOT Boot Barn Holdings Inc | 36,218 | 51,483 | +42.1% | $8.5M |
| CCS Century Communities Inc | 89,567 | 116,506 | +30.1% | $8.3M |
| CAPR Capricor Therapeutics Inc | 44,401 | 111,908 | +152.0% | $2.7M |
| Installed Building Products Inc | 12,269 | 19,214 | +56.6% | $4.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FN Fabrinet | 13,425 | 17 | -99.9% | $9.6K |
| AEHR Aehr Test Systems | 126,991 | 60,394 | -52.4% | $5.8M |
| LSCC Lattice Semiconductor Corp | 89,683 | 49,612 | -44.7% | $7.6M |
| SITM SiTime Corp | 17,895 | 10,026 | -44.0% | $7.5M |
| SMTC Semtech Corp | 122,962 | 88,041 | -28.4% | $14.2M |
| CGNX Cognex Corp | 162,966 | 94,683 | -41.9% | $6.9M |
| SAIA Saia Inc | 28,764 | 19,098 | -33.6% | $8.0M |
| FLNC Fluence Energy Inc | 431,951 | 233,703 | -45.9% | $4.6M |
| FLS Flowserve Corp | 123,232 | 74,665 | -39.4% | $5.5M |
| SIBN SI-BONE Inc | 476,805 | 263,781 | -44.7% | $4.3M |
| ARCB ArcBest Corp | 79,719 | 55,550 | -30.3% | $8.0M |
| HLI Houlihan Lokey Inc | 56,145 | 34,014 | -39.4% | $4.6M |
CIK 1310051 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
