Pier Capital as of Sept. 30, 2019
Portfolio Holdings for Pier Capital
Pier Capital holds 106 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Roadhouse (TXRH) | 1.5 | $9.0M | 172k | 52.52 | |
| Skyline Corporation (SKY) | 1.5 | $8.9M | 296k | 30.09 | |
| Century Communities (CCS) | 1.5 | $8.8M | 287k | 30.63 | |
| Installed Bldg Prods (IBP) | 1.5 | $8.7M | 152k | 57.34 | |
| Siteone Landscape Supply (SITE) | 1.5 | $8.7M | 117k | 74.02 | |
| Cubic Corporation | 1.4 | $8.5M | 121k | 70.43 | |
| Moelis & Co (MC) | 1.4 | $8.4M | 257k | 32.85 | |
| Casey's General Stores (CASY) | 1.4 | $8.3M | 51k | 161.17 | |
| Air Transport Services (ATSG) | 1.4 | $8.3M | 393k | 21.02 | |
| Omnicell (OMCL) | 1.4 | $8.3M | 115k | 72.27 | |
| Semtech Corporation (SMTC) | 1.4 | $8.1M | 167k | 48.61 | |
| Addus Homecare Corp (ADUS) | 1.4 | $8.2M | 103k | 79.28 | |
| Freshpet (FRPT) | 1.4 | $8.2M | 164k | 49.77 | |
| LHC | 1.4 | $8.1M | 71k | 113.57 | |
| Appian Corp cl a (APPN) | 1.4 | $8.1M | 170k | 47.50 | |
| Grocery Outlet Hldg Corp (GO) | 1.4 | $8.0M | 231k | 34.68 | |
| Matador Resources (MTDR) | 1.4 | $8.0M | 481k | 16.53 | |
| Houlihan Lokey Inc cl a (HLI) | 1.4 | $8.0M | 177k | 45.10 | |
| Tree (TREE) | 1.3 | $7.9M | 25k | 310.43 | |
| Evercore Partners (EVR) | 1.3 | $7.8M | 98k | 80.10 | |
| Silicon Laboratories (SLAB) | 1.3 | $7.9M | 71k | 111.36 | |
| ESCO Technologies (ESE) | 1.3 | $7.8M | 98k | 79.56 | |
| Lgi Homes (LGIH) | 1.3 | $7.8M | 94k | 83.32 | |
| Cardlytics (CDLX) | 1.3 | $7.6M | 227k | 33.52 | |
| Kratos Defense & Security Solutions (KTOS) | 1.3 | $7.6M | 407k | 18.60 | |
| Trade Desk (TTD) | 1.3 | $7.6M | 40k | 187.55 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 1.3 | $7.5M | 264k | 28.35 | |
| Saia (SAIA) | 1.2 | $7.4M | 79k | 93.69 | |
| Mercury Computer Systems (MRCY) | 1.2 | $7.3M | 91k | 81.17 | |
| Littelfuse (LFUS) | 1.2 | $7.3M | 41k | 177.31 | |
| Five9 (FIVN) | 1.2 | $7.2M | 135k | 53.74 | |
| PROS Holdings (PRO) | 1.2 | $7.2M | 120k | 59.60 | |
| Funko (FNKO) | 1.2 | $7.2M | 349k | 20.57 | |
| Primoris Services (PRIM) | 1.2 | $7.1M | 364k | 19.61 | |
| Appfolio (APPF) | 1.2 | $7.2M | 75k | 95.15 | |
| Lattice Semiconductor (LSCC) | 1.2 | $7.1M | 387k | 18.28 | |
| Liveramp Holdings (RAMP) | 1.2 | $7.0M | 164k | 42.96 | |
| Elastic N V ord (ESTC) | 1.2 | $7.0M | 85k | 82.34 | |
| Trex Company (TREX) | 1.2 | $6.9M | 76k | 90.93 | |
| WNS | 1.2 | $6.9M | 118k | 58.75 | |
| Vocera Communications | 1.2 | $6.9M | 280k | 24.65 | |
| Emergent BioSolutions (EBS) | 1.2 | $6.8M | 131k | 52.28 | |
| Rogers Corporation (ROG) | 1.2 | $6.8M | 50k | 136.72 | |
| First Merchants Corporation (FRME) | 1.2 | $6.9M | 183k | 37.63 | |
| Hudson | 1.2 | $6.8M | 556k | 12.27 | |
| Smartsheet (SMAR) | 1.2 | $6.8M | 190k | 36.03 | |
| Tabula Rasa Healthcare | 1.1 | $6.8M | 123k | 54.94 | |
| Bandwidth (BAND) | 1.1 | $6.8M | 105k | 65.11 | |
| Catalent (CTLT) | 1.1 | $6.7M | 142k | 47.66 | |
| Yext (YEXT) | 1.1 | $6.7M | 423k | 15.89 | |
| Tandem Diabetes Care (TNDM) | 1.1 | $6.4M | 109k | 58.98 | |
| Blackline (BL) | 1.1 | $6.3M | 132k | 47.81 | |
| Boyd Gaming Corporation (BYD) | 1.1 | $6.3M | 262k | 23.95 | |
| Q2 Holdings (QTWO) | 1.1 | $6.2M | 79k | 78.87 | |
| Floor & Decor Hldgs Inc cl a (FND) | 1.1 | $6.2M | 121k | 51.15 | |
| Avalara | 1.0 | $6.1M | 91k | 67.29 | |
| Repligen Corporation (RGEN) | 1.0 | $6.1M | 79k | 76.69 | |
| Wix (WIX) | 1.0 | $5.9M | 51k | 116.73 | |
| Marcus & Millichap (MMI) | 1.0 | $5.9M | 167k | 35.49 | |
| Cerus Corporation (CERS) | 1.0 | $5.8M | 1.1M | 5.16 | |
| Globant S A (GLOB) | 1.0 | $5.8M | 64k | 91.58 | |
| Coupa Software | 1.0 | $5.8M | 45k | 129.57 | |
| Red Rock Resorts Inc Cl A (RRR) | 1.0 | $5.7M | 283k | 20.30 | |
| Marten Transport (MRTN) | 0.9 | $5.6M | 271k | 20.78 | |
| Methode Electronics (MEI) | 0.9 | $5.2M | 155k | 33.64 | |
| Raven Industries | 0.8 | $5.0M | 150k | 33.46 | |
| Insulet Corporation (PODD) | 0.8 | $5.0M | 31k | 164.94 | |
| Heron Therapeutics (HRTX) | 0.8 | $5.0M | 270k | 18.50 | |
| Impinj (PI) | 0.8 | $5.0M | 163k | 30.83 | |
| Alteryx | 0.8 | $5.0M | 46k | 107.43 | |
| Healthequity (HQY) | 0.8 | $4.9M | 86k | 57.15 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 0.8 | $4.9M | 111k | 43.97 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.8 | $4.6M | 279k | 16.36 | |
| Biohaven Pharmaceutical Holding | 0.8 | $4.5M | 109k | 41.72 | |
| Guardant Health (GH) | 0.8 | $4.5M | 70k | 63.83 | |
| Wingstop (WING) | 0.7 | $4.4M | 50k | 87.29 | |
| National Vision Hldgs (EYE) | 0.7 | $4.3M | 179k | 24.07 | |
| Regenxbio Inc equity us cm (RGNX) | 0.7 | $4.2M | 118k | 35.60 | |
| Realreal (REAL) | 0.7 | $4.2M | 187k | 22.36 | |
| Glaukos (GKOS) | 0.7 | $3.9M | 62k | 62.52 | |
| Shockwave Med (SWAV) | 0.7 | $3.8M | 127k | 29.93 | |
| K12 | 0.6 | $3.5M | 133k | 26.40 | |
| Pluralsight Inc Cl A | 0.6 | $3.5M | 211k | 16.79 | |
| Inspire Med Sys (INSP) | 0.6 | $3.5M | 58k | 61.02 | |
| LivePerson (LPSN) | 0.6 | $3.4M | 95k | 35.70 | |
| Veracyte (VCYT) | 0.6 | $3.4M | 142k | 24.00 | |
| Irhythm Technologies (IRTC) | 0.6 | $3.4M | 46k | 74.11 | |
| Altair Engr (ALTR) | 0.6 | $3.4M | 98k | 34.62 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.6 | $3.4M | 57k | 58.64 | |
| Woodward Governor Company (WWD) | 0.6 | $3.3M | 31k | 107.84 | |
| 8x8 (EGHT) | 0.6 | $3.3M | 159k | 20.72 | |
| Zscaler Incorporated (ZS) | 0.5 | $3.2M | 68k | 47.27 | |
| Everbridge, Inc. Cmn (EVBG) | 0.5 | $2.7M | 44k | 61.71 | |
| Viewray (VRAYQ) | 0.4 | $2.4M | 842k | 2.90 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $580k | 22k | 26.43 | |
| Atlassian Corp Plc cl a | 0.1 | $528k | 4.2k | 125.36 | |
| Chewy Inc cl a (CHWY) | 0.1 | $458k | 19k | 24.56 | |
| Zendesk | 0.1 | $431k | 5.9k | 72.82 | |
| Twilio Inc cl a (TWLO) | 0.1 | $424k | 3.9k | 110.07 | |
| Servicenow (NOW) | 0.1 | $346k | 1.4k | 253.85 | |
| Spotify Technology Sa (SPOT) | 0.1 | $358k | 3.1k | 114.01 | |
| EXACT Sciences Corporation (EXAS) | 0.1 | $310k | 3.4k | 90.25 | |
| Bwx Technologies (BWXT) | 0.1 | $281k | 4.9k | 57.15 | |
| Dex (DXCM) | 0.0 | $255k | 1.7k | 149.21 | |
| Okta Inc cl a (OKTA) | 0.0 | $235k | 2.4k | 98.33 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $209k | 1.7k | 120.39 |
