Pier Capital

Pier Capital as of June 30, 2026

Portfolio Holdings for Pier Capital

Pier Capital holds 129 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hexcel Corporation (HXL) 2.1 $16M 159k 100.06
Allegro Microsystems Ord (ALGM) 2.1 $16M 228k 69.62
Onto Innovation (ONTO) 1.9 $15M 38k 378.45
Semtech Corporation (SMTC) 1.9 $14M 88k 161.85
CECO Environmental (CECO) 1.8 $14M 152k 90.74
Applied Industrial Technologies (AIT) 1.8 $13M 40k 338.15
Herc Hldgs (HRI) 1.7 $13M 90k 143.34
Fulton Financial (FULT) 1.7 $13M 531k 24.19
Alignment Healthcare (ALHC) 1.7 $13M 528k 23.81
Mirion Technologies Inc - US (MIR) 1.7 $13M 696k 17.93
Jfrog (FROG) 1.6 $12M 132k 90.88
CommVault Systems (CVLT) 1.6 $12M 83k 141.73
Valmont Industries (VMI) 1.5 $12M 20k 577.60
Establishment Labs Holdings Ord (ESTA) 1.5 $12M 134k 85.81
AZZ Incorporated (AZZ) 1.4 $11M 70k 155.05
AngioDynamics (ANGO) 1.4 $11M 807k 13.01
Sensient Technologies Corporation (SXT) 1.4 $10M 84k 123.29
ESCO Technologies (ESE) 1.3 $10M 29k 350.04
Repligen Corporation (RGEN) 1.3 $10M 74k 136.44
Advanced Drain Sys Inc Del (WMS) 1.3 $10M 64k 156.96
Glacier Ban (GBCI) 1.3 $10M 194k 51.58
Birkenstock Holding (BIRK) 1.3 $9.6M 224k 43.03
Imax Corp Cad (IMAX) 1.3 $9.5M 238k 39.86
Kodiak Gas Svcs (KGS) 1.3 $9.5M 126k 75.13
Shoals Technologies Group Cl A Ord (SHLS) 1.2 $9.4M 948k 9.90
Powell Industries (POWL) 1.2 $9.2M 32k 286.36
Vita Coco Co Inc/the (COCO) 1.2 $9.0M 136k 66.14
Bandwidth (BAND) 1.2 $8.9M 140k 63.30
Centrus Energy Corp cl a (LEU) 1.2 $8.8M 53k 167.87
Nlight (LASR) 1.2 $8.8M 127k 69.62
Onespaworld Holdings Ltd onespaworld hold (OSW) 1.2 $8.8M 312k 28.24
Generac Holdings (GNRC) 1.2 $8.7M 30k 292.81
Alpha Tau Medical (DRTS) 1.2 $8.7M 692k 12.58
Cavco Industries (CVCO) 1.1 $8.6M 14k 614.38
Seacoast Bkg Corp Fla (SBCF) 1.1 $8.5M 255k 33.25
Lindblad Expeditions Hldgs I (LIND) 1.1 $8.5M 300k 28.24
Boot Barn Hldgs (BOOT) 1.1 $8.5M 52k 164.27
Century Communities (CCS) 1.1 $8.3M 117k 71.66
Gitlab (GTLB) 1.1 $8.3M 272k 30.53
Modine Manufacturing (MOD) 1.1 $8.1M 30k 267.02
Saia (SAIA) 1.1 $8.0M 19k 421.16
Arcbest (ARCB) 1.1 $8.0M 56k 143.54
Skyline Corporation (SKY) 1.0 $7.7M 88k 88.12
Mp Materials Corp (MP) 1.0 $7.7M 137k 56.01
Lattice Semiconductor (LSCC) 1.0 $7.6M 50k 152.96
RadNet (RDNT) 1.0 $7.6M 123k 61.67
Belden (BDC) 1.0 $7.6M 63k 119.91
Sitime Corp (SITM) 1.0 $7.5M 10k 745.56
Msa Safety Inc equity (MSA) 1.0 $7.4M 42k 174.58
Cogent Biosciences (COGT) 1.0 $7.3M 189k 38.70
Hannon Armstrong (HASI) 1.0 $7.3M 186k 39.05
Fastly Inc cl a (FSLY) 1.0 $7.2M 395k 18.36
Global E Online (GLBE) 0.9 $7.0M 200k 34.73
Cognex Corporation (CGNX) 0.9 $6.9M 95k 72.42
Moelis & Co (MC) 0.9 $6.8M 105k 65.42
Viavi Solutions Inc equities (VIAV) 0.9 $6.8M 142k 47.75
Advanced Energy Industries (AEIS) 0.9 $6.8M 18k 372.87
Mercury Computer Systems (MRCY) 0.9 $6.7M 55k 122.33
Cohu (COHU) 0.9 $6.5M 88k 73.91
Forgent Power Solutions Inc Com Shs Cl A (FPS) 0.8 $6.1M 109k 55.86
Navan Inc Cl A (NAVN) 0.8 $6.1M 265k 22.87
Cytokinetics (CYTK) 0.8 $6.0M 71k 85.19
Omnicell (OMCL) 0.8 $6.0M 144k 41.52
National Vision Hldgs (EYE) 0.8 $5.9M 310k 19.01
Aehr Test Systems (AEHR) 0.8 $5.8M 60k 96.06
FormFactor (FORM) 0.8 $5.7M 36k 159.93
Bwx Technologies (BWXT) 0.8 $5.7M 29k 194.65
Allegheny Technologies Incorporated (ATI) 0.7 $5.6M 28k 197.10
Flowserve Corporation (FLS) 0.7 $5.5M 75k 74.16
Compass (COMP) 0.7 $5.4M 440k 12.33
Surgery Partners (SGRY) 0.7 $5.4M 322k 16.80
Camtek (CAMT) 0.7 $5.2M 32k 163.12
Blackberry (BB) 0.7 $5.1M 403k 12.65
Guardant Health (GH) 0.7 $5.0M 33k 150.03
IPG Photonics Corporation (IPGP) 0.6 $4.9M 42k 117.32
Healthequity (HQY) 0.6 $4.8M 53k 90.32
Elf Beauty (ELF) 0.6 $4.7M 64k 74.00
Fluence Energy (FLNC) 0.6 $4.6M 234k 19.88
Ollies Bargain Outlt Hldgs I (OLLI) 0.6 $4.6M 60k 76.88
Houlihan Lokey Inc cl a (HLI) 0.6 $4.6M 34k 134.13
Installed Bldg Prods (IBP) 0.6 $4.4M 19k 229.84
Planet Labs Pbc Com Cl A (PL) 0.6 $4.4M 132k 33.13
Aevex Corp 0.6 $4.3M 207k 20.89
Si-bone (SIBN) 0.6 $4.3M 264k 16.32
Definium Therape (DFTX) 0.6 $4.2M 89k 47.04
Pegasystems (PEGA) 0.5 $4.1M 137k 29.97
Privia Health Group (PRVA) 0.5 $4.1M 159k 25.73
Clearpoint Neuro (CLPT) 0.5 $4.0M 223k 17.84
Wolfspeed (WOLF) 0.5 $3.9M 81k 48.25
Carlsmed (CARL) 0.5 $3.9M 374k 10.38
Infleqtion (INFQ) 0.5 $3.7M 278k 13.32
Seaport Therapeutics 0.5 $3.7M 170k 21.72
Kura Sushi Usa Inc cl a (KRUS) 0.5 $3.6M 63k 57.56
Vertex (VERX) 0.5 $3.6M 316k 11.48
Carpenter Technology Corporation (CRS) 0.5 $3.6M 5.8k 616.84
Olema Pharmaceuticals (OLMA) 0.4 $2.8M 221k 12.51
Capricor Therapeutics (CAPR) 0.4 $2.7M 112k 24.08
Kymera Therapeutics (KYMR) 0.3 $1.9M 17k 114.67
Vicor Corporation (VICR) 0.2 $1.7M 4.4k 379.78
Nextracker (NXT) 0.2 $1.7M 14k 119.14
Nvent Electric Plc Voting equities (NVT) 0.1 $1.1M 6.5k 169.61
Dynatrace (DT) 0.1 $905k 21k 43.91
Texas Roadhouse (TXRH) 0.1 $895k 4.6k 193.23
Teledyne Technologies Incorporated (TDY) 0.1 $888k 1.3k 666.90
Qxo (QXO) 0.1 $847k 49k 17.28
Dex (DXCM) 0.1 $828k 12k 67.35
Huntington Ingalls Inds (HII) 0.1 $802k 2.9k 279.89
Pure Storage Inc - Class A (P) 0.1 $778k 9.9k 78.79
Atlassian Corporation Cl A (TEAM) 0.1 $734k 9.4k 77.79
Fabrinet (FN) 0.0 $9.6k 17.00 562.06
Technipfmc (FTI) 0.0 $7.2k 108.00 66.30
Monolithic Power Systems (MPWR) 0.0 $6.9k 5.00 1382.40
Datadog Inc Cl A (DDOG) 0.0 $6.8k 26.00 260.35
Msci (MSCI) 0.0 $5.0k 9.00 560.00
Entegris (ENTG) 0.0 $5.0k 28.00 179.86
IDEX Corporation (IEX) 0.0 $5.0k 22.00 226.95
Viking Holdings (VIK) 0.0 $4.2k 40.00 104.67
Mongodb Inc. Class A (MDB) 0.0 $4.0k 12.00 335.92
Tradeweb Markets (TW) 0.0 $3.4k 34.00 99.65
Veeva Sys Inc cl a (VEEV) 0.0 $3.2k 18.00 177.44
Evercore Partners (EVR) 0.0 $3.1k 9.00 341.44
Five Below (FIVE) 0.0 $3.1k 17.00 179.76
Topbuild 0.0 $2.8k 8.00 354.50
Axon Enterprise (AXON) 0.0 $2.8k 5.00 560.60
NRG Energy (NRG) 0.0 $2.8k 19.00 146.05
Wabtec Corporation (WAB) 0.0 $2.7k 10.00 269.60
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $2.3k 5.00 451.00
IDEXX Laboratories (IDXX) 0.0 $2.1k 4.00 526.50
Cheniere Energy (LNG) 0.0 $1.9k 8.00 239.00