# Pier Capital, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1310051. Source: https://holderbook.com/funds/1310051-pier-capital-llc/

- Reported value: $754.6M
- Positions: 129
- Weight of the ten largest: 18.4%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| HEXCEL CORP NEW | [HXL](https://holderbook.com/stocks/HXL/) | $15.9M | 158,734 | 2.1% | 22 |
| ALLEGRO MICROSYSTEMS INC | [ALGM](https://holderbook.com/stocks/ALGM/) | $15.9M | 227,777 | 2.1% | 8 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $14.5M | 38,281 | 1.9% | 7 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $14.2M | 88,041 | 1.9% | 3 |
| CECO ENVIRONMENTAL CORP | [CECO](https://holderbook.com/stocks/CECO/) | $13.8M | 152,071 | 1.8% | 5 |
| APPLIED INDL TECHNOLOGIES IN | [AIT](https://holderbook.com/stocks/AIT/) | $13.4M | 39,709 | 1.8% | 13 |
| HERC HLDGS INC | [HRI](https://holderbook.com/stocks/HRI/) | $12.9M | 90,200 | 1.7% | 13 |
| FULTON FINL CORP PA | [FULT](https://holderbook.com/stocks/FULT/) | $12.8M | 530,772 | 1.7% | 4 |
| ALIGNMENT HEALTHCARE INC | [ALHC](https://holderbook.com/stocks/ALHC/) | $12.6M | 527,462 | 1.7% | 4 |
| MIRION TECHNOLOGIES INC | [MIR](https://holderbook.com/stocks/MIR/) | $12.5M | 696,047 | 1.7% | 7 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $12.0M | 131,860 | 1.6% | 1 |
| COMMVAULT SYS INC | [CVLT](https://holderbook.com/stocks/CVLT/) | $11.8M | 82,928 | 1.6% | 3 |
| VALMONT INDS INC | [VMI](https://holderbook.com/stocks/VMI/) | $11.7M | 20,239 | 1.5% | 4 |
| ESTABLISHMENT LABS HLDGS INC | [ESTA](https://holderbook.com/stocks/ESTA/) | $11.5M | 133,810 | 1.5% | 5 |
| AZZ INC | [AZZ](https://holderbook.com/stocks/AZZ/) | $10.9M | 70,074 | 1.4% | 3 |
| ANGIODYNAMICS INC | [ANGO](https://holderbook.com/stocks/ANGO/) | $10.5M | 806,678 | 1.4% | 6 |
| SENSIENT TECHNOLOGIES CORP | [SXT](https://holderbook.com/stocks/SXT/) | $10.3M | 83,885 | 1.4% | 5 |
| ESCO TECHNOLOGIES INC | [ESE](https://holderbook.com/stocks/ESE/) | $10.1M | 28,971 | 1.3% | 3 |
| REPLIGEN CORP | [RGEN](https://holderbook.com/stocks/RGEN/) | $10.1M | 74,238 | 1.3% | 31 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $10.1M | 64,151 | 1.3% | 12 |
| GLACIER BANCORP INC NEW | [GBCI](https://holderbook.com/stocks/GBCI/) | $10.0M | 193,834 | 1.3% | 8 |
| BIRKENSTOCK HOLDING PLC | [BIRK](https://holderbook.com/stocks/BIRK/) | $9.6M | 224,017 | 1.3% | 2 |
| IMAX CORP | [IMAX](https://holderbook.com/stocks/IMAX/) | $9.5M | 237,857 | 1.3% | 8 |
| KODIAK GAS SVCS INC | [KGS](https://holderbook.com/stocks/KGS/) | $9.5M | 126,138 | 1.3% | 9 |
| SHOALS TECHNOLOGIES GROUP IN | [SHLS](https://holderbook.com/stocks/SHLS/) | $9.4M | 948,433 | 1.2% | 3 |
| POWELL INDS INC | [POWL](https://holderbook.com/stocks/POWL/) | $9.2M | 32,059 | 1.2% | 6 |
| VITA COCO CO INC | [COCO](https://holderbook.com/stocks/COCO/) | $9.0M | 135,730 | 1.2% | 3 |
| BANDWIDTH INC | [BAND](https://holderbook.com/stocks/BAND/) | $8.9M | 140,366 | 1.2% | 1 |
| CENTRUS ENERGY CORP | [LEU](https://holderbook.com/stocks/LEU/) | $8.8M | 52,642 | 1.2% | 4 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $8.8M | 126,826 | 1.2% | 4 |
| ONESPAWORLD HOLDINGS LIMITED | [OSW](https://holderbook.com/stocks/OSW/) | $8.8M | 312,111 | 1.2% | 16 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $8.7M | 29,765 | 1.2% | 1 |
| ALPHA TAU MEDICAL LTD | [DRTS](https://holderbook.com/stocks/DRTS/) | $8.7M | 691,939 | 1.2% | 1 |
| CAVCO INDS INC DEL | [CVCO](https://holderbook.com/stocks/CVCO/) | $8.6M | 14,075 | 1.1% | 4 |
| SEACOAST BKG CORP FLA | [SBCF](https://holderbook.com/stocks/SBCF/) | $8.5M | 255,067 | 1.1% | 27 |
| LINDBLAD EXPEDITIONS HLDGS I | [LIND](https://holderbook.com/stocks/LIND/) | $8.5M | 299,547 | 1.1% | 4 |
| BOOT BARN HLDGS INC | [BOOT](https://holderbook.com/stocks/BOOT/) | $8.5M | 51,483 | 1.1% | 11 |
| CENTURY COMMUNITIES INC | [CCS](https://holderbook.com/stocks/CCS/) | $8.3M | 116,506 | 1.1% | 5 |
| GITLAB INC | [GTLB](https://holderbook.com/stocks/GTLB/) | $8.3M | 272,200 | 1.1% | 1 |
| MODINE MFG CO | [MOD](https://holderbook.com/stocks/MOD/) | $8.1M | 30,368 | 1.1% | 3 |
| SAIA INC | [SAIA](https://holderbook.com/stocks/SAIA/) | $8.0M | 19,098 | 1.1% | 5 |
| ARCBEST CORP | [ARCB](https://holderbook.com/stocks/ARCB/) | $8.0M | 55,550 | 1.1% | 2 |
| CHAMPION HOMES INC | [SKY](https://holderbook.com/stocks/SKY/) | $7.7M | 87,461 | 1.0% | 11 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $7.7M | 136,766 | 1.0% | 3 |
| LATTICE SEMICONDUCTOR CORP | [LSCC](https://holderbook.com/stocks/LSCC/) | $7.6M | 49,612 | 1.0% | 30 |
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $7.6M | 123,018 | 1.0% | 21 |
| BELDEN INC | [BDC](https://holderbook.com/stocks/BDC/) | $7.6M | 63,106 | 1.0% | 3 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $7.5M | 10,026 | 1.0% | 14 |
| MSA SAFETY INC | [MSA](https://holderbook.com/stocks/MSA/) | $7.4M | 42,298 | 1.0% | 26 |
| COGENT BIOSCIENCES INC | [COGT](https://holderbook.com/stocks/COGT/) | $7.3M | 188,951 | 1.0% | 3 |
| HA SUSTAINABLE INFRA CAP INC | [HASI](https://holderbook.com/stocks/HASI/) | $7.3M | 185,860 | 1.0% | 2 |
| FASTLY INC | [FSLY](https://holderbook.com/stocks/FSLY/) | $7.2M | 394,654 | 1.0% | 1 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $7.0M | 200,364 | 0.9% | 3 |
| COGNEX CORP | [CGNX](https://holderbook.com/stocks/CGNX/) | $6.9M | 94,683 | 0.9% | 2 |
| MOELIS & CO | [MC](https://holderbook.com/stocks/MC/) | $6.8M | 104,681 | 0.9% | 8 |
| VIAVI SOLUTIONS INC | [VIAV](https://holderbook.com/stocks/VIAV/) | $6.8M | 142,306 | 0.9% | 2 |
| ADVANCED ENERGY INDS | [AEIS](https://holderbook.com/stocks/AEIS/) | $6.8M | 18,128 | 0.9% | 4 |
| MERCURY SYS INC | [MRCY](https://holderbook.com/stocks/MRCY/) | $6.7M | 55,104 | 0.9% | 4 |
| COHU INC | [COHU](https://holderbook.com/stocks/COHU/) | $6.5M | 87,460 | 0.9% | 2 |
| FORGENT POWER SOLUTIONS INC | [FPS](https://holderbook.com/stocks/FPS/) | $6.1M | 109,208 | 0.8% | 1 |
| NAVAN INC | [NAVN](https://holderbook.com/stocks/NAVN/) | $6.1M | 264,663 | 0.8% | 1 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $6.0M | 70,665 | 0.8% | 2 |
| OMNICELL COM | [OMCL](https://holderbook.com/stocks/OMCL/) | $6.0M | 144,226 | 0.8% | 8 |
| NATIONAL VISION HLDGS INC | [EYE](https://holderbook.com/stocks/EYE/) | $5.9M | 310,446 | 0.8% | 4 |
| AEHR TEST SYS | [AEHR](https://holderbook.com/stocks/AEHR/) | $5.8M | 60,394 | 0.8% | 10 |
| FORMFACTOR INC | [FORM](https://holderbook.com/stocks/FORM/) | $5.7M | 35,925 | 0.8% | 3 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $5.7M | 29,230 | 0.8% | 23 |
| ATI INC | [ATI](https://holderbook.com/stocks/ATI/) | $5.6M | 28,199 | 0.7% | 3 |
| FLOWSERVE CORP | [FLS](https://holderbook.com/stocks/FLS/) | $5.5M | 74,665 | 0.7% | 15 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $5.4M | 440,110 | 0.7% | 2 |
| SURGERY PARTNERS INC | [SGRY](https://holderbook.com/stocks/SGRY/) | $5.4M | 322,265 | 0.7% | 19 |
| CAMTEK LTD | [CAMT](https://holderbook.com/stocks/CAMT/) | $5.2M | 31,954 | 0.7% | 3 |
| BLACKBERRY LTD | [BB](https://holderbook.com/stocks/BB/) | $5.1M | 402,974 | 0.7% | 1 |
| GUARDANT HEALTH INC | [GH](https://holderbook.com/stocks/GH/) | $5.0M | 33,051 | 0.7% | 9 |
| IPG PHOTONICS CORP | [IPGP](https://holderbook.com/stocks/IPGP/) | $4.9M | 41,609 | 0.6% | 2 |
| HEALTHEQUITY INC | [HQY](https://holderbook.com/stocks/HQY/) | $4.8M | 53,230 | 0.6% | 1 |
| E L F BEAUTY INC | [ELF](https://holderbook.com/stocks/ELF/) | $4.7M | 63,703 | 0.6% | 24 |
| FLUENCE ENERGY INC | [FLNC](https://holderbook.com/stocks/FLNC/) | $4.6M | 233,703 | 0.6% | 4 |
| OLLIES BARGAIN OUTLET HLDGS | [OLLI](https://holderbook.com/stocks/OLLI/) | $4.6M | 60,206 | 0.6% | 31 |
| HOULIHAN LOKEY INC | [HLI](https://holderbook.com/stocks/HLI/) | $4.6M | 34,014 | 0.6% | 30 |
| INSTALLED BLDG PRODS INC | [IBP](https://holderbook.com/stocks/IBP/) | $4.4M | 19,214 | 0.6% | 14 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $4.4M | 132,432 | 0.6% | 2 |
| AEVEX CORP | [AVEX](https://holderbook.com/stocks/AVEX/) | $4.3M | 207,402 | 0.6% | 1 |
| SI-BONE INC | [SIBN](https://holderbook.com/stocks/SIBN/) | $4.3M | 263,781 | 0.6% | 15 |
| DEFINIUM THERAPEUTICS INC | [DFTX](https://holderbook.com/stocks/DFTX/) | $4.2M | 88,598 | 0.6% | 1 |
| PEGASYSTEMS INC | [PEGA](https://holderbook.com/stocks/PEGA/) | $4.1M | 137,080 | 0.5% | 1 |
| PRIVIA HEALTH GROUP INC | [PRVA](https://holderbook.com/stocks/PRVA/) | $4.1M | 159,123 | 0.5% | 15 |
| CLEARPOINT NEURO INC | [CLPT](https://holderbook.com/stocks/CLPT/) | $4.0M | 222,761 | 0.5% | 1 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $3.9M | 81,315 | 0.5% | 1 |
| CARLSMED INC | [CARL](https://holderbook.com/stocks/CARL/) | $3.9M | 373,677 | 0.5% | 1 |
| INFLEQTION INC | [INFQ](https://holderbook.com/stocks/INFQ/) | $3.7M | 278,389 | 0.5% | 1 |
| SEAPORT THERAPEUTICS INC | [SPTX](https://holderbook.com/stocks/SPTX/) | $3.7M | 169,985 | 0.5% | 1 |
| KURA SUSHI USA INC | [KRUS](https://holderbook.com/stocks/KRUS/) | $3.6M | 63,394 | 0.5% | 1 |
| VERTEX INC | [VERX](https://holderbook.com/stocks/VERX/) | $3.6M | 316,071 | 0.5% | 14 |
| CARPENTER TECHNOLOGY CORP | [CRS](https://holderbook.com/stocks/CRS/) | $3.6M | 5,789 | 0.5% | 2 |
| OLEMA PHARMACEUTICALS INC | [OLMA](https://holderbook.com/stocks/OLMA/) | $2.8M | 220,699 | 0.4% | 7 |
| CAPRICOR THERAPEUTICS INC | [CAPR](https://holderbook.com/stocks/CAPR/) | $2.7M | 111,908 | 0.4% | 2 |
| KYMERA THERAPEUTICS INC | [KYMR](https://holderbook.com/stocks/KYMR/) | $1.9M | 16,948 | 0.3% | 1 |
| VICOR CORP | [VICR](https://holderbook.com/stocks/VICR/) | $1.7M | 4,428 | 0.2% | 1 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $1.7M | 13,912 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +28.6% | +14.8% | +13.7% | 100% |
| Q1 2026 | -0.5% | -4.6% | +4.2% | 100% |
| Q4 2025 | +5.5% | +2.4% | +3.1% | 100% |
| Q3 2025 | +9.1% | +7.8% | +1.3% | 100% |
| Q2 2025 | +13.4% | +10.5% | +3.0% | 99% |
| Q1 2025 | -12.2% | -4.6% | -7.7% | 100% |
| Q4 2024 | +3.4% | +2.1% | +1.3% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $754.6M | 129 |
| Q1 2026 | $606.2M | 122 |
| Q4 2025 | $626.4M | 125 |
| Q3 2025 | $639.8M | 131 |
| Q2 2025 | $655.5M | 121 |
| Q1 2025 | $596.8M | 116 |
| Q4 2024 | $700.8M | 118 |
| Q3 2024 | $709.7M | 133 |
| Q2 2024 | $672.3M | 127 |
| Q1 2024 | $726.9M | 126 |
| Q4 2023 | $699.3M | 117 |
| Q3 2023 | $620.4M | 118 |