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Pier Capital Portfolio holdings

AUM $755M
1-Year Est. Return 94.38%
This Fund
S&P 500
This Quarter Est. Return
+7.23%
1 Year Est. Return
+94.38%
3 Year Est. Return
+222.94%
5 Year Est. Return
+261.19%
10 Year Est. Return
+2,769.67%
AUM
$606M
AUM Growth
-$20.2M
Cap. Flow
-$23.6M
Cap. Flow %
-3.9%
Top 10 Hldgs %
17.36%
Holding
144
New
19
Increased
26
Reduced
68
Closed
22

Top Buys

Rank Stock Value
1
BIRK icon
Birkenstock
BIRK
+$8.59M
2
CGNX icon
Cognex
CGNX
+$7.61M
3
ARCB icon
ArcBest
ARCB
+$7.55M
4
SMTC icon
Semtech
SMTC
+$6.07M
5
GLBE icon
Global E Online
GLBE
+$5.51M

Top Sells

Rank Stock Value
1
CWAN
Clearwater Analytics
CWAN
+$16.4M
2
GTLB icon
GitLab
GTLB
+$8.89M
3
QTWO icon
Q2 Holdings
QTWO
+$7.56M
4
CERT icon
Certara
CERT
+$7.4M
5
LIND icon
Lindblad Expeditions
LIND
+$6.85M

Sector Composition

Rank Sector Weight
1 Industrials 26.26%
2 Technology 25.61%
3 Healthcare 15.42%
4 Consumer Discretionary 11.41%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MIR icon
1
Mirion Technologies
MIR
$3.88B
$13.1M 2.16%
703,811
-13,581
-2% -$306K
HXL icon
2
Hexcel
HXL
$7.74B
$12.9M 2.13%
159,377
-2,842
-2% -$239K
FULT icon
3
Fulton Financial
FULT
$4.69B
$10.9M 1.79%
533,644
-9,743
-2% -$201K
DOCN icon
4
DigitalOcean
DOCN
$15.6B
$10.5M 1.73%
122,466
-14,436
-11% -$910K
AIT icon
5
Applied Industrial Technologies
AIT
$13.2B
$10.5M 1.73%
39,507
+9,700
+33% +$2.64M
SAIA icon
6
Saia
SAIA
$10.1B
$10.1M 1.67%
28,764
+2,480
+9% +$904K
ALHC icon
7
Alignment Healthcare
ALHC
$2.79B
$9.46M 1.56%
537,050
-9,624
-2% -$193K
SMTC icon
8
Semtech
SMTC
$12.4B
$9.45M 1.56%
122,962
+73,753
+150% +$6.07M
OSW icon
9
OneSpaWorld
OSW
$2.73B
$9.3M 1.53%
405,098
-8,072
-2% -$172K
IMAX icon
10
IMAX
IMAX
$2.92B
$9.12M 1.5%
239,898
-4,691
-2% -$174K
FLS icon
11
Flowserve
FLS
$10.3B
$9.06M 1.49%
123,232
-15,288
-11% -$1.21M
ANGO icon
12
AngioDynamics
ANGO
$647M
$9.06M 1.49%
796,696
+224,841
+39% +$2.44M
CECO icon
13
Ceco Environmental
CECO
$4.5B
$8.95M 1.48%
150,245
+52,403
+54% +$3.37M
WMS icon
14
Advanced Drainage Systems
WMS
$11.3B
$8.76M 1.44%
63,860
+13,466
+27% +$2.08M
AZZ icon
15
AZZ Inc
AZZ
$4.52B
$8.72M 1.44%
69,716
-1,251
-2% -$158K
GBCI icon
16
Glacier Bancorp
GBCI
$6.48B
$8.61M 1.42%
192,666
-3,452
-2% -$163K
LSCC icon
17
Lattice Semiconductor
LSCC
$18.2B
$8.32M 1.37%
89,683
-1,755
-2% -$157K
ESE icon
18
ESCO Technologies
ESE
$7.79B
$8.29M 1.37%
29,469
+14,134
+92% +$3.56M
HLI icon
19
Houlihan Lokey
HLI
$9.24B
$8.06M 1.33%
56,145
+12,145
+28% +$2M
ONTO icon
20
Onto Innovation
ONTO
$20.6B
$8.01M 1.32%
39,059
-19,124
-33% -$3.91M
CGNX icon
21
Cognex
CGNX
$10.4B
$7.98M 1.32%
+162,966
New +$7.61M
EYE icon
22
National Vision
EYE
$1.51B
$7.97M 1.31%
307,642
-5,923
-2% -$161K
MC icon
23
Moelis & Co
MC
$5.21B
$7.91M 1.31%
138,822
-2,530
-2% -$164K
BIRK icon
24
Birkenstock
BIRK
$7.54B
$7.89M 1.3%
+220,241
New +$8.59M
ARCB icon
25
ArcBest
ARCB
$3.28B
$7.84M 1.29%
+79,719
New +$7.55M
1
2 3 4 5

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Pier Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Pier Capital held 144 positions worth $606M, down 3.2% from $626M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Pier Capital withdrew a net $23.6M in Q1 2026, closing 22 positions and reducing 68 holdings. Its most notable exit was Clearwater Analytics, an estimated $16.4M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 26% of assets, up from 23% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Pier Capital opened a new position in Birkenstock worth $7.89M.

  • Pier Capital's largest Q1 2026 buy was Birkenstock: 220,241 shares worth $7.89M.
  • Pier Capital added most to Semtech in Q1 2026, an estimated $6.07M increase.
  • Pier Capital's biggest Q1 2026 reduction was Lindblad Expeditions, cutting an estimated $6.85M.
  • Pier Capital fully exited Clearwater Analytics in Q1 2026, selling an estimated $16.4M.
  • Pier Capital's ten largest holdings make up 17% of its $606M portfolio in Q1 2026.
  • Pier Capital opened 19 new positions and closed 22 in Q1 2026.
  • Pier Capital's portfolio value fell 3.2% quarter-over-quarter to $606M.

Based on Pier Capital's 13F filing for Q1 2026, filed 14 May 2026.