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Pier Capital Portfolio holdings

AUM $755M Turnover 32.67%
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
Avg Time Held
1.8 years
Top 10 Avg Time Held
0.2 years
Top 20 Avg Time Held
0.3 years

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 icon
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 Held Since
MIR icon
1
Mirion Technologies
MIR
$3.87B
$13.1M 2.16%
703,811
-13,581
-2% -$306K
2024 Q4
5 quarters
HXL icon
2
Hexcel
HXL
$6.8B
$12.9M 2.13%
159,377
-2,842
-2% -$239K
2021 Q1
20 quarters
FULT icon
3
Fulton Financial
FULT
$4.27B
$10.9M 1.79%
533,644
-9,743
-2% -$201K
2025 Q3
2 quarters
DOCN icon
4
DigitalOcean
DOCN
$12.9B
$10.5M 1.73%
122,466
-14,436
-11% -$910K
2025 Q4
1 quarter
AIT icon
5
Applied Industrial Technologies
AIT
$12.3B
$10.5M 1.73%
39,507
+9,700
+33% +$2.64M
2023 Q2
11 quarters
SAIA icon
6
Saia
SAIA
$9.08B
$10.1M 1.67%
28,764
+2,480
+9% +$904K
2025 Q2
3 quarters
ALHC icon
7
Alignment Healthcare
ALHC
$1.69B
$9.46M 1.56%
537,050
-9,624
-2% -$193K
2025 Q3
2 quarters
SMTC icon
8
Semtech
SMTC
$13.5B
$9.45M 1.56%
122,962
+73,753
+150% +$6.07M
2025 Q4
1 quarter
OSW icon
9
OneSpaWorld
OSW
$2.43B
$9.3M 1.53%
405,098
-8,072
-2% -$172K
2022 Q3
14 quarters
IMAX icon
10
IMAX
IMAX
$2.83B
$9.12M 1.5%
239,898
-4,691
-2% -$174K
2024 Q3
6 quarters
FLS icon
11
Flowserve
FLS
$9B
$9.06M 1.49%
123,232
-15,288
-11% -$1.21M
2022 Q4
13 quarters
ANGO icon
12
AngioDynamics
ANGO
$487M
$9.06M 1.49%
796,696
+224,841
+39% +$2.44M
2025 Q1
4 quarters
CECO icon
13
Ceco Environmental
CECO
$3.55B
$8.95M 1.48%
150,245
+52,403
+54% +$3.37M
2025 Q2
3 quarters
WMS icon
14
Advanced Drainage Systems
WMS
$9.69B
$8.76M 1.44%
63,860
+13,466
+27% +$2.08M
2023 Q3
10 quarters
AZZ icon
15
AZZ Inc
AZZ
$3.92B
$8.72M 1.44%
69,716
-1,251
-2% -$158K
2025 Q4
1 quarter
GBCI icon
16
Glacier Bancorp
GBCI
$5.7B
$8.61M 1.42%
192,666
-3,452
-2% -$163K
2024 Q3
6 quarters
LSCC icon
17
Lattice Semiconductor
LSCC
$15.2B
$8.32M 1.37%
89,683
-1,755
-2% -$157K
2019 Q1
28 quarters
ESE icon
18
ESCO Technologies
ESE
$6.55B
$8.29M 1.37%
29,469
+14,134
+92% +$3.56M
2025 Q4
1 quarter
HLI icon
19
Houlihan Lokey
HLI
$8.98B
$8.06M 1.33%
56,145
+12,145
+28% +$2M
2019 Q1
28 quarters
ONTO icon
20
Onto Innovation
ONTO
$11.4B
$8.01M 1.32%
39,059
-19,124
-33% -$3.91M
2024 Q4
5 quarters
CGNX icon
21
Cognex
CGNX
$9.37B
$7.98M 1.32%
+162,966
New +$7.61M
2026 Q1
0 quarters
EYE icon
22
National Vision
EYE
$1.4B
$7.97M 1.31%
307,642
-5,923
-2% -$161K
2025 Q3
2 quarters
MC icon
23
Moelis & Co
MC
$4.1B
$7.91M 1.31%
138,822
-2,530
-2% -$164K
2024 Q3
6 quarters
BIRK icon
24
Birkenstock
BIRK
$5.93B
$7.89M 1.3%
+220,241
New +$8.59M
2026 Q1
0 quarters
ARCB icon
25
ArcBest
ARCB
$2.97B
$7.84M 1.29%
+79,719
New +$7.55M
2026 Q1
0 quarters
1
2 3 4 5

Similar funds

HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
KCG
Kinsale Capital Group Richmond, Virginia $754M AUM 19.97% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
PCM
Polymer Capital Management New York $755M AUM 73% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
ACM
Academy Capital Management Waco, Texas $756M AUM 18.23% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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.