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Portfolio (Quarterly) Guide ↗

Pier Capital, LLC

· CIK 0001310051
13F Portfolio $755M AUM 129 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 41 Added 40 Reduced 21 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RDNT RadNet Inc Healthcare 123,018.0 $7.6M 1.00% +4K +3.5% $61.67 +22.5%
22 MSA MSA Safety Inc Industrials 42,298.0 $7.4M 0.98% +228.0 +0.5% $174.58 +8.5%
23 COGT Cogent Biosciences Inc Healthcare 188,951.0 $7.3M 0.97% +88K +86.5% $38.70 -4.8%
24 HASI HA Sustainable Infrastructure Capital Inc Financial Services 185,860.0 $7.3M 0.96% +66K +55.3% $39.05 +7.2%
25 GLBE Global-e Online Ltd Consumer Cyclical 200,364.0 $7.0M 0.92% +3K +1.7% $34.73 +18.7%
26 CYTK Cytokinetics Inc Healthcare 70,665.0 $6.0M 0.80% +1K +1.6% $85.19 -8.7%
27 OMCL Omnicell Inc Healthcare 144,226.0 $6.0M 0.79% +1K +0.8% $41.52 -12.3%
28 EYE National Vision Holdings Inc Consumer Cyclical 310,446.0 $5.9M 0.78% +3K +0.9% $19.01 -0.5%
29 COMP Compass Inc Technology 440,110.0 $5.4M 0.72% +62K +16.3% $12.33 +3.8%
30 IPGP IPG Photonics Corp Technology 41,609.0 $4.9M 0.65% +689.0 +1.7% $117.32 -34.7%
31 ELF elf Beauty Inc Consumer Defensive 63,703.0 $4.7M 0.62% +19K +41.4% $74.00 +34.7%
32 OLLI Ollies Bargain Outlet Holdings Inc Consumer Defensive 60,206.0 $4.6M 0.61% +346.0 +0.6% $76.88 +3.3%
33 Installed Building Products Inc 19,214.0 $4.4M 0.58% +7K +56.6% $229.84
34 PL Planet Labs PBC Industrials 132,432.0 $4.4M 0.58% +26K +24.6% $33.13 -31.7%
35 VERX Vertex Inc Technology 316,071.0 $3.6M 0.48% +4K +1.2% $11.48 +17.8%
36 CRS Carpenter Technology Corp Industrials 5,789.0 $3.6M 0.47% +1K +31.0% $616.84 -17.3%
37 OLMA Olema Pharmaceuticals Inc Healthcare 220,699.0 $2.8M 0.37% +85K +62.1% $12.51 -9.6%
38 CAPR Capricor Therapeutics Inc Healthcare 111,908.0 $2.7M 0.36% +68K +152.0% $24.08 -66.9%
39 TXRH Texas Roadhouse Inc Consumer Cyclical 4,631.0 $895K 0.12% +5K +10000.0% $193.23 +5.0%
40 DXCM Dexcom Inc Healthcare 12,288.0 $828K 0.11% +6K +105.9% $67.35 +33.5%
Page 2 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Industrials 26.3%
Healthcare 16.9%
Consumer Cyclical 10.3%
Financial Services 6.8%
Energy 3.8%
Consumer Defensive 2.5%
Basic Materials 2.4%
Communication Services 1.3%
Utilities 0.6%