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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VICR Vicor Corporation Technology 4,428.0 $1.7M 0.22% NEW $379.78 -47.0%
22 NXT Nextpower Inc Technology 13,912.0 $1.7M 0.22% NEW $119.14 -25.8%
23 QXO QXO Inc Industrials 48,994.0 $847K 0.11% NEW $17.28 -19.9%
24 PSTG Everpure Inc 9,877.0 $778K 0.10% NEW $78.79
25 TEAM Atlassian Corp Technology 9,429.0 $733K 0.10% NEW $77.79 +119.7%
26 MDB MongoDB Inc Technology 12.0 $4K 0.00% NEW $335.92 +27.3%
27 VEEV Veeva Systems Inc Healthcare 18.0 $3K NEW $177.44 +39.9%
28 WAB Westinghouse Air Brake Technol Industrials 10.0 $3K NEW $269.60 +8.6%
Page 2 of 2  ·  28 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%