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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GBCI Glacier Bancorp Inc Financial Services 193,834.0 $10.0M 1.32% +1K +0.6% $51.58 -7.0%
22 Birkenstock Holding plc 224,017.0 $9.6M 1.28% +4K +1.7% $43.03
23 IMAX IMAX Corp Communication Services 237,857.0 $9.5M 1.26% -2K -0.8% $39.86 +34.7%
24 KGS Kodiak Gas Services Inc Energy 126,138.0 $9.5M 1.26% -2K -1.6% $75.13 -20.1%
25 SHLS Shoals Technologies Group Inc Energy 948,433.0 $9.4M 1.24% $9.90 -19.7%
26 POWL Powell Industries Inc Industrials 32,059.0 $9.2M 1.22% +19K +140.0% $286.36 -30.8%
27 COCO The Vita Coco Company Inc Consumer Defensive 135,730.0 $9.0M 1.19% $66.14 +2.2%
28 BAND Bandwidth Inc Technology 140,366.0 $8.9M 1.18% NEW $63.30 -17.4%
29 LEU Centrus Energy Corp Energy 52,642.0 $8.8M 1.17% +29K +121.9% $167.87 +9.4%
30 LASR nLight Inc Technology 126,826.0 $8.8M 1.17% -2K -1.8% $69.62 -31.2%
31 OSW OneSpaWorld Holdings Ltd Consumer Cyclical 312,111.0 $8.8M 1.17% -93K -22.9% $28.24 -6.6%
32 GNRC Generac Holdings Inc Industrials 29,765.0 $8.7M 1.16% NEW $292.81 -28.0%
33 DRTS Alpha Tau Medical Ltd Healthcare 691,939.0 $8.7M 1.15% NEW $12.58 +15.0%
34 CVCO Cavco Industries Inc Consumer Cyclical 14,075.0 $8.6M 1.15% +236.0 +1.7% $614.38 -2.5%
35 SBCF Seacoast Banking Corp of Florida Financial Services 255,067.0 $8.5M 1.12% +2K +0.9% $33.25 +5.6%
36 LIND Lindblad Expeditions Holdings Inc Consumer Cyclical 299,547.0 $8.5M 1.12% +108K +56.0% $28.24 +12.7%
37 BOOT Boot Barn Holdings Inc Consumer Cyclical 51,483.0 $8.5M 1.12% +15K +42.1% $164.27 +3.0%
38 CCS Century Communities Inc Consumer Cyclical 116,506.0 $8.3M 1.11% +27K +30.1% $71.66 -1.1%
39 GTLB GitLab Inc Technology 272,200.0 $8.3M 1.10% NEW $30.53 +39.5%
40 MOD Modine Manufacturing Co Consumer Cyclical 30,368.0 $8.1M 1.07% $267.02 -26.9%
Page 2 of 7  ·  129 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%