Roubaix Capital, LLC — 13F Holdings & Portfolio

CIK 1769700 · latest 13F-HR filed 2026-08-10

Roubaix Capital, LLC manages $278.9M in 13F-reported U.S. long-equity assets across 50 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SXT (3.73%), TKNO (3.22%), BLFS (3.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 28 new positions, exited 21, added to 16, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
155 S MADISON ST SUITE 330
DENVER, CO 80209
Phone
(303) 209-4127
Filing Manager
Roubaix Capital, LLC
DENVER, CO
Signatory
BRENTON FLETCHER
Chief Compliance Officer
Loading holdings…
AUM

$278.9M

Long-equity book

Holdings

50

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+28 / −21 / ↑16 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FLYWIRE CORPORATION$3.8M +141.7%
  • ALPHA TEKNOVA INC$3.5M +64.9%
  • JBT MAREL CORPORATION$3.4M +145.7%
  • SENSIENT TECHNOLOGIES CORP$3.2M +44.5%
  • DORMAN PRODS INC$3.1M +70.1%
Show all 16 →

Top Trims

  • VISHAY PRECISION GROUP INC-$2.7M -38.0%
  • PDF SOLUTIONS INC-$2.2M -36.3%
  • REGAL REXNORD CORPORATION-$2.2M -30.4%
  • XOMETRY INC-$1.5M -21.6%
  • PARK AEROSPACE CORP-$1.1M -14.3%
Show all 6 →

New Positions

  • BIOLIFE SOLUTIONS INC$8.7M
  • ATS CORPORATION$7.1M
  • OMNICELL COM$7.0M
  • PURSUIT ATTRACTIONS AND HOSP$6.9M
  • CRYOPORT INC$6.4M
Show all 28 →

Exited Positions

  • YORK SPACE SYSTEMS INC$8.5M
  • STANDARDAERO INC$7.6M
  • REPLIGEN CORP$6.4M
  • MESA LABS INC$6.4M
  • TRANSCAT INC$6.2M
Show all 21 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SENSIENT TECHNOLOGIES CORP SXT 81725T100 $10.4M 3.73% 84,299 SH
2 ALPHA TEKNOVA INC TKNO 02080L102 $9.0M 3.22% 1,579,404 SH
3 BIOLIFE SOLUTIONS INC BLFS 09062W204 $8.7M 3.14% 309,618 SH
4 AGILYSYS INC AGYS 00847J105 $8.1M 2.89% 77,079 SH
5 DORMAN PRODS INC DORM 258278100 $7.6M 2.72% 55,682 SH
6 RALLIANT CORP RAL 750940108 $7.5M 2.69% 101,759 SH
7 STEVANATO GROUP S P A STVN T9224W109 $7.2M 2.57% 396,822 SH
8 ATS CORPORATION ATS 00217Y104 $7.1M 2.55% 246,909 SH
9 OMNICELL COM OMCL 68213N109 $7.0M 2.50% 167,773 SH
10 PURSUIT ATTRACTIONS AND HOSP PRSU 92552R406 $6.9M 2.46% 122,525 SH
11 FLYWIRE CORPORATION FLYW 302492103 $6.5M 2.33% 369,457 SH
12 PARK AEROSPACE CORP PKE 70014A104 $6.4M 2.31% 168,978 SH
13 CRYOPORT INC CYRX 229050307 $6.4M 2.28% 404,778 SH
14 CASELLA WASTE SYS INC CWST 147448104 $6.3M 2.24% 64,536 SH
15 TIMKEN CO TKR 887389104 $6.2M 2.24% 42,931 SH
16 NEOGEN CORP NEOG 640491106 $6.2M 2.21% 687,112 SH
17 NAVAN INC NAVN 639193101 $6.1M 2.18% 265,887 SH
18 ORTHOPEDIATRICS CORP KIDS 68752L100 $5.9M 2.10% 306,564 SH
19 LKQ CORP LKQ 501889208 $5.8M 2.09% 221,780 SH
20 APPLIED AEROSPACE & DEFENSE AADX 03815J107 $5.8M 2.09% 256,240 SH
21 JBT MAREL CORPORATION JBTM 477839104 $5.8M 2.08% 40,002 SH
22 ALBANY INTL CORP AIN 012348108 $5.7M 2.06% 77,024 SH
23 CELLEBRITE DI LTD CLBT M2197Q107 $5.6M 2.01% 383,672 SH
24 MAMAS CREATIONS INC MAMA 56146T103 $5.3M 1.91% 298,280 SH
25 XOMETRY INC XMTR 98423F109 $5.3M 1.90% 55,034 SH
26 LATHAM GROUP INC SWIM 51819L107 $5.3M 1.89% 812,601 SH
27 SHOULDER INNOVATIONS INC SI 82537J108 $5.2M 1.86% 255,288 SH
28 BIRKENSTOCK HOLDING PLC BIRK M2029K104 $5.1M 1.84% 119,258 SH
29 LIGHTPATH TECHNOLOGIES INC LPTH 532257805 $5.1M 1.83% 312,510 SH
30 REGAL REXNORD CORPORATION RRX 758750103 $4.9M 1.76% 20,636 SH
31 CELSIUS HLDGS INC CELH 15118V207 $4.8M 1.73% 164,889 SH
32 HEXCEL CORP NEW HXL 428291108 $4.8M 1.73% 48,200 SH
33 INNOVATIVE SOLUTIONS & SUPPO ISSC 45769N105 $4.8M 1.71% 264,509 SH
34 AMBIQ MICRO INC AMBQ 023193105 $4.7M 1.69% 53,257 SH
35 ENERPAC TOOL GROUP CORP EPAC 292765104 $4.6M 1.67% 129,503 SH
36 XPEL INC XPEL 98379L100 $4.6M 1.66% 93,575 SH
37 PROTO LABS INC PRLB 743713109 $4.5M 1.62% 55,415 SH
38 ACV AUCTIONS INC ACVA 00091G104 $4.5M 1.61% 625,761 SH
39 BOOT BARN HLDGS INC BOOT 099406100 $4.4M 1.59% 27,046 SH
40 LITTELFUSE INC LFUS 537008104 $4.4M 1.59% 9,724 SH
41 APTARGROUP INC ATR 038336103 $4.4M 1.56% 34,847 SH
42 VISHAY PRECISION GROUP INC VPG 92835K103 $4.3M 1.55% 28,920 SH
43 RESIDEO TECHNOLOGIES INC REZI 76118Y104 $4.2M 1.50% 134,503 SH
44 WAYSTAR HLDG CORP WAY 946784105 $3.9M 1.41% 191,234 SH
45 BOWMAN CONSULTING GROUP LTD BWMN 103002101 $3.9M 1.40% 133,949 SH
46 DIGITALOCEAN HLDGS INC DOCN 25402D102 $3.9M 1.39% 24,690 SH
47 PDF SOLUTIONS INC PDFS 693282105 $3.8M 1.36% 53,546 SH
48 ARMSTRONG WORLD INDS INC NEW AWI 04247X102 $3.7M 1.33% 23,203 SH
49 VISHAY INTERTECHNOLOGY INC VSH 928298108 $3.1M 1.12% 58,199 SH
50 CSW INDUSTRIALS INC CSW 126402106 $3.1M 1.10% 11,012 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $278.9M 50 0001769700-26-000005
2026-03-31 2026-05-06 $214.3M 43 0001769700-26-000003
2025-12-31 2026-02-09 $234.5M 46 0001769700-26-000002