Roubaix Capital, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$234.5B
Holdings
46
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RALRALLIANT CORP | 173,580 | $8.8B | 3.77% | |
| 2 | SAROSTANDARDAERO INC | 292,354 | $8.4B | 3.57% | |
| 3 | AGYSAGILYSYS INC | 60,243 | $7.2B | 3.05% | |
| 4 | NPKINPK INTERNATIONAL INC | 575,348 | $6.9B | 2.92% | |
| 5 | TRNSTRANSCAT INC | 116,111 | $6.6B | 2.81% | |
| 6 | JBIJANUS INTERNATIONAL GROUP IN | 993,145 | $6.5B | 2.77% | |
| 7 | PKEPARK AEROSPACE CORP | 299,962 | $6.4B | 2.73% | |
| 8 | PDFSPDF SOLUTIONS INC | 220,022 | $6.3B | 2.68% | |
| 9 | CCCCCC INTELLIGENT SOLUTIONS HL | 786,127 | $6.2B | 2.66% | |
| 10 | MODMODINE MFG CO | 46,196 | $6.2B | 2.63% | |
| 11 | AZTAAZENTA INC | 183,599 | $6.1B | 2.60% | |
| 12 | RRXREGAL REXNORD CORPORATION | 42,836 | $6.0B | 2.56% | |
| 13 | XMTRXOMETRY INC | 100,873 | $6.0B | 2.56% | |
| 14 | SSFSENSIENT TECHNOLOGIES CORP | 63,032 | $5.9B | 2.52% | |
| 15 | PKNREVVITY INC | 61,105 | $5.9B | 2.52% | |
| 16 | XPELXPEL INC | 116,949 | $5.8B | 2.49% | |
| 17 | BIRKBIRKENSTOCK HOLDING PLC | 130,625 | $5.3B | 2.28% | |
| 18 | AIRAAR CORP | 63,009 | $5.2B | 2.22% | |
| 19 | LASRNLIGHT INC | 139,048 | $5.2B | 2.22% | |
| 20 | GENIGENIUS SPORTS LIMITED | 464,560 | $5.1B | 2.18% | |
| 21 | NCNONCINO INC | 199,020 | $5.1B | 2.18% | |
| 22 | OMCLOMNICELL COM | 111,815 | $5.1B | 2.16% | |
| 23 | FULFULLER H B CO | 83,821 | $5.0B | 2.12% | |
| 24 | CERTCERTARA INC | 563,064 | $5.0B | 2.11% | |
| 25 | SITMSITIME CORP | 14,036 | $5.0B | 2.11% | |
| 26 | LFUSLITTELFUSE INC | 19,442 | $4.9B | 2.10% | |
| 27 | HNMORMAT TECHNOLOGIES INC | 43,598 | $4.8B | 2.05% | |
| 28 | NXTNEXTPOWER INC | 54,513 | $4.7B | 2.02% | |
| 29 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 626,414 | $4.5B | 1.91% | |
| 30 | KRMNKARMAN HLDGS INC | 61,118 | $4.5B | 1.91% | |
| 31 | SWIMLATHAM GROUP INC | 684,028 | $4.3B | 1.85% | |
| 32 | MLABMESA LABS INC | 55,189 | $4.3B | 1.85% | |
| 33 | LTHLIFE TIME GROUP HOLDINGS INC | 162,150 | $4.3B | 1.84% | |
| 34 | ATDATI INC | 37,284 | $4.3B | 1.82% | |
| 35 | ITRIITRON INC | 45,141 | $4.2B | 1.79% | |
| 36 | ATRAPTARGROUP INC | 34,317 | $4.2B | 1.78% | |
| 37 | KIDSORTHOPEDIATRICS CORP | 234,323 | $4.2B | 1.77% | |
| 38 | STVNSTEVANATO GROUP S P A | 195,973 | $3.9B | 1.68% | |
| 39 | PARPAR TECHNOLOGY CORP | 106,461 | $3.9B | 1.65% | |
| 40 | TKNOALPHA TEKNOVA INC | 998,532 | $3.8B | 1.62% | |
| 41 | AAOIAPPLIED OPTOELECTRONICS INC | 108,275 | $3.8B | 1.61% | |
| 42 | VERXVERTEX INC | 184,446 | $3.7B | 1.57% | |
| 43 | PCORPROCORE TECHNOLOGIES INC | 47,067 | $3.4B | 1.46% | |
| 44 | MECMAYVILLE ENGR CO INC | 146,297 | $2.7B | 1.17% | |
| 45 | CLBTCELLEBRITE DI LTD | 145,679 | $2.6B | 1.12% | |
| 46 | SISHOULDER INNOVATIONS INC | 158,816 | $2.3B | 0.97% |