Roubaix Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| YORK SPACE SYSTEMS INC(YSS) | 0 | 382,906 | +382,906 | 0 | 8,489,026 | 3.96% | +8,489,026 |
| VISHAY PRECISION GROUP INC(VPG) | 0 | 160,961 | +160,961 | 0 | 6,988,927 | 3.26% | +6,988,927 |
| REPLIGEN CORP(RGEN) | 0 | 54,555 | +54,555 | 0 | 6,427,670 | 3.00% | +6,427,670 |
| SPORTRADAR GROUP AG(SRAD) | 0 | 333,382 | +333,382 | 0 | 5,580,815 | 2.60% | +5,580,815 |
| FORGENT POWER SOLUTIONS INC(FPS) | 0 | 184,863 | +184,863 | 0 | 5,410,940 | 2.53% | +5,410,940 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 0 | 169,993 | +169,993 | 0 | 5,359,879 | 2.50% | +5,359,879 |
| LOAR HOLDINGS INC(LOAR) | 0 | 92,379 | +92,379 | 0 | 5,292,393 | 2.47% | +5,292,393 |
| ESAB CORPORATION(ESAB) | 0 | 51,928 | +51,928 | 0 | 5,019,360 | 2.34% | +5,019,360 |
| CASELLA WASTE SYS INC(CWST) | 0 | 62,772 | +62,772 | 0 | 4,980,330 | 2.32% | +4,980,330 |
| WAYSTAR HLDG CORP(WAY) | 0 | 200,167 | +200,167 | 0 | 4,826,026 | 2.25% | +4,826,026 |
| NEOGEN CORP(NEOG) | 0 | 498,424 | +498,424 | 0 | 4,630,359 | 2.16% | +4,630,359 |
| JFROG LTD(FROG) | 0 | 95,944 | +95,944 | 0 | 4,502,652 | 2.10% | +4,502,652 |
| DORMAN PRODS INC(DORM) | 0 | 42,811 | +42,811 | 0 | 4,467,756 | 2.09% | +4,467,756 |
| ALBANY INTL CORP | 0 | 67,509 | +67,509 | 0 | 3,524,645 | 1.64% | +3,524,645 |
| PROPETRO HLDG CORP(PUMP) | 0 | 243,257 | +243,257 | 0 | 3,505,333 | 1.64% | +3,505,333 |
| SERVICETITAN INC(TTAN) | 0 | 53,720 | +53,720 | 0 | 3,409,071 | 1.59% | +3,409,071 |
| AMBIQ MICRO INC | 0 | 125,821 | +125,821 | 0 | 3,197,112 | 1.49% | +3,197,112 |
| FLYWIRE CORPORATION(FLYW) | 0 | 230,691 | +230,691 | 0 | 2,685,243 | 1.25% | +2,685,243 |
| ALKAMI TECHNOLOGY INC(ALKT) | 0 | 161,101 | +161,101 | 0 | 2,524,453 | 1.18% | +2,524,453 |
| JBT MAREL CORPORATION(JBTM) | 0 | 18,459 | +18,459 | 0 | 2,360,352 | 1.10% | +2,360,352 |
| MOELIS & CO(MC) | 0 | 40,967 | +40,967 | 0 | 2,335,119 | 1.09% | +2,335,119 |
| MESA LABS INC | 55,189 | 72,115 | +16,926 | 4,332,336 | 6,376,408 | 2.98% | +2,044,072 |
| ALPHA TEKNOVA INC | 998,532 | 1,882,355 | +883,823 | 3,794,422 | 5,440,006 | 2.54% | +1,645,584 |
| CELLEBRITE DI LTD(CLBT) | 145,679 | 303,215 | +157,536 | 2,626,592 | 4,178,303 | 1.95% | +1,551,711 |
| SHOULDER INNOVATIONS INC | 158,816 | 257,121 | +98,305 | 2,271,069 | 3,735,968 | 1.74% | +1,464,899 |
| STEVANATO GROUP S P A ORD SHS | 195,973 | 385,316 | +189,343 | 3,942,977 | 5,298,095 | 2.47% | +1,355,118 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 63,032 | 83,186 | +20,154 | 5,921,856 | 7,190,598 | 3.36% | +1,268,742 |
| PARK AEROSPACE CORP | 299,962 | 274,815 | -25,147 | 6,401,189 | 7,524,435 | 3.51% | +1,123,246 |
| REGAL REXNORD CORPORATION(RRX) | 42,836 | 37,739 | -5,097 | 6,010,748 | 7,067,005 | 3.30% | +1,056,257 |
| MAYVILLE ENGR CO INC | 146,297 | 210,657 | +64,360 | 2,738,680 | 3,781,293 | 1.76% | +1,042,613 |
| XOMETRY INC(XMTR) | 100,873 | 165,931 | +65,058 | 5,998,917 | 6,776,622 | 3.16% | +777,705 |
| PROCORE TECHNOLOGIES INC(PCOR) | 47,067 | 72,754 | +25,687 | 3,423,654 | 4,146,978 | 1.94% | +723,324 |
| ORTHOPEDIATRICS CORP | 234,323 | 290,047 | +55,724 | 4,161,576 | 4,603,046 | 2.15% | +441,470 |
| REVVITY INC(RVTY) | 61,105 | 64,013 | +2,908 | 5,911,909 | 5,608,179 | 2.62% | -303,730 |
| PDF SOLUTIONS INC(PDFS) | 220,022 | 181,937 | -38,085 | 6,277,228 | 5,951,159 | 2.78% | -326,069 |
| TRANSCAT INC | 116,111 | 84,982 | -31,129 | 6,586,977 | 6,241,928 | 2.91% | -345,049 |
| STANDARDAERO INC(SARO) | 292,354 | 294,397 | +2,043 | 8,384,713 | 7,604,275 | 3.55% | -780,438 |
| LATHAM GROUP INC | 684,028 | 661,037 | -22,991 | 4,343,578 | 3,549,769 | 1.66% | -793,809 |
| NLIGHT INC(LASR) | 139,048 | 61,389 | -77,659 | 5,215,690 | 3,500,401 | 1.63% | -1,715,289 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 786,127 | 744,898 | -41,229 | 6,249,710 | 4,469,388 | 2.09% | -1,780,322 |
| AGILYSYS INC(AGYS) | 60,243 | 75,544 | +15,301 | 7,159,278 | 5,374,200 | 2.51% | -1,785,078 |
| RALLIANT CORP(RAL) | 173,580 | 154,619 | -18,961 | 8,836,958 | 6,430,604 | 3.00% | -2,406,354 |
| NPK INTERNATIONAL INC(NPKI) | 575,348 | 269,935 | -305,413 | 6,858,148 | 3,911,358 | 1.83% | -2,946,790 |
| VERTEX INC(VERX) | 184,446 | 0 | -184,446 | 3,683,387 | 0 | — | -3,683,387 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 108,275 | 0 | -108,275 | 3,774,466 | 0 | — | -3,774,466 |
| PAR TECHNOLOGY CORP | 106,461 | 0 | -106,461 | 3,862,405 | 0 | — | -3,862,405 |
| APTARGROUP INC | 34,317 | 0 | -34,317 | 4,185,301 | 0 | — | -4,185,301 |
| ITRON INC(ITRI) | 45,141 | 0 | -45,141 | 4,191,793 | 0 | — | -4,191,793 |
| ATI INC(ATI) | 37,284 | 0 | -37,284 | 4,278,712 | 0 | — | -4,278,712 |
| LIFE TIME GROUP HOLDINGS INC(LTH) | 162,150 | 0 | -162,150 | 4,309,947 | 0 | — | -4,309,947 |
| KARMAN HLDGS INC(KRMN) | 61,118 | 0 | -61,118 | 4,472,004 | 0 | — | -4,472,004 |
| EVOLV TECHNOLOGIES HLDNGS IN(EVLV) | 626,414 | 0 | -626,414 | 4,485,124 | 0 | — | -4,485,124 |
| NEXTPOWER INC | 54,513 | 0 | -54,513 | 4,748,627 | 0 | — | -4,748,627 |
| ORMAT TECHNOLOGIES INC(ORA) | 43,598 | 0 | -43,598 | 4,816,271 | 0 | — | -4,816,271 |
| LITTELFUSE INC(LFUS) | 19,442 | 0 | -19,442 | 4,917,271 | 0 | — | -4,917,271 |
| SITIME CORP(SITM) | 14,036 | 0 | -14,036 | 4,957,375 | 0 | — | -4,957,375 |
| CERTARA INC(CERT) | 563,064 | 0 | -563,064 | 4,960,594 | 0 | — | -4,960,594 |
| FULLER H B CO(FUL) | 83,821 | 0 | -83,821 | 4,983,997 | 0 | — | -4,983,997 |
| OMNICELL COM(OMCL) | 111,815 | 0 | -111,815 | 5,065,220 | 0 | — | -5,065,220 |
| NCINO INC(NCNO) | 199,020 | 0 | -199,020 | 5,102,873 | 0 | — | -5,102,873 |
| GENIUS SPORTS LIMITED SHARES CL A | 464,560 | 0 | -464,560 | 5,119,451 | 0 | — | -5,119,451 |
| AAR CORP | 63,009 | 0 | -63,009 | 5,216,515 | 0 | — | -5,216,515 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 130,625 | 0 | -130,625 | 5,342,562 | 0 | — | -5,342,562 |
| XPEL INC(XPEL) | 116,949 | 0 | -116,949 | 5,836,925 | 0 | — | -5,836,925 |
| AZENTA INC(AZTA) | 183,599 | 0 | -183,599 | 6,106,503 | 0 | — | -6,106,503 |
| MODINE MFG CO(MOD) | 46,196 | 0 | -46,196 | 6,167,628 | 0 | — | -6,167,628 |
| JANUS INTERNATIONAL GROUP IN | 993,145 | 0 | -993,145 | 6,495,168 | 0 | — | -6,495,168 |