Arkolith/Funds/Roubaix Capital, LLC

Roubaix Capital, LLC

CIK 1769700
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Roubaix Capital, LLC holds a diversified book of 50 stocks worth $278.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Biolife Solutions Inc and trimmed Alpha Teknova Inc. Their largest long position is Sensient Technologies Corp at 4% of the equity book.

Opened
132
bought for the first time
Added to
12
already held, bought more
Trimmed
10
sold some, still holds it
Sold out
21
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
28%
Top 20 holdings
51%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Industrials
27%
Information Technology
26%
Health Care
17%
Materials
13%
Consumer Discretionary
9%
Consumer Staples
4%
Utilities
2%
ETF / fund or unclassified
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Roubaix Capital, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 50$30.2B
MORGAN STANLEY79 / 50$4.1B
UBS Group AG79 / 50$2.5B
GOLDMAN SACHS GROUP INC79 / 50$2.4B
JPMORGAN CHASE & CO79 / 50$2.4B
BANK OF AMERICA CORP /DE/79 / 50$2.4B
ROYAL BANK OF CANADA79 / 50$867.4M
WELLS FARGO & COMPANY/MN79 / 50$662.0M

Ranked by how many of Roubaix Capital, LLC's top 50 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

50 positions
#SecurityValueShares% PortLast moveHistory
1Sensient Technologies Corp
COM
$10.4M84.3K
3.7%
+1.3%
Added · +1K sh
2Alpha Teknova Inc
COM
$9.0M1.58M
3.2%
−16%
Reduced · −303K sh
3Biolife Solutions Inc
COM NEW
$8.7M309.6K
3.1%
New
New position
4Agilysys Inc
COM
$8.1M77.1K
2.9%
+2.0%
Added · +2K sh
5Dorman Prods Inc
COM
$7.6M55.7K
2.7%
+30%
Added · +13K sh
6Ralliant Corp
COM
$7.5M101.8K
2.7%
−34%
Reduced · −53K sh
7Stevanato Group S P A
ORD SHS
$7.2M396.8K
2.6%
+3.0%
Added · +12K sh
8Ats Corporation
COM
$7.1M246.9K
2.5%
New
New position
9Omnicell Com
COM
$7.0M167.8K
2.5%
New
New position
10Pursuit Attractions And Hosp
COM
$6.9M122.5K
2.5%
New
New position
11Flywire Corporation
COM VTG
$6.5M369.5K
2.3%
+60%
Added · +139K sh
12Park Aerospace Corp
COM
$6.4M169.0K
2.3%
−39%
Reduced · −106K sh
13Cryoport Inc
COM PAR $0.001
$6.4M404.8K
2.3%
New
New position
14Casella Waste Sys Inc
CL A
$6.3M64.5K
2.2%
+2.8%
Added · +2K sh
15Timken Co
COM
$6.2M42.9K
2.2%
New
New position
16Neogen Corp
COM
$6.2M687.1K
2.2%
+38%
Added · +189K sh
17Navan Inc
CL A
$6.1M265.9K
2.2%
New
New position
18Orthopediatrics Corp
COM
$5.9M306.6K
2.1%
+5.7%
Added · +17K sh
19LKQ Corp
COM
$5.8M221.8K
2.1%
New
New position
20Applied Aerospace & Defense
COMMON STOCK
$5.8M256.2K
2.1%
New
New position
21JBT Marel Corporation
COM
$5.8M40.0K
2.1%
+117%
Added · +22K sh
22Albany Intl Corp
CL A
$5.7M77.0K
2.1%
+14%
Added · +10K sh
23Cellebrite Di Ltd
ORDINARY SHARES
$5.6M383.7K
2.0%
+27%
Added · +80K sh
24Mamas Creations Inc
COM
$5.3M298.3K
1.9%
New
New position
25Xometry Inc
CLASS A COM
$5.3M55.0K
1.9%
−67%
Reduced · −111K sh
26Latham Group Inc
COM
$5.3M812.6K
1.9%
+23%
Added · +152K sh
27Shoulder Innovations Inc
COMMON STOCK
$5.2M255.3K
1.9%
−0.7%
Reduced · −2K sh
28Birkenstock Holding PLC
COM SHS
$5.1M119.3K
1.8%
New
New position
29Lightpath Technologies Inc
COM CL A
$5.1M312.5K
1.8%
New
New position
30Regal Rexnord Corporation
COM
$4.9M20.6K
1.8%
−45%
Reduced · −17K sh
31Celsius Hldgs Inc
COM NEW
$4.8M164.9K
1.7%
New
New position
32Hexcel Corp New
COM
$4.8M48.2K
1.7%
New
New position
33Innovative Solutions & Suppo
COM
$4.8M264.5K
1.7%
New
New position
34Ambiq Micro Inc
COMMON STOCK
$4.7M53.3K
1.7%
−58%
Reduced · −73K sh
35Enerpac Tool Group Corp
CL A COM
$4.6M129.5K
1.7%
New
New position
36Xpel Inc
COM
$4.6M93.6K
1.7%
New
New position
37Proto Labs Inc
COM
$4.5M55.4K
1.6%
New
New position
38Acv Auctions Inc
COM CL A
$4.5M625.8K
1.6%
New
New position
39Boot Barn Hldgs Inc
COM
$4.4M27.0K
1.6%
New
New position
40Littelfuse Inc
COM
$4.4M9.7K
1.6%
New
New position
41Aptargroup Inc
COM
$4.4M34.8K
1.6%
New
New position
42Vishay Precision Group Inc
COM
$4.3M28.9K
1.6%
−82%
Reduced · −132K sh
43Resideo Technologies Inc
COM
$4.2M134.5K
1.5%
New
New position
44Waystar Hldg Corp
COM
$3.9M191.2K
1.4%
−4.5%
Reduced · −9K sh
45Bowman Consulting Group Ltd
COM
$3.9M133.9K
1.4%
New
New position
46Digitalocean Hldgs Inc
COM
$3.9M24.7K
1.4%
New
New position
47PDF Solutions Inc
COM
$3.8M53.5K
1.4%
−71%
Reduced · −128K sh
48Armstrong World Inds Inc New
COM
$3.7M23.2K
1.3%
New
New position
49Vishay Intertechnology Inc
COM
$3.1M58.2K
1.1%
New
New position
50CSW Industrials Inc
COM
$3.1M11.0K
1.1%
New
New position
Showing all 50 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202650$278.9M13F-HR
Q1 2026Mar 31, 2026May 6, 202643$214.3M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202646$234.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202547$214.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202551$208.4M13F-HR
Q1 2025Mar 31, 2025May 13, 202550$191.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202547$208.6M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202447$181.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.