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Portfolio (Quarterly) Guide ↗

Roubaix Capital, LLC

· CIK 0001769700
13F Portfolio $235M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 46 New
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAOI APPLIED OPTOELECTRONICS INC Technology 108,275.0 $3.8M 1.61% NEW $34.86 +397.2%
42 VERX VERTEX INC Technology 184,446.0 $3.7M 1.57% NEW $19.97 -35.4%
43 PCOR PROCORE TECHNOLOGIES INC Technology 47,067.0 $3.4M 1.46% NEW $72.74 -34.0%
44 MEC MAYVILLE ENGR CO INC Industrials 146,297.0 $2.7M 1.17% NEW $18.72 +41.9%
45 CLBT CELLEBRITE DI LTD Technology 145,679.0 $2.6M 1.12% NEW $18.03 -27.6%
46 SHOULDER INNOVATIONS INC 158,816.0 $2.3M 0.97% NEW $14.30
Page 3 of 3  ·  46 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 34.8%
Industrials 28.1%
Healthcare 18.8%
Consumer Cyclical 8.0%
Basic Materials 5.4%
Communication Services 2.5%
Utilities 2.4%