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PARADIGM CAPITAL MANAGEMENT INC/NY 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PARADIGM CAPITAL MANAGEMENT INC/NY
报告期 2026-03-31 · CIK 0001037792
持仓数
112
前50大市值合计
$2.50B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
MOD
Modine Manufacturing Co
COM
$315.4M
1,455,598
12.6%
—
Fabrinet
COM
$276.7M
530,500
11.1%
AVGO
Broadcom Ltd
COM
$250.4M
809,000
10.0%
ONTO
Onto Innovation Inc.
COM
$226.1M
1,102,438
9.1%
JBL
Jabil Inc
COM
$145.5M
547,900
5.8%
DCO
Ducommun Inc
COM
$94.0M
770,500
3.8%
EXTR
Extreme Networks
COM
$78.9M
5,234,900
3.2%
ENS
EnerSys
COM
$76.8M
441,900
3.1%
VECO
Veeco Instruments
COM
$73.5M
2,171,399
2.9%
GMED
Globus Medical Inc Cl A new
COM
$70.8M
822,299
2.8%
ENSG
Ensign Group, Inc.
COM
$68.9M
342,099
2.8%
NSIT
Insight Enterprises
COM
$64.1M
955,933
2.6%
ENTG
Entegris Inc
COM
$61.4M
523,700
2.5%
—
Enviri Corp
COM
$43.8M
2,232,298
1.8%
PNTG
Pennant Group Inc.
COM
$42.9M
1,408,800
1.7%
ENOV
Enovis Corporation
COM
$40.4M
1,776,715
1.6%
OFIX
Orthofix Medical Inc.
COM
$37.9M
3,304,899
1.5%
UCTT
Ultra Clean Holdings Inc
COM
$37.8M
608,200
1.5%
IART
Integra Lifesciences Holdings Corp
COM
$37.8M
4,012,698
1.5%
CALX
Calix Inc
COM
$37.6M
768,200
1.5%
XRAY
Dentsply Sirona, Inc.
COM
$34.5M
2,977,200
1.4%
PENG
Penguin Solutions Inc
COM
$28.2M
1,605,100
1.1%
QDEL
Quidel Corp
COM
$25.1M
1,525,900
1.0%
LITE
Lumentum Holdings Inc.
COM
$23.6M
33,600
0.9%
COHU
Cohu Inc.
COM
$19.1M
623,852
0.8%
NTRA
Natera, Inc.
COM
$18.1M
90,400
0.7%
RBBN
Ribbon Communications Inc
COM
$17.0M
8,036,335
0.7%
CRNC
Cerence Inc.
COM
$15.8M
2,507,276
0.6%
KTOS
Kratos Defense & Security Solutions, Inc.
COM
$15.2M
215,500
0.6%
EME
EMCOR Group, Inc.
COM
$15.1M
20,475
0.6%
MXL
MaxLinear, Inc
COM
$15.0M
861,000
0.6%
TER
Teradyne Inc
COM
$14.4M
48,650
0.6%
SIBN
SI-Bone, Inc.
COM
$14.2M
1,126,500
0.6%
MDXG
MiMedx
COM
$13.5M
3,410,300
0.5%
—
Helen of Troy Limited
COM
$13.4M
927,100
0.5%
SNX
TD SYNNEX Corporation
COM
$11.7M
69,274
0.5%
KLIC
Kulicke & Soffa Industries Inc.
COM
$11.3M
171,325
0.5%
JILL
J Jill Group
COM
$10.5M
914,300
0.4%
CAL
Caleres Inc
COM
$9.6M
911,599
0.4%
ATEN
A10 Networks, Inc.
COM
$9.3M
401,400
0.4%
ADTN
Adtran Inc
COM
$9.2M
733,200
0.4%
MBC
MasterBrand Inc.
COM
$9.0M
1,082,091
0.4%
BBWI
Bath & Body Works, Inc.
COM
$9.0M
481,100
0.4%
KAI
Kadant Inc.
COM
$8.7M
29,800
0.3%
ZUMZ
Zumiez, Inc.
COM
$8.3M
372,660
0.3%
WCC
WESCO International, Inc.
COM
$8.2M
30,000
0.3%
ANGO
AngioDynamics, Inc.
COM
$8.2M
718,200
0.3%
FSS
Federal Signal Corp
COM
$7.6M
70,000
0.3%
MRVL
Marvell Technology Inc.
COM
$7.1M
71,600
0.3%
BLDR
Builders Firstsource Inc
COM
$7.1M
85,750
0.3%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
52%
前 6 大占比
MOD
12.6%
Fabrinet
11.1%
AVGO
10.0%
ONTO
9.1%
JBL
5.8%
DCO
3.8%
其他
47.6%
