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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
$2.50B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 58
增持 23
减持 10
清仓 59
方向
标的
Δ市值
现股数(环比)
清仓
—
Extreme Networks
-$69.1M
0
-100%
清仓
—
Ultra Clean Holdings Inc
-$66.9M
0
-100%
建仓
—
Fabrinet
+$65.5M
639,100
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
Fabrinet
-$62.9M
0
-100%
建仓
EXTR
Extreme Networks
+$60.9M
6,178,200
建仓
CALX
Calix Inc
+$56.5M
1,143,100
建仓
ENTG
Entegris Inc
+$56.4M
448,100
清仓
—
Entegris Inc
-$55.1M
0
-100%
清仓
—
Calix Inc
-$54.3M
0
-100%
建仓
UCTT
Ultra Clean Holdings Inc
+$53.1M
1,247,000
清仓
—
Omnicell Inc
-$48.7M
0
-100%
建仓
—
Forterra
+$48.6M
2,062,800
清仓
—
Forterra
-$48.5M
0
-100%
建仓
OMCL
Omnicell Inc
+$47.5M
320,100
清仓
—
EnerSys
-$45.7M
0
-100%
建仓
MXL
MaxLinear, Inc
+$44.9M
911,000
建仓
AVGO
Broadcom Ltd
+$39.8M
82,100
清仓
—
Broadcom Ltd
-$39.1M
0
-100%
清仓
—
MaxLinear, Inc
-$38.6M
0
-100%
建仓
ENS
EnerSys
+$34.8M
467,700
清仓
—
Ichor Holdings
-$29.0M
0
-100%
清仓
—
Westrock Co
-$25.1M
0
-100%
清仓
—
Kratos Defense & Security Solu
-$23.6M
0
-100%
清仓
—
Neophotonics Corporation
-$23.5M
0
-100%
建仓
—
Westrock Co
+$23.5M
470,823
建仓
—
Ichor Holdings
+$23.0M
559,000
清仓
—
Lumentum Holdings Inc.
-$21.8M
0
-100%
建仓
LITE
Lumentum Holdings Inc.
+$20.8M
249,200
建仓
ENSG
Ensign Group, Inc.
+$20.7M
276,800
建仓
—
Neophotonics Corporation
+$20.0M
2,300,000
清仓
—
Summit Materials, Inc. Class a
-$19.9M
0
-100%
清仓
—
Infinera Corp
-$18.4M
0
-100%
建仓
—
Summit Materials, Inc. Class a
+$18.3M
573,300
建仓
KTOS
Kratos Defense & Security Solu
+$17.6M
788,100
建仓
—
Infinera Corp
+$15.5M
1,857,400
建仓
BLDR
Builders Firstsource Inc
+$15.2M
293,712
增持
RBBN
Ribbon Communications Inc
-$13.4M
8,485,200
+1%
清仓
—
Builders Firstsource Inc
-$12.1M
0
-100%
清仓
—
Seaspine Holdings Corp
-$11.4M
0
-100%
建仓
ZD
J2 Global Inc.
+$11.1M
81,200
清仓
—
J2 Global Inc
-$10.8M
0
-100%
增持
—
II-VI, Inc.
-$10.2M
807,300
+1%
清仓
—
MKS Instruments Inc.
-$9.9M
0
-100%
清仓
—
Amer Eagle Outfitters
-$9.6M
0
-100%
清仓
—
Nextgen Healthcare Inc.
-$8.9M
0
-100%
建仓
—
Garmin LTD
+$8.8M
56,800
建仓
—
Seaspine Holdings Corp
+$8.8M
558,100
建仓
MKSI
MKS Instruments Inc.
+$8.8M
58,000
建仓
MAA
Mid America Apartment Communit
+$8.5M
45,690
建仓
—
Nextgen Healthcare Inc.
+$8.2M
583,100
清仓
—
Match Group Inc. New
-$8.1M
0
-100%
建仓
MTCH
Match Group Inc. New
+$8.1M
51,332
清仓
—
Garmin LTD
-$7.9M
0
-100%
清仓
—
Ensign Group, Inc.
-$7.8M
0
-100%
清仓
—
Mid America Apartment Communit
-$7.7M
0
-100%
增持
—
Invacare Corporation
-$7.4M
2,943,800
+11%
减持
TLYS
Tillys Inc
-$7.4M
996,031
-25%
清仓
—
Atricure Inc
-$6.9M
0
-100%
增持
SWKS
Skyworks Solutions, Inc.
-$6.8M
267,525
+1%
清仓
—
Concentrix Corp
-$6.7M
0
-100%
建仓
AEO
Amer Eagle Outfitters
+$6.7M
258,700
减持
NSIT
Insight Enterprises
-$6.5M
632,900
-0%
建仓
ATRC
Atricure Inc
+$6.1M
87,200
建仓
LAB
Fluidigm Corp
+$6.0M
916,000
清仓
—
IAC/ Interactive Corp New
-$5.7M
0
-100%
清仓
—
PTC Inc
-$5.7M
0
-100%
清仓
—
Fluidigm Corp
-$5.6M
0
-100%
清仓
—
Qorvo Inc.
-$5.1M
0
-100%
增持
—
Calamp Corp
+$5.0M
610,300
+594%
建仓
PPLI
IAC/ Interactive Corp New
+$4.9M
37,750
减持
—
Cutera, Inc.
-$4.9M
231,100
-28%
建仓
PTC
PTC Inc
+$4.8M
40,000
增持
COHU
Cohu Inc.
-$4.7M
1,134,749
+2%
建仓
—
Flexion Therapeutics Inc
+$4.4M
728,200
建仓
QRVO
Qorvo Inc.
+$4.3M
25,880
清仓
—
OptiNose, Inc.
-$4.2M
0
-100%
清仓
—
Boise Cascade Company
-$4.0M
0
-100%
减持
TTMI
TTM Technologies, Inc.
-$3.9M
977,200
-14%
建仓
BCC
Boise Cascade Company
+$3.8M
70,987
清仓
—
Absolute Software Corp
-$3.5M
0
-100%
增持
CAL
Caleres Inc
+$3.3M
591,200
+64%
增持
CTRN
Citi Trends, Inc.
-$3.2M
369,100
+7%
减持
NATR
Nature's Sunshine Products, In
-$3.2M
1,159,464
-0%
清仓
—
Aviat Networks
-$3.1M
0
-100%
减持
DCO
Ducommun Inc
-$3.0M
701,315
-0%
清仓
—
Vimeo, Inc.
-$2.9M
0
-100%
建仓
—
Absolute Software Corp
+$2.6M
239,000
建仓
—
Vocera Communications Inc
+$2.5M
55,400
清仓
—
Vocera Communications Inc
-$2.2M
0
-100%
建仓
—
OptiNose, Inc.
+$2.1M
703,321
增持
RVTY
PerkinElmer, Inc.
+$1.9M
79,450
+4%
清仓
SIBN
SI-Bone, Inc.
-$1.9M
0
-100%
增持
MOD
Modine Manufacturing Co
-$1.9M
1,027,200
+26%
增持
—
Tabula Rasa Healthcare Inc
-$1.8M
78,900
+2%
增持
TER
Teradyne Inc
-$1.8M
94,100
+5%
建仓
—
Vimeo, Inc.
+$1.8M
60,077
增持
SNX
SYNNEX Corporation
-$1.7M
98,274
+0%
建仓
KIDS
Orthopediatrics Corp
+$1.6M
24,600
建仓
FNF
Fidelity National Financial
+$1.6M
34,293
清仓
—
Orthopediatrics Corp
-$1.6M
0
-100%
建仓
CNXC
Concentrix Corp
+$1.6M
8,774
建仓
—
Inovalon Holdings, Inc. Class
+$1.5M
37,900
清仓
—
Fidelity National Financial
-$1.5M
0
-100%
减持
ONTO
Onto Innovation Inc.
-$1.4M
1,251,589
-1%
增持
—
Masimo Corp
+$1.4M
37,153
+5%
建仓
—
Air Transport Services Group
+$1.4M
55,000
清仓
—
Renasant Corporation
-$1.4M
0
-100%
清仓
—
Quantum Corporation
-$1.4M
0
-100%
减持
HURC
Hurco Companies Incorporated
-$1.4M
61,600
-36%
清仓
—
Cannae Holdings Inc.
-$1.3M
0
-100%
增持
KELYA
Kelly Services Inc Class A
-$1.3M
285,825
+2%
清仓
—
Inovalon Holdings, Inc. Class
-$1.3M
0
-100%
清仓
—
Air Transport Services Group
-$1.3M
0
-100%
建仓
RNST
Renasant Corporation
+$1.3M
35,000
增持
FORM
Formfactor Inc
+$1.2M
478,900
+5%
建仓
THRM
Gentherm Inc
+$1.2M
15,000
建仓
CNNE
Cannae Holdings Inc.
+$1.2M
38,700
建仓
BANR
Banner Corp New
+$1.2M
21,000
清仓
—
Banner Corp New
-$1.1M
0
-100%
清仓
—
Live Oak Acquisition Corp Unit
-$1.1M
0
-100%
清仓
—
Gentherm Inc
-$1.1M
0
-100%
建仓
—
Live Oak Acquisition Corp Unit
+$998.0K
100,000
增持
MDRX
Allscripts Healthcare Solution
-$973.0K
468,300
+20%
增持
MRVL
Marvell Technology Inc.
+$909.0K
208,413
+4%
清仓
—
Jeld-wen Holding, Inc.
-$893.0K
0
-100%
减持
LZB
La Z Boy Inc
-$885.0K
30,000
-40%
建仓
JELD
Jeld-wen Holding, Inc.
+$876.0K
35,000
清仓
—
CDW Corporation
-$873.0K
0
-100%
清仓
—
Flexion Therapeutics Inc
-$823.0K
0
-100%
清仓
—
Black Knight Inc.
-$820.0K
0
-100%
清仓
—
Pennant Group Inc.
-$818.0K
0
-100%
建仓
MYRG
MYR Group Inc.
+$796.0K
8,000
增持
—
American Woodmark Corporation
+$760.0K
435,500
+28%
建仓
—
Black Knight Inc.
+$757.0K
10,515
清仓
—
Primoris Services Corp
-$736.0K
0
-100%
清仓
—
MYR Group Inc.
-$727.0K
0
-100%
清仓
—
Comcast Corporation Cl A
-$718.0K
0
-100%
建仓
CMCSA
Comcast Corporation Cl A
+$705.0K
12,600
建仓
PSTG
Pure Storage, Inc. Class A
+$679.0K
27,000
增持
PBI
Pitney Bowes
-$625.0K
1,969,300
+17%
建仓
PRIM
Primoris Services Corp
+$588.0K
24,000
建仓
PNTG
Pennant Group Inc.
+$562.0K
20,000
建仓
VMD
Viemed Healthcare Inc.
+$555.0K
100,000
建仓
CDW
CDW Corporation
+$546.0K
3,000
清仓
—
Pure Storage, Inc. Class A
-$527.0K
0
-100%
建仓
STIM
Neuronetics, Inc.
+$524.0K
80,000
减持
WCC
WESCO International, Inc.
+$477.0K
63,700
-5%
增持
SXT
Sensient Technologies Corp
+$438.0K
75,575
+1%
增持
PRGS
Progress Software Corp
+$380.0K
72,000
+5%
增持
KLIC
Kulicke & Soffa Industries Inc
-$361.0K
295,350
+3%
