小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 78 项
建仓 4
增持 20
减持 45
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
JBL
Jabil Inc
+$44.0M
557,900
-2%
减持
MOD
Modine Manufacturing Co
+$34.5M
1,633,500
-1%
减持
DCO
Ducommun Inc
+$23.4M
997,500
-2%
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。
增持
ONTO
Onto Innovation Inc.
-$21.8M
1,112,839
+1%
减持
EXTR
Extreme Networks
+$20.3M
4,982,500
-5%
减持
—
American Woodmark Corporation
-$19.9M
20,000
-94%
增持
ACH
Owens and Minor, Inc.
+$17.5M
1,978,700
+3198%
减持
CALX
Calix Inc
+$14.9M
964,200
-6%
减持
GMED
Globus Medical Inc Cl A new
-$13.9M
942,300
-1%
减持
—
Enviri Corp
+$8.7M
4,423,200
-1%
减持
MDXG
MiMedx
-$8.4M
4,452,396
-5%
减持
ENSG
Ensign Group, Inc.
+$8.2M
344,100
-1%
增持
ZUMZ
Zumiez, Inc.
+$8.2M
768,691
+478%
减持
NSIT
Insight Enterprises
-$7.5M
593,150
-1%
清仓
SMTC
Semtech Corp
-$6.6M
0
-100%
增持
CRNC
Cerence Inc.
+$6.0M
2,559,011
+1%
减持
SIBN
SI-Bone, Inc.
-$5.3M
670,531
-47%
增持
QDEL
Quidel Corp
+$5.1M
746,290
+59%
增持
ENOV
Enovis Corporation
+$4.9M
1,113,300
+42%
减持
EME
EMCOR Group, Inc.
+$4.8M
31,375
-3%
减持
PNTG
Pennant Group Inc.
+$4.4M
951,000
-0%
减持
CNXC
Concentrix Corp
-$4.3M
705,442
-6%
减持
NATR
Nature`s Sunshine Products, Inc.
-$4.0M
384,162
-50%
增持
TCMD
Tactile Systems Technology
-$3.8M
1,618,600
+6%
增持
IART
Integra Lifesciences Holdings Corp
-$3.7M
2,181,500
+57%
增持
XRX
Xerox Corp
+$3.5M
1,810,248
+45%
减持
ENS
EnerSys
-$3.5M
475,800
-2%
增持
—
Penguin Solutions Inc
+$3.3M
1,153,100
+2%
增持
OFIX
Orthofix Medical Inc.
-$3.2M
3,340,600
+35%
增持
ENTG
Entegris Inc
-$3.1M
542,600
+1%
减持
KTOS
Kratos Defense & Security Solutions, Inc.
+$3.0M
263,300
-15%
减持
ACLS
Axcelis Technologies Inc.
-$2.9M
88,100
-52%
增持
JILL
J Jill Group
-$2.7M
1,057,300
+14%
减持
SNX
TD SYNNEX Corporation
+$2.4M
81,274
-2%
清仓
CTRN
Citi Trends, Inc.
-$2.4M
0
-100%
减持
RBBN
Ribbon Communications Inc
-$2.2M
8,748,200
-8%
增持
MXL
MaxLinear, Inc
+$2.2M
256,125
+91%
增持
CAL
Caleres Inc
-$2.0M
877,000
+19%
减持
NEOG
Neogen Corporation
-$2.0M
52,000
-80%
建仓
TMCI
Treace Medical Concepts, Inc.
+$1.6M
268,161
增持
VECO
Veeco Instruments
+$1.2M
2,410,000
+1%
减持
ATEN
A10 Networks, Inc.
+$1.0M
413,100
-3%
减持
SXT
Sensient Technologies Corp
+$927.4K
51,475
-8%
减持
KAI
Kadant Inc.
-$916.2K
31,500
-3%
减持
TTMI
TTM Technologies, Inc.
+$678.4K
43,500
-19%
减持
COHU
Cohu Inc.
+$676.4K
774,899
-20%
增持
NNBR
NN, Inc.
+$652.4K
2,758,252
+21%
减持
JNJ
Johnson & Johnson
-$604.8K
27,200
-5%
建仓
—
Ichor Holdings
+$510.6K
26,000
清仓
CDW
CDW Corporation
-$480.8K
0
-100%
增持
HOFT
Hooker Furnishings Corporation
+$466.4K
120,000
+50%
减持
FORM
Formfactor Inc
+$432.1K
255,500
-14%
减持
GATX
GATX Corp
-$399.4K
6,550
-28%
减持
BMY
Bristol-Myers Squibb
-$379.9K
5,100
-50%
增持
ADTN
Adtran Inc
+$378.8K
120,000
+50%
清仓
BBW
Build-A-Bear Workshop, Inc.
-$371.7K
0
-100%
清仓
VMD
Viemed Healthcare Inc.
-$364.0K
0
-100%
减持
ABT
Abbott Laboratories
-$313.5K
5,400
-32%
增持
CNDT
Conduent Inc
+$312.0K
200,000
+150%
清仓
HPE
Hewlett Packard Enterprises Company
-$308.6K
0
-100%
减持
AZTA
Azenta Inc
-$299.9K
40,900
-9%
减持
AVNW
AVIAT NETWORKS INC COM NEW
-$285.1K
47,100
-36%
建仓
—
Nova Measuring Instruments Ltd
+$275.2K
1,000
清仓
—
Air Transport Services Group
-$269.3K
0
-100%
减持
CI
Cigna Corp New
-$260.4K
1,800
-31%
清仓
PEP
PepsiCo Inc
-$254.9K
0
-100%
减持
UCTT
Ultra Clean Holdings Inc
-$249.0K
708,200
-7%
减持
LAB
Standard BioTools Inc.
-$247.3K
17,457
-93%
减持
CL
Colgate-Palmolive
-$246.3K
17,700
-11%
减持
IBM
Intl Business Machines
-$214.4K
2,900
-33%
减持
PFE
Pfizer, Inc
-$154.4K
11,400
-33%
减持
—
Cambium Networks Corporation
-$141.4K
466,900
-0%
建仓
LAKE
Lakeland Industies, Inc.
+$136.1K
10,000
减持
EW
Edwards Lifesciences Corporation
-$127.0K
4,400
-32%
减持
PG
Procter & Gamble
-$113.0K
2,500
-17%
清仓
DBI
Designer Brands Inc. CL A
-$111.0K
0
-100%
减持
GEN
Gen Digital Inc
+$12.4K
60,000
-9%
减持
PACS
PACS Group, Inc.
-$1.2K
200,000
-13%
