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Paradiem, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Paradiem, LLC
报告期 2026-03-31 · CIK 0001733356
持仓数
70
前50大市值合计
$444.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 102 项
建仓 8
增持 56
减持 32
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
SJM
SMUCKER J M CO
-$4.8M
0
-100%
清仓
HON
HONEYWELL INTL INC
-$4.8M
0
-100%
建仓
SYY
SYSCO CORP
+$4.1M
52,862
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。
建仓
LOW
LOWES COS INC
+$4.0M
17,090
清仓
—
STAMPS COM INC
-$3.7M
0
-100%
清仓
PFSI
PENNYMAC FINL SVCS INC NEW
-$3.4M
0
-100%
建仓
IT
GARTNER INC
+$2.5M
7,281
建仓
HUBS
HUBSPOT INC
+$2.3M
2,882
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.0M
0
-100%
建仓
—
ALKERMES PLC
+$949.0K
31,945
减持
—
SPARTANNASH CO
+$800.0K
224,261
-0%
减持
—
PACWEST BANCORP DEL
+$775.0K
110,946
-0%
增持
OLED
UNIVERSAL DISPLAY CORP
+$727.0K
18,635
+36%
增持
FND
FLOOR & DECOR HLDGS INC
+$725.0K
23,426
+6%
减持
ENTG
ENTEGRIS INC
+$720.0K
28,937
-3%
增持
TER
TERADYNE INC
+$639.0K
25,802
+4%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$554.0K
17,444
-5%
增持
EPAM
EPAM SYS INC
+$548.0K
4,388
+11%
增持
KLAC
KLA CORP
+$538.0K
8,629
+0%
减持
NVDA
NVIDIA CORPORATION
+$528.0K
13,489
-10%
减持
TSCO
TRACTOR SUPPLY CO
+$520.0K
24,776
-0%
增持
AVGO
BROADCOM INC
+$515.0K
9,583
+1%
增持
AVTR
AVANTOR INC
+$501.0K
71,234
+18%
增持
GNRC
GENERAC HLDGS INC
+$492.0K
5,376
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$486.0K
22,905
-1%
增持
LPX
LOUISIANA PAC CORP
+$483.0K
49,683
+8%
减持
VLO
VALERO ENERGY CORP
+$456.0K
64,962
-4%
增持
IQV
IQVIA HLDGS INC
+$442.0K
10,405
+15%
增持
NWL
NEWELL BRANDS INC
+$431.0K
203,132
+18%
增持
CPRT
COPART INC
+$394.0K
25,105
+2%
增持
LEG
LEGGETT & PLATT INC
-$370.0K
98,339
+5%
增持
QRVO
QORVO INC
+$367.0K
13,902
+29%
减持
NOW
SERVICENOW INC
+$352.0K
4,551
-4%
减持
PAYC
PAYCOM SOFTWARE INC
+$350.0K
7,437
-8%
减持
LULU
LULULEMON ATHLETICA INC
+$349.0K
9,042
-4%
减持
—
PERFICIENT INC
+$348.0K
24,198
-7%
增持
DOCU
DOCUSIGN INC
+$347.0K
7,587
+25%
增持
FAST
FASTENAL CO
+$339.0K
88,597
+3%
清仓
—
G WILLI FOOD INTL LTD
-$325.0K
0
-100%
增持
UNP
UNION PAC CORP
+$305.0K
21,116
+1%
减持
FAF
FIRST AMERN FINL CORP
+$303.0K
72,123
-0%
增持
ATKR
ATKORE INC
+$300.0K
34,330
+4%
减持
ISMD
NORTHERN LTS FD TR IV
+$294.0K
225,669
-1%
减持
NTAP
NETAPP INC
+$286.0K
59,554
-4%
建仓
—
KORNIT DIGITAL LTD
+$241.0K
1,453
增持
—
LYONDELLBASELL INDUSTRIES N
-$237.0K
48,368
+6%
增持
JBL
JABIL INC
+$228.0K
55,975
+4%
增持
—
LAM RESEARCH CORP
+$223.0K
8,241
+6%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$221.0K
10,015
增持
—
INVESCO EXCH TRD SLF IDX FD
+$213.0K
152,052
+8%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$207.0K
8,457
减持
—
FRANKS INTL N V
+$202.0K
374,469
-83%
增持
IP
INTERNATIONAL PAPER CO
-$196.0K
90,482
+16%
减持
PAYX
PAYCHEX INC
+$196.0K
43,465
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$191.0K
4,802
+2%
减持
UPST
UPSTART HLDGS INC
-$190.0K
11,252
-44%
减持
MRVL
MARVELL TECHNOLOGY INC
+$184.0K
20,728
-1%
增持
RH
RH
-$179.0K
5,281
+4%
增持
ABM
ABM INDS INC
+$177.0K
103,834
+9%
增持
AFL
AFLAC INC
-$155.0K
86,849
+1%
增持
BIGGQ
BIG LOTS INC
-$143.0K
88,275
+18%
增持
—
WESTROCK CO
-$138.0K
93,831
+5%
减持
—
GLOBANT S A
+$134.0K
4,485
-9%
增持
TTD
THE TRADE DESK INC
-$121.0K
45,319
+4%
增持
ORI
OLD REP INTL CORP
+$119.0K
196,683
+2%
增持
CAT
CATERPILLAR INC
+$115.0K
23,137
+8%
增持
—
XP INC
-$112.0K
35,218
+32%
增持
—
INMODE LTD
+$106.0K
3,775
+56%
减持
BIBL
NORTHERN LTS FD TR IV
+$106.0K
177,084
-2%
增持
MGIC
MAGIC SOFTWARE ENTERPRISES L
+$102.0K
20,165
+3%
增持
RMD
RESMED INC
-$99.0K
11,501
+1%
增持
SHOP
SHOPIFY INC
+$97.0K
862
+10%
增持
GD
GENERAL DYNAMICS CORP
+$91.0K
25,356
+0%
增持
ALGN
ALIGN TECHNOLOGY INC
-$83.0K
5,807
+1%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$81.0K
6,075
+8%
增持
VEEV
VEEVA SYS INC
+$81.0K
10,667
+4%
增持
EMR
EMERSON ELEC CO
-$70.0K
48,707
+2%
增持
—
LOGITECH INTL S A
+$61.0K
13,641
+42%
减持
—
HORIZON THERAPEUTICS PUB L
+$59.0K
11,752
-5%
减持
MSCI
MSCI INC
+$58.0K
5,003
-2%
增持
—
RADA ELECTR INDS LTD
+$55.0K
32,631
+27%
减持
IBD
NORTHERN LTS FD TR IV
-$48.0K
77,396
-1%
减持
—
ICL GROUP LTD
+$44.0K
32,720
-1%
增持
—
AUDIOCODES LTD
+$44.0K
11,668
+3%
减持
—
NOVA LTD
+$39.0K
3,742
-6%
增持
NICE
NICE LTD
+$38.0K
1,361
+3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$33.0K
78,222
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$32.0K
87,259
+2%
增持
DHI
D R HORTON INC
-$32.0K
30,735
+9%
增持
—
CAMTEK LTD
+$31.0K
10,281
+3%
增持
—
GARMIN LTD
+$28.0K
6,598
+20%
减持
FTNT
FORTINET INC
+$27.0K
12,749
-5%
减持
TPIF
TIMOTHY PLAN
-$26.0K
24,207
-1%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$18.0K
159,480
-0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$15.0K
9,611
-0%
增持
GMAB
GENMAB A/S
+$14.0K
28,904
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$12.0K
107,730
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$8.0K
80,767
+1%
减持
—
ASML HOLDING N V
-$6.0K
1,642
-3%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.0K
119,141
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$5.0K
130,332
+0%
减持
BLES
NORTHERN LTS FD TR IV
+$5.0K
191,321
-2%
