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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 96 项建仓 6增持 43减持 37清仓 10

方向

标的

Δ市值

现股数(环比)

建仓

INGR INGREDION INC

+$4.3M

44,375

建仓

PCAR PACCAR INC

+$4.1M

41,706

清仓

LOW LOWES COS INC

-$4.0M

0 -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

SYY SYSCO CORP

-$3.4M

0 -100%

建仓

DCGO DOCGO INC

+$2.9M

409,389

清仓

— PERFICIENT INC

-$2.8M

0 -100%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$2.6M

0 -100%

建仓

— LIVENT CORP

+$2.6M

130,911

清仓

HUBS HUBSPOT INC

-$2.4M

0 -100%

清仓

ECPG ENCORE CAP GROUP INC

-$2.2M

0 -100%

减持

CAT CATERPILLAR INC

+$1.8M

23,678 -0%

清仓

— INVESCO EXCH TRD SLF IDX FD

-$1.7M

0 -100%

建仓

CCRN CROSS CTRY HEALTHCARE INC

+$1.7M

62,277

清仓

— ISHARES TR

-$1.6M

0 -100%

减持

TTD THE TRADE DESK INC

-$1.6M

57,998 -18%

减持

LEG LEGGETT & PLATT INC

-$1.4M

80,922 -32%

减持

ATKR ATKORE INC

+$1.2M

37,616 -4%

减持

ENTG ENTEGRIS INC

-$1.2M

26,508 -24%

增持

AVGO BROADCOM INC

+$1.2M

9,016 +3%

减持

PBR PETROLEO BRASILEIRO SA PETRO

-$1.1M

181,777 -26%

增持

— HORIZON THERAPEUTICS PUB L

+$1.0M

16,173 +20%

减持

— ALPHA & OMEGA SEMICONDUCTOR

-$970.6K

60,321 -31%

增持

TER TERADYNE INC

+$942.5K

42,169 +16%

增持

CMC COMMERCIAL METALS CO

+$937.6K

72,207 +0%

增持

NVDA NVIDIA CORPORATION

+$915.3K

20,106 +21%

增持

KLAC KLA CORP

+$908.3K

9,427 +8%

清仓

— GARMIN LTD

-$878.0K

0 -100%

减持

MATX MATSON INC

-$869.2K

23,177 -38%

减持

STLD STEEL DYNAMICS INC

+$858.7K

48,728 -11%

增持

ADI ANALOG DEVICES INC

+$858.5K

21,688 +12%

减持

MOS MOSAIC CO NEW

-$855.4K

37,898 -27%

减持

DHI D R HORTON INC

+$837.1K

39,613 -1%

增持

— SMART GLOBAL HLDGS INC

+$809.0K

194,963 +48%

减持

NUE NUCOR CORP

+$788.2K

31,828 -0%

增持

FAF FIRST AMERN FINL CORP

+$777.9K

81,179 +8%

减持

AVTR AVANTOR INC

-$754.4K

86,042 -34%

增持

HRMY HARMONY BIOSCIENCES HLDGS IN

+$751.1K

55,537 +7%

增持

IQV IQVIA HLDGS INC

+$703.8K

17,252 +10%

建仓

SQM SOCIEDAD QUIMICA Y MINERA DE

+$656.3K

8,220

增持

IP INTERNATIONAL PAPER CO

+$635.6K

108,825 +10%

减持

TSCO TRACTOR SUPPLY CO

+$621.2K

21,515 -5%

增持

WMB WILLIAMS COS INC

+$609.9K

117,139 +3%

增持

CPRT COPART INC

+$566.8K

63,259 +105%

增持

— LYONDELLBASELL INDUSTRIES N

+$546.5K

49,157 +5%

增持

LPX LOUISIANA PAC CORP

+$543.0K

59,612 +2%

减持

EPAM EPAM SYS INC

-$535.0K

10,377 -5%

减持

IT GARTNER INC

+$505.1K

12,257 -6%

增持

MAIN MAIN STR CAP CORP

+$463.4K

103,422 +4%

增持

— ASML HOLDING N V

+$462.2K

2,526 +14%

增持

BLDR BUILDERS FIRSTSOURCE INC

+$440.9K

56,148 +3%

减持

JBL JABIL INC

+$439.6K

58,074 -5%

减持

VLO VALERO ENERGY CORP

+$410.1K

36,655 -8%

减持

CF CF INDS HLDGS INC

-$395.5K

26,461 -4%

减持

PAYC PAYCOM SOFTWARE INC

-$380.6K

11,274 -4%

减持

ORI OLD REP INTL CORP

+$363.3K

184,277 -6%

增持

NOW SERVICENOW INC

+$359.3K

7,122 +12%

增持

SNPS SYNOPSYS INC

+$340.2K

7,342 +12%

增持

PWR QUANTA SVCS INC

+$326.6K

17,015 +3%

增持

UNP UNION PAC CORP

+$324.2K

21,042 +2%

清仓

TPIF TIMOTHY PLAN

-$301.0K

0 -100%

增持

BHP BHP GROUP LTD

+$289.7K

20,559 +4%

增持

— ALKERMES PLC

+$276.6K

45,641 +11%

增持

CBT CABOT CORP

+$264.0K

48,608 +4%

减持

ENPH ENPHASE ENERGY INC

-$255.3K

12,061 -3%

减持

ORLY OREILLY AUTOMOTIVE INC

+$247.5K

4,132 -10%

减持

— INVESCO EXCH TRD SLF IDX FD

-$242.1K

108,121 -10%

增持

STM STMICROELECTRONICS N V

+$232.2K

33,124 +8%

减持

GD GENERAL DYNAMICS CORP

+$228.7K

18,551 -10%

增持

FTNT FORTINET INC

+$220.2K

60,425 +9%

减持

— INVESCO EXCH TRD SLF IDX FD

-$219.5K

130,956 -8%

增持

SEDG SOLAREDGE TECHNOLOGIES INC

+$215.2K

2,154 +26%

增持

— STAR BULK CARRIERS CORP.

+$207.9K

50,231 +16%

减持

ON ON SEMICONDUCTOR CORP

-$182.1K

44,219 -6%

减持

WST WEST PHARMACEUTICAL SVSC INC

-$156.8K

11,588 -1%

减持

— INVESCO EXCH TRD SLF IDX FD

-$148.0K

100,047 -8%

减持

— INVESCO EXCH TRD SLF IDX FD

-$132.3K

72,701 -9%

增持

— NOVA LTD

+$122.5K

7,487 +31%

增持

NTR NUTRIEN LTD

-$110.9K

12,941 +2%

减持

— EAGLE BULK SHIPPING INC

-$109.0K

47,657 -17%

减持

PAYX PAYCHEX INC

+$105.9K

37,192 -0%

增持

— ZIM INTEGRATED SHIPPING SERV

+$90.7K

18,889 +90%

减持

REGN REGENERON PHARMACEUTICALS

-$84.0K

3,350 -8%

增持

MGIC MAGIC SOFTWARE ENTERPRISES L

+$79.3K

36,340 +13%

增持

— GLOBANT S A

-$71.0K

6,476 +4%

增持

— CAMTEK LTD

+$63.4K

23,790 +20%

增持

CDNS CADENCE DESIGN SYSTEM INC

-$61.1K

23,418 +0%

增持

NICE NICE LTD

+$47.2K

2,851 +7%

减持

IBD NORTHERN LTS FD TR IV

-$35.1K

59,846 -4%

减持

CVX CHEVRON CORP NEW

-$34.7K

1,567 -29%

减持

FAST FASTENAL CO

+$19.6K

85,050 -2%

增持

— ELBIT SYS LTD

-$17.9K

2,183 +10%

增持

NTAP NETAPP INC

+$15.9K

63,917 +3%

增持

— ICL GROUP LTD

+$15.8K

58,797 +16%

增持

MRVL MARVELL TECHNOLOGY INC

+$15.7K

27,232 +18%

减持

— INMODE LTD

-$11.3K

14,810 -20%

增持

— TOWER SEMICONDUCTOR LTD

-$3.7K

11,443 +1%