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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 90 项建仓 1增持 56减持 31清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

— SCHWAB CHARLES FAMILY FD

-$10.5M

0 -100%

建仓

STNE STONECO LTD

+$3.4M

323,138

清仓

EPAM EPAM SYS INC

-$3.0M

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。

减持

BLDR BUILDERS FIRSTSOURCE INC

-$2.4M

32,439 -31%

增持

BRC BRADY CORP

+$2.1M

99,941 +40%

减持

DCGO DOCGO INC

-$2.1M

483,309 -3%

减持

— LIVENT CORP

-$1.7M

167,040 -3%

减持

LPX LOUISIANA PAC CORP

-$1.5M

63,061 -6%

减持

NVDA NVIDIA CORPORATION

-$1.5M

8,642 -31%

增持

VLO VALERO ENERGY CORP

+$1.5M

42,009 +10%

增持

— FABRINET

+$1.4M

28,530 +11%

减持

CPRX CATALYST PHARMACEUTICALS INC

-$1.3M

166,905 -31%

增持

CBT CABOT CORP

+$1.2M

69,735 +30%

减持

BLES NORTHERN LTS FD TR IV

-$1.1M

163,734 -14%

减持

FTNT FORTINET INC

-$1.1M

60,685 -2%

减持

AVGO BROADCOM INC

-$1.1M

6,760 -13%

减持

TTD THE TRADE DESK INC

-$997.6K

57,224 -19%

减持

DHI D R HORTON INC

-$775.8K

31,239 -8%

增持

IP INTERNATIONAL PAPER CO

+$741.2K

128,299 +7%

增持

GD GENERAL DYNAMICS CORP

+$678.8K

23,061 +12%

减持

ATKR ATKORE INC

-$669.7K

30,724 -9%

增持

— LYONDELLBASELL INDUSTRIES N

+$642.5K

54,628 +11%

增持

ORI OLD REP INTL CORP

+$640.5K

199,248 +6%

增持

CF CF INDS HLDGS INC

+$634.6K

36,185 +2%

增持

ADI ANALOG DEVICES INC

+$571.7K

27,765 +26%

增持

— TEEKAY TANKERS LTD

+$564.6K

92,276 +8%

增持

ENPH ENPHASE ENERGY INC

-$564.4K

18,372 +11%

减持

CAT CATERPILLAR INC

+$550.5K

21,395 -0%

增持

PBR PETROLEO BRASILEIRO SA PETRO

+$537.8K

381,204 +2%

减持

KLAC KLA CORP

-$536.5K

8,115 -8%

增持

STLD STEEL DYNAMICS INC

+$532.7K

49,991 +13%

增持

CPRT COPART INC

-$508.6K

110,246 +91%

增持

IQV IQVIA HLDGS INC

-$498.0K

19,467 +1%

减持

— CAMTEK LTD

+$497.4K

24,358 -15%

减持

ON ON SEMICONDUCTOR CORP

-$479.2K

36,836 -11%

增持

HRMY HARMONY BIOSCIENCES HLDGS IN

+$434.3K

77,184 +30%

增持

MAIN MAIN STR CAP CORP

+$417.9K

119,562 +8%

减持

ISMD NORTHERN LTS FD TR IV

-$409.7K

223,793 -0%

增持

WMB WILLIAMS COS INC

+$408.7K

145,374 +6%

减持

MRVL MARVELL TECHNOLOGY INC

-$398.4K

27,068 -13%

减持

— GLOBANT S A

-$390.7K

5,425 -33%

增持

LEG LEGGETT & PLATT INC

-$389.6K

145,048 +5%

减持

CMC COMMERCIAL METALS CO

-$360.9K

79,029 -2%

增持

PAYX PAYCHEX INC

+$349.5K

43,296 +4%

增持

TER TERADYNE INC

-$347.0K

41,117 +2%

增持

— HORIZON THERAPEUTICS PUB L

+$326.7K

14,872 +10%

减持

PWR QUANTA SVCS INC

-$294.7K

16,816 -4%

增持

— ASML HOLDING N V

-$286.6K

2,356 +2%

减持

NOW SERVICENOW INC

-$284.5K

6,398 -7%

增持

— PERION NETWORK LTD

+$283.8K

25,304 +58%

减持

MATX MATSON INC

+$266.7K

60,551 -8%

增持

TSCO TRACTOR SUPPLY CO

+$262.0K

23,445 +15%

增持

CCRN CROSS CTRY HEALTHCARE INC

-$256.2K

131,989 +5%

增持

FAF FIRST AMERN FINL CORP

+$246.6K

86,608 +6%

增持

— ZIM INTEGRATED SHIPPING SERV

+$230.2K

59,471 +88%

增持

— ICL GROUP LTD

+$213.7K

142,334 +35%

增持

TCOM TRIP COM GROUP LTD

+$203.7K

80,531 +8%

增持

— ALPHA & OMEGA SEMICONDUCTOR

+$195.7K

119,614 +16%

减持

NTR NUTRIEN LTD

-$192.7K

12,809 -23%

减持

IT GARTNER INC

-$190.9K

12,859 -2%

减持

CDNS CADENCE DESIGN SYSTEM INC

-$181.9K

21,038 -3%

增持

STM STMICROELECTRONICS N V

-$171.8K

30,140 +2%

增持

FAST FASTENAL CO

-$150.7K

94,719 +5%

增持

MOS MOSAIC CO NEW

+$145.0K

88,335 +3%

增持

WST WEST PHARMACEUTICAL SVSC INC

+$142.4K

12,578 +5%

增持

MGIC MAGIC SOFTWARE ENTERPRISES L

+$114.3K

74,544 +36%

增持

— ALKERMES PLC

-$102.4K

49,628 +4%

增持

ORLY OREILLY AUTOMOTIVE INC

-$102.1K

3,967 +2%

减持

SNPS SYNOPSYS INC

+$95.6K

7,346 -2%

增持

NICE NICE LTD

+$84.7K

4,633 +36%

减持

— STAR BULK CARRIERS CORP.

-$70.1K

50,287 -14%

增持

SEDG SOLAREDGE TECHNOLOGIES INC

-$67.4K

4,006 +84%

减持

AVTR AVANTOR INC

+$61.6K

144,371 -1%

减持

PCAR PACCAR INC

+$59.4K

58,960 -0%

增持

— NOVA LTD

+$59.0K

8,907 +11%

增持

BHP BHP GROUP LTD

+$55.6K

23,115 +10%

增持

— TOWER SEMICONDUCTOR LTD

+$48.5K

25,934 +65%

增持

— INMODE LTD

-$33.7K

23,021 +17%

减持

JBL JABIL INC

-$20.1K

44,467 -15%

增持

NUE NUCOR CORP

-$19.9K

31,068 +4%

增持

— INVESCO EXCH TRD SLF IDX FD

+$11.9K

109,286 +0%

增持

NTAP NETAPP INC

-$10.8K

69,191 +0%

增持

— INVESCO EXCH TRD SLF IDX FD

+$8.8K

131,640 +0%

增持

SQM SOCIEDAD QUIMICA Y MINERA DE

-$7.3K

15,455 +21%

增持

— INVESCO EXCH TRD SLF IDX FD

-$5.4K

98,675 +0%

增持

— EAGLE BULK SHIPPING INC

-$4.8K

67,921 +14%

增持

INGR INGREDION INC

+$3.3K

44,573 +8%

增持

— INVESCO EXCH TRD SLF IDX FD

+$1.4K

101,730 +0%

增持

— INVESCO EXCH TRD SLF IDX FD

+$618

73,922 +0%

增持

— INVESCO EXCH TRD SLF IDX FD

-$578

110,385 +0%