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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 79 项增持 34减持 10清仓 35

方向

标的

Δ市值

现股数(环比)

增持

PBR PETROLEO BRASILEIRO SA PETRO

+$5.6M

893,057 +78%

增持

STLD STEEL DYNAMICS INC

+$5.4M

122,115 +58%

增持

— LYONDELLBASELL INDUSTRIES N

+$5.1M

141,447 +59%

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

CLS CELESTICA INC

-$5.0M

0 -100%

增持

— FRONTLINE PLC

+$4.8M

623,981 +70%

增持

CF CF INDS HLDGS INC

+$4.5M

67,745 +298%

增持

EMR EMERSON ELEC CO

+$4.4M

136,553 +43%

增持

MAIN MAIN STR CAP CORP

+$4.2M

279,861 +44%

清仓

TTD THE TRADE DESK INC

-$4.2M

0 -100%

增持

TCOM TRIP COM GROUP LTD

+$3.9M

117,148 +78%

清仓

CPRT COPART INC

-$3.7M

0 -100%

增持

VLO VALERO ENERGY CORP

+$3.6M

100,149 +58%

清仓

TER TERADYNE INC

-$3.6M

0 -100%

清仓

LPX LOUISIANA PAC CORP

-$3.5M

0 -100%

清仓

— FABRINET

-$3.3M

0 -100%

清仓

— TEEKAY TANKERS LTD

-$3.1M

0 -100%

清仓

CDNS CADENCE DESIGN SYSTEM INC

-$3.1M

0 -100%

增持

ON ON SEMICONDUCTOR CORP

+$3.0M

71,548 +127%

清仓

CMC COMMERCIAL METALS CO

-$3.0M

0 -100%

增持

INGR INGREDION INC

+$2.9M

89,361 +9%

清仓

ATKR ATKORE INC

-$2.9M

0 -100%

清仓

IT GARTNER INC

-$2.8M

0 -100%

清仓

BLDR BUILDERS FIRSTSOURCE INC

-$2.7M

0 -100%

增持

CBT CABOT CORP

+$2.6M

112,372 +4%

增持

BRC BRADY CORP

+$2.6M

158,828 +9%

增持

DHI D R HORTON INC

+$2.6M

31,762 +28%

清仓

WST WEST PHARMACEUTICAL SVSC INC

-$2.5M

0 -100%

清仓

JBL JABIL INC

-$2.5M

0 -100%

增持

PWR QUANTA SVCS INC

+$2.4M

22,032 +35%

增持

ORLY OREILLY AUTOMOTIVE INC

+$2.3M

5,322 +46%

增持

SNPS SYNOPSYS INC

+$2.2M

10,751 +97%

增持

NOW SERVICENOW INC

+$2.1M

6,250 +42%

增持

CAT CATERPILLAR INC

+$2.1M

31,273 +3%

清仓

FTNT FORTINET INC

-$2.1M

0 -100%

增持

ORI OLD REP INTL CORP

+$2.1M

334,002 +6%

增持

PCAR PACCAR INC

+$2.0M

114,753 +27%

增持

IP INTERNATIONAL PAPER CO

+$1.9M

248,305 +5%

清仓

AVTR AVANTOR INC

-$1.9M

0 -100%

增持

PAYX PAYCHEX INC

+$1.8M

84,912 +5%

增持

FAST FASTENAL CO

+$1.7M

146,880 +6%

增持

ADI ANALOG DEVICES INC

+$1.6M

52,079 +14%

清仓

APP APPLOVIN CORP

-$1.5M

0 -100%

增持

WMB WILLIAMS COS INC

+$1.5M

261,101 +6%

增持

NUE NUCOR CORP

+$1.4M

62,912 +23%

清仓

IQV IQVIA HLDGS INC

-$1.4M

0 -100%

清仓

— SUPER MICRO COMPUTER INC

-$1.3M

0 -100%

清仓

NXT NEXTRACKER INC

-$1.3M

0 -100%

增持

MATX MATSON INC

+$1.3M

88,127 +2%

增持

AVGO BROADCOM INC

+$1.2M

79,052 +924%

增持

GD GENERAL DYNAMICS CORP

+$1.2M

36,753 +8%

清仓

WPC WP CAREY INC

-$1.2M

0 -100%

清仓

— CONSOL ENERGY INC NEW

-$1.2M

0 -100%

增持

KLAC KLA CORP

+$1.2M

7,431 +33%

增持

OC OWENS CORNING NEW

+$1.1M

65,279 +9%

清仓

— ROIVANT SCIENCES LTD

-$1.0M

0 -100%

增持

SYK STRYKER CORPORATION

+$875.2K

32,199 +2%

清仓

STNE STONECO LTD

-$749.7K

0 -100%

清仓

— ASML HOLDING N V

-$605.5K

0 -100%

清仓

GTLS CHART INDS INC

-$583.7K

0 -100%

清仓

MRVL MARVELL TECHNOLOGY INC

-$538.9K

0 -100%

清仓

MOS MOSAIC CO NEW

-$477.1K

0 -100%

减持

NVDA NVIDIA CORPORATION

-$377.9K

50,470 -4%

清仓

— STAR BULK CARRIERS CORP.

-$360.5K

0 -100%

清仓

— GLOBANT S A

-$282.7K

0 -100%

清仓

BHP BHP GROUP LTD

-$281.4K

0 -100%

清仓

ALV AUTOLIV INC

-$272.4K

0 -100%

清仓

— ALKERMES PLC

-$248.1K

0 -100%

清仓

STM STMICROELECTRONICS N V

-$245.1K

0 -100%

清仓

NTR NUTRIEN LTD

-$220.6K

0 -100%

减持

BLES NORTHERN LTS FD TR IV

-$110.2K

6,831 -34%

增持

NTAP NETAPP INC

-$82.8K

97,963 +4%

减持

BSJR INVESCO EXCH TRD SLF IDX FD

+$65.7K

107,511 -0%

减持

BSCR INVESCO EXCH TRD SLF IDX FD

+$60.2K

123,895 -0%

减持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$47.8K

128,907 -0%

减持

BSJQ INVESCO EXCH TRD SLF IDX FD

+$41.1K

106,667 -0%

减持

— INVESCO EXCH TRD SLF IDX FD

+$21.2K

111,124 -0%

减持

BIBL NORTHERN LTS FD TR IV

+$9.5K

8,060 -4%

减持

— INVESCO EXCH TRD SLF IDX FD

+$5.1K

109,231 -0%

减持

— INVESCO EXCH TRD SLF IDX FD

-$477

101,836 -0%