PARADIGM CAPITAL MANAGEMENT INC/NY: 13F holdings
CIK 10377922026Q2
| Positions | 115 |
|---|
| Reported value | $3.7bn |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 115 (+3 vs prior quarter) |
|---|
| Reported value | $3.7bn (+40.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ONTO Onto Innovation Inc. | 1,101,438 | $416.8m | 11.3% |
| MOD Modine Manufacturing Co | 1,453,598 | $388.1m | 10.6% |
| AVGO Broadcom Ltd | 809,000 | $305.6m | 8.3% |
| Fabrinet | 530,500 | $298.2m | 8.1% |
| JBL Jabil Inc | 546,900 | $210.8m | 5.7% |
| VECO Veeco Instruments | 2,065,399 | $156.6m | 4.3% |
| DCO Ducommun Inc | 770,500 | $142.7m | 3.9% |
| EXTR Extreme Networks | 4,241,300 | $137.3m | 3.7% |
| NSIT Insight Enterprises | 957,000 | $116.6m | 3.2% |
| ENS EnerSys | 437,300 | $102.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1037792")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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