- New Purchases: ENSG,
- Added Positions: BLDR, GMED, MRVL, PKI, KLIC, TER, MASI, AMWD, GRMN, ZD, SWKS, BBY, MKSI, LITE, KFRC, EME, HI, IIVI, MXL, ENTG, BCC, ONTO, PRGS, JBL, KELYA, SNX, FORM, MTRX, MTCH, SUM, AEO, SXT, ENS, MDRX, FN, NSIT, COHU, WCC,
- Reduced Positions: DCO,
- Sold Out: TTMI,
For the details of Paradigm Select Fund's stock buys and sells, go to https://www.gurufocus.com/guru/paradigm+select+fund/current-portfolio/portfolio
These are the top 5 holdings of Paradigm Select Fund- Builders FirstSource Inc (BLDR) - 108,000 shares, 5.16% of the total portfolio. Shares added by 11.00%
- Globus Medical Inc (GMED) - 69,000 shares, 4.89% of the total portfolio. Shares added by 11.11%
- Marvell Technology Inc (MRVL) - 85,625 shares, 4.77% of the total portfolio. Shares added by 11.02%
- PerkinElmer Inc (PKI) - 28,000 shares, 4.48% of the total portfolio. Shares added by 11.11%
- Kulicke & Soffa Industries Inc (KLIC) - 82,800 shares, 4.46% of the total portfolio. Shares added by 10.99%
Paradigm Funds initiated holding in Ensign Group Inc. The purchase prices were between $74.89 and $89.32, with an estimated average price of $82.77. The stock is now traded at around $77.890000. The impact to a portfolio due to this purchase was 1.06%. The holding were 15,300 shares as of 2021-09-30.
Added: American Woodmark Corp (AMWD)Paradigm Funds added to a holding in American Woodmark Corp by 41.45%. The purchase prices were between $64.91 and $82.49, with an estimated average price of $73.47. The stock is now traded at around $60.900000. The impact to a portfolio due to this purchase was 0.38%. The holding were 21,500 shares as of 2021-09-30.
Sold Out: TTM Technologies Inc (TTMI)Paradigm Funds sold out a holding in TTM Technologies Inc. The sale prices were between $12.37 and $14.37, with an estimated average price of $13.75.
Here is the complete portfolio of Paradigm Select Fund. Also check out:
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