PC

PARADIGM CAPITAL MANAGEMENT INC/NY

13F
PARADIGM CAPITAL MANAGEMENT INC/NY
Last update 2025-05-15 127 Stocks (7 new)
Value $1.80 Bil Turnover 5 %
Countries:
Top Holdings: AVGO(7.52%)ONTO(7.45%)MOD(7.02%)FN(5.83%)NSIT(4.97%)
Summary Stock Picks Current Portfolio
PARADIGM CAPITAL MANAGEMENT IN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVGO
Broadcom Inc
809,000
135,450.9
0%
7.520
0%
0.020
+64.67%
+20.81%
1,310,340.0
Semiconductors
ONTO
Onto Innovation Inc
1,104,939
134,073.3
0%
7.450
0%
2.260
-15.25%
-41.93%
4,736.6
Semiconductors
MOD
Modine Manufacturing Co
1,647,500
126,445.6
-0.05%
7.020
0%
3.130
+29.96%
-19.06%
4,923.9
Vehicles & Parts
FN
Fabrinet
531,500
104,976.6
-0.08%
5.830
0%
1.480
+69.80%
+36.80%
10,777.5
Hardware
NSIT
Insight Enterprises Inc
596,150
89,416.5
0%
4.970
0%
1.870
+7.50%
-6.28%
4,551.4
Hardware
JBL
Jabil Inc
570,900
77,682.4
-0.35%
4.320
-0.01%
0.530
+65.83%
+53.61%
23,700.3
Hardware
GMED
Globus Medical Inc
949,300
69,488.8
0%
3.860
0%
0.700
-24.34%
-35.91%
7,176.5
Medical Devices & Instruments
EXTR
Extreme Networks Inc
5,225,200
69,129.4
+0.68%
3.840
+0.03%
3.920
+55.39%
+5.91%
2,361.1
Hardware
DCO
Ducommun Inc
1,017,200
59,028.1
-6.17%
3.280
-0.20%
6.840
+60.66%
+38.63%
1,313.0
Aerospace & Defense
VECO
Veeco Instruments Inc
2,380,000
47,790.4
+20.03%
2.650
+0.44%
4.080
+18.02%
-21.57%
1,225.3
Semiconductors

PARADIGM CAPITAL MANAGEMENT INC/NY's Historical Top Holdings Breakdowns

PARADIGM CAPITAL MANAGEMENT INC/NY's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-1.99%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-847,890
ADTN
Adtran Holdings Inc
2025-03-31
Reduce
Reduce
-0.90%
●
8.49 ($10.06) 11.83
$9.42
-6.36%
Reduce -96.69%
80,000
-2,339,600
QDEL
QuidelOrtho Corp
2025-03-31
Add
Add
+0.77%
●
34.78 ($40.79) 47.61
$25.54
-37.39%
Add 570.71%
469,500
399,500
PENG
Penguin Solutions Inc
2025-03-31
Add
Add
+0.75%
●
16.63 ($19.66) 22.26
$24.45
24.36%
Add 216.07%
1,125,200
769,200
SW
Smurfit WestRock PLC
2025-03-31
Reduce
Reduce
-0.70%
●
43.19 ($50.71) 56.02
$46.24
-8.81%
Reduce -74.09%
98,180
-280,700
ENOV
Enovis Corp
2025-03-31
Add
Add
+0.54%
●
35.51 ($42.43) 47.99
$27.24
-35.80%
Add 47.49%
786,400
253,200
VECO
Veeco Instruments Inc
2025-03-31
Add
Add
+0.44%
●
20.08 ($23.95) 28.72
$21.02
-12.23%
Add 20.03%
2,380,000
397,200
COHU
Cohu Inc
2025-03-31
Add
Add
+0.40%
●
14.71 ($20.81) 27.44
$19.79
-4.90%
Add 101.68%
967,549
487,800
FORM
FormFactor Inc
2025-03-31
Add
Add
+0.40%
●
28.29 ($36.76) 47.24
$34.97
-4.87%
Add 679.68%
295,500
257,600
SMTC
Semtech Corp
2025-03-31
New Buy
New Buy
+0.37%
●
31.44 ($49.33) 77.15
$51.47
4.34%
New holding
191,600
191,600

PARADIGM CAPITAL MANAGEMENT INC/NY Total Holding History ($B)

To

PARADIGM CAPITAL MANAGEMENT INC/NY's Asset Allocation

To

PARADIGM CAPITAL MANAGEMENT INC/NY Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PARADIGM CAPITAL MANAGEMENT INC/NY's Hypothetical Growth since 2025-03-31

PARADIGM CAPITAL MANAGEMENT INC/NY's Yearly Returns

Year Portfolio % % Excess Gain %

PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Heat Map

Size field:

PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Bubble Chart

PARADIGM CAPITAL MANAGEMENT INC/NY News

  • 1

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