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PARADIGM CAPITAL MANAGEMENT INC/NY13F | |
PARADIGM CAPITAL MANAGEMENT INC/NY | |
Last update 2025-05-15 | 127 Stocks (7 new) |
Value $1.80 Bil | Turnover 5 % |
PARADIGM CAPITAL MANAGEMENT IN... Top Holdings of 2025-03-31
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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 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
ONTO | Onto Innovation Inc | 1,104,939 | 134,073.3 | 0% | 7.450 | 0% | 2.260 | -19.02% | -41.70% | 4,755.2 | Semiconductors | |
MOD | Modine Manufacturing Co | 1,647,500 | 126,445.6 | -0.05% | 7.020 | 0% | 3.130 | +28.40% | -14.78% | 5,184.7 | Vehicles & Parts | |
FN | Fabrinet | 531,500 | 104,976.6 | -0.08% | 5.830 | 0% | 1.480 | +63.37% | +38.80% | 10,935.5 | Hardware | |
NSIT | Insight Enterprises Inc | 596,150 | 89,416.5 | 0% | 4.970 | 0% | 1.870 | +9.87% | -3.90% | 4,666.9 | Hardware | |
JBL | Jabil Inc | 570,900 | 77,682.4 | -0.35% | 4.320 | -0.01% | 0.530 | +65.54% | +59.39% | 24,592.1 | Hardware | |
GMED | Globus Medical Inc | 949,300 | 69,488.8 | 0% | 3.860 | 0% | 0.700 | -24.72% | -34.66% | 7,315.9 | Medical Devices & Instruments | |
EXTR | Extreme Networks Inc | 5,225,200 | 69,129.4 | +0.68% | 3.840 | +0.03% | 3.920 | +51.10% | +6.69% | 2,378.4 | Hardware | |
DCO | Ducommun Inc | 1,017,200 | 59,028.1 | -6.17% | 3.280 | -0.20% | 6.840 | +60.70% | +41.14% | 1,336.8 | Aerospace & Defense | |
VECO | Veeco Instruments Inc | 2,380,000 | 47,790.4 | +20.03% | 2.650 | +0.44% | 4.080 | +15.22% | -21.75% | 1,222.4 | Semiconductors |
PARADIGM CAPITAL MANAGEMENT INC/NY's Historical Top Holdings Breakdowns
PARADIGM CAPITAL MANAGEMENT INC/NY's Top Stock Picks
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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 | $9.45 | -6.06% | Reduce -96.69% | 80,000 | -2,339,600 | |
QDEL | QuidelOrtho Corp | 2025-03-31 | Add Add | +0.77% | 34.78 ($40.79) 47.61 | $26.60 | -34.79% | Add 570.71% | 469,500 | 399,500 | |
PENG | Penguin Solutions Inc | 2025-03-31 | Add Add | +0.75% | 16.63 ($19.66) 22.26 | $24.90 | 26.65% | 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 | $47.81 | -5.72% | Reduce -74.09% | 98,180 | -280,700 | |
ENOV | Enovis Corp | 2025-03-31 | Add Add | +0.54% | 35.51 ($42.43) 47.99 | $27.70 | -34.72% | Add 47.49% | 786,400 | 253,200 | |
VECO | Veeco Instruments Inc | 2025-03-31 | Add Add | +0.44% | 20.08 ($23.95) 28.72 | $20.97 | -12.44% | Add 20.03% | 2,380,000 | 397,200 | |
COHU | Cohu Inc | 2025-03-31 | Add Add | +0.40% | 14.71 ($20.81) 27.44 | $19.54 | -6.10% | Add 101.68% | 967,549 | 487,800 | |
FORM | FormFactor Inc | 2025-03-31 | Add Add | +0.40% | 28.29 ($36.76) 47.24 | $34.38 | -6.47% | 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 | $51.65 | 4.70% | New holding | 191,600 | 191,600 |
PARADIGM CAPITAL MANAGEMENT INC/NY Total Holding History ($B)
PARADIGM CAPITAL MANAGEMENT INC/NY's Asset Allocation
PARADIGM CAPITAL MANAGEMENT INC/NY Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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PARADIGM CAPITAL MANAGEMENT INC/NY's Hypothetical Growth since 2025-03-31
PARADIGM CAPITAL MANAGEMENT INC/NY's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Heat Map
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PARADIGM CAPITAL MANAGEMENT INC/NY's Holdings Bubble Chart
PARADIGM CAPITAL MANAGEMENT INC/NY News
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