PC

PARADIGM CAPITAL MANAGEMENT INC/NY

13F
PARADIGM CAPITAL MANAGEMENT INC/NY
Last update 2024-08-14 129 Stocks (5 new)
Value $2.19 Bil Turnover 4 %
Countries:
Top Holdings: ONTO(11.11%)MOD(7.53%)FN(6.00%)AVGO(5.92%)NSIT(5.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
PARADIGM CAPITAL MANAGEMENT IN... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ONTO 		Onto Innovation Inc
1,110,189
243753.100
-3.48%
11.110
-0.35%
2.250
-7.34%
+31.14%
9902.403
Semiconductors
MOD 		Modine Manufacturing Co
1,649,300
165243.370
-1.23%
7.530
-0.09%
3.150
+35.23%
+113.00%
6664.911
Vehicles & Parts
FN 		Fabrinet
537,900
131672.540
-0.37%
6.000
-0.02%
1.490
-6.06%
+21.86%
8384.867
Hardware
AVGO 		Broadcom Inc
809,000
129887.380
0%
5.920
0%
0.000
+4.94%
+56.60%
807729.428
Semiconductors
NSIT 		Insight Enterprises Inc
596,150
118252.310
-0.50%
5.390
-0.03%
1.830
+4.69%
+19.21%
6883.189
Hardware
VECO 		Veeco Instruments Inc
1,932,700
90276.420
-2.23%
4.110
-0.07%
3.400
-31.79%
+2.42%
1804.622
Semiconductors
ENTG 		Entegris Inc
533,700
72262.980
0%
3.290
0%
0.350
-16.38%
-6.66%
16846.168
Semiconductors
EXTR 		Extreme Networks Inc
5,324,900
71619.910
0%
3.260
0%
4.090
+18.42%
-15.08%
1952.453
Hardware
GMED 		Globus Medical Inc
1,001,400
68585.890
-0.99%
3.130
-0.03%
0.740
+7.07%
+33.65%
9643.688
Medical Devices & Instruments
JBL 		Jabil Inc
581,600
63272.270
+1.02%
2.880
+0.03%
0.510
-0.06%
-11.09%
12823.845
Hardware

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
CNXC 		Concentrix Corp2024-06-30Add
+1.00%
●
54.67 ($60.01) 66.07
$63.55
5.90%
Add 126.38%
623,542
348,100
DCO 		Ducommun Inc2024-06-30Reduce
-0.77%
●
48.47 ($55.87) 59.48
$65.37
17.00%
Reduce -22.34%
1,087,100
-312,700
SMTC 		Semtech Corp2024-06-30Reduce
-0.74%
●
28.19 ($34.98) 40.85
$46.22
32.13%
Reduce -96.56%
20,000
-562,200
CIEN 		Ciena Corp2024-06-30Sold Out
-0.57%
●
43.56 ($47.46) 49.56
$61.68
29.96%
Sold Out
0
-239,000
ADTN 		Adtran Holdings Inc2024-06-30Add
+0.37%
●
4.38 ($5.1) 5.83
$5.62
10.20%
Add 173.08%
2,447,100
1,551,000
OFIX 		Orthofix Medical Inc2024-06-30Add
+0.37%
●
12.38 ($13.7) 15.37
$15.91
16.13%
Add 31.29%
2,556,100
609,137
ONTO 		Onto Innovation Inc2024-06-30Reduce
-0.35%
●
169.39 ($206.7) 233.63
$200.52
-2.99%
Reduce -3.48%
1,110,189
-40,000
TCMD 		Tactile Systems Technology Inc2024-06-30Add
+0.30%
●
11.13 ($13.46) 15.8
$14.29
6.17%
Add 90.1%
1,183,800
561,073
JILL 		J.Jill Inc2024-06-30Add
+0.29%
●
24.92 ($30.65) 39.55
$24.88
-18.83%
Add 109.28%
346,856
181,116
AMWD 		American Woodmark Corp2024-06-30New Buy
+0.28%
●
77.15 ($90.26) 101.79
$93.21
3.27%
New holding
79,000
79,000

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 2024-06-30

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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