PARADIGM CAPITAL MANAGEMENT INC/NY

CIK
1037792
City
ALBANY
State / Country
NY

Top Portfolio Positions

112 positions · $2,613,898,495 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MOD
Modine Manufacturing Co
Consumer Cyclical
1,455,598 $315,442,642 12.07%
FN
Fabrinet
Technology
530,500 $276,666,360 10.58%
AVGO
Broadcom Inc.
Technology
809,000 $250,393,590 9.58%
ONTO
Onto Innovation Inc.
Technology
1,102,438 $226,076,960 8.65%
JBL
Jabil Inc
Technology
547,900 $145,538,677 5.57%
DCO
Ducommun Inc /De/
Industrials
770,500 $94,001,000 3.60%
EXTR
Extreme Networks Inc
Technology
5,234,900 $78,942,292 3.02%
ENS
EnerSys
Industrials
441,900 $76,766,868 2.94%
VECO
Veeco Instruments Inc
Technology
2,171,399 $73,523,570 2.81%
GMED
Globus Medical Inc
Healthcare
822,299 $70,849,281 2.71%

Portfolio Trend

25 quarters · across all stocks

Holdings in ANGO

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $8,165,934 718,200
2025-12-31 $8,708,088 678,200
2025-09-30 $7,575,494 678,200
2024-12-31 $3,700,649 404,001
2024-06-30 $2,892,027 478,021
2024-03-31 $6,334,317 1,079,100
2023-09-30 $4,312,169 589,900
2023-06-30 $8,473,332 812,400
2023-03-31 $8,994,766 869,900
2022-12-31 $4,922,775 357,500
2022-09-30 $5,872,020 287,000
2022-06-30 $5,553,450 287,000
2022-03-31 $6,181,980 287,000
2021-12-31 $8,467,060 307,000
2021-09-30 $7,963,580 307,000
2021-06-30 $8,328,910 307,000
2021-03-31 $7,183,800 307,000
2020-12-31 $2,882,040 188,000
2020-09-30 $1,579,860 131,000