PARADIGM CAPITAL MANAGEMENT INC/NY
Top Portfolio Positions
112 positions ·
$2,623,721,335 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
1,455,598 | $315,442,642 | 12.02% | |
| FN |
Fabrinet
Technology
|
530,500 | $276,666,360 | 10.54% | |
| AVGO |
Broadcom Inc.
Technology
|
809,000 | $250,393,590 | 9.54% | |
| ONTO |
Onto Innovation Inc.
Technology
|
1,102,438 | $226,076,960 | 8.62% | |
| JBL |
Jabil Inc
Technology
|
547,900 | $145,538,677 | 5.55% | |
| DCO |
Ducommun Inc /De/
Industrials
|
770,500 | $94,001,000 | 3.58% | |
| EXTR |
Extreme Networks Inc
Technology
|
5,234,900 | $78,942,292 | 3.01% | |
| ENS |
EnerSys
Industrials
|
441,900 | $76,766,868 | 2.93% | |
| IART |
Integra Lifesciences Holdings Corp
Healthcare
|
8,025,396 | $75,599,230 | 2.88% | |
| VECO |
Veeco Instruments Inc
Technology
|
2,171,399 | $73,523,570 | 2.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in COHU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,102,348 | 623,852 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,289,653 | 914,897 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $16,566,896 | 814,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,909,056 | 774,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,232,645 | 967,549 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,809,298 | 479,749 | Shares | Defined | 2025-02-18 | |
| 2024-09-30 | $19,088,263 | 742,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,715,981 | 595,649 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,852,980 | 595,649 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,864,851 | 533,056 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,395,127 | 476,049 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,784,596 | 476,049 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,275,520 | 476,049 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,055,254 | 625,749 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $26,028,751 | 1,009,649 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $28,017,759 | 1,009,649 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $30,448,010 | 1,028,649 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $34,450,461 | 904,449 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $36,243,883 | 1,134,749 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $40,908,603 | 1,111,949 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $40,929,938 | 978,249 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $23,138,950 | 606,049 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,594,277 | 500,249 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,311,419 | 190,970 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $769,404 | 62,149 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||