PARADIGM CAPITAL MANAGEMENT INC/NY
Top Portfolio Positions
112 positions ·
$2,613,898,495 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 | 12.07% | |
| 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
Holdings in GMED
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $70,849,281 | 822,299 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $82,577,710 | 945,799 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $54,223,236 | 946,800 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $55,614,546 | 942,300 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $69,488,760 | 949,300 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $78,516,603 | 949,300 | Shares | Defined | 2025-02-18 | |
| 2024-09-30 | $69,493,956 | 971,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,585,886 | 1,001,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $54,251,496 | 1,011,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $52,853,022 | 991,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $48,860,565 | 984,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,708,314 | 734,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,446,624 | 714,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $49,939,148 | 672,400 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $40,716,095 | 683,500 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $38,624,320 | 688,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $51,306,612 | 695,400 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $47,226,020 | 654,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $47,121,300 | 615,000 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $47,145,993 | 608,100 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $37,020,501 | 600,300 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $37,938,474 | 581,700 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $29,578,296 | 597,300 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $28,139,358 | 589,800 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $30,030,433 | 706,100 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||