PARADIGM CAPITAL MANAGEMENT INC/NY

CIK

1037792

City

ALBANY

State / Country

Stock

ONTO — Onto Innovation Inc.

Top Portfolio Positions

112 positions · $2,623,721,335 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	12.02%
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 ONTO

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$226,076,960	1,102,438	-2.1%	Shares	Defined	2026-05-14
2025-12-31	$177,724,786	1,125,838	+1.2%	Shares	Defined	2026-02-12
2025-09-30	$143,801,055	1,112,839	0.0%	Shares	Defined	2025-11-14
2025-06-30	$112,318,840	1,112,839	+0.7%	Shares	Defined	2025-08-14
2025-03-31	$134,073,298	1,104,939	0.0%	Shares	Defined	2025-05-15
2024-12-31	$184,160,183	1,104,939	0.0%	Shares	Defined	2025-02-18
2024-09-30	$229,341,138	1,104,939	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$243,753,096	1,110,189	-3.5%	Shares	Sole	2024-08-14
2024-03-31	$208,276,224	1,150,189	-1.6%	Shares	Sole	2024-05-15
2023-12-31	$178,700,193	1,168,739	-1.2%	Shares	Sole	2024-02-13
2023-09-30	$150,816,501	1,182,689	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$137,235,319	1,178,289	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$104,075,317	1,184,289	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$83,157,431	1,221,287	-0.9%	Shares	Sole	2023-02-03
2022-09-30	$78,896,085	1,231,789	-0.3%	Shares	Sole	2022-10-26
2022-06-30	$86,190,898	1,235,889	-0.4%	Shares	Sole	2022-08-02
2022-03-31	$107,812,156	1,240,789	-0.4%	Shares	Sole	2022-05-25
2021-12-31	$126,151,712	1,246,189	-0.4%	Shares	Sole	2022-02-09
2021-09-30	$90,427,305	1,251,589	-0.5%	Shares	Sole	2021-11-08
2021-06-30	$91,876,212	1,257,889	-0.6%	Shares	Sole	2021-08-05
2021-03-31	$83,174,995	1,265,789	+0.0%	Shares	Sole	2021-05-05
2020-12-31	$60,164,491	1,265,289	+1.5%	Shares	Sole	2021-01-20
2020-09-30	$37,120,442	1,246,489	+56.3%	Shares	Sole	2020-10-20
2020-06-30	$27,139,853	797,293	+4.5%	Shares	Sole	2020-08-03
2020-03-31	$22,631,207	762,764	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.