EdgeMarket › What Paradigm Capital Management Inc/Ny reported owning
What Paradigm Capital Management Inc/Ny reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
112Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MOD MODINE MANUFACTURING CO | 315.4M | 12.1% | 1.5M | 197.68 | +46.5% |
| FN Fabrinet | 276.7M | 10.6% | 530.5K | 436.67 | +55.8% |
| AVGO Broadcom Inc. | 250.4M | 9.6% | 809.0K | 368.45 | +26.5% |
| ONTO ONTO INNOVATION INC. | 226.1M | 8.6% | 1.1M | 293.33 | +176.9% |
| JBL JABIL INC | 145.5M | 5.6% | 547.9K | 313.21 | +53.5% |
| DCO DUCOMMUN INC /DE/ | 94.0M | 3.6% | 770.5K | 191.65 | +118.3% |
| EXTR EXTREME NETWORKS INC | 78.9M | 3.0% | 5.2M | 23.02 | +15.7% |
| ENS EnerSys | 76.8M | 2.9% | 441.9K | 189.76 | +94.4% |
| VECO VEECO INSTRUMENTS INC | 73.5M | 2.8% | 2.2M | 47.86 | +100.3% |
| GMED GLOBUS MEDICAL INC | 70.8M | 2.7% | 822.3K | 86.91 | +43.1% |
| ENSG ENSIGN GROUP, INC | 68.9M | 2.6% | 342.1K | 179.48 | +6.2% |
| NSIT INSIGHT ENTERPRISES INC | 64.1M | 2.5% | 955.9K | 147.38 | +13.8% |
| ENTG ENTEGRIS INC | 61.4M | 2.3% | 523.7K | 143.66 | +80.9% |
| NVRI Enviri Corp | 43.8M | 1.7% | 2.2M | 20.65 | +99.7% |
| PNTG Pennant Group, Inc. | 42.9M | 1.6% | 1.4M | 38.88 | +54.5% |
| ENOV Enovis CORP | 40.4M | 1.5% | 1.8M | 26.06 | -13.1% |
| OFIX Orthofix Medical Inc. | 37.9M | 1.5% | 3.3M | 10.01 | -31.1% |
| UCTT Ultra Clean Holdings, Inc. | 37.8M | 1.4% | 608.2K | 76.43 | +242.1% |
| IART INTEGRA LIFESCIENCES HOLDINGS CORP | 37.8M | 1.4% | 4.0M | 16.74 | +17.4% |
| CALX CALIX, INC | 37.6M | 1.4% | 768.2K | 40.12 | -29.1% |
| XRAY DENTSPLY SIRONA Inc. | 34.5M | 1.3% | 3.0M | 10.92 | -23.4% |
| PENG Penguin Solutions, Inc. | 28.2M | 1.1% | 1.6M | 52.62 | +126.2% |
| QDEL QuidelOrtho Corp | 25.1M | 1.0% | 1.5M | 14.74 | -44.0% |
| LITE Lumentum Holdings Inc. | 23.6M | 0.9% | 33.6K | 866.71 | +647.9% |
| COHU COHU INC | 19.1M | 0.7% | 623.9K | 54.37 | +178.4% |
| NTRA Natera, Inc. | 18.1M | 0.7% | 90.4K | 332.03 | +106.7% |
| RBBN Ribbon Communications Inc. | 17.0M | 0.7% | 8.0M | 2.03 | -45.3% |
| CRNC Cerence Inc. | 15.8M | 0.6% | 2.5M | 8.06 | -23.5% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 15.2M | 0.6% | 215.5K | 57.17 | -11.0% |
| EME EMCOR Group, Inc. | 15.1M | 0.6% | 20.5K | 776.62 | +28.3% |
| MXL MAXLINEAR, INC | 15.0M | 0.6% | 861.0K | 66.61 | +366.8% |
| TER TERADYNE, INC | 14.4M | 0.6% | 48.6K | 375.74 | +243.1% |
| SIBN SI-BONE, Inc. | 14.2M | 0.5% | 1.1M | 19.96 | +28.4% |
| MDXG MIMEDX GROUP, INC. | 13.5M | 0.5% | 3.4M | 4.33 | -39.6% |
| HELE HELEN OF TROY LTD | 13.4M | 0.5% | 927.1K | 29.06 | +19.2% |
| SNX TD SYNNEX CORP | 11.7M | 0.4% | 69.3K | 250.14 | +72.2% |
| KLIC KULICKE & SOFFA INDUSTRIES INC | 11.3M | 0.4% | 171.3K | 85.75 | +138.9% |
| JILL J.Jill, Inc. | 10.5M | 0.4% | 914.3K | 20.21 | +26.3% |
| CAL CALERES INC | 9.6M | 0.4% | 911.6K | 13.62 | -7.2% |
| ATEN A10 Networks, Inc. | 9.3M | 0.4% | 401.4K | 26.12 | +53.6% |
| ADTN ADTRAN Holdings, Inc. | 9.2M | 0.4% | 733.2K | 7.77 | -7.6% |
| MBC MasterBrand, Inc. | 9.0M | 0.3% | 1.1M | 9.11 | -25.9% |
| BBWI Bath & Body Works, Inc. | 9.0M | 0.3% | 481.1K | 19.45 | -34.3% |
| KAI KADANT INC | 8.7M | 0.3% | 29.8K | 313.41 | -5.2% |
| ZUMZ Zumiez Inc | 8.3M | 0.3% | 372.7K | 18.27 | +16.7% |
| WCC WESCO INTERNATIONAL INC | 8.2M | 0.3% | 30.0K | 349.14 | +66.6% |
| ANGO ANGIODYNAMICS INC | 8.2M | 0.3% | 718.2K | 15.75 | +72.5% |
| FSS FEDERAL SIGNAL CORP /DE/ | 7.6M | 0.3% | 70.0K | 122.51 | -2.8% |
| MRVL Marvell Technology, Inc. | 7.1M | 0.3% | 71.6K | 237.04 | +232.8% |
| BLDR Builders FirstSource, Inc. | 7.1M | 0.3% | 85.8K | 70.21 | -47.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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