PARADIGM CAPITAL MANAGEMENT INC/NY
CIK 1037792
13F filing for Q2 2026・No. 1,130
- Holdings
- US$3.67B
- Quarter change
- +US$1.06B
- Entries
- 174
- Net bought (estimate)
- +US$84.98M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 7
- Cut 25
- Added 30
- Corporate actions 0
- Unchanged 50
Largest holdings
115 stocks worth US$3.67B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ONTOOnto Innovation Inc.COM | Cut | 1,101,438 | US$416.84M | 11.34% |
| MODModine Manufacturing CoCOM | Cut | 1,453,598 | US$388.14M | 10.56% |
| AVGOBroadcomCOM | Unchanged | 809,000 | US$305.6M | 8.32% |
| FNFabrinetCOM | Unchanged | 530,500 | US$298.18M | 8.11% |
| JBLJabil IncCOM | Cut | 546,900 | US$210.82M | 5.74% |
| VECOVeeco InstrumentsCOM | Cut | 2,065,399 | US$156.56M | 4.26% |
| DCODucommun IncCOM | Unchanged | 770,500 | US$142.7M | 3.88% |
| EXTRExtreme NetworksCOM | Cut | 4,241,300 | US$137.29M | 3.74% |
| NSITInsight EnterprisesCOM | Added | 957,000 | US$116.56M | 3.17% |
| ENSEnerSysCOM | Cut | 437,300 | US$102.25M | 2.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.