PARADIGM CAPITAL MANAGEMENT INC/NY
Q2 2026 13F filing
Updated 28 days ago174 disclosed positions worth $3.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | O ONTO Onto Innovation Inc. | $397.9M | 1.05M | 10.83% | Trimmed(-0.1%) |
| 2 | M MOD Modine Manufacturing Co | $366.8M | 1.37M | 9.98% | Trimmed(-0.1%) |
| 3 | A AVGO Broadcom Ltd | $305.6M | 809.0K | 8.32% | Unchanged |
| 4 | F FN Fabrinet | $296.5M | 527.5K | 8.07% | Unchanged |
| 5 | J JBL Jabil Inc | $204.1M | 529.5K | 5.55% | Trimmed(-0.2%) |
| 6 | V VECO Veeco Instruments | $144.4M | 1.91M | 3.93% | Trimmed(-0.3%) |
| 7 | D DCO Ducommun Inc | $142.7M | 770.5K | 3.88% | Unchanged |
| 8 | E EXTR Extreme Networks | $131.5M | 4.06M | 3.58% | Trimmed(-14.6%) |
| 9 | N NSIT Insight Enterprises | $106.1M | 871.0K | 2.89% | Trimmed(-0.6%) |
| 10 | E ENS EnerSys | $102.2M | 437.3K | 2.78% | Trimmed(-1.0%) |
| 11 | E ENTG Entegris Inc | $88.8M | 493.7K | 2.42% | Unchanged |
| 12 | U UCTT Ultra Clean Holdings Inc | $86.7M | 608.2K | 2.36% | Unchanged |
| 13 | G GMED Globus Medical Inc Cl A new | $59.1M | 748.1K | 1.61% | Added(+1.1%) |
| 14 | P PENG Penguin Solutions Inc | $52.1M | 685.9K | 1.42% | Trimmed(-46.2%) |
| 15 | I IART Integra Lifesciences Holdings Corp | $51.7M | 2.88M | 1.41% | Trimmed(-12.8%) |
| 16 | E ENSG Ensign Group, Inc. | $46.1M | 287.5K | 1.25% | Trimmed(-0.2%) |
| 17 | P PNTG Pennant Group Inc. | $44.4M | 1.20M | 1.21% | Trimmed(-0.5%) |
| 18 | C COHU Cohu Inc. | $42.8M | 579.0K | 1.16% | Trimmed(-7.2%) |
| 19 | M MBC MasterBrand Inc. | $38.9M | 3.78M | 1.06% | Added(+488.6%) |
| 20 | K KTOS Kratos Defense & Security Solutions, Inc. | $34.8M | 698.8K | 0.95% | Added(+224.3%) |
| 21 | C CALX Calix Inc | $34.3M | 919.1K | 0.93% | Added(+19.6%) |
| 22 | X XRAY Dentsply Sirona, Inc. | $31.3M | 2.95M | 0.85% | Added(+20.0%) |
| 23 | Q QDEL Quidel Corp | $30M | 1.71M | 0.82% | Added(+48.7%) |
| 24 | O OFIX Orthofix Medical Inc. | $24.9M | 2.72M | 0.68% | Trimmed(-0.2%) |
| 25 | E ENOV Enovis Corporation | $23.4M | 1.13M | 0.64% | Trimmed(-28.4%) |
| 26 | B BBW Build-A-Bear Workshop, Inc. | $22.6M | 738.2K | 0.61% | — |
| 27 | C CRNC Cerence Inc. | $22.1M | 1.95M | 0.60% | Added(+0.8%) |
| 28 | M MOD Modine Manufacturing Co | $21.4M | 80.0K | 0.58% | Trimmed(-94.2%) |
| 29 | L LITE Lumentum Holdings Inc. | $21.1M | 24.6K | 0.57% | Unchanged |
| 30 | M MRVL Marvell Technology Inc. | $20.7M | 69.4K | 0.56% | Unchanged |
| 31 | K KLIC Kulicke & Soffa Industries Inc. | $20.6M | 154.0K | 0.56% | Trimmed(-2.8%) |
| 32 | O ONTO Onto Innovation Inc. | $18.9M | 50.0K | 0.51% | Trimmed(-95.3%) |
| 33 | S SIBN SI-Bone, Inc. | $17.8M | 1.09M | 0.49% | Added(+8.6%) |
| 34 | T TER Teradyne Inc | $16.3M | 33.6K | 0.44% | Unchanged |
| 35 | N NTRA Natera, Inc. | $16.1M | 59.4K | 0.44% | Unchanged |
| 36 | E EME EMCOR Group, Inc. | $15.4M | 18.5K | 0.42% | Trimmed(-7.0%) |
| 37 | Q QDEL Quidel Corp | $14.2M | 810.0K | 0.39% | Trimmed(-29.6%) |
| 38 | H HELE Helen of Troy Limited | $14.2M | 488.0K | 0.39% | Trimmed(-32.9%) |
| 39 | S SNX TD SYNNEX Corporation | $13.5M | 50.4K | 0.37% | Unchanged |
| 40 | M MDXG MiMedx | $13.4M | 3.47M | 0.36% | Added(+11.7%) |
| 41 | C CNMD CONMED Corporation | $13.4M | 408.2K | 0.36% | — |
| 42 | N NVRI Enviri II Corp | $13.3M | 606.8K | 0.36% | — |
| 43 | ? N/A J Jill Group | $12.9M | 810.9K | 0.35% | Added(+8.5%) |
| 44 | V VECO Veeco Instruments | $12.1M | 160.0K | 0.33% | Trimmed(-91.6%) |
| 45 | R RVTY Revvity Inc. | $11.9M | 106.9K | 0.32% | Added(+185.1%) |
| 46 | B BBWI Bath & Body Works, Inc. | $11.1M | 478.4K | 0.30% | Added(+70.2%) |
| 47 | G GMED Globus Medical Inc Cl A new | $10.9M | 138.4K | 0.30% | Trimmed(-81.3%) |
| 48 | A ATEN A10 Networks, Inc. | $10.5M | 281.2K | 0.29% | Trimmed(-5.6%) |
| 49 | N NSIT Insight Enterprises | $10.5M | 86.0K | 0.28% | Trimmed(-90.2%) |
| 50 | W WCC WESCO International, Inc. | $10.4M | 30.0K | 0.28% | Unchanged |