PARADIGM CAPITAL MANAGEMENT INC/NY 13F Portfolio
PARADIGM CAPITAL MANAGEMENT INC/NY runs PARADIGM CAPITAL MANAGEMENT INC/NY and currently holds 115 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $3.67B. Their top holdings are ONTO, MOD, AVGO, FN, JBL. The top five represent 44.1% of reported portfolio weight. PARADIGM CAPITAL MANAGEMENT INC/NY ranks #146 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PARADIGM CAPITAL MANAGEMENT INC/NY initiated 7 new positions. They added to 26 existing positions. They trimmed 24 positions. Their current best-performing preview position is PENG with returns of +331.88%.
Portfolio Value
$3.67B
Alpha Score
106.3
#146 of 1000
Holdings
115
PARADIGM CAPITAL MANAGEMENT INC/NY Current 13F Holdings
Reported holdings from PARADIGM CAPITAL MANAGEMENT INC/NY's latest SEC 13F filing, ranked by portfolio weight.
115 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ONTO Onto Innovation Inc. | 11.34% | $36.21 | $294.33 | +712.84% | Trimmed -0.09% |
 MOD Modine Manufacturing Co | 10.56% | $12.15 | $181.25 | +1,391.74% | Trimmed -0.14% |
 AVGO Broadcom Ltd | 8.32% | $23.63 | $361.54 | +1,430.00% | Held |
 FN Fabrinet | 8.11% | $23.97 | $486.32 | +1,928.87% | Held |
 JBL Jabil Inc | 5.74% | $21.52 | $306.44 | +1,323.98% | Trimmed -0.18% |
 VECO Veeco Instruments | 4.26% | $15.84 | $52.28 | +230.05% | Trimmed -4.88% |
 DCO Ducommun Inc | 3.88% | $36.47 | $170.36 | +367.12% | Held |
 EXTR Extreme Networks | 3.74% | $5.84 | $24.19 | +314.21% | Trimmed -18.98% |
 NSIT Insight Enterprises | 3.17% | $50.90 | $163.61 | +221.42% | Added +0.11% |
 ENS EnerSys | 2.78% | $59.70 | $179.73 | +201.06% | Trimmed -1.04% |
Showing 1-10 of 115