§ 13F · FUND PROFILE
PARADIGM CAPITAL MANAGEMENT INC/NY.
AUM · $3.7B (13F)Positions · 174Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$65M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ONTO | Onto Innovation Inc. | 1.05M | $398M | 10.8% | ±0% |
| 2 | MOD | Modine Manufacturing Co | 1.37M | $367M | 10.0% | ±0% |
| 3 | AVGO | Broadcom Ltd | 809K | $306M | 8.3% | ±0% |
| 4 | FN | Fabrinet | 528K | $296M | 8.1% | ±0% |
| 5 | JBL | Jabil Inc | 530K | $204M | 5.6% | ±0% |
| 6 | VECO | Veeco Instruments | 1.91M | $144M | 3.9% | −5% |
| 7 | DCO | Ducommun Inc | 771K | $143M | 3.9% | ±0% |
| 8 | EXTR | Extreme Networks | 4.06M | $131M | 3.6% | −19% |
| 9 | NSIT | Insight Enterprises | 871K | $106M | 2.9% | ±0% |
| 10 | ENS | EnerSys | 437K | $102M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARADIGM SIGNAL
AC read
PARADIGM CAPITAL MANAGEMENT INC/NY is a Other fund managing $3.7 billion in assets. The fund runs a portfolio of 174 positions.
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