StockDriftsStockDriftsTop 50 Paradigm Capital Management Inc/Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOD | Modine Manufacturing Co | 12.07% | 1.46M | $315.4M | -1.40%(-20.70K) | $12.18(+2299.65%) | 2026-03-31 | |
| FN | Fabrinet | 10.58% | 530.5K | $276.7M | +0.00%(+0) | $24.41(+2957.82%) | 2026-03-31 | |
| AVGO | Broadcom Ltd | 9.58% | 809.0K | $250.4M | +0.00%(+0) | $23.62(+1762.20%) | 2026-03-31 | |
| ONTO | Onto Innovation Inc. | 8.65% | 1.10M | $226.1M | -2.08%(-23.40K) | $36.79(+653.77%) | 2026-03-31 | |
| JBL | Jabil Inc | 5.57% | 547.9K | $145.5M | -1.79%(-10.00K) | $17.71(+1900.43%) | 2026-03-31 | |
| DCO | Ducommun Inc | 3.6% | 770.5K | $94.0M | +0.00%(+0) | $38.20(+296.80%) | 2026-03-31 | |
| EXTR | Extreme Networks | 3.02% | 5.23M | $78.9M | +5.28%(+262.40K) | $6.32(+291.20%) | 2026-03-31 | |
| ENS | EnerSys | 2.94% | 441.9K | $76.8M | -5.13%(-23.90K) | $58.94(+306.58%) | 2026-03-31 | |
| VECO | Veeco Instruments | 2.81% | 2.17M | $73.5M | -9.54%(-229.10K) | $15.38(+286.95%) | 2026-03-31 | |
| GMED | Globus Medical Inc Cl A new | 2.71% | 822.3K | $70.8M | -13.06%(-123.50K) | $41.34(+86.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.29% | +116.13% |
| Top 20 Holdings Unweighted | +23.01% | +86.11% |
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