StockDriftsStockDriftsTop 50 Paradigm Capital Management INC Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ONTO | Onto Innovation Inc. | 11.34% | 1.10M | $416.8M | -0.09%(-1.00K) | $36.79(+783.52%) | 2026-06-30 | |
| MOD | Modine Manufacturing Co | 10.56% | 1.45M | $388.1M | -0.14%(-2.00K) | $12.18(+1650.00%) | 2026-06-30 | |
| AVGO | Broadcom Ltd | 8.32% | 809.0K | $305.6M | +0.00%(+0) | $23.62(+1567.25%) | 2026-06-30 | |
| FN | Fabrinet | 8.11% | 530.5K | $298.2M | +0.00%(+0) | $24.41(+2277.45%) | 2026-06-30 | |
| JBL | Jabil Inc | 5.74% | 546.9K | $210.8M | -0.18%(-1.00K) | $17.71(+1949.88%) | 2026-06-30 | |
| VECO | Veeco Instruments | 4.26% | 2.07M | $156.6M | -4.88%(-106.00K) | $15.38(+240.72%) | 2026-06-30 | |
| DCO | Ducommun Inc | 3.88% | 770.5K | $142.7M | +0.00%(+0) | $38.20(+441.78%) | 2026-06-30 | |
| EXTR | Extreme Networks | 3.74% | 4.24M | $137.3M | -18.98%(-993.60K) | $6.32(+286.45%) | 2026-06-30 | |
| NSIT | Insight Enterprises | 3.17% | 957.0K | $116.6M | +0.11%(+1.07K) | $55.79(+176.49%) | 2026-06-30 | |
| ENS | EnerSys | 2.78% | 437.3K | $102.2M | -1.04%(-4.60K) | $58.94(+243.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +35.97% | +151.38% | +23.29% | +184.86% |
| Top 20 Holdings Unweighted | +30.14% | +120.43% | +19.44% | +143.13% |
Paradigm Capital Management INC Ny reports $3.67B in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are ONTO (11.3%), MOD (10.6%) and AVGO (8.3%). The top 20 holdings account for 78.38% of reported assets. Its disclosed equity book has returned +151.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paradigm Capital Management INC Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1037792). View Paradigm Capital Management INC Ny’s 13F filings on SEC