PARADIGM CAPITAL MANAGEMENT INC/NY
ALBANY NY · SEC CIK 0001037792
$36.75亿2026Q2 申报市值
115持仓数
61.9%前十大占比 · 第一大 11.3%
10 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MBC 加仓+$3,639.17万
BBW 新建仓+$3,013.55万
KTOS 加仓+$2,409.73万
CNMD 新建仓+$1,761.68万
QDEL 加仓+$1,744.14万
2026Q2 卖出最多 按季末市值估算
PENG 减仓-$6,986.84万
Enviri Corp 清仓-$4,379.77万
EXTR 减仓-$3,216.28万
MXL 清仓-$1,497.28万
HELE 减仓-$1,276.46万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONTO | Onto Innovation Inc. | $4.17亿 | 11.34% | 1,101,438 | -1,000 | -0.1% | -$37.84万 | 减仓 |
| MOD | Modine Manufacturing Co | $3.88亿 | 10.56% | 1,453,598 | -2,000 | -0.1% | -$53.40万 | 减仓 |
| AVGO | Broadcom Ltd | $3.06亿 | 8.32% | 809,000 | 0 | 0.0% | — | 不变 |
| FN | Fabrinet | $2.98亿 | 8.11% | 530,500 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Inc | $2.11亿 | 5.74% | 546,900 | -1,000 | -0.2% | -$38.55万 | 减仓 |
| VECO | Veeco Instruments | $1.57亿 | 4.26% | 2,065,399 | -106,000 | -4.9% | -$803.48万 | 减仓 |
| DCO | Ducommun Inc | $1.43亿 | 3.88% | 770,500 | 0 | 0.0% | — | 不变 |
| EXTR | Extreme Networks | $1.37亿 | 3.74% | 4,241,300 | -993,600 | -19.0% | -$3,216.28万 | 减仓 |
| NSIT | Insight Enterprises | $1.17亿 | 3.17% | 957,000 | 1,067 | 0.1% | $13.00万 | 加仓 |
| ENS | EnerSys | $1.02亿 | 2.78% | 437,300 | -4,600 | -1.0% | -$107.56万 | 减仓 |
| ENTG | Entegris Inc | $9,419.27万 | 2.56% | 523,700 | 0 | 0.0% | — | 不变 |
| UCTT | Ultra Clean Holdings Inc | $8,672.32万 | 2.36% | 608,200 | 0 | 0.0% | — | 不变 |
| GMED | Globus Medical Inc Cl A new | $7,004.23万 | 1.91% | 886,499 | 64,200 | 7.8% | $507.24万 | 加仓 |
| IART | Integra Lifesciences Holdings Corp | $6,176.62万 | 1.68% | 3,439,098 | -573,600 | -14.3% | -$1,030.19万 | 减仓 |
| ENSG | Ensign Group, Inc. | $5,474.23万 | 1.49% | 341,499 | -600 | -0.2% | -$9.62万 | 减仓 |
| PENG | Penguin Solutions Inc | $5,213.53万 | 1.42% | 685,900 | -919,200 | -57.3% | -$6,986.84万 | 减仓 |
| PNTG | Pennant Group Inc. | $5,183.35万 | 1.41% | 1,402,800 | -6,000 | -0.4% | -$22.17万 | 减仓 |
| MBC | MasterBrand Inc. | $4,752.64万 | 1.29% | 4,618,700 | 3,536,609 | 326.8% | $3,639.17万 | 加仓 |
| QDEL | Quidel Corp | $4,416.76万 | 1.20% | 2,521,700 | 995,800 | 65.3% | $1,744.14万 | 加仓 |
| COHU | Cohu Inc. | $4,279.37万 | 1.16% | 578,997 | -44,855 | -7.2% | -$331.52万 | 减仓 |
| XRAY | Dentsply Sirona, Inc. | $3,977.48万 | 1.08% | 3,748,800 | 771,600 | 25.9% | $818.67万 | 加仓 |
| CALX | Calix Inc | $3,721.30万 | 1.01% | 997,134 | 228,934 | 29.8% | $854.38万 | 加仓 |
| KTOS | Kratos Defense & Security Solutions, Inc. | $3,484.22万 | 0.95% | 698,800 | 483,300 | 224.3% | $2,409.73万 | 加仓 |
| OFIX | Orthofix Medical Inc. | $3,016.66万 | 0.82% | 3,300,499 | -4,400 | -0.1% | -$4.02万 | 减仓 |
| BBW | Build-A-Bear Workshop, Inc. | $3,013.55万 | 0.82% | 984,500 | 984,500 | — | $3,013.55万 | 新建仓 |
| LITE | Lumentum Holdings Inc. | $2,883.08万 | 0.78% | 33,600 | 0 | 0.0% | — | 不变 |
| ENOV | Enovis Corporation | $2,853.28万 | 0.78% | 1,378,398 | -398,317 | -22.4% | -$824.52万 | 减仓 |
| CRNC | Cerence Inc. | $2,843.57万 | 0.77% | 2,511,992 | 4,716 | 0.2% | $5.34万 | 加仓 |
| NTRA | Natera, Inc. | $2,453.91万 | 0.67% | 90,400 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc | $2,353.88万 | 0.64% | 48,650 | 0 | 0.0% | — | 不变 |
| KLIC | Kulicke & Soffa Industries Inc. | $2,231.45万 | 0.61% | 166,825 | -4,500 | -2.6% | -$60.19万 | 减仓 |
| MRVL | Marvell Technology Inc. | $2,132.89万 | 0.58% | 71,600 | 0 | 0.0% | — | 不变 |
| SIBN | SI-Bone, Inc. | $2,012.58万 | 0.55% | 1,233,200 | 106,700 | 9.5% | $174.13万 | 加仓 |
| SNX | TD SYNNEX Corporation | $1,851.97万 | 0.50% | 69,274 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED Corporation | $1,761.68万 | 0.48% | 538,245 | 538,245 | — | $1,761.68万 | 新建仓 |
| BBWI | Bath & Body Works, Inc. | $1,707.92万 | 0.46% | 738,400 | 257,300 | 53.5% | $595.13万 | 加仓 |
| EME | EMCOR Group, Inc. | $1,583.00万 | 0.43% | 19,075 | -1,400 | -6.8% | -$116.18万 | 减仓 |
| MDXG | MiMedx | $1,568.14万 | 0.43% | 4,073,100 | 662,800 | 19.4% | $255.18万 | 加仓 |
| — | J Jill Group | $1,556.71万 | 0.42% | 980,911 | 66,611 | 7.3% | $105.71万 | 加仓 |
| ATEN | A10 Networks, Inc. | $1,437.24万 | 0.39% | 384,700 | -16,700 | -4.2% | -$62.39万 | 减仓 |
| HELE | Helen of Troy Limited | $1,418.62万 | 0.39% | 488,000 | -439,100 | -47.4% | -$1,276.46万 | 减仓 |
| NVRI | Enviri II Corp | $1,331.98万 | 0.36% | 606,825 | 606,825 | — | $1,331.98万 | 新建仓 |
| RVTY | Revvity Inc. | $1,199.94万 | 0.33% | 107,850 | 69,400 | 180.5% | $772.14万 | 加仓 |
| BLDR | Builders Firstsource Inc | $1,174.42万 | 0.32% | 131,250 | 45,500 | 53.1% | $407.13万 | 加仓 |
| WCC | WESCO International, Inc. | $1,036.29万 | 0.28% | 30,000 | 0 | 0.0% | — | 不变 |
| SXT | Sensient Technologies Corp | $1,024.23万 | 0.28% | 83,075 | 31,600 | 61.4% | $389.60万 | 加仓 |
| CRS | Carpenter Technology Corp | $962.27万 | 0.26% | 15,600 | 0 | 0.0% | — | 不变 |
| RDNT | Radnet Inc | $958.35万 | 0.26% | 155,400 | 100,700 | 184.1% | $621.02万 | 加仓 |
| ATEC | Alphatec Holdings Inc. | $941.29万 | 0.26% | 1,088,200 | 1,088,200 | — | $941.29万 | 新建仓 |
| KAI | Kadant Inc. | $936.41万 | 0.25% | 29,800 | 0 | 0.0% | — | 不变 |
| FSS | Federal Signal Corp | $899.43万 | 0.24% | 70,000 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions, Inc. | $892.93万 | 0.24% | 131,700 | 119,400 | 970.7% | $809.53万 | 加仓 |
| ZWS | Zurn Water Solutions Corp | $883.77万 | 0.24% | 174,900 | 72,600 | 71.0% | $366.85万 | 加仓 |
| ANGO | AngioDynamics, Inc. | $873.23万 | 0.24% | 671,200 | -47,000 | -6.5% | -$61.15万 | 减仓 |
| ACH | Accendra Health Inc. | $867.55万 | 0.24% | 2,536,699 | 750,299 | 42.0% | $256.60万 | 加仓 |
| CAL | Caleres Inc | $824.58万 | 0.22% | 666,600 | -244,999 | -26.9% | -$303.06万 | 减仓 |
| TTMI | TTM Technologies, Inc. | $813.54万 | 0.22% | 43,500 | 0 | 0.0% | — | 不变 |
| BCC | Boise Cascade Company | $813.37万 | 0.22% | 104,775 | 61,400 | 141.6% | $476.65万 | 加仓 |
| GRMN | Garmin LTD | $762.50万 | 0.21% | 32,100 | 13,025 | 68.3% | $309.40万 | 加仓 |
| RBBN | Ribbon Communications Inc | $710.52万 | 0.19% | 3,036,398 | -4,999,937 | -62.2% | -$1,169.99万 | 减仓 |
| JNJ | Johnson & Johnson | $690.80万 | 0.19% | 27,200 | 0 | 0.0% | — | 不变 |
| TCMD | Tactile Systems Technology | $682.55万 | 0.19% | 229,199 | -26,700 | -10.4% | -$79.51万 | 减仓 |
| ZUMZ | Zumiez, Inc. | $665.40万 | 0.18% | 373,821 | 1,161 | 0.3% | $2.07万 | 加仓 |
| MAA | Mid America Apartment Communities | $599.04万 | 0.16% | 43,115 | 21,500 | 99.5% | $298.72万 | 加仓 |
| RRX | Regal Rexnord Corporation | $597.86万 | 0.16% | 25,100 | 12,900 | 105.7% | $307.27万 | 加仓 |
| XRX | Xerox Corp | $562.55万 | 0.15% | 1,797,300 | 917,300 | 104.2% | $287.11万 | 加仓 |
| PRGS | Progress Software Corp | $539.29万 | 0.15% | 160,600 | 115,300 | 254.5% | $387.18万 | 加仓 |
| ADUS | Addus homeCare Corporation | $531.18万 | 0.14% | 52,870 | 600 | 1.1% | $6.03万 | 加仓 |
| HUN | Huntsman Corporation | $507.85万 | 0.14% | 478,200 | 478,200 | — | $507.85万 | 新建仓 |
| ARLO | Arlo Technologies, Inc. | $462.50万 | 0.13% | 343,100 | 6,300 | 1.9% | $8.49万 | 加仓 |
| ACLS | Axcelis Technologies Inc. | $454.68万 | 0.12% | 24,000 | 0 | 0.0% | — | 不变 |
| FORM | Formfactor Inc | $446.20万 | 0.12% | 27,900 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc. | $400.32万 | 0.11% | 8,000 | 0 | 0.0% | — | 不变 |
| ATI | ATI Inc. | $354.78万 | 0.10% | 18,000 | 0 | 0.0% | — | 不变 |
| ATRC | Atricure Inc | $344.43万 | 0.09% | 123,100 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $340.83万 | 0.09% | 30,000 | 0 | 0.0% | — | 不变 |
| CTRN | Citi Trends, Inc. | $275.09万 | 0.07% | 47,560 | 47,560 | — | $275.09万 | 新建仓 |
| — | Qorvo Inc. | $241.38万 | 0.07% | 25,880 | 0 | 0.0% | — | 不变 |
| P | Everpure Inc | $212.73万 | 0.06% | 27,000 | 0 | 0.0% | — | 不变 |
| KFRC | Kforce, Inc. | $172.67万 | 0.05% | 36,800 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive | $162.27万 | 0.04% | 17,700 | 0 | 0.0% | — | 不变 |
| AEO | Amer Eagle Outfitters | $145.81万 | 0.04% | 84,775 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials | $144.60万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| — | Cross Country Healthcare, Inc. | $142.27万 | 0.04% | 107,700 | 0 | 0.0% | — | 不变 |
| AHCO | AdaptHealth Corp. | $126.31万 | 0.03% | 121,214 | 121,214 | — | $126.31万 | 新建仓 |
| FRME | First Merchants Corporation | $120.15万 | 0.03% | 27,500 | -4,500 | -14.1% | -$19.66万 | 减仓 |
| — | TTEC Holdings Inc | $116.40万 | 0.03% | 600,000 | 65,900 | 12.3% | $12.78万 | 加仓 |
| GATX | GATX Corp | $116.06万 | 0.03% | 6,550 | 0 | 0.0% | — | 不变 |
| AZTA | Azenta Inc | $104.38万 | 0.03% | 40,900 | 0 | 0.0% | — | 不变 |
| AFG | American Financial Group | $90.26万 | 0.02% | 6,450 | 0 | 0.0% | — | 不变 |
| KIDS | Orthopediatrics Corp | $89.91万 | 0.02% | 47,000 | 0 | 0.0% | — | 不变 |
| GEN | Gen Digital Inc | $89.60万 | 0.02% | 36,000 | 0 | 0.0% | — | 不变 |
| SW | Smurfit Westrock L | $84.10万 | 0.02% | 18,180 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $81.55万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| RNST | Renasant Corporation | $78.70万 | 0.02% | 18,500 | -3,500 | -15.9% | -$14.89万 | 减仓 |
| HALO | Halozyme Therapeutics, Inc. | $78.27万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NN, Inc. | $71.80万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| CNXC | Concentrix Corp | $68.21万 | 0.02% | 30,442 | -35,900 | -54.1% | -$80.43万 | 减仓 |
| PLAB | Phontronics Inc | $65.06万 | 0.02% | 20,000 | 20,000 | — | $65.06万 | 新建仓 |
| NVMI | Nova Measuring Instruments Ltd | $54.29万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |