PARADIGM CAPITAL MANAGEMENT INC/NY
ALBANY NY · SEC CIK 0001037792
$26.14亿2026Q1 申报市值
112持仓数
61.5%前十大占比 · 第一大 12.1%
0 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ENOV 加仓+$1,667.39万
IART 加仓+$1,269.53万
PENG 加仓+$1,199.79万
QDEL 加仓+$1,145.19万
NSIT 加仓+$972.78万
2026Q1 卖出最多 按季末市值估算
Enviri Corp 减仓-$2,574.93万
TCMD 减仓-$1,256.07万
GMED 减仓-$1,064.08万
COHU 减仓-$891.18万
VECO 减仓-$775.73万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ENOV | Enovis Corporation | $4,042.03万 | 1.55% | 1,776,715 | 732,917 | 70.2% | $1,667.39万 | 加仓 |
| PNTG | Pennant Group Inc. | $4,294.02万 | 1.64% | 1,408,800 | -4,000 | -0.3% | -$12.19万 | 减仓 |
| — | Enviri Corp | $4,379.77万 | 1.68% | 2,232,298 | -1,312,400 | -37.0% | -$2,574.93万 | 减仓 |
| ENTG | Entegris Inc | $6,139.86万 | 2.35% | 523,700 | -10,000 | -1.9% | -$117.24万 | 减仓 |
| NSIT | Insight Enterprises | $6,405.71万 | 2.45% | 955,933 | 145,169 | 17.9% | $972.78万 | 加仓 |
| ENSG | Ensign Group, Inc. | $6,893.29万 | 2.64% | 342,099 | -2,000 | -0.6% | -$40.30万 | 减仓 |
| GMED | Globus Medical Inc Cl A new | $7,084.93万 | 2.71% | 822,299 | -123,500 | -13.1% | -$1,064.08万 | 减仓 |
| VECO | Veeco Instruments | $7,352.36万 | 2.81% | 2,171,399 | -229,100 | -9.5% | -$775.73万 | 减仓 |
| ENS | EnerSys | $7,676.69万 | 2.94% | 441,900 | -23,900 | -5.1% | -$415.19万 | 减仓 |
| EXTR | Extreme Networks | $7,894.23万 | 3.02% | 5,234,900 | 262,400 | 5.3% | $395.70万 | 加仓 |
| DCO | Ducommun Inc | $9,400.10万 | 3.60% | 770,500 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Inc | $1.46亿 | 5.57% | 547,900 | -10,000 | -1.8% | -$265.63万 | 减仓 |
| ONTO | Onto Innovation Inc. | $2.26亿 | 8.65% | 1,102,438 | -23,400 | -2.1% | -$479.86万 | 减仓 |
| AVGO | Broadcom Ltd | $2.50亿 | 9.58% | 809,000 | 0 | 0.0% | — | 不变 |
| FN | Fabrinet | $2.77亿 | 10.58% | 530,500 | 0 | 0.0% | — | 不变 |
| MOD | Modine Manufacturing Co | $3.15亿 | 12.07% | 1,455,598 | -20,700 | -1.4% | -$448.59万 | 减仓 |