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 |
|---|---|---|---|---|---|---|---|---|
| CALX | Calix Inc | $3,721.30万 | 1.01% | 997,134 | 228,934 | 29.8% | $854.38万 | 加仓 |
| XRAY | Dentsply Sirona, Inc. | $3,977.48万 | 1.08% | 3,748,800 | 771,600 | 25.9% | $818.67万 | 加仓 |
| COHU | Cohu Inc. | $4,279.37万 | 1.16% | 578,997 | -44,855 | -7.2% | -$331.52万 | 减仓 |
| QDEL | Quidel Corp | $4,416.76万 | 1.20% | 2,521,700 | 995,800 | 65.3% | $1,744.14万 | 加仓 |
| MBC | MasterBrand Inc. | $4,752.64万 | 1.29% | 4,618,700 | 3,536,609 | 326.8% | $3,639.17万 | 加仓 |
| PNTG | Pennant Group Inc. | $5,183.35万 | 1.41% | 1,402,800 | -6,000 | -0.4% | -$22.17万 | 减仓 |
| PENG | Penguin Solutions Inc | $5,213.53万 | 1.42% | 685,900 | -919,200 | -57.3% | -$6,986.84万 | 减仓 |
| ENSG | Ensign Group, Inc. | $5,474.23万 | 1.49% | 341,499 | -600 | -0.2% | -$9.62万 | 减仓 |
| IART | Integra Lifesciences Holdings Corp | $6,176.62万 | 1.68% | 3,439,098 | -573,600 | -14.3% | -$1,030.19万 | 减仓 |
| GMED | Globus Medical Inc Cl A new | $7,004.23万 | 1.91% | 886,499 | 64,200 | 7.8% | $507.24万 | 加仓 |
| UCTT | Ultra Clean Holdings Inc | $8,672.32万 | 2.36% | 608,200 | 0 | 0.0% | — | 不变 |
| ENTG | Entegris Inc | $9,419.27万 | 2.56% | 523,700 | 0 | 0.0% | — | 不变 |
| ENS | EnerSys | $1.02亿 | 2.78% | 437,300 | -4,600 | -1.0% | -$107.56万 | 减仓 |
| NSIT | Insight Enterprises | $1.17亿 | 3.17% | 957,000 | 1,067 | 0.1% | $13.00万 | 加仓 |
| EXTR | Extreme Networks | $1.37亿 | 3.74% | 4,241,300 | -993,600 | -19.0% | -$3,216.28万 | 减仓 |
| DCO | Ducommun Inc | $1.43亿 | 3.88% | 770,500 | 0 | 0.0% | — | 不变 |
| VECO | Veeco Instruments | $1.57亿 | 4.26% | 2,065,399 | -106,000 | -4.9% | -$803.48万 | 减仓 |
| JBL | Jabil Inc | $2.11亿 | 5.74% | 546,900 | -1,000 | -0.2% | -$38.55万 | 减仓 |
| FN | Fabrinet | $2.98亿 | 8.11% | 530,500 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd | $3.06亿 | 8.32% | 809,000 | 0 | 0.0% | — | 不变 |
| MOD | Modine Manufacturing Co | $3.88亿 | 10.56% | 1,453,598 | -2,000 | -0.1% | -$53.40万 | 减仓 |
| ONTO | Onto Innovation Inc. | $4.17亿 | 11.34% | 1,101,438 | -1,000 | -0.1% | -$37.84万 | 减仓 |