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 |
|---|---|---|---|---|---|---|---|---|
| MOD | Modine Manufacturing Co | $3.15亿 | 12.07% | 1,455,598 | -20,700 | -1.4% | -$448.59万 | 减仓 |
| FN | Fabrinet | $2.77亿 | 10.58% | 530,500 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd | $2.50亿 | 9.58% | 809,000 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc. | $2.26亿 | 8.65% | 1,102,438 | -23,400 | -2.1% | -$479.86万 | 减仓 |
| JBL | Jabil Inc | $1.46亿 | 5.57% | 547,900 | -10,000 | -1.8% | -$265.63万 | 减仓 |
| DCO | Ducommun Inc | $9,400.10万 | 3.60% | 770,500 | 0 | 0.0% | — | 不变 |
| EXTR | Extreme Networks | $7,894.23万 | 3.02% | 5,234,900 | 262,400 | 5.3% | $395.70万 | 加仓 |
| ENS | EnerSys | $7,676.69万 | 2.94% | 441,900 | -23,900 | -5.1% | -$415.19万 | 减仓 |
| VECO | Veeco Instruments | $7,352.36万 | 2.81% | 2,171,399 | -229,100 | -9.5% | -$775.73万 | 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 |
| ENSG | Ensign Group, Inc. | $6,893.29万 | 2.64% | 342,099 | -2,000 | -0.6% | -$40.30万 | 减仓 |
| NSIT | Insight Enterprises | $6,405.71万 | 2.45% | 955,933 | 145,169 | 17.9% | $972.78万 | 加仓 |
| ENTG | Entegris Inc | $6,139.86万 | 2.35% | 523,700 | -10,000 | -1.9% | -$117.24万 | 减仓 |
| — | Enviri Corp | $4,379.77万 | 1.68% | 2,232,298 | -1,312,400 | -37.0% | -$2,574.93万 | 减仓 |
| PNTG | Pennant Group Inc. | $4,294.02万 | 1.64% | 1,408,800 | -4,000 | -0.3% | -$12.19万 | 减仓 |
| ENOV | Enovis Corporation | $4,042.03万 | 1.55% | 1,776,715 | 732,917 | 70.2% | $1,667.39万 | 加仓 |
| OFIX | Orthofix Medical Inc. | $3,790.72万 | 1.45% | 3,304,899 | 0 | 0.0% | — | 不变 |
| UCTT | Ultra Clean Holdings Inc | $3,781.79万 | 1.45% | 608,200 | 0 | 0.0% | — | 不变 |
| IART | Integra Lifesciences Holdings Corp | $3,779.96万 | 1.45% | 4,012,698 | 1,347,700 | 50.6% | $1,269.53万 | 加仓 |
| CALX | Calix Inc | $3,763.41万 | 1.44% | 768,200 | 95,800 | 14.2% | $469.32万 | 加仓 |
| XRAY | Dentsply Sirona, Inc. | $3,453.55万 | 1.32% | 2,977,200 | 578,700 | 24.1% | $671.29万 | 加仓 |
| PENG | Penguin Solutions Inc | $2,824.98万 | 1.08% | 1,605,100 | 681,700 | 73.8% | $1,199.79万 | 加仓 |
| QDEL | Quidel Corp | $2,507.05万 | 0.96% | 1,525,900 | 697,010 | 84.1% | $1,145.19万 | 加仓 |
| LITE | Lumentum Holdings Inc. | $2,361.27万 | 0.90% | 33,600 | 0 | 0.0% | — | 不变 |
| COHU | Cohu Inc. | $1,910.23万 | 0.73% | 623,852 | -291,045 | -31.8% | -$891.18万 | 减仓 |
| NTRA | Natera, Inc. | $1,807.91万 | 0.69% | 90,400 | 0 | 0.0% | — | 不变 |
| RBBN | Ribbon Communications Inc | $1,703.70万 | 0.65% | 8,036,335 | -286,963 | -3.4% | -$60.84万 | 减仓 |
| CRNC | Cerence Inc. | $1,582.09万 | 0.61% | 2,507,276 | 480,884 | 23.7% | $303.44万 | 加仓 |
| KTOS | Kratos Defense & Security Solutions, Inc. | $1,519.49万 | 0.58% | 215,500 | 0 | 0.0% | — | 不变 |
| EME | EMCOR Group, Inc. | $1,511.69万 | 0.58% | 20,475 | -1,200 | -5.5% | -$88.60万 | 减仓 |
| MXL | MaxLinear, Inc | $1,497.28万 | 0.57% | 861,000 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc | $1,442.28万 | 0.55% | 48,650 | 0 | 0.0% | — | 不变 |
| SIBN | SI-Bone, Inc. | $1,422.77万 | 0.54% | 1,126,500 | 598,300 | 113.3% | $755.65万 | 加仓 |
| MDXG | MiMedx | $1,347.07万 | 0.52% | 3,410,300 | 959,100 | 39.1% | $378.84万 | 加仓 |
| HELE | Helen of Troy Limited | $1,336.88万 | 0.51% | 927,100 | 362,900 | 64.3% | $523.30万 | 加仓 |
| SNX | TD SYNNEX Corporation | $1,168.72万 | 0.45% | 69,274 | -12,000 | -14.8% | -$202.45万 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc. | $1,125.95万 | 0.43% | 171,325 | 0 | 0.0% | — | 不变 |
| — | J Jill Group | $1,047.79万 | 0.40% | 914,300 | 0 | 0.0% | — | 不变 |
| CAL | Caleres Inc | $960.83万 | 0.37% | 911,599 | 0 | 0.0% | — | 不变 |
| ATEN | A10 Networks, Inc. | $928.04万 | 0.36% | 401,400 | 0 | 0.0% | — | 不变 |
| ADTN | Adtran Inc | $922.37万 | 0.35% | 733,200 | -396,709 | -35.1% | -$499.06万 | 减仓 |
| MBC | MasterBrand Inc. | $899.22万 | 0.34% | 1,082,091 | 500,091 | 85.9% | $415.58万 | 加仓 |
| BBWI | Bath & Body Works, Inc. | $898.21万 | 0.34% | 481,100 | 281,100 | 140.6% | $524.81万 | 加仓 |
| KAI | Kadant Inc. | $871.20万 | 0.33% | 29,800 | 0 | 0.0% | — | 不变 |
| ZUMZ | Zumiez, Inc. | $825.81万 | 0.32% | 372,660 | -105,540 | -22.1% | -$233.88万 | 减仓 |
| WCC | WESCO International, Inc. | $820.86万 | 0.31% | 30,000 | 0 | 0.0% | — | 不变 |
| ANGO | AngioDynamics, Inc. | $816.59万 | 0.31% | 718,200 | 40,000 | 5.9% | $45.48万 | 加仓 |
| FSS | Federal Signal Corp | $756.98万 | 0.29% | 70,000 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology Inc. | $709.20万 | 0.27% | 71,600 | 0 | 0.0% | — | 不变 |
| BLDR | Builders Firstsource Inc | $705.98万 | 0.27% | 85,750 | 0 | 0.0% | — | 不变 |
| TCMD | Tactile Systems Technology | $668.66万 | 0.26% | 255,899 | -480,700 | -65.3% | -$1,256.07万 | 减仓 |
| JNJ | Johnson & Johnson | $664.88万 | 0.25% | 27,200 | 0 | 0.0% | — | 不变 |
| CRS | Carpenter Technology Corp | $614.87万 | 0.24% | 15,600 | 0 | 0.0% | — | 不变 |
| ADUS | Addus homeCare Corporation | $489.51万 | 0.19% | 52,270 | 0 | 0.0% | — | 不变 |
| ARLO | Arlo Technologies, Inc. | $479.27万 | 0.18% | 336,800 | 0 | 0.0% | — | 不变 |
| ZWS | Zurn Water Solutions Corp | $458.71万 | 0.18% | 102,300 | 0 | 0.0% | — | 不变 |
| SXT | Sensient Technologies Corp | $444.95万 | 0.17% | 51,475 | 0 | 0.0% | — | 不变 |
| GRMN | Garmin LTD | $442.56万 | 0.17% | 19,075 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $427.47万 | 0.16% | 30,000 | -10,000 | -25.0% | -$142.49万 | 减仓 |
| TTMI | TTM Technologies, Inc. | $423.78万 | 0.16% | 43,500 | 0 | 0.0% | — | 不变 |
| ACH | Accendra Health Inc. | $407.30万 | 0.16% | 1,786,400 | 100,000 | 5.9% | $22.80万 | 加仓 |
| ATRC | Atricure Inc | $351.20万 | 0.13% | 123,100 | 0 | 0.0% | — | 不变 |
| RVTY | Revvity Inc. | $336.86万 | 0.13% | 38,450 | 0 | 0.0% | — | 不变 |
| BCC | Boise Cascade Company | $329.00万 | 0.13% | 43,375 | 0 | 0.0% | — | 不变 |
| RDNT | Radnet Inc | $305.72万 | 0.12% | 54,700 | 0 | 0.0% | — | 不变 |
| FORM | Formfactor Inc | $270.60万 | 0.10% | 27,900 | 0 | 0.0% | — | 不变 |
| MAA | Mid America Apartment Communities | $263.96万 | 0.10% | 21,615 | 0 | 0.0% | — | 不变 |
| ATI | ATI Inc. | $261.83万 | 0.10% | 18,000 | 0 | 0.0% | — | 不变 |
| RRX | Regal Rexnord Corporation | $228.46万 | 0.09% | 12,200 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc. | $225.86万 | 0.09% | 8,000 | 0 | 0.0% | — | 不变 |
| ACLS | Axcelis Technologies Inc. | $223.39万 | 0.09% | 24,000 | -32,000 | -57.1% | -$297.86万 | 减仓 |
| — | Masimo Corp | $201.94万 | 0.08% | 11,353 | 0 | 0.0% | — | 不变 |
| — | Qorvo Inc. | $200.31万 | 0.08% | 25,880 | 0 | 0.0% | — | 不变 |
| CNXC | Concentrix Corp | $181.51万 | 0.07% | 66,342 | -20,000 | -23.2% | -$54.72万 | 减仓 |
| P | Pure Storage, Inc. Class A | $159.41万 | 0.06% | 27,000 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive | $150.86万 | 0.06% | 17,700 | 0 | 0.0% | — | 不变 |
| AEO | Amer Eagle Outfitters | $141.57万 | 0.05% | 84,775 | 0 | 0.0% | — | 不变 |
| — | TTEC Holdings Inc | $133.53万 | 0.05% | 534,100 | 0 | 0.0% | — | 不变 |
| FRME | First Merchants Corporation | $123.94万 | 0.05% | 32,000 | 0 | 0.0% | — | 不变 |
| PRGS | Progress Software Corp | $116.19万 | 0.04% | 45,300 | 0 | 0.0% | — | 不变 |
| XRX | Xerox Corp | $113.52万 | 0.04% | 880,000 | 0 | 0.0% | — | 不变 |
| GATX | GATX Corp | $111.83万 | 0.04% | 6,550 | 0 | 0.0% | — | 不变 |
| KFRC | Kforce, Inc. | $107.60万 | 0.04% | 36,800 | 0 | 0.0% | — | 不变 |
| — | Cross Country Healthcare, Inc. | $101.24万 | 0.04% | 107,700 | 0 | 0.0% | — | 不变 |
| AZTA | Azenta Inc | $86.42万 | 0.03% | 40,900 | 0 | 0.0% | — | 不变 |
| AFG | American Financial Group | $82.37万 | 0.03% | 6,450 | 0 | 0.0% | — | 不变 |
| RNST | Renasant Corporation | $79.49万 | 0.03% | 22,000 | 0 | 0.0% | — | 不变 |
| — | TruBridge, Inc. | $76.22万 | 0.03% | 52,062 | -286,938 | -84.6% | -$420.08万 | 减仓 |
| KIDS | Orthopediatrics Corp | $74.59万 | 0.03% | 47,000 | 0 | 0.0% | — | 不变 |
| SW | Smurfit Westrock L | $72.45万 | 0.03% | 18,180 | 0 | 0.0% | — | 不变 |
| PRIM | Primoris Services Corp | $71.52万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| IBM | Intl Business Machines | $70.29万 | 0.03% | 2,900 | 0 | 0.0% | — | 不变 |
| AMAT | Applied Materials | $68.36万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| GEN | Gen Digital Inc | $67.79万 | 0.03% | 36,000 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions, Inc. | $65.87万 | 0.03% | 12,300 | 0 | 0.0% | — | 不变 |
| HALO | Halozyme Therapeutics, Inc. | $64.63万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Laboratories | $55.44万 | 0.02% | 5,400 | 0 | 0.0% | — | 不变 |
| NEOG | Neogen Corporation | $48.31万 | 0.02% | 52,000 | 0 | 0.0% | — | 不变 |
| CI | Cigna Corp New | $48.02万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| NVMI | Nova Measuring Instruments Ltd | $43.43万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |