PARADIGM CAPITAL MANAGEMENT INC/NY

Q2 2025 13F Holdings

  • Location
    albany, NY
  • Num holdings

    122

  • Value ($000)

    $2,051,547

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001037792
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVGO
AVGO

Broadcom Ltd

COM
$223.00M
11 %

809,000

MOD
MOD

Modine Manufacturing Co

COM
$160.90M
8 %

1,633,500

---

Fabrinet

COM
$156.62M
8 %

531,500

JBL
JBL

Jabil Inc

COM
$121.68M
6 %

557,900

ONTO
ONTO

Onto Innovation Inc.

COM
$112.32M
6 %

1,112,839

EXTR
EXTR

Extreme Networks

COM
$89.44M
4 %

4,982,500

DCO
DCO

Ducommun Inc

COM
$82.42M
4 %

997,500

IEI
IEI

Insight Enterprises

COM
$81.91M
4 %

593,150

GMED
GMED

Globus Medical Inc Cl A new

COM
$55.61M
3 %

942,300

ENSG
ENSG

Ensign Group, Inc.

COM
$53.08M
3 %

344,100

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