Holdings
Paradigm Select Fund
As of Jun 30, 2026, Paradigm Select Fund reported 43 positions worth US$239M. Largest: Lumentum Holdings Inc., Marvell Technology, Inc. and Teradyne, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lumentum Holdings Inc. | 24,600 | US$21.1M | no change | Jun 30, 2026 |
| Marvell Technology, Inc. | 69,400 | US$20.7M | no change | Jun 30, 2026 |
| Teradyne, Inc. | 33,650 | US$16.3M | no change | Jun 30, 2026 |
| Natera, Inc. | 59,400 | US$16.1M | no change | Jun 30, 2026 |
| Emcor Group, Inc. | 15,400 | US$12.8M | no change | Jun 30, 2026 |
| Globus Medical, Inc. | 138K | US$10.9M | +56,200 | Jun 30, 2026 |
| Kulicke And Soffa Industries, Inc. | 80,175 | US$10.7M | no change | Jun 30, 2026 |
| Revvity, Inc. | 94,400 | US$10.5M | +69,400 | Jun 30, 2026 |
| Carpenter Technology Corporation | 15,600 | US$9.62M | no change | Jun 30, 2026 |
| Zurn Elkay Water Solutions Corporation | 175K | US$8.84M | +72,600 | Jun 30, 2026 |