New Paradigm Capital Management, LLC — 13F Holdings & Portfolio

CIK 1598130 · latest 13F-HR filed 2026-08-04

New Paradigm Capital Management, LLC manages $46.8M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (17.24%), GS (13.62%), LLY (11.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 8, added to 0, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
758B WALKER ROAD
GREAT FALLS, VA 22066
Phone
(703) 757-4802
Filing Manager
New Paradigm Capital Management, LLC
GREAT FALLS, VA
Signatory
Paul E. Rowan
Managing Member
Loading holdings…
AUM

$46.8M

Long-equity book

Holdings

22

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+15 / −8 / ↑0 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • MICRON TECHNOLOGY INC-$6.0M -91.2%
  • TERADYNE INC-$3.7M -79.3%
  • GE VERNOVA INC-$1.4M -37.4%
  • ASML HLDG NV-$1.2M -74.9%
  • CORNING INC-$877.7K -62.1%
Show all 7 →

New Positions

  • STATE STR SPDR S&P 500 ETF T$8.1M
  • GOLDMAN SACHS GROUP INC$6.4M
  • ELI LILLY & CO$5.3M
  • SEAGATE TECHNOLOGY HLDNGS PL$4.1M
  • INTEL CORP$3.8M
Show all 15 →

Exited Positions

  • ISHARES INC$7.9M
  • NVIDIA CORPORATION$7.3M
  • QUANTA SVCS INC$4.1M
  • SPDR GOLD TR$3.0M
  • VERTIV HOLDINGS CO$2.0M
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.1M 17.24% 10,800 SH
2 GOLDMAN SACHS GROUP INC GS 38141G104 $6.4M 13.62% 6,300 SH
3 ELI LILLY & CO LLY 532457108 $5.3M 11.28% 4,400 SH
4 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.1M 8.66% 4,200 SH
5 INTEL CORP INTC 458140100 $3.8M 8.21% 27,500 SH
6 CISCO SYS INC CSCO 17275R102 $2.9M 6.28% 25,000 SH
7 APPLIED MATLS INC AMAT 038222105 $2.5M 5.25% 3,400 SH
8 GE VERNOVA INC GEV 36828A101 $2.3M 5.02% 2,000 SH
9 GE AEROSPACE GE 369604301 $2.3M 4.95% 6,200 SH
10 SPDR SERIES TRUST XBI 78464A870 $1.4M 3.04% 9,000 SH
11 KLA CORP KLAC 482480100 $1.1M 2.26% 3,500 SH
12 TERADYNE INC TER 880770102 $967.7K 2.07% 2,000 SH
13 ISHARES TR IBB 464287556 $951.0K 2.03% 5,000 SH
14 ISHARES TR SOXX 464287523 $901.4K 1.93% 3,000 SH
15 MICRON TECHNOLOGY INC MU 595112103 $577.1K 1.23% 500 SH
16 BLOOM ENERGY CORP BE 093712107 $544.9K 1.16% 1,800 SH
17 CORNING INC GLW 219350105 $536.4K 1.15% 2,100 SH
18 CATERPILLAR INC CAT 149123101 $532.5K 1.14% 500 SH
19 SANDISK CORP SNDK 80004C200 $454.7K 0.97% 200 SH
20 ASML HLDG NV ASML N07059210 $397.9K 0.85% 200 SH
21 ATI INC ATI 01741R102 $394.2K 0.84% 2,000 SH
22 TALEN ENERGY CORP TLN 87422Q109 $384.3K 0.82% 1,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $46.8M 22 0000919574-26-004779
2026-03-31 2026-05-15 $46.8M 15 0000919574-26-003145