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Intrinsic Edge Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Intrinsic Edge Capital Management LLC
报告期 2026-03-31 · CIK 0001671754
持仓数
111
前50大市值合计
$443.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 41
增持 17
减持 33
清仓 59
方向
标的
Δ市值
现股数(环比)
清仓
PLUG
PLUG POWER INC
-$27.7M
0
-100%
清仓
NUS
NU SKIN ENTERPRISES INC
-$23.4M
0
-100%
清仓
TWOU
2U INC
-$21.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
EEFT
EURONET WORLDWIDE INC
+$19.2M
150,673
减持
ENPH
ENPHASE ENERGY INC
-$19.0M
104,452
-45%
清仓
—
GENIUS SPORTS LIMITED
-$17.5M
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$17.5M
0
-100%
建仓
—
SIX FLAGS ENTMT CORP NEW
+$17.5M
411,067
清仓
ADT
ADT INC DEL
-$16.4M
0
-100%
清仓
CAR
AVIS BUDGET GROUP
-$16.4M
0
-100%
减持
—
AVAYA HLDGS CORP
-$15.9M
999,140
-25%
减持
GTLS
CHART INDS INC
-$15.0M
31,159
-78%
清仓
—
SUNPOWER CORP
-$14.8M
0
-100%
清仓
CALY
CALLAWAY GOLF CO
-$14.7M
0
-100%
增持
—
FIREEYE INC
+$14.2M
1,028,359
+402%
增持
SPG
SIMON PPTY GROUP INC NEW
+$13.6M
155,000
+210%
减持
SPB
SPECTRUM BRANDS HLDGS INC NE
-$13.5M
5,981
-96%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$12.6M
111,703
建仓
DRH
DIAMONDROCK HOSPITALITY CO
+$12.3M
1,302,867
建仓
SAH
SONIC AUTOMOTIVE INC
+$12.3M
234,018
建仓
—
NATIONAL INSTRS CORP
+$12.3M
312,559
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$12.2M
121,490
建仓
VSAT
VIASAT INC
+$12.2M
221,861
清仓
AVT
AVNET INC
-$12.2M
0
-100%
建仓
—
TRI POINTE HOMES INC
+$12.1M
573,395
减持
—
MULTIPLAN CORPORATION
-$12.0M
676,596
-59%
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$11.7M
0
-100%
建仓
LECO
LINCOLN ELEC HLDGS INC
+$11.7M
90,691
减持
—
GAN LTD
-$11.5M
17,532
-98%
减持
TNDM
TANDEM DIABETES CARE INC
-$11.5M
67,942
-66%
建仓
BKE
BUCKLE INC
+$11.5M
290,297
清仓
FLS
FLOWSERVE CORP
-$11.5M
0
-100%
建仓
ANF
ABERCROMBIE & FITCH CO
+$11.3M
300,000
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$11.2M
262,093
清仓
TTEK
TETRA TECH INC NEW
-$10.6M
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$10.5M
45,397
清仓
IR
INGERSOLL RAND INC
-$10.5M
0
-100%
清仓
—
PAYA HOLDINGS INC
-$10.4M
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$10.4M
0
-100%
清仓
ALRM
ALARM COM HLDGS INC
-$10.4M
0
-100%
清仓
OVV
OVINTIV INC
-$10.4M
0
-100%
建仓
CELH
CELSIUS HLDGS INC
+$10.4M
115,000
清仓
CVLT
COMMVAULT SYS INC
-$10.3M
0
-100%
清仓
—
DENNYS CORP
-$10.0M
0
-100%
建仓
—
AIR TRANSPORT SERVICES GRP I
+$10.0M
385,927
清仓
NOV
NOV INC
-$9.9M
0
-100%
增持
ADI
ANALOG DEVICES INC
+$9.9M
126,192
+94%
建仓
ALGT
ALLEGIANT TRAVEL CO
+$9.9M
50,423
建仓
DKS
DICKS SPORTING GOODS INC
+$9.6M
80,336
建仓
LFUS
LITTELFUSE INC
+$9.6M
35,000
减持
ACM
AECOM
-$9.5M
70,000
-68%
清仓
—
TECHNIPFMC PLC
-$9.4M
0
-100%
清仓
HNI
HNI CORP
-$9.2M
0
-100%
建仓
—
BRIGHT HEALTH GROUP INC
+$8.9M
1,087,749
增持
LRN
STRIDE INC
+$8.8M
597,133
+52%
减持
KLIC
KULICKE & SOFFA INDS INC
-$8.6M
50,000
-73%
减持
SICP
SILVERGATE CAP CORP
-$8.6M
38,484
-67%
增持
KNSL
KINSALE CAP GROUP INC
+$8.4M
87,691
+150%
清仓
OIS
OIL STS INTL INC
-$8.2M
0
-100%
建仓
DHI
D R HORTON INC
+$8.1M
96,146
减持
—
KORNIT DIGITAL LTD
-$7.9M
137,358
-39%
清仓
—
INARI MED INC
-$7.9M
0
-100%
减持
RRR
RED ROCK RESORTS INC
-$7.8M
106,315
-66%
减持
VCEL
VERICEL CORP
-$7.8M
120,395
-54%
清仓
—
IAA INC
-$7.8M
0
-100%
减持
—
ELASTIC N V
-$7.5M
29,253
-64%
清仓
FISV
FISERV INC
-$7.5M
0
-100%
清仓
—
INMODE LTD
-$7.5M
0
-100%
清仓
INVH
INVITATION HOMES INC
-$7.4M
0
-100%
减持
NTRA
NATERA INC
-$7.3M
40,445
-61%
增持
—
SHIFT TECHNOLOGIES INC
+$7.3M
1,400,967
+397%
清仓
SIBN
SI-BONE INC
-$7.3M
0
-100%
清仓
AMLP
ALPS ETF TR
-$7.3M
0
-100%
建仓
KFY
KORN FERRY
+$7.2M
100,000
建仓
—
CEDAR FAIR L P
+$7.2M
156,000
增持
DOMO
DOMO INC
+$7.2M
172,219
+89%
清仓
CHE
CHEMED CORP NEW
-$7.1M
0
-100%
清仓
—
MERITOR INC
-$7.1M
0
-100%
建仓
BZH
BEAZER HOMES USA INC
+$7.1M
410,926
建仓
—
H & E EQUIPMENT SERVICES INC
+$7.1M
203,219
清仓
—
BONANZA CREEK ENERGY INC
-$7.0M
0
-100%
增持
BBBY
OVERSTOCK COM INC DEL
+$7.0M
259,687
+81%
减持
—
LAREDO PETROLEUM INC
-$7.0M
40,000
-64%
建仓
DAVA
ENDAVA PLC
+$7.0M
51,178
减持
—
FTS INTERNATIONAL INC
-$6.9M
80,406
-74%
建仓
AXON
AXON ENTERPRISE INC
+$6.8M
39,029
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$6.0M
50,532
减持
CDNA
CAREDX INC
-$5.9M
159,137
-9%
增持
ECHO
ECHOSTAR CORP
+$5.8M
634,942
+49%
减持
—
EVERI HLDGS INC
-$5.8M
902,684
-19%
清仓
RNG
RINGCENTRAL INC
-$5.8M
0
-100%
增持
—
EVERBRIDGE INC
+$5.8M
128,197
+28%
清仓
SMPL
SIMPLY GOOD FOODS CO
-$5.7M
0
-100%
增持
—
KIRKLANDS INC
+$5.7M
561,169
+153%
清仓
—
DENBURY INC
-$5.7M
0
-100%
增持
PI
IMPINJ INC
+$5.6M
231,548
+57%
减持
DXCM
DEXCOM INC
-$5.6M
16,295
-52%
清仓
—
WHITING PETE CORP NEW
-$5.5M
0
-100%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$5.4M
77,743
-45%
减持
—
EASTERLY GOVT PPTYS INC
-$5.4M
131,379
-66%
清仓
CERS
CERUS CORP
-$5.3M
0
-100%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$5.3M
341,092
+19%
建仓
—
CARNIVAL CORP
+$5.2M
209,000
建仓
—
NOVA LTD
+$5.1M
50,000
减持
CRC
CALIFORNIA RES CORP
-$5.1M
51,322
-79%
清仓
—
VALARIS LIMITED
-$5.1M
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$5.0M
117,000
清仓
—
SANDERSON FARMS INC
-$4.9M
0
-100%
清仓
Z
ZILLOW GROUP INC
-$4.9M
0
-100%
建仓
—
CORE LABORATORIES N V
+$4.9M
175,690
建仓
TDG
TRANSDIGM GROUP INC
+$4.9M
7,800
清仓
—
TOWER SEMICONDUCTOR LTD
-$4.8M
0
-100%
建仓
HURN
HURON CONSULTING GROUP INC
+$4.7M
90,000
减持
—
AVID BIOSERVICES INC
-$4.7M
200,866
-43%
减持
CARR
CARRIER GLOBAL CORPORATION
-$4.6M
32,506
-75%
减持
UNFI
UNITED NAT FOODS INC
-$4.5M
565,319
-34%
清仓
POOL
POOL CORP
-$4.4M
0
-100%
减持
LOVE
LOVESAC COMPANY
-$4.4M
126,544
-21%
清仓
SWK
STANLEY BLACK & DECKER INC
-$4.4M
0
-100%
减持
AEIS
ADVANCED ENERGY INDS
-$4.2M
34,125
-47%
建仓
DIS
DISNEY WALT CO
+$4.2M
25,000
增持
—
NEW RELIC INC
+$4.1M
211,342
+28%
清仓
SIGI
SELECTIVE INS GROUP INC
-$4.1M
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$4.0M
78,000
减持
CPRT
COPART INC
-$3.9M
49,767
-39%
清仓
INSP
INSPIRE MED SYS INC
-$3.9M
0
-100%
建仓
H
HYATT HOTELS CORP
+$3.9M
50,000
清仓
PATK
PATRICK INDS INC
-$3.8M
0
-100%
增持
FIS
FIDELITY NATL INFORMATION SV
+$3.8M
128,640
+54%
建仓
DRI
DARDEN RESTAURANTS INC
+$3.8M
25,000
增持
GEO
GEO GROUP INC NEW
+$3.8M
1,838,039
+31%
清仓
ET
ENERGY TRANSFER L P
-$3.7M
0
-100%
减持
—
CALLON PETE CO DEL
-$3.7M
120,945
-28%
清仓
RCKY
ROCKY BRANDS INC
-$3.6M
0
-100%
清仓
LII
LENNOX INTL INC
-$3.6M
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$3.5M
150,000
-47%
清仓
TXG
10X GENOMICS INC
-$3.5M
0
-100%
清仓
—
GOOD WORKS ACQUISITION CORP
-$3.5M
0
-100%
清仓
FIVN
FIVE9 INC
-$3.4M
0
-100%
建仓
MAC
MACERICH CO
+$3.3M
200,000
清仓
—
TELLURIAN INC NEW
-$3.3M
0
-100%
清仓
—
ENERPLUS CORP
-$3.2M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$3.2M
0
-100%
建仓
ULCC
FRONTIER GROUP HLDGS INC
+$3.2M
200,000
增持
CLFD
CLEARFIELD INC
+$3.1M
113,753
+128%
清仓
LBRT
LIBERTY OILFIELD SVCS INC
-$3.1M
0
-100%
减持
NPKI
NEWPARK RES INC
-$3.1M
429,352
-67%
建仓
—
BERRY CORP
+$3.1M
427,654
减持
TREX
TREX CO INC
-$3.1M
46,250
-39%
清仓
—
TOPBUILD CORP
-$3.1M
0
-100%
