小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 50
增持 18
减持 28
清仓 54
方向
标的
Δ市值
现股数(环比)
清仓
IWM
ISHARES TR
-$44.5M
0
-100%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$29.0M
59,532
-80%
清仓
—
JFROG LTD
-$27.9M
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
SOXX
ISHARES TR
+$23.7M
50,000
减持
—
INTERNATIONAL GAME TECHNOLOG
-$23.0M
58,203
-93%
建仓
ENPH
ENPHASE ENERGY INC
+$22.2M
110,000
清仓
BLKB
BLACKBAUD INC
-$21.2M
0
-100%
清仓
—
VOCERA COMMUNICATIONS INC
-$20.8M
0
-100%
减持
—
ROYAL CARIBBEAN GROUP
-$20.5M
20,000
-93%
减持
EXAS
EXACT SCIENCES CORP
-$20.4M
232,603
-51%
清仓
CELH
CELSIUS HLDGS INC
-$20.3M
0
-100%
建仓
LNTH
LANTHEUS HLDGS INC
+$19.4M
350,000
清仓
JELD
JELD-WEN HLDG INC
-$18.6M
0
-100%
清仓
—
NEW RELIC INC
-$18.3M
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$18.2M
18,802
-70%
建仓
HRI
HERC HLDGS INC
+$17.8M
106,799
建仓
CSL
CARLISLE COS INC
+$17.1M
69,566
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$17.1M
0
-100%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$17.1M
119,300
清仓
BKE
BUCKLE INC
-$17.0M
0
-100%
减持
CYRX
CRYOPORT INC
-$17.0M
141,334
-62%
建仓
WCN
WASTE CONNECTIONS INC
+$16.8M
120,000
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$16.6M
0
-100%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$16.5M
0
-100%
清仓
—
INMODE LTD
-$15.7M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$15.6M
227,807
+131%
减持
LAD
LITHIA MTRS INC
-$15.0M
26,829
-65%
减持
—
TRI POINTE HOMES INC
-$13.9M
215,452
-67%
减持
KNSL
KINSALE CAP GROUP INC
-$13.9M
43,513
-57%
减持
SAH
SONIC AUTOMOTIVE INC
-$13.6M
155,264
-62%
建仓
CSGP
COSTAR GROUP INC
+$13.3M
200,000
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$13.1M
110,000
清仓
MAC
MACERICH CO
-$13.1M
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$13.0M
20,000
清仓
NTAP
NETAPP INC
-$13.0M
0
-100%
增持
SITM
SITIME CORP
+$13.0M
95,097
+163%
建仓
PSTG
PURE STORAGE INC
+$12.7M
360,000
增持
MLKN
MILLERKNOLL INC
+$12.4M
382,383
+1812%
清仓
KBH
KB HOME
-$12.4M
0
-100%
建仓
PODD
INSULET CORP
+$12.0M
45,000
建仓
—
EVOQUA WATER TECHNOLOGIES CO
+$11.7M
250,000
建仓
SWIM
LATHAM GROUP INC
+$11.7M
882,790
清仓
COHU
COHU INC
-$11.6M
0
-100%
建仓
DBX
DROPBOX INC
+$11.2M
480,000
清仓
CVCO
CAVCO INDS INC DEL
-$11.1M
0
-100%
建仓
WEX
WEX INC
+$10.8M
60,804
清仓
BOOT
BOOT BARN HLDGS INC
-$10.8M
0
-100%
清仓
M
MACYS INC
-$10.5M
0
-100%
建仓
—
TECNOGLASS INC
+$10.2M
403,703
清仓
—
EVERBRIDGE INC
-$10.1M
0
-100%
增持
UNFI
UNITED NAT FOODS INC
+$10.1M
558,287
+110%
清仓
—
HESKA CORP
-$10.0M
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$10.0M
62,951
-58%
增持
PI
IMPINJ INC
+$9.9M
267,969
+235%
建仓
TREX
TREX CO INC
+$9.8M
150,000
减持
CDNA
CAREDX INC
-$9.6M
205,141
-46%
建仓
CSTL
CASTLE BIOSCIENCES INC
+$9.5M
212,400
建仓
HZO
MARINEMAX INC
+$9.2M
227,370
增持
—
PERFICIENT INC
+$9.1M
111,959
+344%
增持
CLFD
CLEARFIELD INC
+$8.9M
270,194
+160%
建仓
DK
DELEK US HLDGS INC NEW
+$8.5M
400,000
建仓
—
SUMO LOGIC INC
+$8.2M
700,000
减持
ABNB
AIRBNB INC
-$7.8M
22,250
-68%
减持
—
KORNIT DIGITAL LTD
-$7.8M
46,066
-39%
建仓
POOL
POOL CORP
+$7.7M
18,108
清仓
CNXC
CONCENTRIX CORP
-$7.5M
0
-100%
减持
—
RITE AID CORP
-$7.5M
351,431
-51%
减持
LOVE
LOVESAC COMPANY
-$7.4M
100,000
-48%
增持
—
AVAYA HLDGS CORP
-$7.4M
1,146,547
+4%
清仓
—
CONNS INC
-$7.4M
0
-100%
清仓
—
BED BATH & BEYOND INC
-$7.3M
0
-100%
建仓
SNCY
SUN CTRY AIRLS HLDGS INC
+$7.2M
275,000
建仓
—
SOUTHWESTERN ENERGY CO
+$7.2M
1,000,000
减持
—
AMDOCS LTD
-$7.1M
73,145
-58%
清仓
—
SPLUNK INC
-$6.9M
0
-100%
减持
—
ZUORA INC
-$6.9M
121,502
-74%
清仓
—
FERRARI N V
-$6.8M
0
-100%
清仓
—
SIX FLAGS ENTMT CORP NEW
-$6.8M
0
-100%
清仓
SUI
SUN CMNTYS INC
-$6.7M
0
-100%
清仓
PK
PARK HOTELS & RESORTS INC
-$6.5M
0
-100%
建仓
NNDM
NANO DIMENSION LTD
+$6.4M
1,791,272
建仓
—
ESTABLISHMENT LABS HLDGS INC
+$6.3M
93,783
清仓
—
SUMMIT MATLS INC
-$6.2M
0
-100%
建仓
UAN
CVR PARTNERS LP
+$6.2M
45,000
增持
RRR
RED ROCK RESORTS INC
+$6.2M
248,181
+133%
减持
BRX
BRIXMOR PPTY GROUP INC
-$6.2M
264,960
-48%
建仓
CVI
CVR ENERGY INC
+$6.1M
240,000
减持
—
ELASTIC N V
-$6.0M
67,817
-31%
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$5.9M
150,000
清仓
SKT
TANGER FACTORY OUTLET CENTER
-$5.8M
0
-100%
清仓
ONTO
ONTO INNOVATION INC
-$5.7M
0
-100%
清仓
—
CALLON PETE CO DEL
-$5.7M
0
-100%
清仓
SICP
SILVERGATE CAP CORP
-$5.7M
0
-100%
建仓
OXM
OXFORD INDS INC
+$5.7M
62,936
减持
—
WNS HLDGS LTD
-$5.6M
119,238
-34%
减持
CHRD
OASIS PETROLEUM INC
-$5.6M
7,030
-87%
增持
CWST
CASELLA WASTE SYS INC
+$5.6M
196,902
+44%
建仓
ALL
ALLSTATE CORP
+$5.5M
40,000
建仓
—
WEWORK INC
+$5.5M
806,702
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$5.5M
0
-100%
清仓
KFY
KORN FERRY
-$5.5M
0
-100%
减持
DRH
DIAMONDROCK HOSPITALITY CO
-$5.4M
901,694
-40%
清仓
SHW
SHERWIN WILLIAMS CO
-$5.3M
0
-100%
建仓
MTN
VAIL RESORTS INC
+$5.2M
20,000
建仓
—
BIG 5 SPORTING GOODS CORP
+$5.1M
300,000
清仓
OSIS
OSI SYSTEMS INC
-$5.1M
0
-100%
清仓
VECO
VEECO INSTRS INC DEL
-$5.1M
0
-100%
建仓
U
UNITY SOFTWARE INC
+$5.0M
50,000
清仓
DOMO
DOMO INC
-$5.0M
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$4.9M
0
-100%
减持
—
HOWARD HUGHES CORP
-$4.9M
120,128
-29%
清仓
OPK
OPKO HEALTH INC
-$4.8M
0
-100%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$4.8M
0
-100%
建仓
BZH
BEAZER HOMES USA INC
+$4.7M
310,000
增持
AMLP
ALPS ETF TR
+$4.7M
200,000
+122%
清仓
GBX
GREENBRIER COS INC
-$4.7M
0
-100%
建仓
MRTN
MARTEN TRANS LTD
+$4.6M
260,000
建仓
AROC
ARCHROCK INC
+$4.6M
500,000
减持
WOOF
PETCO HEALTH & WELLNESS CO I
-$4.6M
993,251
-18%
清仓
CHCT
COMMUNITY HEALTHCARE TR INC
-$4.6M
0
-100%
建仓
RES
RPC INC
+$4.5M
425,000
建仓
OPLN
KAR AUCTION SVCS INC
+$4.5M
250,000
建仓
MTZ
MASTEC INC
+$4.4M
50,000
清仓
—
FAR PEAK ACQUISITION CORP
-$4.3M
0
-100%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$4.3M
0
-100%
建仓
JKHY
HENRY JACK & ASSOC INC
+$4.2M
21,400
清仓
COIN
COINBASE GLOBAL INC
-$4.2M
0
-100%
建仓
EXP
EAGLE MATLS INC
+$4.1M
32,124
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.1M
83,118
+137%
增持
SKY
SKYLINE CHAMPION CORPORATION
-$4.0M
346,145
+19%
建仓
—
HELEN OF TROY LTD
+$3.9M
20,000
清仓
AIR
AAR CORP
-$3.9M
0
-100%
清仓
—
BRIGHT HEALTH GROUP INC
-$3.9M
0
-100%
清仓
—
AMER SOFTWARE INC
-$3.8M
0
-100%
减持
ATEN
A10 NETWORKS INC
-$3.8M
573,333
-20%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$3.8M
15,000
+200%
建仓
R
RYDER SYS INC
+$3.7M
47,142
增持
TNDM
TANDEM DIABETES CARE INC
-$3.7M
132,175
+4%
清仓
GDEN
GOLDEN ENTMT INC
-$3.6M
0
-100%
清仓
CVE
CENOVUS ENERGY INC
-$3.6M
0
-100%
建仓
MHO
M/I HOMES INC
+$3.5M
80,000
建仓
ILMN
ILLUMINA INC
+$3.5M
10,000
减持
—
CELESTICA INC
-$3.4M
39,225
-89%
增持
GPN
GLOBAL PMTS INC
+$3.3M
98,032
+31%
清仓
CXM
SPRINKLR INC
-$3.2M
0
-100%
建仓
—
ENGAGESMART INC
+$3.2M
148,083
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$3.1M
38,875
-50%
建仓
JBL
JABIL INC
+$3.1M
50,000
增持
TASK
TASKUS INC
-$3.0M
499,938
+21%
增持
BHR
BRAEMAR HOTELS & RESORTS INC
+$3.0M
731,563
+144%
