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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 46
增持 23
减持 19
清仓 62
方向
标的
Δ市值
现股数(环比)
建仓
IWM
ISHARES TR
+$135.5M
800,000
建仓
RPM
RPM INTL INC
+$29.9M
379,273
清仓
ADI
ANALOG DEVICES INC
-$27.4M
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
AYI
ACUITY BRANDS INC
+$24.1M
156,410
清仓
SOXX
ISHARES TR
-$23.7M
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$19.4M
0
-100%
清仓
TASK
TASKUS INC
-$19.2M
0
-100%
清仓
WCN
WASTE CONNECTIONS INC
-$16.8M
0
-100%
清仓
SSTK
SHUTTERSTOCK INC
-$16.6M
0
-100%
减持
HRI
HERC HLDGS INC
-$14.2M
40,774
-62%
建仓
PSN
PARSONS CORP DEL
+$14.2M
350,249
建仓
TTC
TORO CO
+$13.9M
182,987
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$13.7M
76,606
建仓
—
GENPACT LIMITED
+$13.3M
315,000
清仓
MLKN
MILLERKNOLL INC
-$13.2M
0
-100%
清仓
LRN
STRIDE INC
-$13.2M
0
-100%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$13.1M
0
-100%
清仓
PSTG
PURE STORAGE INC
-$12.7M
0
-100%
建仓
FISV
FISERV INC
+$12.7M
142,600
建仓
IEX
IDEX CORP
+$12.6M
69,500
建仓
—
ALTERYX INC
+$12.6M
260,280
清仓
—
HOWARD HUGHES CORP
-$12.4M
0
-100%
建仓
FRPT
FRESHPET INC
+$12.3M
237,506
建仓
HQY
HEALTHEQUITY INC
+$12.3M
200,274
清仓
RRR
RED ROCK RESORTS INC
-$12.1M
0
-100%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$12.0M
124,877
清仓
PODD
INSULET CORP
-$12.0M
0
-100%
减持
GPN
GLOBAL PMTS INC
-$11.8M
14,348
-85%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC
+$11.7M
111,867
建仓
EEFT
EURONET WORLDWIDE INC
+$11.7M
116,048
建仓
CELH
CELSIUS HLDGS INC
+$11.6M
178,249
建仓
—
ARCH RESOURCES INC
+$11.5M
80,138
减持
SITM
SITIME CORP
-$11.4M
74,919
-21%
增持
AMLP
ALPS ETF TR
+$11.3M
550,000
+175%
清仓
DBX
DROPBOX INC
-$11.2M
0
-100%
建仓
WWD
WOODWARD INC
+$11.1M
120,155
建仓
GNRC
GENERAC HLDGS INC
+$10.5M
50,000
建仓
CAL
CALERES INC
+$10.5M
399,995
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$10.4M
154,403
-35%
减持
—
NATIONAL INSTRS CORP
-$10.1M
120,000
-65%
清仓
TREX
TREX CO INC
-$9.8M
0
-100%
增持
CYRX
CRYOPORT INC
+$9.8M
475,554
+236%
建仓
VCEL
VERICEL CORP
+$9.8M
388,940
增持
ENPH
ENPHASE ENERGY INC
+$9.6M
162,886
+48%
减持
CLH
CLEAN HARBORS INC
-$9.5M
181,865
-20%
清仓
—
AVID TECHNOLOGY INC
-$9.4M
0
-100%
建仓
—
RAMACO RES INC
+$9.2M
699,538
清仓
HZO
MARINEMAX INC
-$9.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$9.1M
0
-100%
增持
CVI
CVR ENERGY INC
+$8.9M
450,000
+88%
建仓
HURN
HURON CONSULTING GROUP INC
+$8.8M
136,012
建仓
GXO
GXO LOGISTICS INCORPORATED
+$8.6M
199,549
减持
GIL
GILDAN ACTIVEWEAR INC
-$8.6M
500,439
-18%
减持
—
EVOQUA WATER TECHNOLOGIES CO
-$8.3M
105,368
-58%
增持
—
AVAYA HLDGS CORP
-$8.3M
2,789,197
+143%
清仓
—
SUMO LOGIC INC
-$8.2M
0
-100%
增持
GEO
GEO GROUP INC NEW
+$8.1M
2,708,124
+83%
建仓
ACIW
ACI WORLDWIDE INC
+$8.0M
309,290
清仓
ATEN
A10 NETWORKS INC
-$8.0M
0
-100%
清仓
MUR
MURPHY OIL CORP
-$8.0M
0
-100%
增持
TNDM
TANDEM DIABETES CARE INC
+$7.9M
393,425
+198%
减持
SWIM
LATHAM GROUP INC
-$7.9M
545,055
-38%
清仓
POOL
POOL CORP
-$7.7M
0
-100%
建仓
FOXF
FOX FACTORY HLDG CORP
+$7.5M
93,044
减持
—
PLAYA HOTELS & RESORTS NV
-$7.4M
196,476
-81%
清仓
BC
BRUNSWICK CORP
-$7.2M
0
-100%
清仓
SNCY
SUN CTRY AIRLS HLDGS INC
-$7.2M
0
-100%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$7.2M
171,640
+188%
建仓
AXON
AXON ENTERPRISE INC
+$7.0M
75,421
清仓
BRX
BRIXMOR PPTY GROUP INC
-$6.8M
0
-100%
建仓
ELF
E L F BEAUTY INC
+$6.8M
220,000
清仓
SAH
SONIC AUTOMOTIVE INC
-$6.6M
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$6.5M
1,448,408
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$6.5M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$6.3M
0
-100%
清仓
—
TRICON RESIDENTIAL INC
-$6.3M
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$6.2M
0
-100%
清仓
—
GOL LINHAS AEREAS INTELIGENT
-$6.1M
0
-100%
清仓
—
ELASTIC N V
-$6.0M
0
-100%
清仓
—
AMDOCS LTD
-$6.0M
0
-100%
建仓
DE
DEERE & CO
+$6.0M
20,000
清仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$5.9M
0
-100%
建仓
NICE
NICE LTD
+$5.8M
30,000
清仓
NVDA
NVIDIA CORPORATION
-$5.7M
0
-100%
增持
—
WNS HLDGS LTD
+$5.7M
213,306
+79%
清仓
OXM
OXFORD INDS INC
-$5.7M
0
-100%
清仓
INVH
INVITATION HOMES INC
-$5.6M
0
-100%
减持
UAN
CVR PARTNERS LP
-$5.6M
6,344
-86%
清仓
ALL
ALLSTATE CORP
-$5.5M
0
-100%
清仓
LOVE
LOVESAC COMPANY
-$5.4M
0
-100%
清仓
MTN
VAIL RESORTS INC
-$5.2M
0
-100%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$5.2M
81,042
-32%
清仓
—
BIG 5 SPORTING GOODS CORP
-$5.1M
0
-100%
增持
LNTH
LANTHEUS HLDGS INC
+$5.1M
370,906
+6%
建仓
MKTX
MARKETAXESS HLDGS INC
+$5.1M
20,000
增持
CDNA
CAREDX INC
+$5.0M
585,654
+185%
减持
—
CEDAR FAIR L P
-$5.0M
156,000
-28%
清仓
U
UNITY SOFTWARE INC
-$5.0M
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$5.0M
500,000
+400%
增持
UNFI
UNITED NAT FOODS INC
+$4.9M
710,088
+27%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$4.8M
400,000
+300%
减持
CLFD
CLEARFIELD INC
-$4.6M
209,689
-22%
清仓
AROC
ARCHROCK INC
-$4.6M
0
-100%
增持
EXAS
EXACT SCIENCES CORP
-$4.6M
295,800
+27%
清仓
OPLN
KAR AUCTION SVCS INC
-$4.5M
0
-100%
建仓
—
OUTFRONT MEDIA INC
+$4.5M
263,287
减持
—
H&E EQUIPMENT SERVICES INC
-$4.4M
214,220
-12%
减持
SKY
SKYLINE CHAMPION CORPORATION
-$4.4M
308,351
-11%
清仓
MTZ
MASTEC INC
-$4.4M
0
-100%
清仓
—
TRI POINTE HOMES INC
-$4.3M
0
-100%
建仓
RICK
RCI HOSPITALITY HLDGS INC
+$4.3M
88,881
建仓
—
MRC GLOBAL INC
+$4.3M
429,489
清仓
JKHY
HENRY JACK & ASSOC INC
-$4.2M
0
-100%
建仓
GTLS
CHART INDS INC
+$4.2M
25,000
清仓
EXP
EAGLE MATLS INC
-$4.1M
0
-100%
清仓
KRUS
KURA SUSHI USA INC
-$4.0M
0
-100%
清仓
—
HELEN OF TROY LTD
-$3.9M
0
-100%
清仓
—
KORNIT DIGITAL LTD
-$3.8M
0
-100%
清仓
R
RYDER SYS INC
-$3.7M
0
-100%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$3.5M
50,000
建仓
HOV
HOVNANIAN ENTERPRISES INC
+$3.4M
80,000
减持
DRH
DIAMONDROCK HOSPITALITY CO
-$3.4M
692,645
-23%
减持
ABNB
AIRBNB INC
-$3.4M
4,906
-78%
清仓
—
VIVINT SMART HOME INC
-$3.4M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$3.4M
53,000
+1667%
增持
CSTL
CASTLE BIOSCIENCES INC
-$3.3M
282,400
+33%
建仓
GPRE
GREEN PLAINS INC
+$3.3M
120,000
建仓
SLM
SLM CORP
+$3.2M
200,000
增持
DXCM
DEXCOM INC
-$3.1M
58,240
+300%
清仓
JBL
JABIL INC
-$3.1M
0
-100%
建仓
STNE
STONECO LTD
+$3.1M
400,000
清仓
—
RITE AID CORP
-$3.1M
0
-100%
建仓
JELD
JELD-WEN HLDG INC
+$3.0M
205,210
建仓
MTRX
MATRIX SVC CO
+$3.0M
591,623
清仓
ECHO
ECHOSTAR CORP
-$2.8M
0
-100%
建仓
RIOT
RIOT BLOCKCHAIN INC
+$2.8M
660,000
清仓
—
CUTERA INC
-$2.8M
0
-100%
减持
APA
APA CORPORATION
-$2.7M
160,739
-20%
清仓
MITK
MITEK SYS INC
-$2.7M
0
-100%
清仓
—
PENTAIR PLC
-$2.7M
0
-100%
清仓
TS
TENARIS S A
-$2.7M
0
-100%
增持
LAD
LITHIA MTRS INC
+$2.6M
38,914
+45%
增持
CSGP
COSTAR GROUP INC
+$2.6M
264,161
+32%
清仓
—
BARK INC
-$2.6M
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$2.6M
29,172
+46%
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$2.6M
0
-100%
建仓
BOX
BOX INC
+$2.5M
100,000
增持
CWST
CASELLA WASTE SYS INC
-$2.5M
203,068
+3%
建仓
BYD
BOYD GAMING CORP
+$2.5M
50,000
增持
—
ESTABLISHMENT LABS HLDGS INC
+$2.4M
160,607
+71%
