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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 54
增持 11
减持 32
清仓 53
方向
标的
Δ市值
现股数(环比)
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$29.1M
417,847
减持
GEO
GEO GROUP INC NEW
-$18.7M
1,393,710
-49%
建仓
WWD
WOODWARD INC
+$18.5M
189,762
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
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$18.2M
246,000
清仓
—
JUNIPER NETWORKS INC
-$18.1M
0
-100%
清仓
BLKB
BLACKBAUD INC
-$17.6M
0
-100%
建仓
WNC
WABASH NATL CORP
+$17.4M
706,375
清仓
CLFD
CLEARFIELD INC
-$16.8M
0
-100%
清仓
RNG
RINGCENTRAL INC
-$14.5M
0
-100%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$14.1M
382,877
减持
ENPH
ENPHASE ENERGY INC
-$14.1M
81,791
-31%
建仓
TXRH
TEXAS ROADHOUSE INC
+$14.0M
129,955
建仓
SBH
SALLY BEAUTY HLDGS INC
+$14.0M
896,614
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$13.7M
0
-100%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$13.7M
44,981
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$13.6M
119,933
-60%
清仓
SPT
SPROUT SOCIAL INC
-$13.6M
0
-100%
建仓
MNRO
MONRO INC
+$13.0M
262,500
建仓
PSTG
PURE STORAGE INC
+$12.8M
500,000
清仓
PAG
PENSKE AUTOMOTIVE GRP INC
-$12.0M
0
-100%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$11.6M
90,000
增持
TDG
TRANSDIGM GROUP INC
+$11.6M
20,000
+300%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$11.4M
39,980
清仓
BAND
BANDWIDTH INC
-$11.3M
0
-100%
建仓
EAT
BRINKER INTL INC
+$11.3M
296,659
建仓
DECK
DECKERS OUTDOOR CORP
+$11.2M
25,000
建仓
NICE
NICE LTD
+$11.2M
49,000
建仓
IMAX
IMAX CORP
+$11.2M
582,898
清仓
CRUS
CIRRUS LOGIC INC
-$11.2M
0
-100%
建仓
LRN
STRIDE INC
+$10.8M
275,650
建仓
DGII
DIGI INTL INC
+$10.8M
319,491
建仓
SSTK
SHUTTERSTOCK INC
+$10.7M
146,896
减持
—
PRIMO WATER CORPORATION
-$10.6M
274,358
-71%
增持
EXAS
EXACT SCIENCES CORP
+$10.6M
311,836
+46%
建仓
SUPN
SUPERNUS PHARMACEUTICALS INC
+$10.5M
289,704
建仓
LNTH
LANTHEUS HLDGS INC
+$10.3M
125,000
建仓
ATEC
ALPHATEC HLDGS INC
+$10.3M
659,995
减持
SAH
SONIC AUTOMOTIVE INC
-$10.3M
53,261
-80%
清仓
AMN
AMN HEALTHCARE SVCS INC
-$10.3M
0
-100%
建仓
MOG/A
MOOG INC
+$10.2M
100,775
建仓
TWOU
2U INC
+$10.0M
1,456,515
清仓
HAE
HAEMONETICS CORP MASS
-$10.0M
0
-100%
减持
RIOT
RIOT PLATFORMS INC
+$9.9M
1,559,559
-6%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$9.9M
7,600
-91%
减持
PLXS
PLEXUS CORP
-$9.8M
38,655
-71%
清仓
LOVE
LOVESAC COMPANY
-$9.6M
0
-100%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
-$9.1M
1,716,092
-24%
清仓
JNK
SPDR SER TR
-$9.0M
0
-100%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$8.8M
550,670
清仓
GRPN
GROUPON INC
-$8.5M
0
-100%
清仓
—
CHICOS FAS INC
-$8.1M
0
-100%
减持
APLE
APPLE HOSPITALITY REIT INC
-$8.0M
582,977
-46%
减持
RELY
REMITLY GLOBAL INC
-$8.0M
369,318
-70%
减持
—
ALTERYX INC
-$7.9M
47,010
-78%
增持
CELH
CELSIUS HLDGS INC
+$7.7M
241,284
+71%
减持
DXCM
DEXCOM INC
-$7.6M
30,854
-69%
建仓
TMCI
TREACE MED CONCEPTS INC
+$7.4M
293,773
清仓
HYG
ISHARES TR
-$7.4M
0
-100%
清仓
—
HIBBETT INC
-$6.8M
0
-100%
清仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
-$6.8M
0
-100%
清仓
—
FUBOTV INC
-$6.6M
0
-100%
增持
—
CUTERA INC
-$6.6M
528,849
+23%
清仓
—
ROYAL CARIBBEAN GROUP
-$6.4M
0
-100%
清仓
ABG
ASBURY AUTOMOTIVE GROUP INC
-$6.4M
0
-100%
清仓
DORM
DORMAN PRODS INC
-$6.3M
0
-100%
建仓
AVAV
AEROVIRONMENT INC
+$6.0M
65,922
建仓
OTIS
OTIS WORLDWIDE CORP
+$5.9M
70,000
建仓
ATI
ATI INC
+$5.9M
149,500
清仓
—
SOUTHWESTERN ENERGY CO
-$5.8M
0
-100%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$5.8M
161,610
-61%
建仓
FLNC
FLUENCE ENERGY INC
+$5.8M
285,429
清仓
MX
MAGNACHIP SEMICONDUCTOR CORP
-$5.6M
0
-100%
建仓
LEN
LENNAR CORP
+$5.6M
53,225
建仓
SNCY
SUN CTRY AIRLS HLDGS INC
+$5.5M
268,694
建仓
RRR
RED ROCK RESORTS INC
+$5.3M
120,000
清仓
DCGO
DOCGO INC
-$5.2M
0
-100%
清仓
ICFI
ICF INTL INC
-$5.0M
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$4.9M
150,000
减持
AMLP
ALPS ETF TR
-$4.9M
170,000
-43%
清仓
SNPS
SYNOPSYS INC
-$4.8M
0
-100%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$4.7M
100,000
-57%
清仓
FSS
FEDERAL SIGNAL CORP
-$4.6M
0
-100%
清仓
ROAD
CONSTRUCTION PARTNERS INC
-$4.6M
0
-100%
建仓
—
NEW YORK CMNTY BANCORP INC
+$4.5M
500,000
清仓
NTNX
NUTANIX INC
-$4.5M
0
-100%
增持
CYRX
CRYOPORT INC
+$4.4M
347,854
+53%
清仓
CWST
CASELLA WASTE SYS INC
-$4.3M
0
-100%
建仓
MBLY
MOBILEYE GLOBAL INC
+$4.3M
100,000
增持
CHEF
CHEFS WHSE INC
+$4.3M
420,344
+40%
减持
—
H & E EQUIPMENT SERVICES INC
-$4.3M
153,316
-37%
清仓
CAG
CONAGRA BRANDS INC
-$4.3M
0
-100%
清仓
CAL
CALERES INC
-$4.2M
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$4.2M
0
-100%
清仓
—
CELESTICA INC
-$4.1M
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$4.0M
20,000
增持
CSGP
COSTAR GROUP INC
+$4.0M
282,371
+42%
减持
INDI
INDIE SEMICONDUCTOR INC
+$4.0M
1,038,141
-13%
建仓
—
SCORPIO TANKERS INC
+$3.9M
70,000
建仓
ULCC
FRONTIER GROUP HLDGS INC
+$3.9M
400,000
建仓
SIBN
SI-BONE INC
+$3.9M
200,000
建仓
PLNT
PLANET FITNESS INC
+$3.9M
50,000
清仓
EPR
EPR PPTYS
-$3.8M
0
-100%
减持
ELF
E L F BEAUTY INC
+$3.7M
190,596
-12%
清仓
LLY
LILLY ELI & CO
-$3.7M
0
-100%
建仓
—
PLAYAGS INC
+$3.7M
510,717
减持
PRIM
PRIMORIS SVCS CORP
-$3.6M
118,820
-60%
减持
—
EVOQUA WATER TECHNOLOGIES CO
-$3.6M
39,251
-72%
清仓
—
INFINERA CORP
-$3.4M
0
-100%
建仓
—
BLACKROCK INC
+$3.3M
5,000
清仓
CAR
AVIS BUDGET GROUP
-$3.3M
0
-100%
增持
TCMD
TACTILE SYS TECHNOLOGY INC
+$3.2M
264,282
+164%
清仓
ARKK
ARK ETF TR
-$3.1M
0
-100%
减持
DK
DELEK US HLDGS INC NEW
-$3.1M
100,000
-50%
建仓
CRNC
CERENCE INC
+$3.1M
110,000
清仓
UAN
CVR PARTNERS LP
-$3.0M
0
-100%
建仓
—
GENIUS SPORTS LIMITED
+$3.0M
603,631
建仓
TITN
TITAN MACHY INC
+$2.9M
96,611
建仓
—
GENCO SHIPPING & TRADING LTD
+$2.8M
180,000
建仓
—
AERCAP HOLDINGS NV
+$2.8M
50,000
清仓
UNFI
UNITED NAT FOODS INC
-$2.8M
0
-100%
清仓
LXU
LSB INDS INC
-$2.7M
0
-100%
减持
NNDM
NANO DIMENSION LTD
-$2.6M
913,701
-60%
清仓
OPLN
KAR AUCTION SVCS INC
-$2.6M
0
-100%
减持
—
MASONITE INTL CORP
-$2.6M
20,813
-63%
清仓
CDP
CORPORATE OFFICE PPTYS TR
-$2.6M
0
-100%
增持
—
CEDAR FAIR L P
+$2.5M
120,000
+69%
增持
CALX
CALIX INC
+$2.5M
251,176
+57%
清仓
MU
MICRON TECHNOLOGY INC
-$2.5M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$2.5M
10,000
-67%
建仓
KR
KROGER CO
+$2.5M
50,000
建仓
GOLD
A-MARK PRECIOUS METALS INC
+$2.4M
70,000
增持
GPGI
COMPOSECURE INC
+$2.4M
376,400
+371%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$2.3M
0
-100%
减持
PSN
PARSONS CORP DEL
-$2.3M
167,046
-21%
减持
—
GLOBALSTAR INC
-$2.2M
1,000,000
-60%
建仓
ACI
ALBERTSONS COS INC
+$2.1M
100,000
减持
VMI
VALMONT INDS INC
-$2.0M
29,196
-15%
清仓
MGRC
MCGRATH RENTCORP
-$2.0M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$1.9M
51,438
-37%
清仓
CLSK
CLEANSPARK INC
-$1.8M
0
-100%
清仓
VERX
VERTEX INC
-$1.8M
0
-100%
减持
FIVN
FIVE9 INC
-$1.7M
257,845
-14%
建仓
—
EXPRO GROUP HOLDINGS NV
+$1.7M
90,498
清仓
LNN
LINDSAY CORP
-$1.6M
0
-100%
清仓
TUSK
MAMMOTH ENERGY SVCS INC
-$1.5M
0
-100%
建仓
TMDX
TRANSMEDICS GROUP INC
+$1.5M
20,000
建仓
—
RENT THE RUNWAY INC
+$1.4M
500,000
清仓
BIZD
VANECK ETF TRUST
-$1.4M
0
-100%
减持
CVI
CVR ENERGY INC
-$1.3M
171,862
-23%
减持
KNSL
KINSALE CAP GROUP INC
-$1.2M
42,871
-20%
