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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 41
增持 33
减持 21
清仓 55
方向
标的
Δ市值
现股数(环比)
建仓
—
ROYAL CARIBBEAN GROUP
+$56.2M
433,721
清仓
IWM
ISHARES TR
-$53.0M
0
-100%
建仓
—
BEACON ROOFING SUPPLY INC
+$33.4M
384,005
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
GTLS
CHART INDS INC
+$27.7M
202,978
增持
INSP
INSPIRE MED SYS INC
+$26.0M
182,846
+224%
清仓
CALX
CALIX INC
-$26.0M
0
-100%
减持
RELY
REMITLY GLOBAL INC
-$22.3M
12,600
-99%
建仓
PLAY
DAVE & BUSTERS ENTMT INC
+$21.5M
400,000
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$20.9M
678,644
增持
AVDX
AVIDXCHANGE HOLDINGS INC
+$19.8M
2,785,445
+80%
清仓
ON
ON SEMICONDUCTOR CORP
-$19.6M
0
-100%
减持
FLS
FLOWSERVE CORP
-$19.4M
224,966
-69%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$17.7M
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$16.7M
0
-100%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$16.7M
0
-100%
建仓
KRE
SPDR SER TR
+$15.7M
300,000
增持
INDI
INDIE SEMICONDUCTOR INC
+$15.6M
2,893,484
+132%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$15.2M
466,876
增持
RXO
RXO INC
+$14.9M
797,542
+326%
建仓
XRX
XEROX HOLDINGS CORP
+$14.8M
809,148
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$14.2M
0
-100%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$13.3M
323,893
+126%
增持
RAMP
LIVERAMP HLDGS INC
+$13.2M
659,018
+62%
增持
—
AXONICS INC
+$13.0M
381,070
+99%
减持
JKS
JINKOSOLAR HLDG CO LTD
-$12.6M
16,000
-96%
清仓
EXAS
EXACT SCIENCES CORP
-$12.4M
0
-100%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$12.2M
84,968
+66%
增持
ATEC
ALPHATEC HLDGS INC
+$12.1M
1,599,849
+72%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$12.1M
2,717,692
+92%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$10.7M
0
-100%
建仓
VSXY
VICTORIAS SECRET AND CO
+$10.6M
398,560
建仓
MTZ
MASTEC INC
+$9.8M
130,000
清仓
KNSL
KINSALE CAP GROUP INC
-$9.1M
0
-100%
减持
RIOT
RIOT PLATFORMS INC
+$8.9M
1,476,559
-1%
清仓
—
PGT INNOVATIONS INC
-$8.9M
0
-100%
清仓
CUBI
CUSTOMERS BANCORP INC
-$8.6M
0
-100%
清仓
OSIS
OSI SYSTEMS INC
-$8.5M
0
-100%
清仓
EXP
EAGLE MATLS INC
-$8.3M
0
-100%
减持
WWD
WOODWARD INC
-$8.0M
62,033
-53%
增持
CSGP
COSTAR GROUP INC
+$7.9M
162,742
+97%
增持
CVSA
ADTALEM GLOBAL ED INC
+$7.8M
310,078
+27%
增持
PAR
PAR TECHNOLOGY CORP
+$7.5M
315,607
+94%
增持
CNMD
CONMED CORP
+$7.5M
77,248
+672%
增持
KNF
KNIFE RIVER CORP
+$7.4M
262,816
+28%
建仓
DV
DOUBLEVERIFY HLDGS INC
+$7.4M
200,236
清仓
DX
DYNEX CAP INC
-$7.2M
0
-100%
清仓
HURN
HURON CONSULTING GROUP INC
-$7.0M
0
-100%
建仓
VMC
VULCAN MATLS CO
+$6.8M
30,001
建仓
—
EASTERLY GOVT PPTYS INC
+$6.7M
500,000
减持
TTEK
TETRA TECH INC NEW
-$6.3M
75,132
-39%
清仓
ALG
ALAMO GROUP INC
-$6.0M
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC
-$5.7M
0
-100%
清仓
DXCM
DEXCOM INC
-$5.7M
0
-100%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$5.7M
100,000
+43%
建仓
—
ALTERYX INC
+$5.7M
120,000
减持
LAD
LITHIA MTRS INC
-$5.6M
18,918
-53%
减持
PSN
PARSONS CORP DEL
-$5.5M
214,690
-39%
清仓
GTX
GARRETT MOTION INC
-$5.5M
0
-100%
清仓
—
HERSHA HOSPITALITY TR
-$5.5M
0
-100%
减持
AMR
ALPHA METALLURGICAL RESOUR I
-$5.4M
13,543
-65%
增持
IPAR
INTER PARFUMS INC
+$5.4M
117,768
+37%
清仓
—
PIONEER NAT RES CO
-$5.0M
0
-100%
清仓
ENOV
ENOVIS CORPORATION
-$5.0M
0
-100%
清仓
ATRO
ASTRONICS CORP
-$4.9M
0
-100%
增持
WING
WINGSTOP INC
+$4.8M
46,855
+17%
建仓
TMCI
TREACE MED CONCEPTS INC
+$4.6M
357,139
清仓
—
INTERNATIONAL GAME TECHNOLOG
-$4.5M
0
-100%
增持
CSTL
CASTLE BIOSCIENCES INC
+$4.4M
326,270
+109%
清仓
HCSG
HEALTHCARE SVCS GROUP INC
-$4.4M
0
-100%
增持
SKY
SKYLINE CHAMPION CORPORATION
+$4.3M
132,706
+53%
减持
TXRH
TEXAS ROADHOUSE INC
-$4.2M
20,300
-71%
建仓
WRB
BERKLEY W R CORP
+$4.2M
60,000
建仓
DAKT
DAKTRONICS INC
+$4.2M
500,000
清仓
KRUS
KURA SUSHI USA INC
-$4.2M
0
-100%
增持
—
PROS HOLDINGS INC
+$4.0M
166,284
+139%
建仓
HNI
HNI CORP
+$3.9M
93,375
增持
SOUN
SOUNDHOUND AI INC
+$3.7M
4,848,211
+48%
建仓
HPK
HIGHPEAK ENERGY INC
+$3.6M
255,312
增持
—
INNOVIZ TECHNOLOGIES LTD
+$3.5M
1,777,900
+256%
建仓
—
BIT DIGITAL INC
+$3.4M
800,000
减持
ARLO
ARLO TECHNOLOGIES INC
-$3.3M
344,834
-46%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$3.3M
196,523
-2%
清仓
TH
TARGET HOSPITALITY CORP
-$3.2M
0
-100%
清仓
ZS
ZSCALER INC
-$3.1M
0
-100%
建仓
—
STEVANATO GROUP S P A
+$3.1M
112,703
清仓
NX
QUANEX BLDG PRODS CORP
-$3.0M
0
-100%
清仓
ROAD
CONSTRUCTION PARTNERS INC
-$2.9M
0
-100%
增持
—
CELESTICA INC
+$2.9M
502,900
+4%
清仓
MAT
MATTEL INC
-$2.9M
0
-100%
清仓
PSTG
PURE STORAGE INC
-$2.9M
0
-100%
建仓
—
ONESPAWORLD HOLDINGS LIMITED
+$2.8M
200,000
清仓
TCMD
TACTILE SYS TECHNOLOGY INC
-$2.8M
0
-100%
建仓
WWW
WOLVERINE WORLD WIDE INC
+$2.6M
288,305
清仓
AMLP
ALPS ETF TR
-$2.5M
0
-100%
清仓
HROW
HARROW HEALTH INC
-$2.4M
0
-100%
增持
OPK
OPKO HEALTH INC
+$2.3M
2,800,000
+133%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$2.3M
0
-100%
清仓
PI
IMPINJ INC
-$2.2M
0
-100%
增持
—
GENIUS SPORTS LIMITED
+$2.1M
1,631,145
+9%
减持
ELF
E L F BEAUTY INC
-$2.1M
88,399
-35%
建仓
CGNX
COGNEX CORP
+$2.1M
50,000
建仓
TTC
TORO CO
+$2.1M
21,700
建仓
NEM
NEWMONT CORP
+$2.1M
50,000
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$2.0M
120,000
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$2.0M
100,000
清仓
—
GLOBANT S A
-$2.0M
0
-100%
清仓
—
CANTALOUPE INC
-$2.0M
0
-100%
增持
CLSK
CLEANSPARK INC
+$2.0M
230,000
+53%
清仓
EFX
EQUIFAX INC
-$1.8M
0
-100%
减持
LRN
STRIDE INC
-$1.8M
233,440
-33%
建仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$1.8M
100,000
建仓
KELYA
KELLY SVCS INC
+$1.7M
80,000
减持
—
H & E EQUIPMENT SERVICES INC
+$1.7M
309,073
-8%
清仓
XYL
XYLEM INC
-$1.7M
0
-100%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$1.7M
100,000
建仓
FORM
FORMFACTOR INC
+$1.7M
40,011
清仓
KIDS
ORTHOPEDIATRICS CORP
-$1.6M
0
-100%
建仓
LNN
LINDSAY CORP
+$1.6M
12,361
清仓
PATK
PATRICK INDS INC
-$1.5M
0
-100%
清仓
LGND
LIGAND PHARMACEUTICALS INC
-$1.5M
0
-100%
建仓
—
EVENTBRITE INC
+$1.5M
175,477
增持
CELH
CELSIUS HLDGS INC
-$1.5M
383,791
+194%
清仓
HZO
MARINEMAX INC
-$1.4M
0
-100%
增持
—
WNS HLDGS LTD
+$1.3M
74,619
+52%
减持
—
OLO INC
-$1.2M
617,164
-22%
清仓
MRTN
MARTEN TRANS LTD
-$1.2M
0
-100%
建仓
WULF
TERAWULF INC
+$1.2M
500,000
建仓
AZZ
AZZ INC
+$1.2M
20,000
建仓
—
DIRECT DIGITAL HOLDINGS INC
+$1.2M
77,639
增持
AVNW
AVIAT NETWORKS INC
+$1.0M
67,100
+81%
清仓
—
AMERICAN WOODMARK CORPORATIO
-$1.0M
0
-100%
减持
GXO
GXO LOGISTICS INCORPORATED
-$1.0M
60,597
-25%
清仓
HOV
HOVNANIAN ENTERPRISES INC
-$1.0M
0
-100%
清仓
NPKI
NEWPARK RES INC
-$958.1K
0
-100%
减持
SIBN
SI-BONE INC
-$936.5K
347,556
-10%
增持
VCEL
VERICEL CORP
+$929.9K
204,344
+8%
清仓
ROCK
GIBRALTAR INDS INC
-$850.5K
0
-100%
减持
—
LANDSEA HOMES CORP
+$761.2K
203,989
-4%
建仓
MOD
MODINE MFG CO
+$597.0K
10,000
减持
RBBN
RIBBON COMMUNICATIONS INC
-$582.1K
730,717
-28%
建仓
NXT
NEXTRACKER INC
+$468.5K
10,000
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$388.5K
25,000
清仓
—
SUNNOVA ENERGY INTL INC.
-$387.4K
0
-100%
清仓
BLKB
BLACKBAUD INC
-$366.9K
0
-100%
建仓
AHRT
ARMADA HOFFLER PPTYS INC
+$332.9K
26,912
增持
—
PLAYAGS INC
+$327.5K
117,284
+16%
清仓
—
MATTERPORT INC
-$107.0K
0
-100%
减持
ENVA
ENOVA INTL INC
+$88.3K
102,673
-7%
增持
DQ
DAQO NEW ENERGY CORP
+$85.3K
18,000
+38%
清仓
NSLR
SURO CAPITAL CORP
-$75.7K
0
-100%
