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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 66
增持 18
减持 28
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
MBLY
MOBILEYE GLOBAL INC
+$39.0M
1,213,099
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$34.9M
468,104
清仓
—
BEACON ROOFING SUPPLY INC
-$33.4M
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
LPX
LOUISIANA PAC CORP
+$28.4M
339,015
减持
—
ROYAL CARIBBEAN GROUP
-$26.4M
214,028
-51%
减持
INSP
INSPIRE MED SYS INC
-$25.6M
53,938
-71%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$25.3M
2,314,962
建仓
BLBD
BLUE BIRD CORP
+$25.1M
654,107
建仓
ECL
ECOLAB INC
+$24.7M
106,960
建仓
ROCK
GIBRALTAR INDS INC
+$23.8M
296,031
建仓
HZO
MARINEMAX INC
+$23.8M
716,618
清仓
—
AXONICS INC
-$23.7M
0
-100%
建仓
PRIM
PRIMORIS SVCS CORP
+$23.3M
547,708
清仓
PLAY
DAVE & BUSTERS ENTMT INC
-$21.5M
0
-100%
建仓
CWH
CAMPING WORLD HLDGS INC
+$21.4M
766,793
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$20.9M
0
-100%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$20.5M
31,176
-84%
增持
LRN
STRIDE INC
+$20.5M
544,534
+133%
建仓
VSAT
VIASAT INC
+$20.3M
1,122,875
建仓
CUBI
CUSTOMERS BANCORP INC
+$19.6M
370,000
建仓
LOPE
GRAND CANYON ED INC
+$19.3M
141,509
建仓
YETI
YETI HLDGS INC
+$19.1M
496,586
减持
INDI
INDIE SEMICONDUCTOR INC
-$18.5M
703,060
-76%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$16.9M
904,517
+805%
建仓
RUSHA
RUSH ENTERPRISES INC
+$16.9M
315,366
建仓
YELP
YELP INC
+$16.2M
410,784
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$16.1M
500,000
减持
CRS
CARPENTER TECHNOLOGY CORP
-$15.8M
100,000
-69%
清仓
KRE
SPDR SER TR
-$15.7M
0
-100%
建仓
AGYS
AGILYSYS INC
+$15.5M
183,583
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$15.4M
220,000
+8048%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$15.2M
0
-100%
建仓
WGO
WINNEBAGO INDS INC
+$14.7M
200,000
增持
MTZ
MASTEC INC
+$14.6M
262,027
+102%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP
-$14.2M
1,625,996
-40%
建仓
KEX
KIRBY CORP
+$13.5M
141,303
建仓
ACA
ARCOSA INC
+$13.3M
155,252
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$12.7M
0
-100%
清仓
TTEK
TETRA TECH INC NEW
-$12.5M
0
-100%
减持
PAR
PAR TECHNOLOGY CORP
-$12.4M
29,164
-91%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$11.9M
60,000
建仓
—
TRI POINTE HOMES INC
+$11.5M
297,647
建仓
—
SUMMIT MATLS INC
+$11.1M
249,838
清仓
VSXY
VICTORIAS SECRET AND CO
-$10.6M
0
-100%
清仓
SOUN
SOUNDHOUND AI INC
-$10.3M
0
-100%
建仓
HAE
HAEMONETICS CORP MASS
+$10.2M
120,000
建仓
SSD
SIMPSON MFG INC
+$10.2M
49,915
清仓
SKY
SKYLINE CHAMPION CORPORATION
-$9.9M
0
-100%
增持
RAMP
LIVERAMP HLDGS INC
+$9.6M
1,002,308
+52%
清仓
FLS
FLOWSERVE CORP
-$9.3M
0
-100%
建仓
HOG
HARLEY DAVIDSON INC
+$8.7M
200,000
减持
ATEC
ALPHATEC HLDGS INC
-$8.6M
1,132,023
-29%
减持
—
H & E EQUIPMENT SERVICES INC
-$8.6M
118,678
-62%
清仓
CNMD
CONMED CORP
-$8.5M
0
-100%
减持
GTLS
CHART INDS INC
-$8.4M
116,982
-42%
减持
CSGP
COSTAR GROUP INC
-$8.2M
62,742
-61%
建仓
CYRX
CRYOPORT INC
+$8.1M
458,291
减持
RXO
RXO INC
-$7.9M
485,043
-39%
建仓
RKLB
ROCKET LAB USA INC
+$7.9M
1,925,392
建仓
DRS
LEONARDO DRS INC
+$7.8M
354,998
增持
CLSK
CLEANSPARK INC
+$7.8M
487,600
+112%
增持
ELF
E L F BEAUTY INC
+$7.6M
104,099
+18%
建仓
—
LESLIES INC
+$7.3M
1,129,577
清仓
SIBN
SI-BONE INC
-$7.3M
0
-100%
建仓
BKD
BROOKDALE SR LIVING INC
+$7.1M
1,075,963
增持
WING
WINGSTOP INC
+$7.0M
51,855
+11%
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$6.7M
65,580
-23%
减持
—
EASTERLY GOVT PPTYS INC
-$6.5M
20,599
-96%
清仓
—
PROS HOLDINGS INC
-$6.5M
0
-100%
建仓
SLGN
SILGAN HLDGS INC
+$6.3M
130,000
减持
DV
DOUBLEVERIFY HLDGS INC
-$6.2M
31,724
-84%
减持
IPAR
INTER PARFUMS INC
-$6.1M
76,967
-35%
减持
—
CELESTICA INC
-$6.1M
192,241
-62%
增持
VCEL
VERICEL CORP
+$6.0M
254,344
+24%
增持
XRX
XEROX HOLDINGS CORP
+$5.8M
1,151,486
+42%
建仓
DXCM
DEXCOM INC
+$5.7M
41,097
清仓
—
ALTERYX INC
-$5.7M
0
-100%
建仓
SMTC
SEMTECH CORP
+$5.5M
200,000
建仓
GBX
GREENBRIER COS INC
+$5.1M
97,726
减持
CELH
CELSIUS HLDGS INC
-$4.8M
193,924
-49%
清仓
—
WNS HLDGS LTD
-$4.7M
0
-100%
建仓
CSW
CSW INDUSTRIALS INC
+$4.7M
20,000
建仓
—
EXPRO GROUP HOLDINGS NV
+$4.6M
231,100
清仓
TMCI
TREACE MED CONCEPTS INC
-$4.6M
0
-100%
建仓
CSL
CARLISLE COS INC
+$4.5M
11,486
清仓
DAKT
DAKTRONICS INC
-$4.2M
0
-100%
建仓
IBB
ISHARES TR
+$4.1M
30,000
增持
ARRY
ARRAY TECHNOLOGIES INC
+$3.9M
400,000
+233%
建仓
CERT
CERTARA INC
+$3.9M
220,000
清仓
HNI
HNI CORP
-$3.9M
0
-100%
减持
—
INNOVIZ TECHNOLOGIES LTD
-$3.8M
500,000
-72%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$3.7M
0
-100%
建仓
—
ENVESTNET INC
+$3.6M
63,000
建仓
GNTX
GENTEX CORP
+$3.6M
100,000
清仓
—
OLO INC
-$3.5M
0
-100%
减持
KNF
KNIFE RIVER CORP
-$3.5M
171,227
-35%
建仓
STKL
SUNOPTA INC
+$3.4M
502,084
建仓
TWST
TWIST BIOSCIENCE CORP
+$3.4M
100,000
清仓
ARLO
ARLO TECHNOLOGIES INC
-$3.3M
0
-100%
建仓
ENOV
ENOVIS CORPORATION
+$3.3M
52,538
增持
RIOT
RIOT PLATFORMS INC
-$3.2M
1,606,559
+9%
清仓
—
STEVANATO GROUP S P A
-$3.1M
0
-100%
建仓
HOOD
ROBINHOOD MKTS INC
+$3.0M
150,000
建仓
ACM
AECOM
+$2.9M
30,000
建仓
AMLP
ALPS ETF TR
+$2.8M
60,000
增持
WRB
BERKLEY W R CORP
+$2.8M
80,000
+33%
清仓
—
ONESPAWORLD HOLDINGS LIMITED
-$2.8M
0
-100%
减持
PSN
PARSONS CORP DEL
+$2.7M
194,690
-9%
清仓
—
LANDSEA HOMES CORP
-$2.7M
0
-100%
建仓
STAA
STAAR SURGICAL CO
+$2.7M
70,000
建仓
MXL
MAXLINEAR INC
+$2.6M
140,000
建仓
—
CALAVO GROWERS INC
+$2.6M
92,115
建仓
LOW
LOWES COS INC
+$2.5M
10,000
建仓
ESI
ELEMENT SOLUTIONS INC
+$2.5M
100,000
建仓
QNST
QUINSTREET INC
+$2.5M
138,742
增持
CVSA
ADTALEM GLOBAL ED INC
+$2.3M
400,258
+29%
减持
—
BIT DIGITAL INC
-$2.3M
390,000
-51%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$2.2M
50,000
清仓
RBBN
RIBBON COMMUNICATIONS INC
-$2.1M
0
-100%
清仓
CGNX
COGNEX CORP
-$2.1M
0
-100%
清仓
TTC
TORO CO
-$2.1M
0
-100%
清仓
NEM
NEWMONT CORP
-$2.1M
0
-100%
建仓
KNTK
KINETIK HOLDINGS INC
+$2.1M
51,702
减持
LAD
LITHIA MTRS INC
-$2.0M
13,918
-26%
增持
AZZ
AZZ INC
+$2.0M
41,205
+106%
减持
WWD
WOODWARD INC
-$2.0M
42,033
-32%
建仓
EPC
EDGEWELL PERS CARE CO
+$1.9M
50,000
清仓
KELYA
KELLY SVCS INC
-$1.7M
0
-100%
清仓
FORM
FORMFACTOR INC
-$1.7M
0
-100%
清仓
LNN
LINDSAY CORP
-$1.6M
0
-100%
增持
WWW
WOLVERINE WORLD WIDE INC
+$1.6M
367,081
+27%
清仓
—
EVENTBRITE INC
-$1.5M
0
-100%
建仓
ICLN
ISHARES TR
+$1.4M
100,000
增持
CSTL
CASTLE BIOSCIENCES INC
+$1.2M
373,567
+14%
减持
OPK
OPKO HEALTH INC
-$1.2M
2,500,000
-11%
清仓
WULF
TERAWULF INC
-$1.2M
0
-100%
减持
AVDX
AVIDXCHANGE HOLDINGS INC
-$1.2M
2,533,379
-9%
建仓
—
VITAL ENERGY INC
+$1.2M
22,120
清仓
—
DIRECT DIGITAL HOLDINGS INC
-$1.2M
0
-100%
减持
ENVA
ENOVA INTL INC
-$1.1M
72,673
-29%
增持
HPK
HIGHPEAK ENERGY INC
+$1.1M
300,312
+18%
建仓
EEFT
EURONET WORLDWIDE INC
+$1.1M
10,000
减持
VMC
VULCAN MATLS CO
+$1.1M
28,830
-4%
清仓
—
PLAYAGS INC
-$988.7K
0
-100%
建仓
HURN
HURON CONSULTING GROUP INC
+$966.2K
10,000
建仓
PK
PARK HOTELS & RESORTS INC
+$874.5K
50,000
建仓
SNDR
SCHNEIDER NATIONAL INC
+$845.5K
37,346
建仓
FFWM
FIRST FNDTN INC
+$755.0K
100,000
清仓
RUN
SUNRUN INC
-$726.3K
0
-100%
建仓
HCAT
HEALTH CATALYST INC
+$658.7K
87,478
