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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 53
增持 16
减持 33
清仓 48
方向
标的
Δ市值
现股数(环比)
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$34.9M
0
-100%
清仓
LRN
STRIDE INC
-$34.3M
0
-100%
减持
MBLY
MOBILEYE GLOBAL INC
-$30.6M
300,000
-75%
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
IFF
INTERNATIONAL FLAVORS & FRAGRA
+$28.4M
297,924
增持
GTLS
CHART INDS INC
+$28.1M
328,044
+180%
清仓
ECL
ECOLAB INC
-$24.7M
0
-100%
建仓
CAR
AVIS BUDGET GROUP
+$23.7M
227,070
建仓
IBP
INSTALLED BLDG PRODS INC
+$22.2M
107,828
建仓
OSIS
OSI SYSTEMS INC
+$21.9M
159,296
减持
HZO
MARINEMAX INC
-$21.0M
87,878
-88%
建仓
TWLO
TWILIO INC
+$20.7M
363,814
清仓
VSAT
VIASAT INC
-$20.3M
0
-100%
减持
LPX
LOUISIANA PAC CORP
-$19.8M
105,175
-69%
清仓
RIOT
RIOT PLATFORMS INC
-$19.7M
0
-100%
清仓
CUBI
CUSTOMERS BANCORP INC
-$19.6M
0
-100%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$19.3M
615,151
清仓
LOPE
GRAND CANYON ED INC
-$19.3M
0
-100%
建仓
OC
OWENS CORNING NEW
+$17.8M
102,420
建仓
LFUS
LITTELFUSE INC
+$17.2M
67,234
清仓
RUSHA
RUSH ENTERPRISES INC
-$16.9M
0
-100%
建仓
CARG
CARGURUS INC
+$16.3M
622,725
减持
YETI
YETI HLDGS INC
-$16.3M
74,134
-85%
减持
CVSA
ADTALEM GLOBAL ED INC
-$16.3M
63,113
-84%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$16.2M
1,869,643
+107%
清仓
YELP
YELP INC
-$16.2M
0
-100%
清仓
CELH
CELSIUS HLDGS INC
-$16.1M
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$15.6M
0
-100%
建仓
DAN
DANA INC
+$15.2M
1,252,639
减持
ELF
E L F BEAUTY INC
-$14.9M
25,899
-75%
建仓
—
BEACON ROOFING SUPPLY INC
+$14.9M
164,136
清仓
WGO
WINNEBAGO INDS INC
-$14.7M
0
-100%
建仓
SGI
TEMPUR SEALY INTL INC
+$14.2M
300,000
建仓
ARLO
ARLO TECHNOLOGIES INC
+$14.0M
1,071,557
增持
CRS
CARPENTER TECHNOLOGY CORP
+$13.8M
191,311
+91%
建仓
SXT
SENSIENT TECHNOLOGIES CORP
+$12.6M
170,430
减持
GPI
GROUP 1 AUTOMOTIVE INC
-$12.5M
22,478
-66%
减持
MTZ
MASTEC INC
-$12.3M
113,698
-57%
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$12.3M
738,745
-68%
减持
WING
WINGSTOP INC
-$11.9M
16,855
-67%
清仓
AIT
APPLIED INDL TECHNOLOGIES IN
-$11.9M
0
-100%
减持
PRIM
PRIMORIS SVCS CORP
-$11.5M
236,776
-57%
建仓
BCO
BRINKS CO
+$11.3M
110,068
清仓
—
SUMMIT MATLS INC
-$11.1M
0
-100%
建仓
CLS
CELESTICA INC
+$11.0M
192,554
减持
ATEC
ALPHATEC HLDGS INC
-$10.7M
468,222
-59%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$10.6M
1,110,498
减持
ACA
ARCOSA INC
-$10.4M
35,592
-77%
清仓
SSD
SIMPSON MFG INC
-$10.2M
0
-100%
减持
AGYS
AGILYSYS INC
-$10.0M
52,148
-72%
增持
GBX
GREENBRIER COS INC
+$10.0M
303,949
+211%
清仓
—
GENIUS SPORTS LIMITED
-$9.7M
0
-100%
建仓
—
IRIS ENERGY LTD
+$9.1M
810,000
减持
XRX
XEROX HOLDINGS CORP
-$9.1M
993,107
-14%
建仓
KIDS
ORTHOPEDIATRICS CORP
+$8.8M
305,238
清仓
HOG
HARLEY DAVIDSON INC
-$8.7M
0
-100%
建仓
—
HERBALIFE LTD
+$8.7M
832,831
清仓
—
CELESTICA INC
-$8.6M
0
-100%
建仓
ALG
ALAMO GROUP INC
+$8.5M
49,140
减持
—
ROYAL CARIBBEAN GROUP
-$8.4M
133,973
-37%
建仓
FDX
FEDEX CORP
+$8.1M
27,024
清仓
RKLB
ROCKET LAB USA INC
-$7.9M
0
-100%
清仓
DRS
LEONARDO DRS INC
-$7.8M
0
-100%
清仓
NVTS
NAVITAS SEMICONDUCTOR CORP
-$7.8M
0
-100%
清仓
—
H & E EQUIPMENT SERVICES INC
-$7.6M
0
-100%
减持
ROCK
GIBRALTAR INDS INC
-$7.5M
238,204
-20%
增持
—
BIT DIGITAL INC
+$7.4M
2,690,000
+590%
建仓
TER
TERADYNE INC
+$7.4M
50,000
减持
RAMP
LIVERAMP HLDGS INC
-$7.4M
879,654
-12%
清仓
—
LESLIES INC
-$7.3M
0
-100%
清仓
WRB
BERKLEY W R CORP
-$7.1M
0
-100%
清仓
WWD
WOODWARD INC
-$6.5M
0
-100%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$6.4M
728,176
+628%
减持
CYRX
CRYOPORT INC
-$6.3M
256,470
-44%
建仓
AAPL
APPLE INC
+$6.3M
30,000
增持
TWST
TWIST BIOSCIENCE CORP
+$6.3M
197,209
+97%
减持
KEX
KIRBY CORP
-$6.3M
60,200
-57%
建仓
GO
GROCERY OUTLET HLDG CORP
+$6.2M
280,000
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$6.0M
0
-100%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$5.9M
181,020
减持
—
TRI POINTE HOMES INC
-$5.9M
151,249
-49%
清仓
SMTC
SEMTECH CORP
-$5.5M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$5.3M
4,550
-50%
建仓
HQY
HEALTHEQUITY INC
+$5.2M
60,000
减持
KNF
KNIFE RIVER CORP
-$5.1M
124,566
-27%
建仓
SKY
SKYLINE CHAMPION CORPORATION
+$5.1M
74,735
建仓
PHIN
PHINIA INC
+$5.0M
128,112
减持
CLSK
CLEANSPARK INC
-$5.0M
333,364
-32%
清仓
INDI
INDIE SEMICONDUCTOR INC
-$5.0M
0
-100%
建仓
IOSP
INNOSPEC INC
+$4.9M
40,000
建仓
KELYA
KELLY SVCS INC
+$4.8M
226,503
减持
VCEL
VERICEL CORP
-$4.8M
184,344
-28%
建仓
ASPN
ASPEN AEROGELS INC
+$4.8M
200,000
建仓
—
TREEHOUSE FOODS INC
+$4.8M
130,000
建仓
ABM
ABM INDS INC
+$4.7M
93,887
增持
SNDR
SCHNEIDER NATIONAL INC
+$4.7M
230,000
+516%
增持
CWH
CAMPING WORLD HLDGS INC
+$4.7M
1,456,245
+90%
减持
INSP
INSPIRE MED SYS INC
-$4.6M
52,185
-3%
清仓
ENVA
ENOVA INTL INC
-$4.6M
0
-100%
清仓
CSL
CARLISLE COS INC
-$4.5M
0
-100%
建仓
PHR
PHREESIA INC
+$4.5M
212,088
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$4.5M
0
-100%
建仓
FIVN
FIVE9 INC
+$4.4M
100,000
建仓
NXT
NEXTRACKER INC
+$4.3M
91,200
建仓
LNWO
LIGHT & WONDER INC
+$4.2M
40,000
清仓
IBB
ISHARES TR
-$4.1M
0
-100%
清仓
WWW
WOLVERINE WORLD WIDE INC
-$4.1M
0
-100%
建仓
BAND
BANDWIDTH INC
+$4.1M
240,000
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$4.0M
278,000
建仓
—
PAGAYA TECHNOLOGIES LTD
+$4.0M
310,000
增持
IPAR
INTER PARFUMS INC
+$3.9M
127,214
+65%
清仓
CERT
CERTARA INC
-$3.9M
0
-100%
清仓
—
ENVESTNET INC
-$3.6M
0
-100%
清仓
GNTX
GENTEX CORP
-$3.6M
0
-100%
建仓
—
FLEX LTD
+$3.5M
120,000
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.5M
20,000
清仓
ENOV
ENOVIS CORPORATION
-$3.3M
0
-100%
建仓
—
FIDELIS INSURANCE HOLDINGS L
+$3.3M
200,000
建仓
GRBK
GREEN BRICK PARTNERS INC
+$3.2M
55,430
建仓
EVER
EVERQUOTE INC
+$3.1M
150,000
建仓
CDNA
CAREDX INC
+$3.0M
190,000
减持
DXCM
DEXCOM INC
-$2.9M
24,591
-40%
减持
HPK
HIGHPEAK ENERGY INC
-$2.9M
133,261
-56%
增持
EEFT
EURONET WORLDWIDE INC
+$2.9M
38,208
+282%
减持
BLBD
BLUE BIRD CORP
-$2.8M
413,827
-37%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.7M
30,000
清仓
STAA
STAAR SURGICAL CO
-$2.7M
0
-100%
减持
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$2.7M
467,797
-6%
清仓
MXL
MAXLINEAR INC
-$2.6M
0
-100%
建仓
SHOE
SHOE CARNIVAL INC
+$2.6M
70,000
清仓
—
CALAVO GROWERS INC
-$2.6M
0
-100%
清仓
LOW
LOWES COS INC
-$2.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$2.5M
50,000
+25%
清仓
ESI
ELEMENT SOLUTIONS INC
-$2.5M
0
-100%
增持
ACM
AECOM
+$2.3M
60,000
+100%
减持
RXO
RXO INC
-$2.3M
316,988
-35%
清仓
AVNW
AVIAT NETWORKS INC
-$2.2M
0
-100%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$2.2M
0
-100%
减持
CSW
CSW INDUSTRIALS INC
-$2.0M
10,000
-50%
清仓
EPC
EDGEWELL PERS CARE CO
-$1.9M
0
-100%
建仓
—
WNS HLDGS LTD
+$1.9M
36,500
增持
FFWM
FIRST FNDTN INC
+$1.9M
400,000
+300%
建仓
IDU
ISHARES TR
+$1.8M
20,000
增持
COIN
COINBASE GLOBAL INC
+$1.7M
9,000
+800%
减持
AZZ
AZZ INC
-$1.7M
19,017
-54%
建仓
—
SHARKNINJA INC
+$1.7M
22,700
建仓
PNTG
PENNANT GROUP INC
+$1.6M
70,441
清仓
ICLN
ISHARES TR
-$1.4M
0
-100%
清仓
PAR
PAR TECHNOLOGY CORP
-$1.3M
0
-100%
增持
QNST
QUINSTREET INC
+$1.3M
225,118
+62%
清仓
—
VITAL ENERGY INC
-$1.2M
0
-100%
