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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 34
增持 21
减持 23
清仓 72
方向
标的
Δ市值
现股数(环比)
清仓
GTLS
CHART INDS INC
-$47.3M
0
-100%
清仓
AVDX
AVIDXCHANGE HOLDINGS INC
-$33.6M
0
-100%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$33.1M
3,207,522
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。
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$30.6M
220,049
-88%
清仓
RAMP
LIVERAMP HLDGS INC
-$27.2M
0
-100%
增持
CVSA
ADTALEM GLOBAL ED INC
+$25.2M
391,322
+520%
增持
VITL
VITAL FARMS INC
+$24.9M
721,246
+7796%
清仓
CAR
AVIS BUDGET GROUP
-$23.7M
0
-100%
建仓
TRU
TRANSUNION
+$23.0M
219,704
清仓
IBP
INSTALLED BLDG PRODS INC
-$22.2M
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$21.4M
0
-100%
清仓
TWLO
TWILIO INC
-$20.7M
0
-100%
建仓
FSLY
FASTLY INC
+$19.4M
2,567,640
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$19.3M
0
-100%
增持
SKY
CHAMPION HOMES INC
+$19.2M
255,807
+242%
建仓
MGNI
MAGNITE INC
+$18.6M
1,342,403
减持
BLBD
BLUE BIRD CORP
-$18.2M
84,420
-80%
清仓
OC
OWENS CORNING NEW
-$17.8M
0
-100%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$17.7M
184,254
清仓
LFUS
LITTELFUSE INC
-$17.2M
0
-100%
建仓
CVCO
CAVCO INDS INC DEL
+$17.1M
40,000
清仓
CARG
CARGURUS INC
-$16.3M
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$15.9M
250,405
增持
—
TREEHOUSE FOODS INC
+$15.6M
485,721
+274%
建仓
CNXC
CONCENTRIX CORP
+$15.4M
300,000
增持
CLS
CELESTICA INC
+$15.3M
514,603
+167%
清仓
DAN
DANA INC
-$15.2M
0
-100%
建仓
—
REV GROUP INC
+$15.1M
536,986
清仓
GBX
GREENBRIER COS INC
-$15.1M
0
-100%
建仓
GVA
GRANITE CONSTR INC
+$15.0M
189,759
清仓
—
BEACON ROOFING SUPPLY INC
-$14.9M
0
-100%
减持
OSIS
OSI SYSTEMS INC
-$14.8M
46,655
-71%
清仓
IPAR
INTER PARFUMS INC
-$14.8M
0
-100%
清仓
SGI
TEMPUR SEALY INTL INC
-$14.2M
0
-100%
建仓
TPC
TUTOR PERINI CORP
+$14.2M
522,831
清仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$13.5M
0
-100%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$13.0M
0
-100%
增持
MTZ
MASTEC INC
+$12.9M
203,606
+79%
建仓
MXL
MAXLINEAR INC
+$12.9M
890,519
减持
ROCK
GIBRALTAR INDS INC
-$12.7M
51,993
-78%
清仓
SXT
SENSIENT TECHNOLOGIES CORP
-$12.6M
0
-100%
增持
LPX
LOUISIANA PAC CORP
+$11.8M
190,175
+81%
增持
RSI
RUSH STREET INTERACTIVE INC
+$11.6M
2,050,254
+85%
清仓
XRX
XEROX HOLDINGS CORP
-$11.5M
0
-100%
建仓
HOV
HOVNANIAN ENTERPRISES INC
+$11.3M
55,086
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$10.1M
705,431
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$10.0M
175,478
-41%
清仓
TWST
TWIST BIOSCIENCE CORP
-$9.7M
0
-100%
清仓
—
IRIS ENERGY LTD
-$9.1M
0
-100%
减持
CWH
CAMPING WORLD HLDGS INC
-$8.9M
705,232
-52%
清仓
KNF
KNIFE RIVER CORP
-$8.7M
0
-100%
清仓
—
HERBALIFE LTD
-$8.7M
0
-100%
清仓
ALG
ALAMO GROUP INC
-$8.5M
0
-100%
清仓
MBLY
MOBILEYE GLOBAL INC
-$8.4M
0
-100%
清仓
FDX
FEDEX CORP
-$8.1M
0
-100%
清仓
TER
TERADYNE INC
-$7.4M
0
-100%
清仓
VMC
VULCAN MATLS CO
-$7.2M
0
-100%
清仓
WING
WINGSTOP INC
-$7.1M
0
-100%
清仓
BKD
BROOKDALE SR LIVING INC
-$7.0M
0
-100%
清仓
INSP
INSPIRE MED SYS INC
-$7.0M
0
-100%
建仓
EXTR
EXTREME NETWORKS
+$6.7M
443,225
建仓
ARRY
ARRAY TECHNOLOGIES INC
+$6.6M
1,000,000
增持
BCO
BRINKS CO
+$6.4M
152,847
+39%
减持
PSN
PARSONS CORP DEL
-$6.3M
89,171
-53%
增持
FIVN
FIVE9 INC
+$6.1M
364,474
+264%
建仓
WLY
WILEY JOHN & SONS INC
+$5.8M
120,000
增持
—
PAGAYA TECHNOLOGIES LTD
+$5.7M
911,300
+194%
清仓
—
TRI POINTE HOMES INC
-$5.6M
0
-100%
清仓
SNDR
SCHNEIDER NATIONAL INC
-$5.6M
0
-100%
清仓
SLGN
SILGAN HLDGS INC
-$5.5M
0
-100%
清仓
AGYS
AGILYSYS INC
-$5.4M
0
-100%
建仓
EAT
BRINKER INTL INC
+$5.4M
70,000
清仓
ACM
AECOM
-$5.3M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$5.2M
0
-100%
清仓
PHIN
PHINIA INC
-$5.0M
0
-100%
建仓
TDW
TIDEWATER INC NEW
+$5.0M
70,000
减持
CRS
CARPENTER TECHNOLOGY CORP
-$5.0M
100,000
-48%
清仓
IOSP
INNOSPEC INC
-$4.9M
0
-100%
清仓
KELYA
KELLY SVCS INC
-$4.8M
0
-100%
清仓
ASPN
ASPEN AEROGELS INC
-$4.8M
0
-100%
清仓
ABM
ABM INDS INC
-$4.7M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$4.7M
0
-100%
减持
GO
GROCERY OUTLET HLDG CORP
-$4.4M
102,400
-63%
清仓
NXT
NEXTRACKER INC
-$4.3M
0
-100%
建仓
PATK
PATRICK INDS INC
+$4.3M
30,000
建仓
VSEC
VSE CORP
+$4.2M
50,688
建仓
ATI
ATI INC
+$4.0M
60,000
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$4.0M
0
-100%
清仓
EEFT
EURONET WORLDWIDE INC
-$4.0M
0
-100%
减持
VCEL
VERICEL CORP
-$3.8M
109,344
-41%
清仓
QNST
QUINSTREET INC
-$3.7M
0
-100%
清仓
—
FLEX LTD
-$3.5M
0
-100%
清仓
LAD
LITHIA MTRS INC
-$3.5M
0
-100%
建仓
NICE
NICE LTD
+$3.5M
20,000
减持
ELF
E L F BEAUTY INC
-$3.4M
18,825
-27%
清仓
—
FIDELIS INSURANCE HOLDINGS L
-$3.3M
0
-100%
清仓
GRBK
GREEN BRICK PARTNERS INC
-$3.2M
0
-100%
清仓
EVER
EVERQUOTE INC
-$3.1M
0
-100%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$3.0M
40,000
建仓
GCO
GENESCO INC
+$3.0M
110,822
清仓
ACA
ARCOSA INC
-$3.0M
0
-100%
建仓
HURN
HURON CONSULTING GROUP INC
+$3.0M
27,222
减持
CLSK
CLEANSPARK INC
-$3.0M
253,364
-24%
清仓
CDNA
CAREDX INC
-$3.0M
0
-100%
建仓
FLYW
FLYWIRE CORPORATION
+$2.9M
176,000
清仓
HZO
MARINEMAX INC
-$2.8M
0
-100%
清仓
YETI
YETI HLDGS INC
-$2.8M
0
-100%
清仓
DXCM
DEXCOM INC
-$2.8M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.7M
0
-100%
建仓
—
JAMF HLDG CORP
+$2.7M
157,600
增持
CORT
CORCEPT THERAPEUTICS INC
+$2.7M
186,150
+3%
清仓
CSW
CSW INDUSTRIALS INC
-$2.7M
0
-100%
清仓
FFWM
FIRST FNDTN INC
-$2.6M
0
-100%
建仓
ECL
ECOLAB INC
+$2.6M
10,000
减持
HEI
HEICO CORP NEW
-$2.5M
22,983
-39%
建仓
SEZL
SEZZLE INC
+$2.3M
13,750
减持
CSTL
CASTLE BIOSCIENCES INC
-$2.3M
212,711
-45%
减持
KEX
KIRBY CORP
-$2.3M
40,200
-33%
建仓
—
REDFIN CORP
+$2.1M
170,000
建仓
GXO
GXO LOGISTICS INCORPORATED
+$2.1M
40,000
增持
ATEC
ALPHATEC HLDGS INC
-$2.0M
514,283
+10%
增持
HOOD
ROBINHOOD MKTS INC
+$2.0M
199,680
+67%
增持
STKL
SUNOPTA INC
+$1.9M
932,084
+26%
清仓
—
WNS HLDGS LTD
-$1.9M
0
-100%
清仓
HPK
HIGHPEAK ENERGY INC
-$1.9M
0
-100%
增持
BAND
BANDWIDTH INC
+$1.8M
334,434
+39%
增持
PHR
PHREESIA INC
+$1.8M
275,325
+30%
清仓
CYRX
CRYOPORT INC
-$1.8M
0
-100%
清仓
IDU
ISHARES TR
-$1.8M
0
-100%
清仓
—
SHARKNINJA INC
-$1.7M
0
-100%
清仓
PNTG
PENNANT GROUP INC
-$1.6M
0
-100%
清仓
AZZ
AZZ INC
-$1.5M
0
-100%
建仓
WULF
TERAWULF INC
+$1.4M
290,644
减持
PRIM
PRIMORIS SVCS CORP
+$1.3M
226,262
-4%
减持
—
BIT DIGITAL INC
-$1.2M
2,100,000
-22%
减持
RXO
RXO INC
-$1.1M
255,970
-19%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$1.1M
50,000
减持
LNWO
LIGHT & WONDER INC
-$1.1M
34,300
-14%
清仓
—
AXALTA COATING SYS LTD
-$1.0M
0
-100%
减持
GPI
GROUP 1 AUTOMOTIVE INC
+$940.2K
19,900
-11%
增持
SHOE
SHOE CARNIVAL INC
+$925.7K
80,000
+14%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$768.8K
506,176
-30%
减持
TDG
TRANSDIGM GROUP INC
-$746.8K
3,550
-22%
清仓
MSOS
ADVISORSHARES TR
-$733.0K
0
-100%
清仓
—
AVID BIOSERVICES INC
-$714.0K
0
-100%
清仓
FLS
FLOWSERVE CORP
-$481.0K
0
-100%
增持
RRGB
RED ROBIN GOURMET BURGERS IN
+$468.3K
350,480
+146%
减持
HAE
HAEMONETICS CORP MASS
-$371.5K
108,594
-1%
增持
ARLO
ARLO TECHNOLOGIES INC
-$328.9K
1,126,686
+5%
增持
COIN
COINBASE GLOBAL INC
-$218.4K
10,000
+11%
