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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 127 项
建仓 46
增持 17
减持 28
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$33.1M
0
-100%
清仓
VITL
VITAL FARMS INC
-$25.3M
0
-100%
清仓
TRU
TRANSUNION
-$23.0M
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
—
WNS HLDGS LTD
+$21.9M
461,670
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$20.4M
85,392
清仓
—
TREEHOUSE FOODS INC
-$20.4M
0
-100%
减持
SKY
CHAMPION HOMES INC
-$18.9M
61,354
-76%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$18.4M
0
-100%
增持
PRIM
PRIMORIS SVCS CORP
+$18.2M
409,744
+81%
建仓
GLW
CORNING INC
+$17.8M
374,135
清仓
BCO
BRINKS CO
-$17.7M
0
-100%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$16.9M
938,041
增持
BLBD
BLUE BIRD CORP
+$16.8M
540,435
+540%
建仓
—
ISHARES BITCOIN TRUST ETF
+$15.9M
300,000
建仓
KNF
KNIFE RIVER CORP
+$15.7M
154,676
清仓
CNXC
CONCENTRIX CORP
-$15.4M
0
-100%
清仓
—
REV GROUP INC
-$15.1M
0
-100%
建仓
RAMP
LIVERAMP HLDGS INC
+$14.9M
491,849
清仓
TPC
TUTOR PERINI CORP
-$14.2M
0
-100%
减持
CVSA
ADTALEM GLOBAL ED INC
-$14.1M
170,329
-56%
减持
LPX
LOUISIANA PAC CORP
-$13.2M
70,175
-63%
减持
CLS
CELESTICA INC
-$12.3M
151,473
-71%
建仓
PAR
PAR TECHNOLOGY CORP
+$11.4M
156,748
增持
OSIS
OSI SYSTEMS INC
+$11.1M
108,812
+133%
建仓
—
GLOBANT S A
+$11.0M
51,463
减持
FSLY
FASTLY INC
-$10.6M
936,169
-64%
增持
ATEC
ALPHATEC HLDGS INC
+$10.5M
1,457,928
+183%
清仓
AAOI
APPLIED OPTOELECTRONICS INC
-$10.1M
0
-100%
建仓
—
HERBALIFE LTD
+$9.8M
1,469,804
清仓
—
PAGAYA TECHNOLOGIES LTD
-$9.6M
0
-100%
减持
MTZ
MASTEC INC
-$9.6M
113,698
-44%
建仓
CRTO
CRITEO S A
+$9.2M
232,834
建仓
BRKR
BRUKER CORP
+$8.8M
150,000
建仓
—
CARPENTER TECHNOLOGY CORP
+$8.5M
50,000
建仓
—
PRIMORIS SVCS CORP
+$7.6M
100,000
建仓
AZZ
AZZ INC
+$7.5M
91,557
建仓
—
GRAYSCALE BITCOIN TRUST ETF
+$7.4M
100,000
减持
MGNI
MAGNITE INC
-$7.1M
719,532
-46%
增持
CWH
CAMPING WORLD HLDGS INC
+$7.0M
1,143,190
+62%
清仓
AAPL
APPLE INC
-$7.0M
0
-100%
减持
RSI
RUSH STREET INTERACTIVE INC
-$6.9M
1,114,943
-46%
减持
KIDS
ORTHOPEDIATRICS CORP
-$6.9M
83,981
-74%
建仓
—
MASTEC INC
+$6.8M
50,000
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$6.6M
0
-100%
减持
CVCO
CAVCO INDS INC DEL
-$6.6M
23,656
-41%
增持
FIVN
FIVE9 INC
+$6.5M
417,000
+14%
建仓
—
APELLIS PHARMACEUTICALS INC
+$6.4M
200,000
建仓
—
AMICUS THERAPEUTICS INC
+$6.3M
673,900
增持
HOV
HOVNANIAN ENTERPRISES INC
+$6.3M
131,379
+138%
建仓
—
GROUP 1 AUTOMOTIVE INC
+$6.3M
15,000
减持
MXL
MAXLINEAR INC
-$6.3M
335,515
-62%
减持
ARLO
ARLO TECHNOLOGIES INC
-$6.2M
669,475
-41%
增持
HAE
HAEMONETICS CORP MASS
+$5.9M
187,330
+73%
建仓
—
CELESTICA INC
+$5.5M
60,000
建仓
CDNA
CAREDX INC
+$5.5M
255,000
减持
ALSN
ALLISON TRANSMISSION HLDGS I
-$5.4M
113,823
-38%
建仓
BYRN
BYRNA TECHNOLOGIES INC
+$5.4M
186,288
清仓
EAT
BRINKER INTL INC
-$5.4M
0
-100%
建仓
—
CHAMPION HOMES INC
+$5.3M
60,000
清仓
TDG
TRANSDIGM GROUP INC
-$5.1M
0
-100%
建仓
—
CORCEPT THERAPEUTICS INC
+$5.0M
100,000
清仓
TDW
TIDEWATER INC NEW
-$5.0M
0
-100%
建仓
KBR
KBR INC
+$4.9M
84,944
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$4.9M
29,600
+49%
建仓
—
FASTLY INC
+$4.7M
500,000
减持
PSN
PARSONS CORP DEL
-$4.7M
49,171
-45%
建仓
—
BIT DIGITAL INC
+$4.7M
1,600,000
建仓
—
PARSONS CORP DEL
+$4.6M
50,000
建仓
CARS
CARS COM INC
+$4.5M
257,382
建仓
TH
TARGET HOSPITALITY CORP
+$4.3M
450,000
清仓
PATK
PATRICK INDS INC
-$4.3M
0
-100%
清仓
VSEC
VSE CORP
-$4.2M
0
-100%
增持
STKL
SUNOPTA INC
+$4.1M
1,308,584
+40%
清仓
ATI
ATI INC
-$4.0M
0
-100%
建仓
QNST
QUINSTREET INC
+$3.7M
160,000
清仓
ROCK
GIBRALTAR INDS INC
-$3.6M
0
-100%
清仓
TXRH
TEXAS ROADHOUSE INC
-$3.6M
0
-100%
建仓
CSGP
COSTAR GROUP INC
+$3.6M
50,000
建仓
HAIN
HAIN CELESTIAL GROUP INC
+$3.5M
574,188
清仓
SHOE
SHOE CARNIVAL INC
-$3.5M
0
-100%
清仓
NICE
NICE LTD
-$3.5M
0
-100%
清仓
—
EXPRO GROUP HOLDINGS NV
-$3.5M
0
-100%
清仓
LNWO
LIGHT & WONDER INC
-$3.1M
0
-100%
清仓
HURN
HURON CONSULTING GROUP INC
-$3.0M
0
-100%
清仓
FLYW
FLYWIRE CORPORATION
-$2.9M
0
-100%
清仓
—
JAMF HLDG CORP
-$2.7M
0
-100%
减持
—
BIT DIGITAL INC
-$2.7M
1,600,000
-24%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$2.6M
100,000
清仓
ECL
ECOLAB INC
-$2.6M
0
-100%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$2.4M
202,969
减持
LITE
LUMENTUM HLDGS INC
-$2.3M
161,102
-36%
清仓
SEZL
SEZZLE INC
-$2.3M
0
-100%
清仓
KNTK
KINETIK HOLDINGS INC
-$2.3M
0
-100%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$2.2M
68,299
+71%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$2.2M
56,176
+80%
清仓
—
REDFIN CORP
-$2.1M
0
-100%
减持
BAND
BANDWIDTH INC
-$2.1M
221,058
-34%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$2.1M
34,329
+72%
建仓
REAX
THE REAL BROKERAGE INC
+$2.1M
450,000
清仓
ELF
E L F BEAUTY INC
-$2.1M
0
-100%
建仓
URNM
SPROTT FDS TR
+$2.0M
50,000
建仓
TWI
TITAN INTL INC ILL
+$2.0M
290,624
减持
OPK
OPKO HEALTH INC
-$2.0M
1,100,000
-54%
增持
HEI
HEICO CORP NEW
+$1.8M
32,983
+44%
清仓
GO
GROCERY OUTLET HLDG CORP
-$1.8M
0
-100%
建仓
WNC
WABASH NATL CORP
+$1.7M
100,000
建仓
OC
OWENS CORNING NEW
+$1.7M
10,000
减持
CLSK
CLEANSPARK INC
-$1.6M
84,735
-67%
建仓
XPOF
XPONENTIAL FITNESS INC
+$1.5M
110,000
建仓
SBH
SALLY BEAUTY HLDGS INC
+$1.4M
130,689
减持
GCO
GENESCO INC
+$1.4M
102,194
-8%
建仓
—
OATLY GROUP AB
+$1.3M
1,899,976
减持
RXO
RXO INC
-$1.2M
249,977
-2%
减持
COIN
COINBASE GLOBAL INC
-$1.1M
2,818
-72%
增持
WULF
TERAWULF INC
+$924.9K
403,733
+39%
减持
EXTR
EXTREME NETWORKS
-$832.3K
348,233
-21%
增持
WLY
WILEY JOHN & SONS INC
+$770.1K
150,082
+25%
减持
VCEL
VERICEL CORP
+$728.3K
97,398
-11%
清仓
DPG
DUFF & PHELPS UTLITY AND INF
-$587.0K
0
-100%
减持
GXO
GXO LOGISTICS INCORPORATED
-$560.3K
35,000
-13%
建仓
VIAV
VIAVI SOLUTIONS INC
+$403.6K
39,961
减持
PHR
PHREESIA INC
+$305.8K
261,543
-5%
减持
RRGB
RED ROBIN GOURMET BURGERS IN
+$251.6K
327,355
-7%
减持
GVA
GRANITE CONSTR INC
+$246.1K
174,327
-8%
建仓
DOUG
DOUGLAS ELLIMAN INC
+$167.0K
100,000
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$146.4K
0
-100%
增持
CSTL
CASTLE BIOSCIENCES INC
+$135.2K
232,711
+9%
