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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 105 项
建仓 24
增持 20
减持 23
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
CLS
CELESTICA INC
-$22.2M
114,828
-50%
清仓
POWL
POWELL INDS INC
-$20.0M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$18.9M
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。
增持
HUT
HUT 8 CORP
+$15.9M
650,000
+63%
减持
ATEC
ALPHATEC HLDGS INC
-$15.8M
749,328
-65%
减持
GLW
CORNING INC
-$15.6M
146,122
-58%
建仓
AZZ
AZZ INC
+$11.2M
104,500
减持
LEVI
LEVI STRAUSS & CO NEW
-$10.9M
450,000
-48%
清仓
AIR
AAR CORP
-$10.7M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$10.2M
76,240
-42%
清仓
LDOS
LEIDOS HOLDINGS INC
-$9.7M
0
-100%
清仓
SVV
SAVERS VALUE VLG INC
-$9.4M
0
-100%
减持
WLY
WILEY JOHN & SONS INC
-$9.4M
283,517
-36%
建仓
LENZ
LENZ THERAPEUTICS INC
+$9.1M
569,705
增持
MNRO
MONRO INC
+$8.4M
605,000
+195%
建仓
CTRI
CENTURI HOLDINGS INC
+$8.3M
327,605
增持
MSM
MSC INDL DIRECT INC
+$8.1M
140,000
+250%
减持
GLXY
GALAXY DIGITAL INC.
-$7.5M
32,848
-86%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$7.4M
135,500
+431%
清仓
SFD
SMITHFIELD FOODS INC
-$7.1M
0
-100%
减持
OSIS
OSI SYSTEMS INC
-$7.1M
31,158
-48%
建仓
WT
WISDOMTREE INC
+$7.1M
580,000
建仓
CEG
CONSTELLATION ENERGY CORP
+$7.1M
20,000
建仓
KNF
KNIFE RIVER CORP
+$7.0M
100,000
减持
—
IREN LIMITED
-$7.0M
100,000
-57%
增持
VMC
VULCAN MATLS CO
+$6.8M
40,000
+167%
建仓
SFIX
STITCH FIX INC
+$6.7M
1,283,677
减持
HURN
HURON CONSULTING GROUP INC
-$6.7M
49,777
-52%
建仓
RSI
RUSH STREET INTERACTIVE INC
+$6.7M
343,631
建仓
MOD
MODINE MFG CO
+$6.7M
50,000
减持
PRIM
PRIMORIS SVCS CORP
-$6.4M
70,723
-36%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$6.2M
105,432
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$6.0M
0
-100%
清仓
EZPW
EZCORP INC
-$5.9M
0
-100%
建仓
CWST
CASELLA WASTE SYS INC
+$5.9M
60,000
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$5.9M
0
-100%
清仓
EXP
EAGLE MATLS INC
-$5.8M
0
-100%
清仓
CVLT
COMMVAULT SYS INC
-$5.7M
0
-100%
清仓
ARM
ARM HOLDINGS PLC
-$5.7M
0
-100%
清仓
FIVN
FIVE9 INC
-$5.5M
0
-100%
增持
—
THERMON GROUP HLDGS INC
+$5.3M
230,000
+92%
清仓
WGMI
VALKYRIE ETF TRUST II
-$5.3M
0
-100%
减持
PRDO
PERDOCEO ED CORP
-$5.2M
160,000
-39%
清仓
LRN
STRIDE INC
-$5.2M
0
-100%
减持
CEVA
CEVA INC
-$5.0M
170,533
-48%
清仓
BLKB
BLACKBAUD INC
-$4.7M
0
-100%
减持
—
SUPER GROUP SGHC LIMITED
-$4.7M
30,000
-92%
增持
MTZ
MASTEC INC
+$4.5M
64,257
+45%
减持
COIN
COINBASE GLOBAL INC
-$4.5M
2,000
-87%
清仓
ZETA
ZETA GLOBAL HOLDINGS CORP
-$4.3M
0
-100%
清仓
CRTO
CRITEO S A
-$4.0M
0
-100%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$3.9M
0
-100%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$3.8M
60,112
+50%
清仓
EEFT
EURONET WORLDWIDE INC
-$3.5M
0
-100%
建仓
FISV
FISERV INC
+$3.4M
50,400
清仓
CNM
CORE & MAIN INC
-$3.2M
0
-100%
清仓
CARS
CARS COM INC
-$3.2M
0
-100%
清仓
UAMY
UNITED STATES ANTIMONY CORP
-$3.1M
0
-100%
清仓
ICLN
ISHARES TR
-$3.1M
0
-100%
清仓
STKL
SUNOPTA INC
-$3.0M
0
-100%
增持
CACI
CACI INTL INC
+$2.9M
11,281
+80%
清仓
HSY
HERSHEY CO
-$2.8M
0
-100%
增持
CORT
CORCEPT THERAPEUTICS INC
-$2.8M
187,947
+68%
减持
GXO
GXO LOGISTICS INCORPORATED
-$2.7M
163,512
-23%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$2.4M
446,176
-10%
清仓
HRI
HERC HLDGS INC
-$2.3M
0
-100%
清仓
QNST
QUINSTREET INC
-$2.3M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.2M
92,000
+61%
建仓
CRL
CHARLES RIV LABS INTL INC
+$2.0M
10,000
建仓
—
GLOBANT S A
+$2.0M
30,000
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$1.9M
779,622
+95%
清仓
EVER
EVERQUOTE INC
-$1.8M
0
-100%
清仓
—
HERBALIFE LTD
-$1.7M
0
-100%
建仓
SKYW
SKYWEST INC
+$1.5M
15,000
建仓
CUBI
CUSTOMERS BANCORP INC
+$1.5M
20,000
增持
CVSA
ADTALEM GLOBAL ED INC
-$1.5M
95,880
+30%
减持
AVGO
BROADCOM INC
-$1.4M
15,000
-25%
增持
GVA
GRANITE CONSTR INC
+$1.4M
50,081
+25%
增持
BLBD
BLUE BIRD CORP
+$1.3M
198,227
+42%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$1.2M
30,000
清仓
HLMN
HILLMAN SOLUTIONS CORP
-$1.1M
0
-100%
减持
TWI
TITAN INTL INC ILL
-$1.1M
239,209
-39%
建仓
CYRX
CRYOPORT INC
+$960.0K
100,000
减持
OPLN
OPENLANE INC
-$934.9K
446,831
-10%
建仓
LEU
CENTRUS ENERGY CORP
+$849.7K
3,500
建仓
OSUR
ORASURE TECHNOLOGIES INC
+$844.7K
349,064
建仓
NOA
NORTH AMERN CONSTR GROUP LTD
+$718.5K
50,000
清仓
DEFT
DEFI TECHNOLOGIES INC
-$696.3K
0
-100%
增持
CVCO
CAVCO INDS INC DEL
+$691.4K
11,000
+10%
清仓
CWH
CAMPING WORLD HLDGS INC
-$640.7K
0
-100%
清仓
GDEN
GOLDEN ENTMT INC
-$603.0K
0
-100%
清仓
HLLY
HOLLEY INC
-$567.1K
0
-100%
减持
LPX
LOUISIANA PAC CORP
-$556.7K
50,000
-3%
增持
DBRG
DIGITALBRIDGE GROUP INC
+$529.1K
65,000
+63%
建仓
CRC
CALIFORNIA RES CORP
+$447.1K
10,000
清仓
—
WEBULL CORP
-$443.7K
0
-100%
增持
CLSK
CLEANSPARK INC
-$401.3K
124,735
+9%
清仓
NSLR
SURO CAPITAL CORP
-$360.0K
0
-100%
增持
IRM
IRON MTN INC DEL
-$339.6K
179,473
+20%
建仓
SLNH
SOLUNA HOLDINGS INC
+$315.9K
270,000
减持
MIAX
MIAMI INTL HLDGS INC
+$287.1K
322,519
-7%
建仓
FRMI
FERMI INC
+$240.0K
30,000
清仓
ETH
GRAYSCALE ETHEREUM MINI TR E
-$235.1K
0
-100%
增持
MSOS
ADVISORSHARES TR
+$232.4K
1,470,000
+5%
减持
PEGA
PEGASYSTEMS INC
-$190.4K
180,000
-5%
