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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 118 项
建仓 47
增持 23
减持 22
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
CLS
CELESTICA INC
-$23.7M
36,328
-68%
增持
GLW
CORNING INC
+$18.4M
229,122
+57%
减持
HUT
HUT 8 CORP
-$15.3M
310,000
-52%
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
OSIS
OSI SYSTEMS INC
+$14.9M
86,158
+177%
建仓
WSO
WATSCO INC
+$14.6M
40,000
清仓
AZZ
AZZ INC
-$11.2M
0
-100%
清仓
PEGA
PEGASYSTEMS INC
-$10.7M
0
-100%
清仓
CRCL
CIRCLE INTERNET GROUP INC
-$10.7M
0
-100%
清仓
CVSA
ADTALEM GLOBAL ED INC
-$9.9M
0
-100%
建仓
CPS
COOPER-STANDARD HOLDINGS INC
+$9.5M
339,295
清仓
LEVI
LEVI STRAUSS & CO NEW
-$9.3M
0
-100%
建仓
ARW
ARROW ELECTRS INC
+$9.3M
65,000
清仓
BLBD
BLUE BIRD CORP
-$9.3M
0
-100%
清仓
LENZ
LENZ THERAPEUTICS INC
-$9.1M
0
-100%
减持
ATEC
ALPHATEC HLDGS INC
-$8.7M
649,428
-13%
清仓
WLY
WILEY JOHN & SONS INC
-$8.7M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$8.5M
222,000
+141%
建仓
BLSH
BULLISH
+$7.8M
219,154
减持
MNRO
MONRO INC
-$7.8M
270,997
-55%
增持
CEG
CONSTELLATION ENERGY CORP
+$7.5M
52,000
+160%
清仓
KNF
KNIFE RIVER CORP
-$7.0M
0
-100%
清仓
SFIX
STITCH FIX INC
-$6.7M
0
-100%
清仓
RSI
RUSH STREET INTERACTIVE INC
-$6.7M
0
-100%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$6.5M
0
-100%
清仓
CVCO
CAVCO INDS INC DEL
-$6.5M
0
-100%
增持
CLSK
CLEANSPARK INC
+$6.4M
894,735
+617%
增持
GVA
GRANITE CONSTR INC
+$6.2M
100,081
+100%
建仓
LCII
LCI INDS
+$6.1M
50,000
减持
HURN
HURON CONSULTING GROUP INC
-$6.1M
20,000
-60%
建仓
KN
KNOWLES CORP
+$5.9M
230,000
建仓
TLN
TALEN ENERGY CORP
+$5.9M
18,500
建仓
—
FLEXTRONICS INTL LTD
+$5.9M
90,000
清仓
CWST
CASELLA WASTE SYS INC
-$5.9M
0
-100%
建仓
DIOD
DIODES INC
+$5.8M
85,000
建仓
TECH
BIO-TECHNE CORP
+$5.7M
110,000
建仓
ETOR
ETORO GROUP LTD
+$5.7M
190,000
建仓
FELE
FRANKLIN ELEC INC
+$5.5M
60,000
建仓
TW
TRADEWEB MKTS INC
+$5.3M
45,000
建仓
POWL
POWELL INDS INC
+$5.2M
9,556
建仓
XHB
SPDR SERIES TRUST
+$4.9M
50,000
增持
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$4.9M
181,100
+504%
清仓
PRDO
PERDOCEO ED CORP
-$4.7M
0
-100%
建仓
CHYM
CHIME FINL INC
+$4.7M
250,000
减持
OPLN
OPENLANE INC
-$4.6M
299,031
-33%
建仓
MCO
MOODYS CORP
+$4.4M
10,000
增持
CYRX
CRYOPORT INC
+$4.3M
630,000
+530%
建仓
PLXS
PLEXUS CORP
+$4.3M
21,000
建仓
ARM
ARM HOLDINGS PLC
+$4.1M
26,966
建仓
APEI
AMERICAN PUB ED INC
+$4.0M
69,955
增持
CTRI
CENTURI HOLDINGS INC
+$3.9M
417,605
+27%
清仓
—
IREN LIMITED
-$3.8M
0
-100%
清仓
CEVA
CEVA INC
-$3.7M
0
-100%
建仓
RXO
RXO INC
+$3.7M
250,000
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$3.6M
210,000
减持
MIAX
MIAMI INTL HLDGS INC
-$3.6M
276,019
-14%
建仓
—
MAREX GROUP PLC
+$3.6M
80,000
建仓
ESI
ELEMENT SOLUTIONS INC
+$3.5M
103,098
建仓
PSN
PARSONS CORP DEL
+$3.5M
64,560
建仓
IGV
ISHARES TR
+$3.2M
40,000
建仓
ACMR
ACM RESH INC
+$3.1M
80,000
增持
WT
WISDOMTREE INC
+$3.1M
700,000
+21%
建仓
WEX
WEX INC
+$3.1M
20,000
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$3.0M
50,000
建仓
V
VISA INC
+$3.0M
10,000
减持
—
THERMON GROUP HLDGS INC
-$3.0M
110,000
-52%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$3.0M
30,000
减持
MSOS
ADVISORSHARES TR
-$3.0M
1,120,000
-24%
建仓
ENVA
ENOVA INTL INC
+$2.7M
20,000
减持
CACI
CACI INTL INC
-$2.6M
6,321
-44%
减持
IRM
IRON MTN INC DEL
-$2.5M
121,728
-32%
建仓
WGMI
VALKYRIE ETF TRUST II
+$2.4M
67,500
增持
FISV
FISERV INC
+$2.2M
100,400
+99%
建仓
CXT
CRANE NXT CO
+$2.0M
50,000
清仓
CRL
CHARLES RIV LABS INTL INC
-$2.0M
0
-100%
减持
MOD
MODINE MFG CO
+$2.0M
40,000
-20%
减持
HEI
HEICO CORP NEW
-$2.0M
14,507
-21%
清仓
—
GLOBANT S A
-$2.0M
0
-100%
清仓
TWI
TITAN INTL INC ILL
-$1.9M
0
-100%
减持
LPX
LOUISIANA PAC CORP
-$1.9M
30,000
-40%
清仓
VPU
VANGUARD WORLD FD
-$1.9M
0
-100%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$1.7M
20,000
建仓
GEO
GEO GROUP INC
+$1.7M
100,000
增持
JBHT
HUNT J B TRANS SVCS INC
+$1.7M
40,000
+14%
减持
MSM
MSC INDL DIRECT INC
-$1.6M
110,000
-21%
建仓
VCEL
VERICEL CORP
+$1.6M
50,000
增持
NOA
NORTH AMERN CONSTR GROUP LTD
+$1.6M
170,100
+240%
建仓
GHM
GRAHAM CORP
+$1.5M
19,128
清仓
SKYW
SKYWEST INC
-$1.5M
0
-100%
增持
CTOS
CUSTOM TRUCK ONE SOURCE INC
+$1.3M
879,622
+13%
建仓
BWMN
BOWMAN CONSULTING GROUP LTD
+$1.2M
42,686
增持
AMLP
ALPS ETF TR
+$1.0M
100,000
+11%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$997.1K
0
-100%
建仓
KDK
KODIAK AI INC.
+$971.6K
140,000
建仓
SKYH
SKY HARBOUR GROUP CORPORATIO
+$963.0K
100,000
建仓
NEOG
NEOGEN CORP
+$952.2K
102,492
增持
HOOD
ROBINHOOD MKTS INC
+$818.7K
136,240
+79%
建仓
LDOS
LEIDOS HOLDINGS INC
+$777.6K
5,000
减持
CUBI
CUSTOMERS BANCORP INC
-$768.3K
10,000
-50%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$750.9K
30,230
-25%
减持
GXO
GXO LOGISTICS INCORPORATED
-$647.7K
153,512
-6%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$627.3K
476,176
+7%
增持
FRMI
FERMI INC
+$519.2K
130,000
+333%
减持
GLXY
GALAXY DIGITAL INC.
-$513.1K
12,000
-63%
清仓
COIN
COINBASE GLOBAL INC
-$452.3K
0
-100%
清仓
CRC
CALIFORNIA RES CORP
-$447.1K
0
-100%
建仓
NSLR
SURO CAPITAL CORP
+$436.6K
40,764
减持
MTZ
MASTEC INC
-$371.8K
42,257
-34%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$366.3K
50,112
-17%
清仓
—
SUPER GROUP SGHC LIMITED
-$358.5K
0
-100%
增持
SNPS
SYNOPSYS INC
-$335.9K
11,000
+10%
建仓
ROC
RANK ONE COMPUTING CORP
+$314.6K
45,000
减持
PRIM
PRIMORIS SVCS CORP
-$308.2K
59,224
-16%
增持
ETHE
GRAYSCALE ETHEREUM STAKING E
-$194.3K
60,000
+20%
增持
LEU
CENTRUS ENERGY CORP
+$191.9K
6,000
+71%
建仓
BNBX
BNB PLUS CORP
+$185.6K
290,048
增持
AMZN
AMAZON COM INC
+$139.3K
45,000
+13%
建仓
—
COINCHECK GROUP NV
+$86.0K
58,078
增持
SLNH
SOLUNA HOLDINGS INC
-$68.5K
350,000
+30%
