INTRINSIC EDGE CAPITAL MANAGEMENT LLC: 13F holdings
CIK 16717542026Q2
| Positions | 103 |
|---|
| Reported value | $967.4m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 103 (+1 vs prior quarter) |
|---|
| Reported value | $967.4m (+60.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ARM ARM HOLDINGS PLC | 69,266 | $24.6m | 2.5% |
| HUT HUT 8 CORP | 200,000 | $23.1m | 2.4% |
| CRS CARPENTER TECHNOLOGY CORP | 35,230 | $21.7m | 2.2% |
| ARW ARROW ELECTRS INC | 90,000 | $19.2m | 2.0% |
| MCHP MICROCHIP TECHNOLOGY INC. | 207,000 | $18.9m | 2.0% |
| GLD SPDR GOLD TR | 50,000 | $18.4m | 1.9% |
| GLW CORNING INC | 69,122 | $17.7m | 1.8% |
| CTRI CENTURI HOLDINGS INC | 567,605 | $17.2m | 1.8% |
| MAREX GROUP PLC | 272,776 | $16.6m | 1.7% |
| CLS CELESTICA INC | 44,328 | $16.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1671754")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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