account_balance
Investment manager · 13F filer · SEC CIK 1671754
Intrinsic Edge Capital Management LLC
Reported value$811Mas of Jun 30, 2026
Positions102 30 new, 29 sold out
Top 10 weight23.8%ARM alone is 3%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARMArm Holdings PLC
3.0%Added +157%
HUTHut 8 Corp
2.8%
CRSCarpenter Technology Corp
2.7%Added +17%
ARWArrow Electrs Inc
2.4%Added +38%
MCHPMicrochip Technology Inc.
2.3%Trimmed −7%
GLDSPDR Gold Tr
2.3%
GLWCorning Inc
2.2%Trimmed −54%
CTRICenturi Holdings Inc
2.1%Added +36%
MRXMarex Group PLC
2.0%Added +241%
CLSCelestica Inc
2.0%Added +22%
ONTOOnto Innovation Inc
1.9%New
VSECVse Corp
1.8%New
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARM Arm Holdings PLC 3.0% Added +157%HUT Hut 8 Corp 2.8% HeldCRS Carpenter Technology Corp 2.7% Added +17%ARW Arrow Electrs Inc 2.4% Added +38%MCHP Microchip Technology Inc. 2.3% Trimmed −7%GLD SPDR Gold Tr 2.3% HeldGLW Corning Inc 2.2% Trimmed −54%CTRI Centuri Holdings Inc 2.1% Added +36%MRX Marex Group PLC 2.0% Added +241%CLS Celestica Inc 2.0% Added +22%ONTO Onto Innovation Inc 1.9% NewVSEC Vse Corp 1.8% New
What changed