INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLXY | 243K | $8.21M |
 | IREN | 230K | $10.79M |
 | FIVN | 225K | $5.45M |
 | CSGP | 224K | $18.92M |
 | ZETA | 217K | $4.31M |
 | GXO | 214K | $11.29M |
 | MNRO | 205K | $3.68M |
 | HLF | 200K | $1.69M |
 | PEGA | 190K | $10.94M |
 | HLLY | 181K | $567.07K |
 | CRTO | 178K | $4.03M |
 | REZI | 162K | $7.01M |
 | QNST | 150K | $2.32M |
 | IRM | 149K | $15.23M |
 | APA | 142K | $3.45M |
 | BLBD | 139K | $8.02M |
 | HOOD | 131K | $18.79M |
 | CLS | 128K | $31.50M |
 | THR | 120K | $3.21M |
 | HLMN | 120K | $1.10M |
Galaxy Digital
GLXY
Shares Held
243K
Value
$8.21M
IREN Limited
IREN
Shares Held
230K
Value
$10.79M
Five9, Inc.
FIVN
Shares Held
225K
Value
$5.45M
CoStar Group, Inc.
CSGP
Shares Held
224K
Value
$18.92M
Zeta Global Holdings Corp.
ZETA
Shares Held
217K
Value
$4.31M
GXO Logistics, Inc.
GXO
Shares Held
214K
Value
$11.29M
Monro, Inc.
MNRO
Shares Held
205K
Value
$3.68M
Herbalife Nutrition Ltd.
HLF
Shares Held
200K
Value
$1.69M
Pegasystems Inc.
PEGA
Shares Held
190K
Value
$10.94M
Holley Inc.
HLLY
Shares Held
181K
Value
$567.07K
Criteo S.A.
CRTO
Shares Held
178K
Value
$4.03M
Resideo Technologies, Inc.
REZI
Shares Held
162K
Value
$7.01M
QuinStreet, Inc.
QNST
Shares Held
150K
Value
$2.32M
Iron Mountain Incorporated
IRM
Shares Held
149K
Value
$15.23M
APA Corporation
APA
Shares Held
142K
Value
$3.45M
Blue Bird Corporation
BLBD
Shares Held
139K
Value
$8.02M
Robinhood Markets, Inc.
HOOD
Shares Held
131K
Value
$18.79M
Celestica Inc.
CLS
Shares Held
128K
Value
$31.50M
Thermon Group Holdings, Inc.
THR
Shares Held
120K
Value
$3.21M
Hillman Solutions Corp.
HLMN
Shares Held
120K
Value
$1.10M