Stock Taper 
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Marvell Technology, Inc. | MRVL | 9.48K | $2.82M |
 Synopsys, Inc. | SNPS | 10K | $4.46M |
 Ferrari N.V. | RACE | 10K | $3.72M |
 Paymentus Holdings, Inc. | PAY | 10K | $241.6K |
 HEICO Corporation | HEI | 14.51K | $5.17M |
 Cavco Industries, Inc. | CVCO | 15K | $9.22M |
 Visa Inc. | V | 20K | $6.86M |
 Vulcan Materials Company | VMC | 20K | $5.9M |
 Plexus Corp. | PLXS | 21K | $6.31M |
 Franklin Electric Co., Inc. | FELE | 21.11K | $2.26M |
 MasTec, Inc. | MTZ | 22.16K | $9.22M |
 Semtech Corporation | SMTC | 23K | $3.72M |
 Broadcom Inc. | AVGO | 24K | $9.07M |
 Parsons Corporation | PSN | 24.56K | $1.29M |
 Watsco, Inc. | WSO | 25K | $10.42M |
 Talen Energy Corporation | TLN | 25.5K | $9.8M |
 Powell Industries, Inc. | POWL | 28.67K | $8.21M |
 Vistra Corp. | VST | 30K | $4.76M |
 OSI Systems, Inc. | OSIS | 32.96K | $7.21M |
 J.B. Hunt Transport Services, Inc. | JBHT | 35K | $10.13M |