Intrinsic Edge Capital Management LLC — 13F holdings

Intrinsic Edge Capital Management LLC reported 120 holdings worth $967M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. ARM ARM HOLDINGS PLC — $59.7M (6.2%)
2. HUT HUT 8 CORP — $40.4M (4.2%)
3. CRS Carpenter Technology Corp — $31.0M (3.2%)
4. FLEX FLEX LTD — $30.8M (3.2%)
5. GLW CORNING INC — $22.8M (2.4%)
6. CORZ CORE SCIENTIFIC INC NEW — $21.7M (2.2%)
7. MSM MSC INDL DIRECT INC — $20.2M (2.1%)
8. ARW ARROW ELECTRS INC — $19.2M (2.0%)
9. MCHP MICROCHIP TECHNOLOGY INC. — $18.9M (2.0%)
10. MOD MODINE MFG CO — $18.7M (1.9%)