SEC Form 13F

INTRINSIC EDGE CAPITAL MANAGEMENT LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$967,357,481
Positions120

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ARM HOLDINGS PLCARMSPONSORED ADS$35,102,43099,000
ARM HOLDINGS PLCARMSPONSORED ADS$24,559,64669,266
HUT 8 CORPHUTCOM$23,089,000200,000
CARPENTER TECHNOLOGY CORPCRSCOM$21,731,27335,230
ARROW ELECTRS INCARWCOM$19,206,90090,000
MICROCHIP TECHNOLOGY INC.MCHPCOM$18,878,400207,000
SPDR GOLD TRGLDGOLD SHS$18,419,00050,000
CORNING INCGLWCOM$17,655,83269,122
HUT 8 CORPHUTCOM$17,316,750150,000
CENTURI HOLDINGS INCCTRICOM SHS$17,164,375567,605

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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