HoldingsChannel.com
Intrinsic Edge Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
EQUINIX INC 38,772 +38,772 $24,216
     EQIX38,772+38,772$24,216
SCOTTS MIRACLE GRO CO 233,958 +146,758 $23,957
     SMG233,958+146,758$23,957
AMN HEALTHCARE SVCS INC 381,322 +381,322 $22,044
     AMN381,322+381,322$22,044
KRAFT HEINZ CO 842,012 +842,012 $20,831
     KHC842,012+842,012$20,831
SWITCH INC 1,161,820 +1,161,820 $16,765
     SWCH1,161,820+1,161,820$16,765
COGENT COMMUNICATIONS HLDGS 194,409 +142,798 $15,936
     CCOI194,409+142,798$15,936
TREEHOUSE FOODS INC 355,877 +355,877 $15,712
     THS355,877+355,877$15,712
AKAMAI TECHNOLOGIES INC 167,729 +167,729 $15,346
     AKAM167,729+167,729$15,346
MONDELEZ INTL INC 300,054 +300,054 $15,027
     MDLZ300,054+300,054$15,027
PLUG POWER INC 4,203,236 +2,203,297 $14,879
     PLUG4,203,236+2,203,297$14,879
BERRY GLOBAL GROUP INC 436,132 +406,132 $14,702
     BERY436,132+406,132$14,702
8X8 INC NEW 1,057,579 +1,057,579 $14,658
     EGHT1,057,579+1,057,579$14,658
MEDALLIA INC 699,900 +418,643 $14,026
     MDLA699,900+418,643$14,026
MEDICAL PPTYS TRUST INC 747,943 +567,943 $12,932
     MPW747,943+567,943$12,932
PETIQ INC 517,846 -187,166 $12,030
     PETQ517,846-187,166$12,030
COHERENT INC      $10,641
     Call100,000+100,000$10,641
EAGLE MATERIALS INC 167,960 +167,960 $9,812
     EXP167,960+167,960$9,812
NICE LTD 67,217 +47,217 $9,650
     NICE67,217+47,217$9,650
TELADOC HEALTH INC 61,032 +61,032 $9,461
     TDOC61,032+61,032$9,461
NUANCE COMMUNICATIONS INC 560,664 +560,664 $9,408
     NUAN560,664+560,664$9,408
LEIDOS HOLDINGS INC 102,530 +102,530 $9,397
     LDOS102,530+102,530$9,397
TANDEM DIABETES CARE INC 140,086 +140,086 $9,015
     TNDM140,086+140,086$9,015
MDU RES GROUP INC 404,286 +26,400 $8,692
     MDU404,286+26,400$8,692
CERUS CORP 1,827,264 +1,827,264 $8,497
     CERS1,827,264+1,827,264$8,497
CAREDX INC 378,191 -193,143 $8,256
     CDNA378,191-193,143$8,256
K12 INC 433,757 +433,757 $8,181
     LRN433,757+433,757$8,181
GRAND CANYON ED INC 104,235 -84,912 $7,952
     LOPE104,235-84,912$7,952
EHEALTH INC 55,806 +55,806 $7,859
     EHTH55,806+55,806$7,859
DEXCOM INC 28,995 +28,995 $7,807
     DXCM28,995+28,995$7,807
UNITED PARCEL SERVICE INC 81,511 +81,511 $7,615
     UPS81,511+81,511$7,615
SPDR GOLD TRUST (GLD) 50,000 +50,000 $7,403
     GLD50,000+50,000$7,403
FIRST AMERN FINL 170,040 +170,040 $7,211
     FAF170,040+170,040$7,211
WINNEBAGO INDS INC 247,530 +247,530 $6,884
     WGO247,530+247,530$6,884
DOLLAR TREE INC 93,542 +93,542 $6,873
     DLTR93,542+93,542$6,873
UNITED NAT FOODS INC 746,898 +746,898 $6,857
     UNFI746,898+746,898$6,857
LIMELIGHT NETWORKS INC 1,200,000 +200,000 $6,840
     LLNW1,200,000+200,000$6,840
GEO GROUP INC NEW 558,269 +209,728 $6,789
     GEO558,269+209,728$6,789
PERFICIENT INC 235,763 +92,711 $6,387
     PRFT235,763+92,711$6,387
PERDOCEO ED CORP 564,121 +564,121 $6,087
     PRDO564,121+564,121$6,087
ALARM COM HLDGS INC 149,656 +149,656 $5,823
     ALRM149,656+149,656$5,823
FIVE9 INC 74,740 +74,740 $5,715
     FIVN74,740+74,740$5,715
FIDELITY NATL INFORMATION SV 46,798 +46,798 $5,693
     FIS46,798+46,798$5,693
FLWS 1 800 FLOWERS 426,358 +70,000 $5,641
     FLWS426,358+70,000$5,641
BMC STK HLDGS INC 306,994 +306,994 $5,443
     BMCH306,994+306,994$5,443
AIR TRANSPORT SERVICES GRP I 297,086 +297,086 $5,431
     ATSG297,086+297,086$5,431
LANCASTER COLONY CORP 37,492 +37,492 $5,423
     LANC37,492+37,492$5,423
EXACT SCIENCES CORP 93,380 +93,407 $5,416
     EXAS93,380+31,407$5,416
EASTERLY GOVT PPTYS INC 217,045 -29,155 $5,348
     DEA217,045-29,155$5,348
HAIN CELESTIAL GROUP INC 200,000 +200,000 $5,194
     HAIN200,000+200,000$5,194
BOTTOMLINE TECH DEL INC 141,415 +141,415 $5,183
     EPAY141,415+141,415$5,183

See Full List: All Stocks Held By Intrinsic Edge Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Intrinsic Edge Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $754,706
At 12/31/2019: $796,260

Intrinsic Edge Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intrinsic Edge Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Intrinsic Edge Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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