INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in DIOD — Diodes Inc /Del/

CIK 1671754 CHICAGO, IL

Position in DIOD

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$5,802,100

New position

Shares Held

85,000

first reported quarter

Ownership

0.185%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $31,839,086 across 5 Semiconductors names. DIOD ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCHP	Microchip Technology Inc	222,000	$14,343,420
2	DIOD	Diodes Inc /Del/ This page	85,000	$5,802,100
3	AVGO	Broadcom Inc.	15,000	$4,642,650
4	ARM	Arm Holdings PLC /Uk	26,966	$4,079,416
5	MRVL	Marvell Technology, Inc.	30,000	$2,971,500

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,802,100	85,000	—	Shares	Sole	2026-05-18
No filing history on record for this holder in this stock.