INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Position in INDI — indie Semiconductor, Inc.
CIK 1671754
CHICAGO, IL
Position in INDI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,130,800
-$846,864 QoQ
Shares Held
920,000
+30.9% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#37
of 216 holders
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INDI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $73,031,885 across 7 Semiconductors names. INDI ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARM |
Arm Holdings PLC /Uk
|
69,266 | $24,559,645 | |
| 2 | MCHP |
Microchip Technology Inc
|
207,000 | $18,878,400 | |
| 3 | DIOD |
Diodes Inc /Del/
|
90,000 | $9,849,600 | |
| 4 | AVGO |
Broadcom Inc.
|
24,000 | $9,066,000 | |
| 5 | INDI |
indie Semiconductor, Inc.
This page
|
920,000 | $4,130,800 | |
| 6 | SMTC |
Semtech Corp
|
23,000 | $3,722,550 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
9,483 | $2,824,890 |
All Filings in INDI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,130,800 | 920,000 | Shares | Sole | 2026-08-12 | |
| 2024-03-31 | $4,977,664 | 703,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,466,155 | 2,893,484 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,841,395 | 1,244,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,699,860 | 1,244,666 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,952,387 | 1,038,141 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,926,862 | 1,188,141 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,077,239 | 966,836 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||