IECM
FOLD

Intrinsic Edge Capital Management’s Amicus Therapeutics FOLD Stock Holding History

Intrinsic Edge Capital Management’s Portfolio FOLD Stock Details FOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-873,900
Closed -$7.13M – 97
2025
Q1 		$7.13M Buy
873,900
+200,000
+30% +$1.85M 1.31% 27
2024
Q4 		$6.35M Buy
+673,900
New +$7M 0.77% 51

Other funds holding FOLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Intrinsic Edge Capital Management's FOLD Position: Q2 2025 in Review

Intrinsic Edge Capital Management sold out of Amicus Therapeutics (FOLD) in Q2 2025, closing a stake of 873,900 shares — an estimated $7.13M sold.

Intrinsic Edge Capital Management first reported a position in FOLD in Q4 2024 and held it in 2 quarters. The position peaked at $7.13M in Q1 2025. 272 funds tracked by Wall St. Rank hold FOLD as of Q2 2025.

  • Intrinsic Edge Capital Management reported no remaining Amicus Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 873,900 Amicus Therapeutics shares in Q2 2025, an estimated $7.13M.
  • Intrinsic Edge Capital Management first reported a position in Amicus Therapeutics in Q4 2024 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Amicus Therapeutics position peaked at $7.13M in Q1 2025.
  • 272 funds tracked by Wall St. Rank held Amicus Therapeutics as of Q2 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.