Estuary Capital Management LP
22 holdingsFiling period: 2026-03-31Current AUM: $777.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | CREDO TECHNOLOGY GROUP HOLDI | 412.2K | $38.7M | $38.7M | 4.98% | +192.2K | 2026-03-31 |
| 2 | ORCL | ORACLE CORP | 262.5K | $38.6M | $34.1M | 4.38% | -- | 2026-03-31 |
| 3 | OWL | BLUE OWL CAPITAL INC | 4.20M | $38.3M | $43.2M | 5.56% | +3.24M | 2026-03-31 |
| 4 | COHR | COHERENT CORP | 155.7K | $37.1M | $40.9M | 5.26% | -- | 2026-03-31 |
| 5 | LITE | LUMENTUM HLDGS INC | 52.7K | $37.1M | $37.7M | 4.84% | -- | 2026-03-31 |
| 6 | ARES | ARES MANAGEMENT CORPORATION | 328.4K | $35.8M | $42.1M | 5.41% | -- | 2026-03-31 |
| 7 | AAP | ADVANCE AUTO PARTS INC | 677.6K | $35.7M | $37.6M | 4.84% | -262,976 | 2026-03-31 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 169.7K | $34.5M | $80.8M | 10.39% | +200 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 189.0K | $33.0M | $37.9M | 4.88% | -5,269 | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 106.4K | $32.9M | $41.4M | 5.33% | +1.7K | 2026-03-31 |
| 11 | GPN | GLOBAL PMTS INC | 475.4K | $32.0M | $40.0M | 5.14% | +28.7K | 2026-03-31 |
| 12 | FOXF | FOX FACTORY HLDG CORP | 1.82M | $29.9M | $32.7M | 4.20% | +240.5K | 2026-03-31 |
| 13 | ICFI | ICF INTL INC | 452.8K | $29.6M | $36.6M | 4.71% | +63.2K | 2026-03-31 |
| 14 | DAVE | DAVE CL A ORD | 118.1K | $20.6M | $44.0M | 5.66% | -- | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 35.4K | $20.2M | $19.7M | 2.53% | -- | 2026-03-31 |
| 16 | KKR | KKR & CO INC | 217.4K | $20.1M | $22.0M | 2.84% | -- | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 54.2K | $20.1M | $25.2M | 3.24% | -20,922 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 96.4K | $20.1M | $26.2M | 3.37% | -62,400 | 2026-03-31 |
| 19 | ALAB | ASTERA LABS INC | 171.0K | $18.7M | $53.2M | 6.84% | -- | 2026-03-31 |
| 20 | HNGE | HINGE HEALTH INC | 394.2K | $15.2M | $29.5M | 3.79% | -- | 2026-03-31 |
| 21 | FA | FIRST ADVANTAGE CORP NEW | 557.7K | $6.6M | $11.1M | 1.42% | -- | 2026-03-31 |
| 22 | UHAL/B | U HAUL HOLDING COMPANY | 64.8K | $2.9M | $2.9M | 0.37% | -275,052 | 2026-03-31 |
← Scroll →