Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Estuary Capital Management LP (CIK 1965005) reported $597.7M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRDO ($38.7M, 6.47%), ORCL ($38.6M, 6.46%), OWL ($38.3M, 6.41%), COHR ($37.1M, 6.21%), LITE ($37.1M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.7M | 6.47% | 412,227 | Added |
| 2 | ORCL | ORACLE CORP | $38.6M | 6.46% | 262,480 | New |
| 3 | OWL | BLUE OWL CAPITAL INC | $38.3M | 6.41% | 4.2M | Added |
| 4 | COHR | COHERENT CORP | $37.1M | 6.21% | 155,692 | New |
| 5 | LITE | LUMENTUM HLDGS INC | $37.1M | 6.20% | 52,749 | New |
| 6 | ARES | ARES MANAGEMENT CORPORATION | $35.8M | 6.00% | 328,411 | New |
| 7 | AAP | ADVANCE AUTO PARTS INC | $35.7M | 5.98% | 677,616 | Trimmed |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $34.5M | 5.77% | 169,650 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $33.0M | 5.52% | 189,031 | Trimmed |
| 10 | AVGO | BROADCOM INC | $32.9M | 5.51% | 106,420 | Added |
| 11 | GPN | GLOBAL PMTS INC | $32.0M | 5.35% | 475,383 | Added |
| 12 | FOXF | FOX FACTORY HLDG CORP | $29.9M | 5.00% | 1.8M | Added |
| 13 | ICFI | ICF INTL INC | $29.6M | 4.95% | 452,803 | Added |
| 14 | DAVE | DAVE CL A ORD | $20.6M | 3.44% | 118,077 | New |
| 15 | META | META PLATFORMS INC | $20.2M | 3.38% | 35,360 | New |
| 16 | AMZN | AMAZON COM INC | $20.1M | 3.36% | 96,400 | Trimmed |
| 17 | KKR | KKR & CO INC | $20.1M | 3.36% | 217,370 | New |
| 18 | MSFT | MICROSOFT CORP | $20.1M | 3.36% | 54,248 | Trimmed |
| 19 | ALAB | ASTERA LABS INC | $18.7M | 3.14% | 170,958 | New |
| 20 | HNGE | HINGE HEALTH INC | $15.2M | 2.54% | 394,221 | New |
| 21 | FA | FIRST ADVANTAGE CORP NEW | $6.6M | 1.10% | 557,682 | New |
| 22 | UHAL/B | U HAUL HOLDING COMPANY | $2.9M | 0.48% | 64,800 | Trimmed |
| 23 | COO | COOPER COS INC | $0 | 0.00% | 0 | Exited |
| 24 | DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | Exited |
| 25 | GDDY | GODADDY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31