13F-HR filed by Estuary Capital Management LP
Estuary Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 22 holding rows worth $597,657,362.
- Accession
- 0001965005-26-000004
- Filer
- CIK 1965005
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 22 entries on the cover page, a total value of $597,657,362 stated on the cover page (in dollars after the unit check, H1), rows summing to $597,657,362 with VALUE read as dollars as filed, 13F file number 028-23923. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 412,227 | $38,695,748 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 262,480 | $38,613,433 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 4,197,297 | $38,321,322 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 155,692 | $37,087,391 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 52,749 | $37,069,887 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 328,411 | $35,829,640 | dollars as filed | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 677,616 | $35,744,244 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 169,650 | $34,511,900 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 189,031 | $32,967,006 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 106,420 | $32,938,054 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 475,383 | $31,993,276 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 1,815,271 | $29,879,361 | dollars as filed | |
| ICF INTL INC | 44925C103 | COM | 452,803 | $29,563,508 | dollars as filed | |
| DAVE INC | 23834J201 | CLASS A COM NEW | 118,077 | $20,556,025 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 35,360 | $20,230,517 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 217,370 | $20,106,725 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 54,248 | $20,080,982 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 96,400 | $20,077,228 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 170,958 | $18,736,997 | dollars as filed | |
| HINGE HEALTH INC A | 433313103 | COMMON STOCK | 394,221 | $15,201,162 | dollars as filed | |
| FIRST ADVANTAGE CORP NEW | 31846B108 | COM | 557,682 | $6,558,340 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 64,800 | $2,894,616 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965005-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |