§ 13F · FUND PROFILE
Estuary Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$250M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 412K | $39M | 6.5% | +87% |
| 2 | ORCL | ORACLE CORP | 262K | $39M | 6.5% | NEW |
| 3 | OWL | BLUE OWL CAPITAL INC | 4.20M | $38M | 6.4% | +339% |
| 4 | COHR | COHERENT CORP | 156K | $37M | 6.2% | NEW |
| 5 | LITE | LUMENTUM HLDGS INC | 53K | $37M | 6.2% | NEW |
| 6 | ARES | ARES MANAGEMENT CORPORATION | 328K | $36M | 6.0% | NEW |
| 7 | AAP | ADVANCE AUTO PARTS INC | 678K | $36M | 6.0% | −28% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 170K | $35M | 5.8% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 189K | $33M | 5.5% | −3% |
| 10 | AVGO | BROADCOM INC | 106K | $33M | 5.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESTUARY SIGNAL
AC read
Estuary Capital Management LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed