Institutions / Estuary Capital Management LP
Estuary Capital Management LP
CIK 1965005 · Institution · as of Dec 31, 2025
Portfolio value
$562.39M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Advance Auto Parts Inc | $36.97M | 6.6% |
| Amazon.com Inc | $36.65M | 6.5% |
| TransDigm Group Inc. | $36.60M | 6.5% |
| Microsoft Corp | $36.35M | 6.5% |
| Advanced Micro Devices Inc | $36.29M | 6.5% |
| Broadcom Inc. | $36.26M | 6.4% |
| NVIDIA Corp | $36.24M | 6.4% |
| Teradyne, Inc | $36.24M | 6.4% |
| Global Payments Inc | $34.57M | 6.1% |
| ICF International Inc | $33.23M | 5.9% |
| Credo Technology Group Holding Ltd | $31.66M | 5.6% |
| Fox Factory Holding Corp | $26.94M | 4.8% |
| Honeywell International Inc | $25.83M | 4.6% |
| Linde PLC | $25.41M | 4.5% |
| Monro, Inc. | $19.32M | 3.4% |
| Jazz Pharmaceuticals PLC | $18.09M | 3.2% |
| U-Haul Holding Co | $15.88M | 2.8% |
| Blue Owl Capital Inc. | $14.29M | 2.5% |
| Dollar General Corp | $5.78M | 1.0% |
| Cooper Companies, Inc. | $5.77M | 1.0% |
| GoDaddy Inc. | $5.43M | 1.0% |
| United States Lime & Minerals IncUSLM | $5.11M | 0.9% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $3.49M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.