ESTUARY CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 4.20M | $38.32M |
 | FOXF | 1.82M | $29.88M |
 | AAP | 678K | $35.74M |
 | FA | 558K | $6.56M |
 | GPN | 475K | $31.99M |
 | ICFI | 453K | $29.56M |
 | CRDO | 412K | $38.70M |
 | HNGE | 394K | $15.20M |
 | ARES | 328K | $35.83M |
 | ORCL | 262K | $38.61M |
 | KKR | 217K | $20.11M |
 | NVDA | 189K | $32.97M |
 | ALAB | 171K | $18.74M |
 | AMD | 170K | $34.51M |
 | COHR | 156K | $37.09M |
 | DAVE | 118K | $20.56M |
 | AVGO | 106K | $32.94M |
 | AMZN | 96K | $20.08M |
 | UHAL-B | 65K | $2.89M |
 | MSFT | 54K | $20.08M |
Blue Owl Capital Inc.
OWL
Shares Held
4.20M
Value
$38.32M
Fox Factory Holding Corp.
FOXF
Shares Held
1.82M
Value
$29.88M
Advance Auto Parts, Inc.
AAP
Shares Held
678K
Value
$35.74M
First Advantage Corporation
FA
Shares Held
558K
Value
$6.56M
Global Payments Inc.
GPN
Shares Held
475K
Value
$31.99M
ICF International, Inc.
ICFI
Shares Held
453K
Value
$29.56M
Credo Technology Group Holding Ltd
CRDO
Shares Held
412K
Value
$38.70M
Hinge Health, Inc.
HNGE
Shares Held
394K
Value
$15.20M
Ares Management Corporation
ARES
Shares Held
328K
Value
$35.83M
Oracle Corporation
ORCL
Shares Held
262K
Value
$38.61M
KKR & Co. Inc.
KKR
Shares Held
217K
Value
$20.11M
NVIDIA Corporation
NVDA
Shares Held
189K
Value
$32.97M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
171K
Value
$18.74M
Advanced Micro Devices, Inc.
AMD
Shares Held
170K
Value
$34.51M
Coherent, Inc.
COHR
Shares Held
156K
Value
$37.09M
Dave Inc.
DAVE
Shares Held
118K
Value
$20.56M
Broadcom Inc.
AVGO
Shares Held
106K
Value
$32.94M
Amazon.com, Inc.
AMZN
Shares Held
96K
Value
$20.08M
U-Haul Holding Company
UHAL-B
Shares Held
65K
Value
$2.89M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$20.08M