Stock Taper 
ESTUARY CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CACI International Inc | CACI | 80.67K | $37.37M |
 Microsoft Corporation | MSFT | 100.47K | $37.48M |
 Blackstone Inc. | BX | 127.4K | $14.99M |
 Becton, Dickinson and Company | BDX | 155.26K | $23.5M |
 The Cooper Companies, Inc. | COO | 252.3K | $18.09M |
 KKR & Co. Inc. | KKR | 275.74K | $25.31M |
 First Advantage Corporation | FA | 294.29K | $5.31M |
 Dollar Tree, Inc. | DLTR | 302.42K | $36.58M |
 Dollar General Corporation | DG | 328.83K | $37.85M |
 Ares Management Corporation | ARES | 347.12K | $38.64M |
 Flywire Corp | FLYW | 362.9K | $6.38M |
 Hinge Health, Inc. | HNGE | 393.27K | $32.64M |
 ICF International, Inc. | ICFI | 539.07K | $39.28M |
 Global Payments Inc. | GPN | 550.9K | $39.97M |
 Advance Auto Parts, Inc. | AAP | 613.72K | $38.19M |
 Remitly Global, Inc. | RELY | 996.18K | $22.32M |
 Monro Inc. | MNRO | 1.49M | $25.57M |
 Fox Factory Holding Corp. | FOXF | 1.68M | $28.5M |
 Coupang, Inc. | CPNG | 2.12M | $36.74M |
 Blue Owl Capital Inc. | OWL | 4.44M | $38.81M |