CIK 1965005
Estuary Capital Management LP
Institutional 13F holdings & portfolio
Holdings
23
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–23 of 23
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAP | ADVANCE AUTO PARTS INC | 941K | $1M+ | SH |
| AMZN | AMAZON COM INC | 159K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 28K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 75K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 169K | $1M+ | SH |
| AVGO | BROADCOM INC | 105K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 194K | $1M+ | SH |
| TER | TERADYNE INC | 187K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 447K | $1M+ | SH |
| ICFI | ICF INTL INC | 390K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 220K | $1M+ | SH |
| FOXF | FOX FACTORY HLDG CORP | 1.6M | $1M+ | SH |
| HON | HONEYWELL INTL INC | 132K | $1M+ | SH |
| LIN | LINDE PLC | 60K | $1M+ | SH |
| MNRO | MONRO INC | 964K | $1M+ | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 106K | $1M+ | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 340K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC | 956K | $1M+ | SH |
| DG | DOLLAR GEN CORP NEW | 44K | $1M+ | SH |
| COO | COOPER COS INC | 70K | $1M+ | SH |
| GDDY | GODADDY INC | 44K | $1M+ | SH |
| USLM | UNITED STS LIME & MINERALS I | 43K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 11K | $1M+ | SH |