Estuary Capital Management LP - Portfolio Stock Holdings

Estuary Capital Management LP disclosed 33 stock positions in a recent SEC 13F filing. $592,674,025 of stock holdings were filed, with the largest holdings including CRDO, OWL, and ORCL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $853,863,466 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.