Managers / Q1 2026
Estuary Capital Management LP
CIK 0001965005 · 308 WALKER AVENUE SOUTH, WAYZATA, MN, 55391 · 203-300-7866
Reported Value
$598M
Q1 2026
Positions
22
Filings on Record
10
2019–present window
Filed
May 15, 2026
original filing
Summary
Estuary Capital Management Lp reported $598M in U.S.-listed holdings across 22 positions for Q1 2026.
Its largest position, Credo Technology Group Holdi, represents 6.5% of the portfolio.
Compared with Q4 2025, the fund opened 10 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $598M | 22 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $562M | 23 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $563M | 16 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $513M | 13 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $412M | 14 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $342M | 10 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $373M | 16 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $310M | 17 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $246M | 16 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $165M | 18 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.