Estuary Capital Management LP - Q12026 Holdings

Estuary Capital Management LP holds 22 stocks with a total portfolio value of $ 597.66M as of Q12026. In Q12026, Estuary Capital Management LP added 10 new positions, increased stakes in 7 stocks, reduced 5 holdings, and fully exited 11 positions. The largest holding is Credo Technology Group Holdi (CRDO), representing 6.47% of the total portfolio.