Estuary Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Estuary Capital Management LP held in its portfolio 23 assets valued at $562,390,212 (i.e. $562.39M).

The most valuable assets in the portfolio included: ADVANCE AUTO PARTS INC ($36.97M), AMAZON COM INC ($36.65M), and TRANSDIGM GROUP INC ($36.60M).

The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Estuary Capital Management LP Portfolio

ADVANCE AUTO PARTS INC

AMAZON COM INC

TRANSDIGM GROUP INC

MICROSOFT CORP

ADVANCED MICRO DEVICES INC

BROADCOM INC

NVIDIA CORPORATION

TERADYNE INC

GLOBAL PMTS INC

ICF INTL INC

Estuary Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ADVANCE AUTO PARTS INC	940592	36965266	COM
AMAZON COM INC	158800	36654216	COM
TRANSDIGM GROUP INC	27520	36597472	COM
MICROSOFT CORP	75170	36353715	COM
ADVANCED MICRO DEVICES INC	169450	36289412	COM
BROADCOM INC	104760	36257436	COM
NVIDIA CORPORATION	194300	36236950	COM
TERADYNE INC	187210	36236368	COM
GLOBAL PMTS INC	446688	34573651	COM
ICF INTL INC	389568	33230150	COM
CREDO TECHNOLOGY GROUP HOLDI	220009	31657095	ORDINARY SHARES
FOX FACTORY HLDG CORP	1574759	26944126	COM
HONEYWELL INTL INC	132400	25829916	COM
LINDE PLC	59583	25405595	SHS
MONRO INC	963927	19317097	COM
JAZZ PHARMACEUTICALS PLC	106387	18085790	SHS USD
U HAUL HOLDING COMPANY	339852	15884682	COM SER N
BLUE OWL CAPITAL INC	956257	14286480	COM CL A
DOLLAR GEN CORP NEW	43533	5779876	COM
COOPER COS INC	70397	5769738	COM
GODADDY INC	43800	5434704	CL A
UNITED STS LIME & MINERALS I	42691	5111820	COM
TAIWAN SEMICONDUCTOR MFG LTD	11480	3488657	SPONSORED ADS