Estuary Capital Management LP holds a focused book of 22 stocks worth $597.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Oracle Corp and trimmed Advance Auto Parts Inc. Their largest long position is Credo Technology Group Holdi at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965005/holdings"
Use Arkolith to show Estuary Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Credo Technology Group Holdi ORDINARY SHARES | $38.7M | 412.2K | 6.5% | ▲+87% Added · +192K sh | |
| 2 | Oracle Corp COM | $38.6M | 262.5K | 6.5% | ▲New New position | |
| 3 | Blue Owl Capital Inc COM CL A | $38.3M | 4.20M | 6.4% | ▲+339% Added · +3.2M sh | |
| 4 | Coherent Corp COM | $37.1M | 155.7K | 6.2% | ▲New New position | |
| 5 | Lumentum Hldgs Inc COM | $37.1M | 52.7K | 6.2% | ▲New New position | |
| 6 | Ares Management Corporation CL A COM STK | $35.8M | 328.4K | 6.0% | ▲New New position | |
| 7 | Advance Auto Parts Inc COM | $35.7M | 677.6K | 6.0% | ▼−28% Reduced · −263K sh | |
| 8 | Advanced Micro Devices Inc COM | $34.5M | 169.7K | 5.8% | ▲+0.1% Added · +200 sh | |
| 9 | Nvidia Corporation COM | $33.0M | 189.0K | 5.5% | ▼−2.7% Reduced · −5K sh | |
| 10 | Broadcom Inc COM | $32.9M | 106.4K | 5.5% | ▲+1.6% Added · +2K sh | |
| 11 | Global PMTS Inc COM | $32.0M | 475.4K | 5.4% | ▲+6.4% Added · +29K sh | |
| 12 | Fox Factory Hldg Corp COM | $29.9M | 1.82M | 5.0% | ▲+15% Added · +241K sh | |
| 13 | Icf Intl Inc COM | $29.6M | 452.8K | 4.9% | ▲+16% Added · +63K sh | |
| 14 | Dave CL A Ord CLASS A COM NEW | $20.6M | 118.1K | 3.4% | ▲New New position | |
| 15 | Meta Platforms Inc CL A | $20.2M | 35.4K | 3.4% | ▲New New position | |
| 16 | KKR & Co Inc COM | $20.1M | 217.4K | 3.4% | ▲New New position | |
| 17 | Microsoft Corp COM | $20.1M | 54.2K | 3.4% | ▼−28% Reduced · −21K sh | |
| 18 | Amazon Com Inc COM | $20.1M | 96.4K | 3.4% | ▼−39% Reduced · −62K sh | |
| 19 | Astera Labs Inc COM | $18.7M | 171.0K | 3.1% | ▲New New position | |
| 20 | Hinge Health Inc CL A | $15.2M | 394.2K | 2.5% | ▲New New position | |
| 21 | First Advantage Corp New COM | $6.6M | 557.7K | 1.1% | ▲New New position | |
| 22 | U Haul Holding Company COM SER N | $2.9M | 64.8K | 0.5% | ▼−81% Reduced · −275K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.