Estuary Capital Management LP
WAYZATA MN · SEC CIK 0001965005
$5.89亿2026Q2 申报市值
21持仓数
64.6%前十大占比 · 第一大 6.8%
8 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CACI 新建仓+$3,737.21万
CPNG 新建仓+$3,674.13万
DLTR 新建仓+$3,657.81万
DG 重新持有+$3,284.05万
BDX 新建仓+$2,349.59万
2026Q2 卖出最多 按季末市值估算
CRDO 清仓-$3,869.57万
ORCL 清仓-$3,861.34万
COHR 清仓-$3,708.74万
LITE 清仓-$3,706.99万
AMD 清仓-$3,451.19万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | $3,997.36万 | 6.78% | 550,904 | 75,521 | 15.9% | $547.98万 | 加仓 |
| ICFI | ICF INTL INC | $3,927.66万 | 6.66% | 539,069 | 86,266 | 19.1% | $628.53万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $3,880.74万 | 6.59% | 4,435,135 | 237,838 | 5.7% | $208.11万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,863.74万 | 6.56% | 347,115 | 18,704 | 5.7% | $208.19万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $3,818.55万 | 6.48% | 613,717 | -63,899 | -9.4% | -$397.58万 | 减仓 |
| DG | DOLLAR GEN CORP | $3,785.16万 | 6.42% | 328,830 | 285,297 | 655.4% | $3,284.05万 | 重新持有 |
| MSFT | MICROSOFT CORP | $3,747.81万 | 6.36% | 100,472 | 46,224 | 85.2% | $1,724.25万 | 加仓 |
| CACI | CACI INTL INC | $3,737.21万 | 6.34% | 80,672 | 80,672 | — | $3,737.21万 | 新建仓 |
| CPNG | COUPANG INC | $3,674.13万 | 6.23% | 2,115,218 | 2,115,218 | — | $3,674.13万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $3,657.81万 | 6.21% | 302,423 | 302,423 | — | $3,657.81万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $3,264.14万 | 5.54% | 393,270 | -951 | -0.2% | -$7.89万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $2,850.44万 | 4.84% | 1,682,173 | -133,098 | -7.3% | -$225.53万 | 减仓 |
| MNRO | MONRO INC | $2,556.77万 | 4.34% | 1,494,315 | 530,388 | 55.0% | $907.49万 | 重新持有 |
| KKR | KKR & CO INC | $2,530.72万 | 4.29% | 275,738 | 58,368 | 26.9% | $535.70万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,349.59万 | 3.99% | 155,263 | 155,263 | — | $2,349.59万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $2,232.45万 | 3.79% | 996,184 | 996,184 | — | $2,232.45万 | 新建仓 |
| COO | COOPER COS INC | $1,809.24万 | 3.07% | 252,300 | 181,903 | 258.4% | $1,304.43万 | 重新持有 |
| BX | BLACKSTONE INC | $1,499.12万 | 2.54% | 127,400 | 127,400 | — | $1,499.12万 | 新建仓 |
| FLYW | FLYWIRE CORPORATION | $637.62万 | 1.08% | 362,900 | 362,900 | — | $637.62万 | 新建仓 |
| TBBB | BBB FOODS INC | $579.75万 | 0.98% | 139,128 | 139,128 | — | $579.75万 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $531.19万 | 0.90% | 294,286 | -263,396 | -47.2% | -$475.43万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -412,227 | -100.0% | -$3,869.57万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -262,480 | -100.0% | -$3,861.34万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -155,692 | -100.0% | -$3,708.74万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -52,749 | -100.0% | -$3,706.99万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -169,650 | -100.0% | -$3,451.19万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -189,031 | -100.0% | -$3,296.70万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -106,420 | -100.0% | -$3,293.81万 | 清仓 |
| DAVE | DAVE CL A ORD | $0 | 0.00% | 0 | -118,077 | -100.0% | -$2,055.60万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -35,360 | -100.0% | -$2,023.05万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -96,400 | -100.0% | -$2,007.72万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -170,958 | -100.0% | -$1,873.70万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -64,800 | -100.0% | -$289.46万 | 清仓 |