StockDriftsStockDriftsTop 22 Estuary Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 6.47% | 412.2K | $38.7M | +87.37%(+192.22K) | $132.69(+29.76%) | 2026-03-31 | |
| ORCL | ORACLE CORP | 6.46% | 262.5K | $38.6M | new | $171.01(+12.83%) | 2026-03-31 | |
| OWL | BLUE OWL CAPITAL INC | 6.41% | 4.20M | $38.3M | +338.93%(+3.24M) | $12.92(-26.80%) | 2026-03-31 | |
| COHR | COHERENT CORP | 6.21% | 155.7K | $37.1M | new | $211.39(+80.92%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.2% | 52.7K | $37.1M | new | $535.68(+81.21%) | 2026-03-31 | |
| ARES | ARES MANAGEMENT CORPORATION | 6% | 328.4K | $35.8M | new | $135.37(-8.83%) | 2026-03-31 | |
| AAP | ADVANCE AUTO PARTS INC | 5.98% | 677.6K | $35.7M | -27.96%(-262.98K) | $53.17(-11.28%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 5.77% | 169.7K | $34.5M | +0.12%(+200) | $163.20(+159.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.52% | 189.0K | $33.0M | -2.71%(-5.27K) | $154.69(+45.66%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.51% | 106.4K | $32.9M | +1.58%(+1.66K) | $344.66(+23.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.06% | +12.67% |
| Top 20 Holdings Unweighted | +5.43% | +17.20% |
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