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Jeffrey Annecchino

Estuary Capital Management Lp

Assets Managed
$597.657M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
6.28%(2Q avg: 3.07%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Estuary Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Estuary Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 597.657M in assets, with a quarterly growth rate of 6.28% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by Jeffrey Annecchino, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CRDO
Credo Technology Group Holdi
Recent Activity
Increased 87.37%
6.48%
$38.696M
412,227 shares@ $93.87 avg price
ORCL
Oracle Corp
Recent Activity
New Position
6.47%
$38.613M
262,480 shares@ $147.12 avg price
OWL
Blue Owl Capital Inc
Recent Activity
Increased 338.93%
6.42%
$38.321M
4.197M shares@ $9.14 avg price
COHR
Coherent Corp
Recent Activity
New Position
6.21%
$37.087M
155,692 shares@ $238.21 avg price
LITE
Lumentum Holdings Inc
Recent Activity
New Position
6.21%
$37.07M
52,749 shares@ $702.76 avg price
ARES
Ares Management Corp - A
Recent Activity
New Position
6%
$35.83M
328,411 shares@ $109.1 avg price
AAP
Advance Auto Parts Inc
Recent Activity
Decreased -27.95%
5.99%
$35.744M
677,616 shares@ $52.75 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 0.12%
5.78%
$34.512M
169,650 shares@ $203.44 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.71%
5.52%
$32.967M
189,031 shares@ $174.4 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1.59%
5.52%
$32.938M
106,420 shares@ $309.51 avg price

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