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Estuary Capital Management LP · 13F 持仓分析
期权收益计算器 机构排行

Estuary Capital Management LP

No.3837 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.89亿
环比变动 Q1 2026
-$834.5万-1.4%
持仓股票数
21
新买入
11
加仓
6
减仓
4
清仓
12
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
GLOBAL PMTS COMGPN
6.78%5.35%$3,997.4万55.1万股$3,199.3万47.5万股+7.6万股+15.89%加仓
IICF INTLICFI
6.66%4.95%$3,927.7万53.9万股$2,956.4万45.3万股+8.6万股+19.05%加仓
BBLUE OWL CAPITALOWL
6.59%6.41%$3,880.7万443.5万股$3,832.1万419.7万股+23.8万股+5.67%加仓
Ares管理ARES
6.56%6%$3,863.7万34.7万股$3,583.0万32.8万股+1.9万股+5.70%加仓
ADVANCE AUTO PARTSAAP
6.48%5.98%$3,818.5万61.4万股$3,574.4万67.8万股-6.4万股-9.43%减仓
DOLLAR GEN NEWDG
6.42%$3,785.2万32.9万股$00股+32.9万股新买入
微软MSFT
6.36%3.36%$3,747.8万10.0万股$2,008.1万5.4万股+4.6万股+85.21%加仓
CCACI国际CACI
6.34%$3,737.2万8.1万股$00股+8.1万股新买入
COUPANG INC CLASS ACPNG
6.23%$3,674.1万211.5万股$00股+211.5万股新买入
Dollar TreeDLTR
6.21%$3,657.8万30.2万股$00股+30.2万股新买入
HHINGE HEALTHHNGE
5.54%2.54%$3,264.1万39.3万股$1,520.1万39.4万股-951股-0.24%减仓
FFOX FACTORYFOXF
4.84%5%$2,850.4万168.2万股$2,987.9万181.5万股-13.3万股-7.33%减仓
MMONRO INC COMMNRO
4.34%$2,556.8万149.4万股$00股+149.4万股新买入
KKKR & COMKKR
4.29%3.36%$2,530.7万27.6万股$2,010.7万21.7万股+5.8万股+26.85%加仓
BBECTON DICKINSON & COMBDX
3.99%$2,349.6万15.5万股$00股+15.5万股新买入
RREMITLY GLOBALRELY
3.79%$2,232.4万99.6万股$00股+99.6万股新买入
COOPER COSCOO
3.07%$1,809.2万25.2万股$00股+25.2万股新买入
黑石集团BX
2.54%$1,499.1万12.7万股$00股+12.7万股新买入
FLYWIREFLYW
1.08%$637.6万36.3万股$00股+36.3万股新买入
BBBB FOODSTBBB
0.98%$579.7万13.9万股$00股+13.9万股新买入
FFIRST ADVANTAGE NEWFA
0.9%1.1%$531.2万29.4万股$655.8万55.8万股-26.3万股-47.23%减仓

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