Estuary Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$412.1B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DLTRDOLLAR TREE INC | 677,675 | $50.9B | 12.34% | |
| 2 | UNHUNITEDHEALTH GRP ORD | 95,300 | $49.9B | 12.11% | |
| 3 | AWNADVANCE AUTO PARTS INC | 1,258,270 | $49.3B | 11.97% | |
| 4 | DGDOLLAR GEN CORP NEW | 488,820 | $43.0B | 10.43% | |
| 5 | JAZZJAZZ PHARMACEUTICALS PLC | 309,750 | $38.5B | 9.33% | |
| 6 | AAPLAPPLE ORD | 172,500 | $38.3B | 9.30% | |
| 7 | GPNGLOBAL PMTS INC | 318,433 | $31.2B | 7.57% | |
| 8 | DAWNDAY ONE BIOPHARMACEUTICALS I | 3,326,849 | $26.4B | 6.40% | |
| 9 | METAMETA PLATFORMS CL A ORD | 37,900 | $21.8B | 5.30% | |
| 10 | FICOFAIR ISAAC ORD | 10,890 | $20.1B | 4.87% | |
| 11 | RPDRAPID7 INC | 544,083 | $14.4B | 3.50% | |
| 12 | UHSUNIVERSAL HEALTH SERVICES CL B ORD | 68,800 | $12.9B | 3.14% | |
| 13 | NVDANVIDIA ORD | 96,627 | $10.5B | 2.54% | |
| 14 | TAPMOLSON COORS BEVERAGE CO | 81,109 | $4.9B | 1.20% |