Estuary Capital Management LP

Position in NVDA — Nvidia Corp

CIK 1965005 WAYZATA, MN

Position in NVDA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$32,967,006

-$3,269,944 QoQ

Shares Held

189,031

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Estuary Capital Management LP holds $157,849,703 across 5 Semiconductors names. NVDA ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd	412,227	$38,695,748
2	AMD	Advanced Micro Devices Inc	169,650	$34,511,899
3	NVDA	Nvidia Corp This page	189,031	$32,967,006
4	AVGO	Broadcom Inc.	106,420	$32,938,054
5	ALAB	Astera Labs, Inc.	170,958	$18,736,996

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,967,006	189,031	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$36,236,950	194,300	+101.1%	Shares	Sole	2026-02-17
2025-03-31	$10,472,434	96,627	-60.9%	Shares	Sole	2025-05-15
2024-09-30	$30,015,110	247,160	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.