Estuary Capital Management LP — CREDO TECHNOLOGY GROUP HOLDI CRDO: Quarterly 13F Position History
Estuary Capital Management LP has reported CREDO TECHNOLOGY GROUP HOLDI (CRDO) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 412,227 shares ($38.7M market value, 6.47% of the equity book). Quarter-over-quarter share count change: + 192,218 (+87.4%) .
- 412,227Shares Held (Latest Filing)
- $38.7MReported Market Value (Latest Filing)
- 6.47%Portfolio Weight (% of 13F Equity Book)
- +192,218Quarter-over-Quarter Share Change
- +$7.0MQuarter-over-Quarter Value Change
- 412,227Peak Reported Shares (Historical)
Recent initiation: Estuary Capital Management LP first reported CRDO on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 412,227 | +192,218 | +87.4% | $38.7M | 6.47% | $93.87 |
| Q4 2025 | 220,009 | — | — | $31.7M | 5.63% | $143.89 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Estuary Capital Management LP first disclose a CRDO position in 13F-HR filings?
Estuary Capital Management LP first reported CREDO TECHNOLOGY GROUP HOLDI (CRDO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Estuary Capital Management LP's most recent quarter-over-quarter share-count change in CRDO?
Between Q4 2025 and Q1 2026, Estuary Capital Management LP added 192,218 shares of CRDO (+87.4%), bringing the total reported position to 412,227 shares at a market value of $38.7M.
Does the implied price-per-share represent Estuary Capital Management LP's cost basis in CRDO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.