Institutions / Darwins River Capital, LP
Darwins River Capital, LP
CIK 2064978 · Institution · as of Dec 31, 2025
Portfolio value
$148.92M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $18.89M | 12.7% |
| Monster Beverage Corp | $10.81M | 7.3% |
| Chipotle Mexican Grill Inc | $10.77M | 7.2% |
| McCormick & Co Inc | $10.39M | 7.0% |
| Williams Sonoma Inc | $9.51M | 6.4% |
| Church & Dwight Co Inc /De | $8.81M | 5.9% |
| DraftKings Inc. | $8.69M | 5.8% |
| O Reilly Automotive Inc | $7.93M | 5.3% |
| Clorox Co /De | $7.82M | 5.3% |
| Flutter Entertainment plc | $7.36M | 4.9% |
| Churchill Downs Inc | $6.66M | 4.5% |
| Estee Lauder Cos Inc/The | $5.83M | 3.9% |
| Rush Street Interactive, Inc. | $4.87M | 3.3% |
| Kroger Co | $4.45M | 3.0% |
| Maplebear Inc | $4.00M | 2.7% |
| Cava Group, Inc. | $3.96M | 2.7% |
| Unifirst Corp | $2.94M | 2.0% |
| Carnival Corp Ltd. | $2.88M | 1.9% |
| Chefs' Warehouse, Inc. | $2.55M | 1.7% |
| BJ's Restaurants Inc | $2.47M | 1.7% |
| Marriott International Inc/MD | $2.46M | 1.7% |
| Dutch Bros Inc. | $2.36M | 1.6% |
| Urban Outfitters Inc | $1.48M | 1.0% |
| Super Group Sghc Limited | $1.02M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.