Darwins River Capital, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Darwins River Capital, LP reported 24 stock positions worth $148.9 million. Its top holding was Amazon.com (AMZN) at 12.7% of the portfolio, followed by Monster Beverage (MNST, 7.3%) and Chipotle Mexican Grill (CMG, 7.2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002064978
- Portfolio Value
- $148.9M (Q4 2025)
- SEC Filing
- 0001214659-26-001963 ↗ filed Feb 17, 2026
Holdings Value
Holdings 24 stocks · $148.9M
| AMZN Amazon.com Inc. | 12.69% | 81,854 | $18.9M | — |
| MNST Monster Beverage Corp. | 7.26% | 141,026 | $10.8M | — |
| CMG Chipotle Mexican Grill Inc. | 7.23% | 291,005 | $10.8M | — |
| MKC McCormick & Co.-Non VTG SHRS | 6.98% | 152,583 | $10.4M | — |
| WSM Williams-Sonoma Inc. | 6.39% | 53,271 | $9.5M | — |
| CHD Church & Dwight Co. Inc. | 5.92% | 105,128 | $8.8M | — |
| DKNG Draftkings Inc. Class A | 5.83% | 252,076 | $8.7M | — |
| ORLY O'reilly Automotive Inc. | 5.32% | 86,919 | $7.9M | — |
| CLX Clorox Company | 5.25% | 77,562 | $7.8M | — |
| FLUT Flutter Entertainment PLC-Di | 4.94% | 34,229 | $7.4M | — |
| CHDN Churchill Downs Inc. | 4.47% | 58,510 | $6.7M | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 3.91% | 55,643 | $5.8M | — |
| RSI Rush Street Interactive Inc. | 3.27% | 250,627 | $4.9M | — |
| KR Kroger Co. | 2.99% | 71,248 | $4.5M | — |
| CART Maplebear Inc. | 2.69% | 88,988 | $4.0M | — |
| CAVA Cava Group Inc. | 2.66% | 67,476 | $4.0M | — |
| UNF Unifirst Corp. | 1.98% | 15,263 | $2.9M | — |
| CCL Carnival Corp. | 1.94% | 94,399 | $2.9M | — |
| CHEF The Chefs' Warehouse Inc. | 1.71% | 40,867 | $2.5M | — |
| BJRI Bj's Restaurants Inc. | 1.66% | 62,689 | $2.5M | — |
| MAR Marriott International Class A | 1.65% | 7,926 | $2.5M | — |
| BROS Dutch Bros Inc. Class A | 1.59% | 38,601 | $2.4M | — |
| URBN Urban Outfitters Inc. | 0.99% | 19,630 | $1.5M | — |
| SGHC Super Group SGHC Ltd. | 0.68% | 85,034 | $1.0M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.