DOSSIER · 13F-HR · Q4 2025

Darwins River Capital, LP

$149M in tracked AUM across 24 positions as of Q4 2025.

DR
CIK 0002064978 · last filed Dec 31, 2025
Total AUM
$149M
as of Q4 2025
Holdings
24
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Darwins River Capital, LP filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
AMZN
AMAZON COM INC
$19M82K12.7%
02
MNST
MONSTER BEVERAGE CORP NEW
$11M141K7.3%
03
CMG
CHIPOTLE MEXICAN GRILL INC
$11M291K7.2%
04
MKC
MCCORMICK & CO INC
$10M153K7.0%
05
WSM
WILLIAMS SONOMA INC
$10M53K6.4%
06
CHD
CHURCH & DWIGHT CO INC
$9M105K5.9%
07
DKNG
DRAFTKINGS INC NEW
$9M252K5.8%
08
ORLY
OREILLY AUTOMOTIVE INC
$8M87K5.3%
09
CLX
CLOROX CO DEL
$8M78K5.3%
10
G3643J108
FLUTTER ENTMT PLC
$7M34K4.9%

Filing history

2025Q4Dec 31
$149M
24 positionsView →