Institutional Manager · CIK 0002064978
Darwins River Capital, LP
NEW YORK, NY · File #028-26539
Latest AUM
$148.9M
Positions
24
Top-10 Concentration
67.8%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 81,854 | $18.9M | 12.69% |
| 2 | MONSTER BEVERAGE CORP NEW | MNST | 141,026 | $10.8M | 7.26% |
| 3 | CHIPOTLE MEXICAN GRILL INC | CMG | 291,005 | $10.8M | 7.23% |
| 4 | MCCORMICK & CO INC | MKC-V | 152,583 | $10.4M | 6.98% |
| 5 | WILLIAMS SONOMA INC | WSM | 53,271 | $9.5M | 6.39% |
| 6 | CHURCH & DWIGHT CO INC | CHD | 105,128 | $8.8M | 5.92% |
| 7 | DRAFTKINGS INC NEW | DKNG | 252,076 | $8.7M | 5.83% |
| 8 | OREILLY AUTOMOTIVE INC | 67103H107 | 86,919 | $7.9M | 5.32% |
| 9 | CLOROX CO DEL | CLX | 77,562 | $7.8M | 5.25% |
| 10 | FLUTTER ENTMT PLC | G3643J108 | 34,229 | $7.4M | 4.94% |
| 11 | CHURCHILL DOWNS INC | CHDN | 58,510 | $6.7M | 4.47% |
| 12 | LAUDER ESTEE COS INC | 518439104 | 55,643 | $5.8M | 3.91% |
| 13 | RUSH STREET INTERACTIVE INC | RSI | 250,627 | $4.9M | 3.27% |
| 14 | KROGER CO | KR | 71,248 | $4.5M | 2.99% |
| 15 | MAPLEBEAR INC | CART | 88,988 | $4.0M | 2.69% |
| 16 | CAVA GROUP INC | CAVA | 67,476 | $4.0M | 2.66% |
| 17 | UNIFIRST CORP MASS | UNF | 15,263 | $2.9M | 1.98% |
| 18 | CARNIVAL CORP | CUKPF | 94,399 | $2.9M | 1.94% |
| 19 | CHEFS WHSE INC | 163086101 | 40,867 | $2.5M | 1.71% |
| 20 | BJS RESTAURANTS INC | BJRI | 62,689 | $2.5M | 1.66% |