Darwins River Capital, LP
CIK 0002064978 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$182.4M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMZN
AMAZON COM INC
9.3%
ASO
ACADEMY SPORTS & OUTDOORS IN
8.0%
GPI
GROUP 1 AUTOMOTIVE INC
7.9%
ARMK
ARAMARK
7.8%
ONON
ON HLDG AG
6.9%
CMG
CHIPOTLE MEXICAN GRILL INC
4.5%
DLTR
DOLLAR TREE INC
4.1%
ORLY
OREILLY AUTOMOTIVE INC
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.