Darrow Company, Inc.
Net buyer this quarter
$258M
21
+$13M
29.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $33.4M | 12.96% | Not reported | -2.7% | Q4 2021 |
 OKLO | $12.2M | 4.72% | 0.13% | Not reported | Q3 2024 |
 SPY | $11.8M | 4.58% | Not reported | +4.3% | Q2 2022 |
 VYM | $7M | 2.71% | Not reported | -5.1% | Q4 2021 |
 BSVN | $5.57M | 2.16% | 0.75% | -0.9% | Q4 2021 |
 AAPL | $1.38M | 0.53% | 0.00% | +3.6% | Q2 2022 |
| MDY | $1.18M | 0.46% | Not reported | +0.1% | Q4 2021 |
 AMZN | $1.11M | 0.43% | 0.00% | +85.6% | Q4 2021 |
 MSFT | $906K | 0.35% | 0.00% | +2.0% | Q2 2022 |
 GOOGL | $892K | 0.35% | 0.00% | +3.6% | Q2 2022 |
| GOOG | $618K | 0.24% | Not reported | +2.6% | Q2 2022 |
 NFLX | $479K | 0.19% | 0.00% | +0.9% | Q1 2024 |
 XOM | $474K | 0.18% | 0.00% | +0.5% | Q4 2021 |
 META | $422K | 0.16% | Not reported | Not reported | Q2 2022 |
 WMT | $357K | 0.14% | 0.00% | -0.2% | Q3 2024 |
 MU | $357K | 0.14% | 0.00% | New | Q2 2026 |
 DELL | $351K | 0.14% | 0.00% | New | Q2 2026 |
 NVDA | $343K | 0.13% | 0.00% | +22.2% | Q4 2025 |
 RTX | $284K | 0.11% | 0.00% | +1.6% | Q2 2025 |
 V | $236K | 0.09% | 0.00% | +1.9% | Q4 2025 |
 HD | $225K | 0.09% | 0.00% | +0.2% | Q4 2025 |
| Q1 2026 | |||||
| QQQ | $26.9M | 12.11% | Not reported | +1.0% | Q4 2021 |
| SPY | $9.87M | 4.44% | Not reported | +46.3% | Q2 2022 |
| VYM | $6.9M | 3.11% | Not reported | -2.6% | Q4 2021 |
| BSVN | $5.65M | 2.55% | 0.76% | -1.8% | Q4 2021 |
| AAPL | $1.17M | 0.52% | 0.00% | +4.6% | Q2 2022 |
| MDY | $1.04M | 0.47% | Not reported | Not reported | Q4 2021 |
| MSFT | $881K | 0.40% | 0.00% | +4.9% | Q2 2022 |
| GOOGL | $693K | 0.31% | 0.00% | +5.7% | Q2 2022 |
| NFLX | $640K | 0.29% | 0.00% | +1.1% | Q1 2024 |
| XOM | $586K | 0.26% | 0.00% | +1.8% | Q4 2021 |
| AMZN | $520K | 0.23% | 0.00% | +5.7% | Q4 2021 |
| GOOG | $489K | 0.22% | Not reported | Not reported | Q2 2022 |
| WMT | $393K | 0.18% | 0.00% | +1.8% | Q3 2024 |
| RTX | $284K | 0.13% | 0.00% | +1.4% | Q2 2025 |
 BSX | $277K | 0.12% | 0.00% | +0.5% | Q3 2025 |
| NVDA | $245K | 0.11% | 0.00% | +26.6% | Q4 2025 |
| HD | $210K | 0.09% | 0.00% | +4.9% | Q4 2025 |
| V | $204K | 0.09% | 0.00% | +4.7% | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $28.4M | 12.77% | Not reported | +0.1% | Q4 2021 |
| SPY | $7.07M | 3.18% | Not reported | +8.2% | Q2 2022 |
| VYM | $6.87M | 3.09% | Not reported | 0.0% | Q4 2021 |
| BSVN | $5.79M | 2.60% | 0.78% | +2.6% | Q4 2021 |
| AAPL | $1.19M | 0.54% | 0.00% | +11.4% | Q2 2022 |
| MSFT | $1.1M | 0.49% | 0.00% | +0.7% | Q2 2022 |
| MDY | $1.02M | 0.46% | Not reported | Not reported | Q4 2021 |
| GOOGL | $714K | 0.32% | 0.00% | +15.7% | Q2 2022 |
| NFLX | $617K | 0.28% | 0.00% | +9.5% | Q1 2024 |
| AMZN | $546K | 0.25% | 0.00% | +18.8% | Q4 2021 |
| GOOG | $535K | 0.24% | Not reported | Not reported | Q2 2022 |
| BSX | $419K | 0.19% | 0.00% | +0.2% | Q3 2025 |
| XOM | $408K | 0.18% | 0.00% | +0.3% | Q4 2021 |
| WMT | $346K | 0.16% | 0.00% | +8.8% | Q3 2024 |
| RTX | $267K | 0.12% | 0.00% | Not reported | Q2 2025 |
| V | $226K | 0.10% | 0.00% | New | Q4 2025 |
| META | $217K | 0.10% | Not reported | -1.2% | Q2 2022 |
| HD | $209K | 0.09% | 0.00% | New | Q4 2025 |
| NVDA | $207K | 0.09% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| QQQ | $28M | 13.00% | Not reported | +2.2% | Q4 2021 |
| VYM | $6.73M | 3.12% | Not reported | -2.7% | Q4 2021 |
| SPY | $6.4M | 2.97% | Not reported | +6.9% | Q2 2022 |
| BSVN | $5.67M | 2.63% | 0.76% | +1.9% | Q4 2021 |
| MSFT | $1.17M | 0.54% | 0.00% | +7.0% | Q2 2022 |
| AAPL | $1.02M | 0.47% | 0.00% | +7.9% | Q2 2022 |
| MDY | $996K | 0.46% | Not reported | -2.7% | Q4 2021 |
| NFLX | $671K | 0.31% | 0.00% | +1.2% | Q1 2024 |
| GOOGL | $496K | 0.23% | 0.00% | +11.6% | Q2 2022 |
| BSX | $455K | 0.21% | 0.00% | New | Q3 2025 |
| AMZN | $434K | 0.20% | 0.00% | +10.3% | Q4 2021 |
| GOOG | $431K | 0.20% | Not reported | +5.3% | Q2 2022 |
| XOM | $388K | 0.18% | 0.00% | +2.3% | Q4 2021 |
| WMT | $306K | 0.14% | 0.00% | +3.6% | Q3 2024 |
| RTX | $259K | 0.12% | 0.00% | +2.1% | Q2 2025 |
| META | $243K | 0.11% | Not reported | +14.9% | Q2 2022 |