Darrow Company, Inc. reported 16 positions worth $10.41M for the quarter ended Sep 30, 2026, down 49.5% on the prior quarter. It opened 2 new positions, added to 6, trimmed 3 and exited 2. Its largest holding is Apple Inc. at 19.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +1,463 | +30.7% | $487.22K | 19.91% |
| TMO Thermo Fisher Scientific Inc. | +447 | – | $301.75K | 2.9% |
| JNJ Johnson & Johnson | +784 | – | $207.56K | 1.99% |
| MSFT Microsoft Corp | +370 | +15.2% | $189.79K | 13.79% |
| META Meta Platforms, Inc. | +174 | +23.2% | $126.18K | 6.44% |
| NVDA Nvidia Corp | +223 | +13.0% | $50.93K | 4.25% |
| AMZN Amazon Com Inc | +80 | +1.7% | $19.93K | 11.29% |
| DELL Dell Technologies Inc. | +4 | +0.5% | $2.15K | 4.22% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 6,221 | $2.07M | 19.91% | +1,463 | +30.7% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 2,798 | $1.44M | 13.79% | +370 | +15.2% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 4,717 | $1.18M | 11.29% | +80 | +1.7% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 2,497 | $859.17K | 8.26% | 0 | 0.0% | Unchanged | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 924 | $670.07K | 6.44% | +174 | +23.2% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 1,748 | $595.95K | 5.73% | -1 | -0.1% | Reduced | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 3,434 | $558.91K | 5.37% | -35 | -1.0% | Reduced | 0% |
| 8 | NFLX Netflix Inc | Technology | 6,700 | $466.19K | 4.48% | -15 | -0.2% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 1,937 | $442.37K | 4.25% | +223 | +13.0% | Added | 0% |
| 10 | DELL Dell Technologies Inc. | Technology | 817 | $439.51K | 4.22% | +4 | +0.5% | Added | 0% |
| 11 | MU Micron Technology Inc | Technology | 309 | $329.12K | 3.16% | 0 | 0.0% | Unchanged | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 3,154 | $327.76K | 3.15% | 0 | 0.0% | Unchanged | 0% |
| 13 | TMO Thermo Fisher Scientific Inc. | Healthcare | 447 | $301.75K | 2.9% | +447 | – | New | 0% |
| 14 | RTX RTX Corp | Industrials | 1,498 | $278.10K | 2.67% | 0 | 0.0% | Unchanged | 0% |
| 15 | V Visa Inc. | Financial Services | 687 | $246.86K | 2.37% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Darrow Company.
As of its Q3 2026 13F filing, Darrow Company, Inc.’s five largest positions were Apple Inc. (AAPL) at 19.9%, Microsoft Corp (MSFT) at 13.8%, Amazon Com Inc (AMZN) at 11.3%, Alphabet Inc. (GOOGL) at 8.3%, Meta Platforms, Inc. (META) at 6.4% of the reported portfolio.
Darrow Company, Inc. reported a 13F portfolio worth $10.41M across 16 positions for Q3 2026. That is down 49.5% from the previous quarter.
Its largest purchases by value were Apple Inc. ($487.22K), Thermo Fisher Scientific Inc. ($301.75K), Johnson & Johnson ($207.56K). It opened 2 new positions.
Its largest sales by value were Oklo Inc. ($12.18M), Home Depot, Inc. ($225.36K), ExxonMobil Holdings Corp ($5.70K). It exited 2 positions entirely.
From the Form 13F-HR reports Darrow Company, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.