§ 13F · FUND PROFILE
Islander Capital Partners, L.P..
AUM · $276M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPOT | SPOTIFY TECHNOLOGY S A | 108K | $49M | — | — |
| 2 | AFRM | AFFIRM HLDGS INC | 529K | $43M | — | — |
| 3 | SPHR | SPHERE ENTERTAINMENT CO | 220K | $38M | — | — |
| 4 | SHOP | SHOPIFY INC | 326K | $37M | — | — |
| 5 | KVYO | KLAVIYO INC | 1.38M | $21M | — | — |
| 6 | TDG | TRANSDIGM GROUP INC | 15K | $19M | — | — |
| 7 | MSGS | MADISON SQUARE GRDN SPRT COR | 44K | $18M | — | — |
| 8 | NFLX | NETFLIX INC. | 186K | $13M | — | — |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | 100K | $10M | — | — |
| 10 | DASH | DOORDASH INC | 45K | $8M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ISLANDER SIGNAL
AC read
Islander Capital Partners, L.P. is a Other fund managing $276 million in assets. The fund runs a focused portfolio of just 13 positions.
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