§ 13F · FUND PROFILE
Islander Capital Partners, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 14Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$221.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPOT | SPOTIFY TECHNOLOGY S A | 74K | $43.0T | 19.4% | NEW |
| 2 | NFLX | NETFLIX INC | 264K | $24.7T | 11.1% | NEW |
| 3 | AFRM | AFFIRM HLDGS INC | 326K | $24.3T | 10.9% | NEW |
| 4 | SPHR | SPHERE ENTERTAINMENT CO | 220K | $20.9T | 9.4% | NEW |
| 5 | KVYO | KLAVIYO INC | 622K | $20.2T | 9.1% | NEW |
| 6 | RBLX | ROBLOX CORP | 248K | $20.1T | 9.1% | NEW |
| 7 | SHOP | SHOPIFY INC | 123K | $19.8T | 8.9% | NEW |
| 8 | TDG | TRANSDIGM GROUP INC | 12K | $15.9T | 7.2% | NEW |
| 9 | AMZN | AMAZON COM INC | 48K | $11.2T | 5.0% | NEW |
| 10 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 26K | $6.7T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ISLANDER SIGNAL
AC read
Islander Capital Partners, L.P. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed