account_balance
Investment manager · 13F filer · SEC CIK 2081714
Islander Capital Partners, L.P.
Reported value$276Mas of Jun 30, 2026
Positions13 2 new, 4 sold out
Top 10 weight93.2%SPOT alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPOTSpotify Technology S.A.
17.9%Added +5%
AFRMAffirm Holdings, Inc.
15.6%Trimmed −7%
SPHRSphere Entertainment Co.
13.8%
SHOPShopify Inc.
13.5%Added +66%
KVYOKlaviyo, Inc.
7.6%Added +13%
TDGTransDigm Group INC
7.0%Added +7%
MSGSMadison Square GRDN SPRT Cor
6.4%New
NFLXNetflix Inc
4.8%Trimmed −7%
FWONKLiberty Media Corp
3.5%Added +67%
DASHDoorDash, Inc.
3.0%
AMZNAmazon.com Inc
2.8%
RIVN2.3%SPOTSpotify Technology S.A.
17.9%Added +5%
AFRMAffirm Holdings, Inc.
15.6%Trimmed −7%
SPHRSphere Entertainment Co.
13.8%
SHOPShopify Inc.
13.5%Added +66%
KVYOKlaviyo, Inc.
7.6%
TDGTransDigm Group INC
7.0%
MSGSMadison Square GRDN SPRT Cor
6.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPOT Spotify Technology S.A. 17.9% Added +5%AFRM Affirm Holdings, Inc. 15.6% Trimmed −7%SPHR Sphere Entertainment Co. 13.8% HeldSHOP Shopify Inc. 13.5% Added +66%KVYO Klaviyo, Inc. 7.6% Added +13%TDG TransDigm Group INC 7.0% Added +7%
MSGS Madison Square GRDN SPRT Cor 6.4% New
NFLX Netflix Inc 4.8% Trimmed −7%FWONK Liberty Media Corp 3.5% Added +67%DASH DoorDash, Inc. 3.0% HeldAMZN Amazon.com Inc 2.8% HeldRIVN Rivian Automotive, Inc. 2.3% NewWhat changed
Biggest moves since Mar 31, 2026
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