Institutions / Islander Capital Partners, L.P.
Islander Capital Partners, L.P.
CIK 2081714 · Institution · as of Dec 31, 2025
Portfolio value
$221.90M
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Spotify Technology S a | $42.97M | 19.4% |
| Netflix Inc | $24.71M | 11.1% |
| Affirm Holdings Inc Class a | $24.29M | 10.9% |
| Sphere Entertainment Co. | $20.92M | 9.4% |
| Klaviyo, Inc. | $20.19M | 9.1% |
| ROBLOX Corp | $20.08M | 9.1% |
| Shopify Inc | $19.84M | 8.9% |
| TransDigm Group Inc. | $15.89M | 7.2% |
| Amazon.com Inc | $11.19M | 5.0% |
| Take Two Interactive Software Inc | $6.70M | 3.0% |
| Zillow Group, Inc. | $4.42M | 2.0% |
| Uber Technologies, Inc | $3.91M | 1.8% |
| TKO Group Holdings, Inc. | $3.84M | 1.7% |
| Madison Square Garden Entertainment Corp | $2.93M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.