Holders — by stockHoldings — by fund
Islander Capital Partners, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002081714
$275.7M
disclosed book value
13
positions
17.9%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 107,500 | $49.4M | 17.9% |
| 2 | AFRMAFFIRM HLDGS INC | 529,097 | $43.1M | 15.6% |
| 3 | SPHRSPHERE ENTERTAINMENT CO | 220,028 | $38.1M | 13.8% |
| 4 | SHOPSHOPIFY INC | 326,000 | $37.2M | 13.5% |
| 5 | KVYOKLAVIYO INC | 1.4M | $20.9M | 7.6% |
| 6 | TDGTRANSDIGM GROUP INC | 14,580 | $19.4M | 7% |
| 7 | MSGSMADISON SQUARE GRDN SPRT COR | 44,122 | $17.7M | 6.4% |
| 8 | NFLXNETFLIX INC. | 185,828 | $13.3M | 4.8% |
| 9 | FWONKLIBERTY MEDIA CORP DEL | 100,000 | $9.5M | 3.5% |
| 10 | DASHDOORDASH INC | 45,000 | $8.3M | 3% |
| 11 | AMZNAMAZON COM INC | 32,000 | $7.6M | 2.8% |
| 12 | RIVNRIVIAN AUTOMOTIVE INC | 363,733 | $6.3M | 2.3% |
| 13 | MSGEMADISON SQUARE GARDEN ENTMT | 60,000 | $4.9M | 1.8% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.