Institutional Manager · CIK 0002081714
Islander Capital Partners, L.P.
SAN FRANCISCO, CA · File #028-26353
Latest AUM
$221.9M
Positions
14
Top-10 Concentration
93.2%
Filings
1
Sector Allocation
Filing History
View all filings →Top 14 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 74,000 | $43.0M | 19.37% |
| 2 | NETFLIX INC | NFLX | 263,578 | $24.7M | 11.14% |
| 3 | AFFIRM HLDGS INC | AFRM | 326,355 | $24.3M | 10.95% |
| 4 | SPHERE ENTERTAINMENT CO | SPHR | 220,028 | $20.9M | 9.43% |
| 5 | KLAVIYO INC | KVYO | 621,738 | $20.2M | 9.10% |
| 6 | ROBLOX CORP | RBLX | 247,858 | $20.1M | 9.05% |
| 7 | SHOPIFY INC | SHOP | 123,258 | $19.8M | 8.94% |
| 8 | TRANSDIGM GROUP INC | TDG | 11,950 | $15.9M | 7.16% |
| 9 | AMAZON COM INC | AMZN | 48,491 | $11.2M | 5.04% |
| 10 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 26,163 | $6.7M | 3.02% |
| 11 | ZILLOW GROUP INC | Z | 64,841 | $4.4M | 1.99% |
| 12 | UBER TECHNOLOGIES INC | UBER | 47,867 | $3.9M | 1.76% |
| 13 | TKO GROUP HOLDINGS INC | TKO | 18,376 | $3.8M | 1.73% |
| 14 | MADISON SQUARE GARDEN ENTMT | 558256103 | 54,355 | $2.9M | 1.32% |