Islander Capital Partners, L.P.
Islander Capital Partners, L.P. reported 13 holdings worth US$276M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Islander Capital Partners, L.P. reported 13 holdings worth US$276M as of Jun 30, 2026. Largest: Affirm Holdings, Inc., Sphere Entertainment Co. and Shopify Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$276M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Affirm Holdings, Inc. | 529K | US$43.1M | 15.6% |
| Sphere Entertainment Co. | 220K | US$38.1M | 13.8% |
| Shopify Inc. | 326K | US$37.2M | 13.5% |
| Klaviyo, Inc. Series A | 1.38M | US$20.9M | 7.6% |
| Transdigm Group Inc. | 14,580 | US$19.4M | 7.0% |
| Madison Square Garden Sports Corp. | 44,122 | US$17.7M | 6.4% |
| Netflix, Inc. | 186K | US$13.3M | 4.8% |
| Liberty Media Corporation - Series A Liberty Formula One | 100K | US$9.51M | 3.5% |
| Doordash, Inc. | 45,000 | US$8.3M | 3.0% |
| Amazon.com, Inc. | 32,000 | US$7.63M | 2.8% |
| Rivian Automotive, Inc. | 364K | US$6.31M | 2.3% |
| Madison Square Garden Entertainment Corp. | 60,000 | US$4.85M | 1.8% |
| Roblox Corporation | 0 | US$0 | 0.00% |
| Take-two Interactive Software, Inc. | 0 | US$0 | 0.00% |
| Tko Group Holdings, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |