Islander Capital Partners, L.P.

CIK 0002081714 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Islander Capital Partners, L.P. reported 13 positions worth $275.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPOT (17.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$275.7M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
93.2%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPOTSPOTIFY TECHNOLOGY S ASH$49.4M17.90%107,500
2AFRMAFFIRM HLDGS INCSH$43.1M15.65%529,097
3SPHRSPHERE ENTERTAINMENT COSH$38.1M13.81%220,028
4SHOPSHOPIFY INCSH$37.2M13.50%326,000
5KVYOKLAVIYO INCSH$20.9M7.58%1,383,304
6TDGTRANSDIGM GROUP INCSH$19.4M7.04%14,580
7MSGSMADISON SQUARE GRDN SPRT CORSH$17.7M6.43%44,122
8NFLXNETFLIX INC.SH$13.3M4.81%185,828
9FWONKLIBERTY MEDIA CORP DELSH$9.5M3.45%100,000
10DASHDOORDASH INCSH$8.3M3.01%45,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Islander Capital Partners, L.P. hold as of Q2 2026?

Islander Capital Partners, L.P. reported 13 positions worth $275.7M in its Q2 2026 13F filing. Largest positions: SPOT (17.9%), AFRM (15.6%), SPHR (13.8%), SHOP (13.5%) and KVYO (7.6%).

What did Islander Capital Partners, L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Islander Capital Partners, L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.