Islander Capital Partners, L.P.: 13F holdings
CIK 20817142026Q2
| Positions | 13 |
|---|---|
| Reported value | $275.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | 107,500 | $49.4m | 17.9% |
| AFRM AFFIRM HLDGS INC | 529,097 | $43.1m | 15.6% |
| SPHR SPHERE ENTERTAINMENT CO | 220,028 | $38.1m | 13.8% |
| SHOP SHOPIFY INC | 326,000 | $37.2m | 13.5% |
| KVYO KLAVIYO INC | 1,383,304 | $20.9m | 7.6% |
| TDG TRANSDIGM GROUP INC | 14,580 | $19.4m | 7.0% |
| MSGS MADISON SQUARE GRDN SPRT COR | 44,122 | $17.7m | 6.4% |
| NFLX NETFLIX INC. | 185,828 | $13.3m | 4.8% |
| FWONK LIBERTY MEDIA CORP DEL | 100,000 | $9.5m | 3.5% |
| DASH DOORDASH INC | 45,000 | $8.3m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2081714")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.