Islander Capital Partners, L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Islander Capital Partners, L.P. reported 14 stock positions worth $221.9 million. Its top holding was Spotify Technology (SPOT) at 19.4% of the portfolio, followed by Netflix (NFLX, 11.1%) and Affirm (AFRM, 10.9%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0002081714
- Portfolio Value
- $221.9M (Q4 2025)
- SEC Filing
- 0002081714-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 14 stocks · $221.9M
| SPOT Spotify Technology SA | 19.37% | 74,000 | $43.0M | — |
| NFLX Netflix Inc. | 11.14% | 263,578 | $24.7M | — |
| AFRM Affirm Holdings Inc. | 10.95% | 326,355 | $24.3M | — |
| SPHR Sphere Entertainment Co. | 9.43% | 220,028 | $20.9M | — |
| KVYO Klaviyo Inc. Class A | 9.10% | 621,738 | $20.2M | — |
| RBLX Roblox Corp. Class A | 9.05% | 247,858 | $20.1M | — |
| SHOP Shopify Inc. Class A | 8.94% | 123,258 | $19.8M | — |
| TDG Transdigm Group Inc. | 7.16% | 11,950 | $15.9M | — |
| AMZN Amazon.com Inc. | 5.04% | 48,491 | $11.2M | — |
| TTWO Take-Two Interactive Softwre | 3.02% | 26,163 | $6.7M | — |
| Z Zillow Group Inc. Class C | 1.99% | 64,841 | $4.4M | — |
| UBER Uber Technologies Inc. | 1.76% | 47,867 | $3.9M | — |
| TKO Tko Group Holdings Inc. | 1.73% | 18,376 | $3.8M | — |
| MSGE Madison Square Garden Entert | 1.32% | 54,355 | $2.9M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.