Islander Capital Partners, L.P.
16 holdingsFiling period: 2026-03-31Current AUM: $337.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AFRM | AFFIRM HLDGS INC | 1.36M | $62.5M | $97.6M | 28.92% | +1.04M | 2026-03-31 |
| 2 | — | SPOTIFY TECHNOLOGY S A | 102.7K | $49.8M | $49.8M | 14.76% | +28.7K | 2026-03-31 |
| 3 | RBLX | ROBLOX CORP | 458.0K | $25.9M | $16.3M | 4.83% | +210.1K | 2026-03-31 |
| 4 | SPHR | SPHERE ENTERTAINMENT CO | 220.0K | $25.8M | $31.5M | 9.34% | -- | 2026-03-31 |
| 5 | KVYO | KLAVIYO INC | 1.23M | $23.9M | $21.9M | 6.48% | +604.3K | 2026-03-31 |
| 6 | SHOP | SHOPIFY INC | 196.0K | $23.2M | $23.0M | 6.80% | +72.7K | 2026-03-31 |
| 7 | NFLX | NETFLIX INC. | 199.8K | $19.2M | $14.3M | 4.25% | -63,750 | 2026-03-31 |
| 8 | PSKY | PARAMOUNT SKYDANCE CORP | 1.96M | $17.7M | $15.6M | 4.63% | -- | 2026-03-31 |
| 9 | TDG | TRANSDIGM GROUP INC | 13.6K | $15.7M | $17.0M | 5.05% | +1.6K | 2026-03-31 |
| 10 | TKO | TKO GROUP HOLDINGS INC | 50.0K | $10.1M | $9.1M | 2.69% | +31.6K | 2026-03-31 |
| 11 | DASH | DOORDASH INC | 45.0K | $6.8M | $8.8M | 2.62% | -- | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 32.0K | $6.7M | $8.7M | 2.57% | -16,491 | 2026-03-31 |
| 13 | UBER | UBER TECHNOLOGIES INC | 77.0K | $5.5M | $5.4M | 1.61% | +29.1K | 2026-03-31 |
| 14 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 26.2K | $5.2M | $6.4M | 1.88% | -- | 2026-03-31 |
| 15 | FWONK | LIBERTY MEDIA CORP DEL | 60.0K | $5.1M | $5.9M | 1.74% | -- | 2026-03-31 |
| 16 | MSGE | MADISON SQUARE GARDEN ENTMT | 80.0K | $4.7M | $6.2M | 1.83% | +25.6K | 2026-03-31 |
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