Islander Capital Partners, L.P. — 13F holdings

Islander Capital Partners, L.P. reported 13 holdings worth $276M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPOT SPOTIFY TECHNOLOGY S A — $49.4M (17.9%)
2. AFRM AFFIRM HLDGS INC — $43.1M (15.6%)
3. SPHR SPHERE ENTERTAINMENT CO — $38.1M (13.8%)
4. SHOP SHOPIFY INC — $37.2M (13.5%)
5. KVYO KLAVIYO INC — $20.9M (7.6%)
6. TDG TRANSDIGM GROUP INC — $19.4M (7.0%)
7. MSGS MADISON SQUARE GRDN SPRT COR — $17.7M (6.4%)
8. NFLX NETFLIX INC — $13.3M (4.8%)
9. FWONK LIBERTY MEDIA CORP DEL — $9.51M (3.5%)
10. DASH DOORDASH INC — $8.30M (3.0%)