Islander Capital Partners as of March 31, 2026
Portfolio Holdings for Islander Capital Partners
Islander Capital Partners holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Affirm Hldgs Com Cl A (AFRM) | 20.3 | $63M | 1.4M | 45.82 | |
| Spotify Technology S A SHS (SPOT) | 16.2 | $50M | 103k | 484.91 | |
| Roblox Corp Cl A (RBLX) | 8.4 | $26M | 458k | 56.56 | |
| Sphere Entertainment Cl A (SPHR) | 8.4 | $26M | 220k | 117.40 | |
| Klaviyo Com Ser A (KVYO) | 7.7 | $24M | 1.2M | 19.46 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 7.6 | $23M | 196k | 118.62 | |
| Netflix (NFLX) | 6.2 | $19M | 200k | 96.15 | |
| Paramount Skydance Corp Com Cl B Put Option (PSKY) | 5.8 | $18M | 2.0M | 9.02 | |
| TransDigm Group Incorporated (TDG) | 5.1 | $16M | 14k | 1158.96 | |
| Tko Group Holdings Cl A (TKO) | 3.3 | $10M | 50k | 201.65 | |
| Doordash Cl A (DASH) | 2.2 | $6.8M | 45k | 150.15 | |
| Amazon (AMZN) | 2.2 | $6.7M | 32k | 208.27 | |
| Uber Technologies (UBER) | 1.8 | $5.5M | 77k | 71.93 | |
| Take-Two Interactive Software (TTWO) | 1.7 | $5.2M | 26k | 197.50 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.7 | $5.1M | 60k | 85.02 | |
| Madison Square Garden Entmt Com Cl A (MSGE) | 1.5 | $4.7M | 80k | 58.91 |
