Islander Capital Partners, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Islander Capital Partners, L.P. held in its portfolio 14 assets valued at $221,896,440 (i.e. $221.90M).

The most valuable assets in the portfolio included: SPOTIFY TECHNOLOGY S A ($42.97M), NETFLIX INC ($24.71M), and AFFIRM HLDGS INC ($24.29M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Islander Capital Partners, L.P. Portfolio

SPOTIFY TECHNOLOGY S A

NETFLIX INC

AFFIRM HLDGS INC

SPHERE ENTERTAINMENT CO

KLAVIYO INC

ROBLOX CORP

SHOPIFY INC

TRANSDIGM GROUP INC

AMAZON COM INC

TAKE-TWO INTERACTIVE SOFTWAR

Islander Capital Partners, L.P. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPOTIFY TECHNOLOGY S A	74000	42972540	SHS
NETFLIX INC	263578	24713073	COM
AFFIRM HLDGS INC	326355	24290603	COM CL A
SPHERE ENTERTAINMENT CO	220028	20920262	CL A
KLAVIYO INC	621738	20187833	COM SER A
ROBLOX CORP	247858	20083934	CL A
SHOPIFY INC	123258	19840840	CL A SUB VTG SHS
TRANSDIGM GROUP INC	11950	15891708	COM
AMAZON COM INC	48491	11192693	COM
TAKE-TWO INTERACTIVE SOFTWAR	26163	6698513	COM
ZILLOW GROUP INC	64841	4423453	CL C CAP STK
UBER TECHNOLOGIES INC	47867	3911213	COM
TKO GROUP HOLDINGS INC	18376	3840584	CL A
MADISON SQUARE GARDEN ENTMT	54355	2929191	COM CL A