DOSSIER · 13F-HR · Q4 2025

Islander Capital Partners, L.P.

$222M in tracked AUM across 14 positions as of Q4 2025.

IC
CIK 0002081714 · last filed Dec 31, 2025
Total AUM
$222M
as of Q4 2025
Holdings
14
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Islander Capital Partners, L.P. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
L8681T102
SPOTIFY TECHNOLOGY S A
$43M74K19.4%
02
NFLX
NETFLIX INC
$25M264K11.1%
03
AFRM
AFFIRM HLDGS INC
$24M326K10.9%
04
SPHR
SPHERE ENTERTAINMENT CO
$21M220K9.4%
05
KVYO
KLAVIYO INC
$20M622K9.1%
06
RBLX
ROBLOX CORP
$20M248K9.1%
07
SHOP
SHOPIFY INC
$20M123K8.9%
08
TDG
TRANSDIGM GROUP INC
$16M12K7.2%
09
AMZN
AMAZON COM INC
$11M48K5.0%
10
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
$7M26K3.0%

Filing history

2025Q4Dec 31
$222M
14 positionsView →