Islander Capital Partners, L.P.
Top Portfolio Positions
15 positions ·
$302,773,060 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
1,364,800 | $62,535,136 | 20.65% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
102,700 | $49,800,257 | 16.45% | |
| RBLX |
Roblox Corp
Communication Services
|
458,000 | $25,904,480 | 8.56% | |
| SPHR |
Sphere Entertainment Co.
Communication Services
|
220,028 | $25,831,287 | 8.53% | |
| KVYO |
Klaviyo, Inc.
Technology
|
1,226,000 | $23,857,960 | 7.88% | |
| SHOP |
Shopify Inc.
Technology
|
196,000 | $23,249,520 | 7.68% | |
| NFLX |
Netflix Inc
Communication Services
|
199,828 | $19,213,462 | 6.35% | |
| PSKY |
Paramount Skydance Corp
Communication Services
|
1,964,500 | $17,719,790 | 5.85% | |
| TDG |
TransDigm Group INC
Industrials
|
13,580 | $15,738,676 | 5.20% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
50,000 | $10,082,500 | 3.33% |
Portfolio Trend
2 quarters · across all stocks
Holdings in KVYO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,857,960 | 1,226,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,187,832 | 621,738 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||