Islander Capital Partners, L.P.

SAN FRANCISCO, CA · CIK 2081714 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2026 · limited partnership

As an employer

$275.7m reported value +8.7% vs Q1 2026

13positions

93.2%in top 10

2 new 5 added 3 reduced 4 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	107,500	$49.4m17.90%	17.90%	Added +4.8k	+4,800 4.7%
2	AFFIRM HLDGS INC COM CL A AFRM	AFRM	529,097	$43.1m15.65%	15.65%	Reduced -40.9k	-40,903 -7.2%
3	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	220,028	$38.1m13.81%	13.81%	Unchanged
4	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	326,000	$37.2m13.50%	13.50%	Added +130.0k	+130,000 66.3%
5	KLAVIYO INC COM SER A KVYO	KVYO	1,383,304	$20.9m7.58%	7.58%	Added +157.3k	+157,304 12.8%
6	TRANSDIGM GROUP INC COM TDG	TDG	14,580	$19.4m7.04%	7.04%	Added +1.0k	+1,000 7.4%
7	MADISON SQUARE GRDN SPRT COR CL A MSGS	MSGS	44,122	$17.7m6.43%	6.43%	New
8	NETFLIX INC COM NFLX	NFLX	185,828	$13.3m4.81%	4.81%	Reduced -14.0k	-14,000 -7.0%
9	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	100,000	$9.5m3.45%	3.45%	Added +40.0k	+40,000 66.7%
10	DOORDASH INC CL A DASH	DASH	45,000	$8.3m3.01%	3.01%	Unchanged
11	AMAZON COM INC COM AMZN	AMZN	32,000	$7.6m2.77%	2.77%	Unchanged
12	RIVIAN AUTOMOTIVE INC COM CL A RIVN	RIVN	363,733	$6.3m2.29%	2.29%	New
13	MADISON SQUARE GARDEN ENTMT COM CL A MSGE	MSGE	60,000	$4.9m1.76%	1.76%	Reduced -20.0k	-20,000 -25.0%

Security	Ticker	Shares held before	Value then
ROBLOX CORP RBLX	RBLX	458,000	$25.9m458.0k shares
TKO GROUP HOLDINGS INC TKO	TKO	50,000	$10.1m50.0k shares
UBER TECHNOLOGIES INC UBER	UBER	77,000	$5.5m77.0k shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	26,163	$5.2m26.2k shares