StockDriftsStockDriftsTop 15 Islander Capital Partners L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | 19.63% | 102.7K | $49.8M | +38.78%(+28.70K) | $609.58(-28.32%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 10.29% | 570.0K | $26.1M | +74.66%(+243.65K) | $67.93(-3.10%) | 2026-03-31 | |
| RBLX | ROBLOX CORP | 10.21% | 458.0K | $25.9M | +84.78%(+210.14K) | $90.97(-52.90%) | 2026-03-31 | |
| SPHR | SPHERE ENTERTAINMENT CO | 10.18% | 220.0K | $25.8M | +0.00%(+0) | $78.60(+70.90%) | 2026-03-31 | |
| KVYO | KLAVIYO INC | 9.4% | 1.23M | $23.9M | +97.19%(+604.26K) | $28.05(-48.74%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 9.16% | 196.0K | $23.2M | +59.02%(+72.74K) | $149.22(-32.80%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 7.57% | 199.8K | $19.2M | -24.19%(-63.75K) | $106.83(-18.54%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 6.2% | 13.6K | $15.7M | +13.64%(+1.63K) | $1314.39(-12.59%) | 2026-03-31 | |
| TKO | TKO GROUP HOLDINGS INC | 3.97% | 50.0K | $10.1M | +172.09%(+31.62K) | $205.38(-7.46%) | 2026-03-31 | |
| DASH | DOORDASH INC | 2.66% | 45.0K | $6.8M | new | $188.31(-15.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -51.79% | -88.79% |
| Top 20 Holdings Unweighted | -48.93% | -86.68% |
Sign up free to track Islander Capital Partners L P, compare funds side by side, and get alerts the moment positions change.