Islander Capital Partners, L.P.
SAN FRANCISCO CA · SEC CIK 0002081714
$2.76亿2026Q2 申报市值
13持仓数
93.2%前十大占比 · 第一大 17.9%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSGK 新建仓+$1,773.00万
SHOP 加仓+$1,484.34万
RIVN 新建仓+$631.08万
FWONK 加仓+$380.56万
KVYO 加仓+$237.53万
2026Q2 卖出最多 按季末市值估算
RBLX 清仓-$2,590.45万
TKO 清仓-$1,008.25万
UBER 清仓-$553.86万
TTWO 清仓-$516.72万
AFRM 减仓-$333.56万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPOT | SPOTIFY TECHNOLOGY S A | $4,935.65万 | 17.90% | 107,500 | 4,800 | 4.7% | $220.38万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $4,314.79万 | 15.65% | 529,097 | -40,903 | -7.2% | -$333.56万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $3,807.14万 | 13.81% | 220,028 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3,722.27万 | 13.50% | 326,000 | 130,000 | 66.3% | $1,484.34万 | 加仓 |
| KVYO | KLAVIYO INC | $2,088.79万 | 7.58% | 1,383,304 | 157,304 | 12.8% | $237.53万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1,942.11万 | 7.04% | 14,580 | 1,000 | 7.4% | $133.20万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,773.00万 | 6.43% | 44,122 | 44,122 | — | $1,773.00万 | 新建仓 |
| NFLX | NETFLIX INC. | $1,326.81万 | 4.81% | 185,828 | -14,000 | -7.0% | -$99.96万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $951.40万 | 3.45% | 100,000 | 40,000 | 66.7% | $380.56万 | 加仓 |
| DASH | DOORDASH INC | $830.38万 | 3.01% | 45,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $762.69万 | 2.77% | 32,000 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $631.08万 | 2.29% | 363,733 | 363,733 | — | $631.08万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $485.34万 | 1.76% | 60,000 | -20,000 | -25.0% | -$161.78万 | 减仓 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -794,800 | -100.0% | -$3,641.77万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -458,000 | -100.0% | -$2,590.45万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP 看跌期权 | $0 | 0.00% | 0 | -1,964,500 | -100.0% | -$1,771.98万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$1,008.25万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -77,000 | -100.0% | -$553.86万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -26,163 | -100.0% | -$516.72万 | 清仓 |