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Betsy Thedford

Islander Capital Partners, L.p.

Assets Managed
$307.874M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
38.75%(2Q avg: 19.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Islander Capital Partners, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Islander Capital Partners, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.874M in assets, with a quarterly growth rate of 38.75% and a 2-quarter average growth rate of 19.38%. The portfolio is managed by Betsy Thedford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AFRM
Affirm Holdings Inc
Recent Activity
Increased 318.2%
20.32%
$62.535M
1.365M shares@ $45.82 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 38.79%
16.18%
$49.8M
102,700 shares@ $484.91 avg price
RBLX
Roblox Corp -class A
Recent Activity
Increased 84.79%
8.42%
$25.904M
458,000 shares@ $56.56 avg price
SPHR
Sphere Entertainment Co
Recent Activity
8.4%
$25.831M
220,028 shares@ $117.4 avg price
KVYO
Klaviyo Inc-a
Recent Activity
Increased 97.19%
7.75%
$23.858M
1.226M shares@ $19.46 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Increased 59.02%
7.56%
$23.25M
196,000 shares@ $118.62 avg price
NFLX
Netflix Inc
Recent Activity
Decreased -24.18%
6.25%
$19.213M
199,828 shares@ $96.15 avg price
PSKY
Paramount Skydance Cl B
Recent Activity
New Position
5.76%
$17.72M↓ Put
1.964M shares@ $9.02 avg price
TDG
Transdigm Group Inc
Recent Activity
Increased 13.65%
5.12%
$15.739M
13,580 shares@ $1158.97 avg price
TKO
Tko Group Holdings Inc
Recent Activity
Increased 172.1%
3.28%
$10.082M
50,000 shares@ $201.65 avg price

1-10 of 16