Southpoint Capital Advisors LP
Southpoint Capital Advisors LP reported 33 positions worth $4.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMD (11.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMD | SH | $493.8M | 11.23% | 850,000 | — | — | |
| ▸ 2 | HSIC | SH | $275.6M | 6.27% | 3,300,000 | — | — | |
| ▸ 3 | DHR | SH | $266.7M | 6.07% | 1,400,000 | — | — | |
| ▸ 4 | MSFT | SH | $261.1M | 5.94% | 700,000 | — | — | |
| ▸ 5 | EQIX | SH | $260.6M | 5.93% | 250,000 | — | — | |
| ▸ 6 | TMO | SH | $250.7M | 5.70% | 500,000 | — | — | |
| ▸ 7 | SPOT | SH | $229.6M | 5.22% | 500,000 | — | — | |
| ▸ 8 | ALC | SH | $228.1M | 5.19% | 3,400,000 | — | — | |
| ▸ 9 | UBER | SH | $194.8M | 4.43% | 2,700,000 | — | — | |
| ▸ 10 | BA | SH | $194.8M | 4.43% | 900,000 | — | — |
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Frequently Asked Questions
What stocks does Southpoint Capital Advisors LP hold as of Q2 2026?
Southpoint Capital Advisors LP reported 33 positions worth $4.40B in its Q2 2026 13F filing. Largest positions: AMD (11.2%), HSIC (6.3%), DHR (6.1%), MSFT (5.9%) and EQIX (5.9%).
What did Southpoint Capital Advisors LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Southpoint Capital Advisors LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.