Southpoint Capital Advisors LP
CIK 0001319998 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.40B
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMD
ADVANCED MICRO DEVICES INC
11.2%
HSIC
SCHEIN HENRY INC
6.3%
DHR
DANAHER CORP DEL
6.1%
MSFT
MICROSOFT CORP
5.9%
EQIX
EQUINIX INC
5.9%
TMO
THERMO FISHER SCIENTIFIC INC
5.7%
SPOT
SPOTIFY TECHNOLOGY S A
5.2%
ALC
ALCON AG
5.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.