§ 13F · FUND PROFILE
Southpoint Capital Advisors LP.
AUM · $4.4B (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$563M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 850K | $494M | 11.2% | −6% |
| 2 | HSIC | SCHEIN HENRY INC | 3.30M | $276M | 6.3% | +3% |
| 3 | DHR | DANAHER CORP DEL | 1.40M | $267M | 6.1% | +133% |
| 4 | MSFT | MICROSOFT CORP | 700K | $261M | 5.9% | +17% |
| 5 | EQIX | EQUINIX INC | 250K | $261M | 5.9% | ±0% |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | 500K | $251M | 5.7% | +25% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 500K | $230M | 5.2% | +25% |
| 8 | ALC | ALCON AG | 3.40M | $228M | 5.2% | ±0% |
| 9 | UBER | UBER TECHNOLOGIES INC | 2.70M | $195M | 4.4% | −13% |
| 10 | BA | BOEING CO | 900K | $195M | 4.4% | +29% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUTHPOINT SIGNAL
AC read
Southpoint Capital Advisors LP is a Other fund managing $4.4 billion in assets. The fund runs a portfolio of 33 positions.
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