§ 13F · FUND PROFILE
Southpoint Capital Advisors LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 41Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CRCL | CIRCLE INTERNET GROUP INC | 3.30M | $315M | 6.5% | +175% |
| 2 | ZTS | ZOETIS INC | 2.20M | $260M | 5.4% | +340% |
| 3 | ILMN | ILLUMINA INC | 2.10M | $259M | 5.3% | +20% |
| 4 | ALC | ALCON AG | 3.40M | $256M | 5.3% | +70% |
| 5 | EQIX | EQUINIX INC | 250K | $245M | 5.0% | NEW |
| 6 | HSIC | SCHEIN HENRY INC | 3.20M | $236M | 4.9% | +28% |
| 7 | UBER | UBER TECHNOLOGIES INC | 3.10M | $223M | 4.6% | NEW |
| 8 | MSFT | MICROSOFT CORP | 600K | $222M | 4.6% | +20% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 400K | $197M | 4.0% | +300% |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | 400K | $194M | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOUTHPOINT SIGNAL
AC read
Southpoint Capital Advisors LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed