Southpoint Capital Advisors
$4.4B 13F equity value
49 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Southpoint Capital Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 850,000 | $494M | 11.2% |
| HSIC | SCHEIN HENRY INC | 3,300,000 | $276M | 6.3% |
| DHR | DANAHER CORP DEL | 1,400,000 | $267M | 6.1% |
| MSFT | MICROSOFT CORP | 700,000 | $261M | 5.9% |
| EQIX | EQUINIX INC | 250,000 | $261M | 5.9% |
| TMO | THERMO FISHER SCIENTIFIC INC | 500,000 | $251M | 5.7% |
| SPOT | SPOTIFY TECHNOLOGY S A | 500,000 | $230M | 5.2% |
| ALC | ALCON AG | 3,400,000 | $228M | 5.2% |
| UBER | UBER TECHNOLOGIES INC | 2,700,000 | $195M | 4.4% |
| BA | BOEING CO | 900,000 | $195M | 4.4% |
Track Southpoint Capital Advisors's 13F portfolio: $4.4B in reported holdings, 49 positions. Top holdings and quarterly changes on SentiSense.
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