Southpoint Capital Advisors
$4.9B Assets Reported
53 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CRCL | CIRCLE INTERNET GROUP INC | 3,300,000 | $315M | 6.5% |
| ZTS | ZOETIS INC | 2,200,000 | $260M | 5.4% |
| ILMN | ILLUMINA INC | 2,100,000 | $259M | 5.3% |
| ALC | ALCON AG | 3,400,000 | $256M | 5.3% |
| EQIX | EQUINIX INC | 250,000 | $245M | 5.0% |
| HSIC | SCHEIN HENRY INC | 3,200,000 | $236M | 4.9% |
| UBER | UBER TECHNOLOGIES INC | 3,100,000 | $223M | 4.6% |
| MSFT | MICROSOFT CORP | 600,000 | $222M | 4.6% |
| TMO | THERMO FISHER SCIENTIFIC INC | 400,000 | $197M | 4.0% |
| SPOT | SPOTIFY TECHNOLOGY S A | 400,000 | $194M | 4.0% |
Track Southpoint Capital Advisors's 13F portfolio: $4.9B in reported holdings, 53 positions. Top holdings, AUM, and quarterly changes on SentiSense.