Institutions / Southpoint Capital Advisors LP
Southpoint Capital Advisors LP
CIK 1319998 · Institution · as of Mar 31, 2026
Portfolio value
$4.86B
Positions
41
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.86B+12.9%Positions
41+7.9%Top holdings
Mar 31, 2026View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| Circle Internet Group, Inc.CRCL | $314.85M | 6.5% |
| Zoetis Inc. | $260.06M | 5.4% |
| Illumina Inc | $258.85M | 5.3% |
| Alcon AG | $256.19M | 5.3% |
| Equinix Inc | $245.06M | 5.0% |
| Henry Schein Inc | $235.84M | 4.9% |
| Uber Technologies, Inc | $222.98M | 4.6% |
| Microsoft Corp | $222.10M | 4.6% |
| Thermo Fisher Scientific Inc. | $196.61M | 4.0% |
| Spotify Technology S a | $193.96M | 4.0% |
| Netflix Inc | $192.30M | 4.0% |
| Advanced Micro Devices Inc | $183.09M | 3.8% |
| Aon plc | $161.39M | 3.3% |
| Becton Dickinson & Co | $157.23M | 3.2% |
| Ferguson Enterprises Inc. /DE | $139.96M | 2.9% |
| The Boeing Company | $139.32M | 2.9% |
| Amazon.com Inc | $124.96M | 2.6% |
| DENTSPLY SIRONA Inc. | $116.00M | 2.4% |
| Danaher Corp /De | $113.76M | 2.3% |
| Constellation Energy Corp | $111.70M | 2.3% |
| Coinbase Global, Inc. | $104.77M | 2.2% |
| Pool Corp | $101.17M | 2.1% |
| Option Care Health Inc | $96.91M | 2.0% |
| Akamai Technologies Inc | $91.88M | 1.9% |
| Joint Stock Co Kaspi.kzKSPI | $74.07M | 1.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Equinix Inc Common stock | $245.06M | +250K | 250,000 5.04% of portfolio | high |
| Q1 2026 as of | New | Uber Technologies, Inc Common stock | $222.98M | +3.1M | 3,100,000 4.59% of portfolio | high |
| Q1 2026 as of | Exit | Expeditors International of Washington Inc Common stock | $-201.16M | -1.4M -100.00% | 0 | high |
| Q1 2026 as of | Add | Zoetis Inc. Common stock | $200.96M | +1.7M +340.00% | 2,200,000 5.35% of portfolio | high |
| Q1 2026 as of | Add | CRCL Circle Internet Group, Inc. Common Stock | $200.36M | +2.1M +175.00% | 3,300,000 6.48% of portfolio | high |
| Q1 2026 as of | Exit | Qnity Electronics, Inc. Common stock | $-195.96M | -2.4M -100.00% | 0 | high |
| Q1 2026 as of | New | L8681T102 Common stock | $193.96M | +400K | 400,000 3.99% of portfolio | high |
| Q1 2026 as of | New | Netflix Inc Common stock | $192.30M | +2.0M | 2,000,000 3.96% of portfolio | high |
| Q1 2026 as of | Exit | Oshkosh Corp Common stock | $-175.88M | -1.4M -100.00% | 0 | high |
| Q1 2026 as of | Exit | CH Robinson Worldwide Inc Common stock | $-160.76M | -1.0M -100.00% | 0 | high |