Southpoint Capital Advisors LP: 13F holdings
CIK 13199982026Q2
| Positions | 33 |
|---|
| Reported value | $4.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 33 (-8 vs prior quarter) |
|---|
| Reported value | $4.4bn (-9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMD ADVANCED MICRO DEVICES INC | 850,000 | $493.8m | 11.2% |
| JKHY SCHEIN HENRY INC | 3,300,000 | $275.6m | 6.3% |
| DHR DANAHER CORP DEL | 1,400,000 | $266.7m | 6.1% |
| MSFT MICROSOFT CORP | 700,000 | $261.1m | 5.9% |
| EQIX EQUINIX INC | 250,000 | $260.6m | 5.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 500,000 | $250.7m | 5.7% |
| SPOTIFY TECHNOLOGY S A | 500,000 | $229.6m | 5.2% |
| ALCON AG | 3,400,000 | $228.1m | 5.2% |
| UBER UBER TECHNOLOGIES INC | 2,700,000 | $194.8m | 4.4% |
| BA BOEING CO | 900,000 | $194.8m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1319998")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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