Holders — by stockHoldings — by fund
Southpoint Capital Advisors LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001319998
$4.40B
disclosed book value
33
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 33 of 33 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMDADVANCED MICRO DEVICES INC | 850,000 | $493.8M | 11.2% |
| 2 | HSICSCHEIN HENRY INC | 3.3M | $275.6M | 6.3% |
| 3 | DHRDANAHER CORP DEL | 1.4M | $266.7M | 6.1% |
| 4 | MSFTMICROSOFT CORP | 700,000 | $261.1M | 5.9% |
| 5 | EQIXEQUINIX INC | 250,000 | $260.6M | 5.9% |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 500,000 | $250.7M | 5.7% |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 500,000 | $229.6M | 5.2% |
| 8 | ALCALCON AG | 3.4M | $228.1M | 5.2% |
| 9 | UBERUBER TECHNOLOGIES INC | 2.7M | $194.8M | 4.4% |
| 10 | BABOEING CO | 900,000 | $194.8M | 4.4% |
| 11 | CRCLCIRCLE INTERNET GROUP INC | 3.0M | $187.9M | 4.3% |
| 12 | DASHDOORDASH INC | 1.0M | $184.5M | 4.2% |
| 13 | PRIMPRIMORIS SVCS CORP | 1.4M | $138.8M | 3.2% |
| 14 | COINCOINBASE GLOBAL INC | 900,000 | $131.6M | 3% |
| 15 | CEGCONSTELLATION ENERGY CORP | 500,000 | $124.2M | 2.8% |
| 16 | NFLXNETFLIX INC. | 1.5M | $107.1M | 2.4% |
| 17 | SNDKSANDISK CORP | 40,000 | $90.9M | 2.1% |
| 18 | VMIVALMONT INDS INC | 150,000 | $86.6M | 2% |
| 19 | XRAYDENTSPLY SIRONA INC | 7.0M | $74.3M | 1.7% |
| 20 | ILMNILLUMINA INC | 400,000 | $70.3M | 1.6% |
| 21 | FWONKLIBERTY MEDIA CORP DEL | 700,000 | $66.6M | 1.5% |
| 22 | POOLPOOL CORP | 300,000 | $64.5M | 1.5% |
| 23 | FERGFERGUSON ENTERPRISES INC | 250,000 | $59.3M | 1.3% |
| 24 | MSGSMADISON SQUARE GRDN SPRT COR | 140,000 | $56.3M | 1.3% |
| 25 | KSPIKASPI KZ JSC | 600,000 | $52.0M | 1.2% |
| 26 | ESIELEMENT SOLUTIONS INC | 1.0M | $47.8M | 1.1% |
| 27 | AKAMAKAMAI TECHNOLOGIES INC | 400,000 | $47.3M | 1.1% |
| 28 | WMBWILLIAMS COS INC | 623,060 | $46.3M | 1.1% |
| 29 | SITESITEONE LANDSCAPE SUPPLY INC | 300,000 | $34.3M | 0.8% |
| 30 | BATRKATLANTA BRAVES HLDGS INC | 450,000 | $23.4M | 0.5% |
| 31 | NOVTNOVANTA INC | 130,000 | $21.1M | 0.5% |
| 32 | RKTROCKET COS INC | 1.0M | $15.8M | 0.4% |
| 33 | BLSHBULLISH | 400,000 | $9.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.