account_balance
Investment manager · 13F filer · SEC CIK 1319998
Southpoint Capital Advisors LP
Reported value$4.4Bas of Jun 30, 2026
Positions33 8 new, 16 sold out
Top 10 weight60.4%AMD alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
11.2%Trimmed −6%
HSICSchein Henry Inc
6.3%Added +3%
DHRDanaher Corp
6.1%Added +133%
MSFTMicrosoft Corp
5.9%Added +17%
EQIXEquinix Inc
5.9%
TMOThermo Fisher Scientific Inc
5.7%Added +25%
SPOTSpotify Technology S A
5.2%Added +25%
ALCAlcon AG
5.2%
UBERUber Technologies Inc
4.4%Trimmed −13%
BABoeing Co
4.4%Added +29%
CRCLCircle Internet Group Inc
4.3%Trimmed −9%
DASHDoordash Inc
4.2%New
AMDAdvanced Micro Devices Inc
11.2%Trimmed −6%
HSIC6.3%DHR6.1%MSFTMicrosoft Corp
5.9%Added +17%
EQIXEquinix Inc
5.9%
TMOThermo Fisher Scientific Inc
5.7%Added +25%
SPOT5.2%ALC5.2%UBER4.4%BA4.4%CRCL4.3%DASH4.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 11.2% Trimmed −6%HSIC Schein Henry Inc 6.3% Added +3%DHR Danaher Corp 6.1% Added +133%MSFT Microsoft Corp 5.9% Added +17%EQIX Equinix Inc 5.9% HeldTMO Thermo Fisher Scientific Inc 5.7% Added +25%SPOT Spotify Technology S A 5.2% Added +25%ALC Alcon AG 5.2% HeldUBER Uber Technologies Inc 4.4% Trimmed −13%BA Boeing Co 4.4% Added +29%CRCL Circle Internet Group Inc 4.3% Trimmed −9%DASH Doordash Inc 4.2% New
What changed