What does Southpoint Capital Advisors LP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Southpoint Capital Advisors LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CIRCLE INTERNET GROUP INC

$315M3.3M6.5%

ZOETIS INC

$260M2.2M5.4%

ILLUMINA INC

$259M2.1M5.3%

ALCON AG

$256M3.4M5.3%

EQUINIX INC

$245M250K5.0%

SCHEIN HENRY INC

$236M3.2M4.9%

UBER TECHNOLOGIES INC

$223M3.1M4.6%

MICROSOFT CORP

$222M600K4.6%

THERMO FISHER SCIENTIFIC INC

$197M400K4.0%

SPOTIFY TECHNOLOGY S A

$194M400K4.0%

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