13F Insight
DOSSIER · 13F-HR · Q2 2026

Southpoint Capital Advisors LP

$4.4B in tracked AUM across 33 positions as of Q2 2026.

SC
CIK 0001319998 · last filed Jun 30, 2026
Total AUM
$4.4B
as of Q2 2026
Holdings
33
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Southpoint Capital Advisors LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMD
ADVANCED MICRO DEVICES INC
$494M850K11.2%02
HSIC
SCHEIN HENRY INC
$276M3.3M6.3%03
DHR
DANAHER CORP DEL
$267M1.4M6.1%04
MSFT
MICROSOFT CORP
$261M700K5.9%05
EQIX
EQUINIX INC
$261M250K5.9%06
TMO
THERMO FISHER SCIENTIFIC INC
$251M500K5.7%07
L8681T102
SPOTIFY TECHNOLOGY S A
$230M500K5.2%08
H01301128
ALCON AG
$228M3.4M5.2%09
UBER
UBER TECHNOLOGIES INC
$195M2.7M4.4%10
BA
BOEING CO
$195M900K4.4%

Filing history

2026Q2Jun 30
$4.4B▼ 9.5%
33 positionsView →2026Q1Mar 31
$4.9B▲ 12.9%
41 positionsView →2025Q4Dec 31
$4.3B▲ 12.8%
38 positionsView →2025Q3Sep 30
$3.8B▼ 4.0%
41 positionsView →2025Q2Jun 30
$4.0B▼ 5.2%
38 positionsLocked2025Q1Mar 31
$4.2B▼ 1.7%
41 positionsLocked2024Q4Dec 31
$4.3B▲ 1.0%
38 positionsLocked2024Q3Sep 30
$4.2B▲ 5.0%
42 positionsLocked2024Q2Jun 30
$4.0B▼ 20.5%
45 positionsLocked2024Q1Mar 31
$5.1B▲ 8.6%
51 positionsLocked2023Q4Dec 31
$4.7B▲ 3.9%
45 positionsLocked2023Q3Sep 30
$4.5B▼ 2.8%
48 positionsLocked
Showing 12 of 82