13F Insight
DOSSIER · 13F-HR · Q1 2026

Southpoint Capital Advisors LP

$4.9B in tracked AUM across 41 positions as of Q1 2026.

SC
CIK 0001319998 · last filed Mar 31, 2026
Total AUM
$4.9B
as of Q1 2026
Holdings
41
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CRCL
CIRCLE INTERNET GROUP INC
$315M3.3M6.5%02
ZTS
ZOETIS INC
$260M2.2M5.4%03
ILMN
ILLUMINA INC
$259M2.1M5.3%04
H01301128
ALCON AG
$256M3.4M5.3%05
EQIX
EQUINIX INC
$245M250K5.0%06
HSIC
SCHEIN HENRY INC
$236M3.2M4.9%07
UBER
UBER TECHNOLOGIES INC
$223M3.1M4.6%08
MSFT
MICROSOFT CORP
$222M600K4.6%09
TMO
THERMO FISHER SCIENTIFIC INC
$197M400K4.0%10
L8681T102
SPOTIFY TECHNOLOGY S A
$194M400K4.0%

Filing history

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 positionsLocked2023Q2Jun 30
$4.6B▲ 4.5%
42 positionsLocked
Showing 12 of 81