Universe · entity
Southpoint Capital Advisors LP
Institutional manager (13F) · CIK 1319998
13F holdings · as of 2026-03-31 · top 41 · reported portfolio $4.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CIRCLE INTERNET GROUP INC | $315M | 3,300,000 |
| 2 | ZOETIS INC | $260M | 2,200,000 |
| 3 | ILLUMINA INC | $259M | 2,100,000 |
| 4 | ALCON AG | $256M | 3,400,000 |
| 5 | EQUINIX INC | $245M | 250,000 |
| 6 | SCHEIN HENRY INC | $236M | 3,200,000 |
| 7 | UBER TECHNOLOGIES INC | $223M | 3,100,000 |
| 8 | MICROSOFT CORP | $222M | 600,000 |
| 9 | THERMO FISHER SCIENTIFIC INC | $197M | 400,000 |
| 10 | SPOTIFY TECHNOLOGY S A | $194M | 400,000 |
| 11 | NETFLIX INC. | $192M | 2,000,000 |
| 12 | ADVANCED MICRO DEVICES INC | $183M | 900,000 |
| 13 | AON PLC | $161M | 500,000 |
| 14 | BECTON DICKINSON & CO | $157M | 1,000,000 |
| 15 | FERGUSON ENTERPRISES INC | $140M | 600,000 |
| 16 | BOEING CO | $139M | 700,000 |
| 17 | AMAZON COM INC | $125M | 600,000 |
| 18 | DENTSPLY SIRONA INC | $116M | 10,000,000 |
| 19 | DANAHER CORP DEL | $114M | 600,000 |
| 20 | CONSTELLATION ENERGY CORP | $112M | 400,000 |
| 21 | COINBASE GLOBAL INC | $105M | 600,000 |
| 22 | POOL CORP | $101M | 500,000 |
| 23 | OPTION CARE HEALTH INC | $97M | 3,600,000 |
| 24 | AKAMAI TECHNOLOGIES INC | $92M | 800,000 |
| 25 | KASPI KZ JSC | $74M | 1,000,000 |
| 26 | DELTA AIR LINES INC | $66M | 1,000,000 |
| 27 | LIBERTY MEDIA CORP DEL | $51M | 600,000 |
| 28 | LITTELFUSE INC | $51M | 150,000 |
| 29 | U HAUL HOLDING COMPANY | $51M | 1,138,000 |
| 30 | WAYFAIR INC | $50M | 664,286 |
| 31 | MADISON SQUARE GRDN SPRT COR | $50M | 155,000 |
| 32 | COMPASS INC | $44M | 6,000,000 |
| 33 | ATLANTA BRAVES HLDGS INC | $38M | 900,000 |
| 34 | SANDISK CORP | $38M | 60,000 |
| 35 | T1 ENERGY INC | $26M | 6,000,000 |
| 36 | U HAUL HOLDING COMPANY | $17M | 362,000 |
| 37 | FENNEC PHARMACEUTICALS INC | $17M | 2,744,741 |
| 38 | WEALTHFRONT CORP | $13M | 1,400,000 |
| 39 | MARQETA INC | $12M | 3,000,000 |
| 40 | HIMS & HERS HEALTH INC | $10M | 500,000 |
| 41 | NOVANTA INC | $8M | 70,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.