Southpoint Capital Advisors Lp Top Holdings and 13F Report (2026) About Southpoint Capital Advisors LpInvestment ActivitySouthpoint Capital Advisors Lp has $4.40 billion in total holdings as of June 30, 2026.Southpoint Capital Advisors Lp owns shares of 33 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 22.49% of the portfolio was purchased this quarter.About 42.87% of the portfolio was sold this quarter.This quarter, Southpoint Capital Advisors Lp has purchased 41 new stocks and bought additional shares in 10 stocks.Southpoint Capital Advisors Lp sold shares of 13 stocks and completely divested from 16 stocks this quarter.Largest Holdings Advanced Micro Devices $493,773,500Henry Schein $275,616,000Danaher $266,672,000Microsoft $261,114,000Equinix $260,597,500 Largest New Holdings this Quarter 25809K105 - DOORDASH INC $184,530,000 Holding74164F103 - PRIMORIS SVCS CORP $138,768,000 Holding920253101 - Valmont Industries $86,640,000 Holding28618M106 - Element Solutions $47,750,000 Holding969457100 - Williams Companies $46,318,280 Holding Largest Purchases this Quarter DOORDASH INC 1,000,000 shares (about $184.53M)Danaher 800,000 shares (about $152.38M)PRIMORIS SVCS CORP 1,400,000 shares (about $138.77M)Valmont Industries 150,000 shares (about $86.64M)Thermo Fisher Scientific 100,000 shares (about $50.14M) Largest Sales this Quarter Illumina 1,700,000 shares (about $298.91M)FERGUSON ENTERPRISES INC 350,000 shares (about $83.07M)Akamai Technologies 400,000 shares (about $47.28M)SANDISK CORP 20,000 shares (about $45.47M)Pool 200,000 shares (about $42.98M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSouthpoint Capital Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$493,773,500$29,045,500 â–¼-5.6%850,00011.2%TechnologyHSICHenry Schein$275,616,000$8,352,000 â–²3.1%3,300,0006.3%HealthcareDHRDanaher$266,672,000$152,384,000 â–²133.3%1,400,0006.1%HealthcareMSFTMicrosoft$261,114,000$37,302,000 â–²16.7%700,0005.9%TechnologyEQIXEquinix$260,597,5000.0%250,0005.9%Real EstateTMOThermo Fisher Scientific$250,680,000$50,136,000 â–²25.0%500,0005.7%HealthcareSPOTSpotify Technology$229,565,000$45,913,000 â–²25.0%500,0005.2%Communication ServicesALCAlcon$228,140,0000.0%3,400,0005.2%HealthcareUBERUber Technologies$194,832,000$28,864,000 â–¼-12.9%2,700,0004.4%IndustrialsBABoeing$194,823,000$43,294,000 â–²28.6%900,0004.4%IndustrialsCIRCLE INTERNET GROUP INC$187,890,000$18,789,000 â–¼-9.1%3,000,0004.3%COM CL ADOORDASH INC$184,530,000$184,530,000 â–²New Holding1,000,0004.2%CL APRIMORIS SVCS CORP$138,768,000$138,768,000 â–²New Holding1,400,0003.2%COMCOINCoinbase Global$131,571,000$43,857,000 â–²50.0%900,0003.0%FinanceCEGConstellation Energy$124,185,000$24,837,000 â–²25.0%500,0002.8%UtilitiesNFLXNetflix$107,100,000$35,700,000 â–¼-25.0%1,500,0002.4%Communication ServicesSANDISK CORP$90,949,200$45,474,600 â–¼-33.3%40,0002.1%COMVMIValmont Industries$86,640,000$86,640,000 â–²New Holding150,0002.0%IndustrialsXRAYDENTSPLY SIRONA$74,270,000$31,830,000 â–¼-30.0%7,000,0001.7%HealthcareILMNIllumina$70,332,000$298,911,000 â–¼-81.0%400,0001.6%HealthcareFWONKLiberty Media Corporation - Liberty Formula One Series C$66,598,000$9,514,000 â–²16.7%700,0001.5%Communication ServicesPOOLPool$64,470,000$42,980,000 â–¼-40.0%300,0001.5%Consumer DiscretionaryFERGUSON ENTERPRISES INC$59,332,500$83,065,500 â–¼-58.3%250,0001.3%COMMON STOCK NEWMSGSMadison Square Garden$56,257,600$6,027,600 â–¼-9.7%140,0001.3%Communication ServicesKASPI KZ JSC$51,984,000$34,656,000 â–¼-40.0%600,0001.2%SPONSORED ADSESIElement Solutions$47,750,000$47,750,000 â–²New Holding1,000,0001.1%MaterialsAKAMAkamai Technologies$47,284,000$47,284,000 â–¼-50.0%400,0001.1%TechnologyWMBWilliams Companies$46,318,280$46,318,280 â–²New Holding623,0601.1%EnergySITESiteOne Landscape Supply$34,323,000$34,323,000 â–²New Holding300,0000.8%IndustrialsBATRKAtlanta Braves$23,355,000$23,355,000 â–¼-50.0%450,0000.5%Communication ServicesNOVTNovanta$21,091,200$9,734,400 â–²85.7%130,0000.5%TechnologyRKTRocket Companies$15,750,000$15,750,000 â–²New Holding1,000,0000.4%FinanceBULLISH$9,372,000$9,372,000 â–²New Holding400,0000.2%ORD SHSZTSZoetis$0$260,062,000 â–¼-100.0%00.0%HealthcareAONAON$0$161,390,000 â–¼-100.0%00.0%FinanceBDXBecton, Dickinson and Company$0$157,230,000 â–¼-100.0%00.0%HealthcareAMZNAmazon.com$0$124,962,000 â–¼-100.0%00.0%Consumer DiscretionaryOPCHOption Care Health$0$96,912,000 â–¼-100.0%00.0%HealthcareDALDelta Air Lines$0$66,480,000 â–¼-100.0%00.0%IndustrialsLFUSLittelfuse$0$50,902,500 â–¼-100.0%00.0%TechnologyU HAUL HOLDING COMPANY$0$50,834,460 â–¼-100.0%00.0%COM SER NWWayfair$0$49,960,950 â–¼-100.0%00.0%Consumer DiscretionaryCOMPCompass$0$43,860,000 â–¼-100.0%00.0%Real EstateT1 ENERGY INC$0$26,340,000 â–¼-100.0%00.0%COM NEWU HAUL HOLDING COMPANY$0$17,296,360 â–¼-100.0%00.0%COMFENCAdherex Technologies$0$16,880,157 â–¼-100.0%00.0%HealthcareWEALTHFRONT CORP$0$12,950,000 â–¼-100.0%00.0%COMMQMarqeta$0$12,240,000 â–¼-100.0%00.0%FinanceHIMSHims & Hers Health$0$10,380,000 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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