Southpoint Capital Advisors LP — 13F holdings

Southpoint Capital Advisors LP reported 33 holdings worth $4.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMD ADVANCED MICRO DEVICES INC — $494M (11.2%)
2. HSIC HENRY SCHEIN INC — $276M (6.3%)
3. DHR DANAHER CORPORATION — $267M (6.1%)
4. MSFT MICROSOFT CORP — $261M (5.9%)
5. EQIX EQUINIX INC — $261M (5.9%)
6. TMO THERMO FISHER SCIENTIFIC INC — $251M (5.7%)
7. SPOT SPOTIFY TECHNOLOGY S A — $230M (5.2%)
8. ALC ALCON AG — $228M (5.2%)
9. UBER UBER TECHNOLOGIES INC — $195M (4.4%)
10. BA BOEING CO — $195M (4.4%)