Holdings
Southpoint Capital Advisors LP
As of Jun 30, 2026, Southpoint Capital Advisors LP reported 30 positions worth US$3.89B. Largest: Advanced Micro Devices Inc, Henry Schein, Inc. and Danaher Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 850K | US$494M | −50,000 | Jun 30, 2026 |
| Henry Schein, Inc. | 3.3M | US$276M | +100K | Jun 30, 2026 |
| Danaher Corporation | 1.4M | US$267M | +800K | Jun 30, 2026 |
| Microsoft Corp. | 700K | US$261M | +100K | Jun 30, 2026 |
| Equinix, Inc. | 250K | US$261M | no change | Jun 30, 2026 |
| Thermo Fisher Scientific Inc | 500K | US$251M | +100K | Jun 30, 2026 |
| Uber Technologies, Inc. | 2.7M | US$195M | −400K | Jun 30, 2026 |
| Boeing Company (the) | 900K | US$195M | +200K | Jun 30, 2026 |
| Circle Internet Group, Inc. | 3M | US$188M | −300K | Jun 30, 2026 |
| Doordash, Inc. | 1M | US$185M | new | Jun 30, 2026 |