Southpoint Capital Advisors LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $4.9B in reported equity holdings across 41 positions. The largest holdings are CRCL (6.5%), ZM (5.4%), ILMN (5.3%), ALC (5.3%), EQT (5.0%). The portfolio is concentrated in Other (93.9%), Energy (5.0%), Communication Services (1.0%). Data sourced from SEC EDGAR 13F filings (CIK 1319998).