Southpoint Capital Advisors LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $4.3B in reported equity holdings across 38 positions. The largest holdings are BDX (6.3%), AMZN (5.9%), MSFT (5.6%), ILMN (5.3%), AON (5.3%). The portfolio is concentrated in Other (93.6%), Technology (4.6%), Financial Services (0.9%). Data sourced from SEC EDGAR 13F filings (CIK 1319998).