Southpoint Capital Advisors LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $4.4B in reported equity holdings across 33 positions. The largest holdings are AMD (11.2%), HSIC (6.3%), DHR (6.1%), MSFT (5.9%), EQT (5.9%). The portfolio is concentrated in Other (91.7%), Energy (7.0%), Communication Services (1.3%). Data sourced from SEC EDGAR 13F filings (CIK 1319998).