Southpoint Capital Advisors LP

Fundamental diversified ★Signal CIK 1319998
League rank
#575
in Fundamental diversified · #3920 overall
Long book
$4.86B
Q1 2026
Positions
41
Top-10 weight
50%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
51%
of book per quarter

Strategy in plain words

auto-generated from filings

Southpoint Capital Advisors LP is a diversified fundamental manager, running a $4.86B US long book across 41 positions.

The portfolio is moderately concentrated (top 10 ≈ 50% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: CIRCLE INTERNET GROUP INC, ZOETIS INC, ILLUMINA INC, ALCON INC, EQUINIX INC.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-7.0%
Q2 2024
+7.7%
Q3 2024
-0.1%
Q4 2024
-4.1%
Q1 2025
+14.0%
Q2 2025
+5.4%
Q3 2025
+8.4%
Q4 2025
-3.2%
Q1 2026
+11.4%

Sector allocation

Healthcare
26%
Services media
15%
Consumer discretionary
14%
Financials
13%
Technology
13%
Industrials
6%
Communications
5%
Other
4%

Long book by quarter

$5.05B
Q1 2024
$4.02B
Q2 2024
$4.22B
Q3 2024
$4.26B
Q4 2024
$4.15B
Q1 2025
$3.97B
Q2 2025
$3.81B
Q3 2025
$4.30B
Q4 2025
$4.86B
Q1 2026

What does Southpoint Capital own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CRCL CIRCLE INTERNET GROUP INCFinancials3.3M$314.9M6.5%+175.0%
ZTS ZOETIS INCHealthcare2.2M$260.1M5.4%+340.0%
ILMN ILLUMINA INCHealthcare2.1M$258.8M5.3%+20.0%
ALC ALCON INCHealthcare3.4M$256.2M5.3%+70.0%
HSIC HENRY SCHEIN INCConsumer discretionary3.2M$235.8M4.9%+28.0%
UBER UBER TECHNOLOGIES INCServices media3.1M$223.0M4.6%New
MSFT MICROSOFT CORPTechnology600.0K$222.1M4.6%+20.0%
TMO THERMO FISHER SCIENTIFIC INCOther400.0K$196.6M4.0%+300.0%
SPOT SPOTIFY TECHNOLOGY SACommunications400.0K$194.0M4.0%New
NFLX NETFLIX INCServices media2.0M$192.3M4.0%New
AMD ADVANCED MICRO DEVICESTechnology900.0K$183.1M3.8%+50.0%
AON AON PLC-CLASS AFinancials500.0K$161.4M3.3%-23.1%
BDX BECTON DICKINSON AND COHealthcare1.0M$157.2M3.2%-28.6%
FERG FERGUSON ENTERPRISES INCConsumer discretionary600.0K$140.0M2.9%Held
BA BOEING CO/THEIndustrials700.0K$139.3M2.9%New
AMZN AMAZON.COM INCConsumer discretionary600.0K$125.0M2.6%-45.5%
XRAY DENTSPLY SIRONA INCHealthcare10.0M$116.0M2.4%New
DHR DANAHER CORPTechnology600.0K$113.8M2.3%New
CEG CONSTELLATION ENERGYUtilities400.0K$111.7M2.3%-11.1%
COIN COINBASE GLOBAL INC -CLASS AFinancials600.0K$104.8M2.2%New
POOL POOL CORPConsumer discretionary500.0K$101.2M2.1%+66.7%
OPCH OPTION CARE HEALTH INCHealthcare3.6M$96.9M2.0%+20.0%
AKAM AKAMAI TECHNOLOGIES INCServices media800.0K$91.9M1.9%New
DAL DELTA AIR LINES INCIndustrials1.0M$66.5M1.4%-33.3%
FWONK LIBERTY MEDIA CORP-FORMULA-CCommunications600.0K$51.0M1.0%New
LFUS LITTELFUSE INCIndustrials150.0K$50.9M1.0%New
UHAL/B U-HAUL HOLDING CO-NON VOTINGServices media1.1M$50.8M1.0%-40.1%
W WAYFAIR INC- CLASS AConsumer discretionary664.3K$50.0M1.0%-55.7%
MSGS MADISON SQUARE GARDEN SPORTSServices media155.0K$49.8M1.0%+3.3%
COMP COMPASS INC - CLASS AReal estate6.0M$43.9M0.9%-25.0%
BATRK ATLANTA BRAVES HOLDINGS IN-CServices media900.0K$38.4M0.8%+28.6%
SNDK SANDISK CORPTechnology60.0K$38.1M0.8%New
TE T1 ENERGY INCTechnology6.0M$26.3M0.5%Held
UHAL U-HAUL HOLDING COServices media362.0K$17.3M0.4%-39.7%
FENC FENNEC PHARMACEUTICALS INCHealthcare2.7M$16.9M0.3%Held
WLTH WEALTHFRONT CORPFinancials1.4M$12.9M0.3%New
HIMS HIMS & HERS HEALTH INCHealthcare500.0K$10.4M0.2%New
NOVT NOVANTA INCTechnology70.0K$8.3M0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202641$4.86B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202638$4.30B canonicalSEC ↗
Q3 202513F-HRNov 14, 202541$3.81B canonicalSEC ↗
Q2 202513F-HRAug 14, 202538$3.97B canonicalSEC ↗
Q1 202513F-HRMay 15, 202541$4.19B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202538$4.26B canonicalSEC ↗
Q3 202413F-HRNov 14, 202442$4.22B canonicalSEC ↗
Q2 202413F-HRAug 14, 202445$4.02B canonicalSEC ↗
Q1 202413F-HRMay 15, 202451$5.05B canonicalSEC ↗