Stock Taper

SOUTHPOINT CAPITAL ADVISORS LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DENTSPLY SIRONA Inc.XRAY7M$74.27M
Alcon Inc.ALC3.4M$228.14M
Henry Schein, Inc.HSIC3.3M$275.62M
Circle Internet GroupCRCL3M$187.89M
Uber Technologies, Inc.UBER2.7M$194.83M
Netflix, Inc.NFLX1.5M$107.1M
Danaher CorporationDHR1.4M$266.67M
Primoris Services CorporationPRIM1.4M$138.77M
DoorDash, Inc.DASH1M$184.53M
Element Solutions IncESI1M$47.75M
Rocket Companies, Inc.RKT1M$15.75M
Coinbase Global, Inc.COIN900K$131.57M
The Boeing CompanyBA900K$194.82M
Advanced Micro Devices, Inc.AMD850K$493.77M
Liberty Media CorporationFWONK700K$66.6M
Microsoft CorporationMSFT700K$261.11M
The Williams Companies, Inc.WMB623.06K$46.32M
Constellation Energy CorporationCEG500K$124.19M
Thermo Fisher Scientific Inc.TMO500K$250.68M
Spotify Technology S.A.SPOT500K$229.56M