SOUTHPOINT CAPITAL ADVISORS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XRAY | 10.00M | $116.00M |
 | COMP | 6.00M | $43.86M |
 | OPCH | 3.60M | $96.91M |
 | ALC | 3.40M | $256.19M |
 | CRCL | 3.30M | $314.85M |
 | HSIC | 3.20M | $235.84M |
 | UBER | 3.10M | $222.98M |
 | MQ | 3.00M | $12.24M |
 | FENC | 2.74M | $16.88M |
 | ZTS | 2.20M | $260.06M |
 | ILMN | 2.10M | $258.85M |
 | NFLX | 2.00M | $192.30M |
 | WLTH | 1.40M | $12.95M |
 | UHAL-B | 1.14M | $50.83M |
 | DAL | 1.00M | $66.48M |
 | BDX | 1.00M | $157.23M |
 | BATRK | 900K | $38.43M |
 | AMD | 900K | $183.09M |
 | AKAM | 800K | $91.88M |
 | BA | 700K | $139.32M |
DENTSPLY SIRONA Inc.
XRAY
Shares Held
10.00M
Value
$116.00M
Compass, Inc.
COMP
Shares Held
6.00M
Value
$43.86M
Option Care Health, Inc.
OPCH
Shares Held
3.60M
Value
$96.91M
Alcon Inc.
ALC
Shares Held
3.40M
Value
$256.19M
Circle Internet Group
CRCL
Shares Held
3.30M
Value
$314.85M
Henry Schein, Inc.
HSIC
Shares Held
3.20M
Value
$235.84M
Uber Technologies, Inc.
UBER
Shares Held
3.10M
Value
$222.98M
Marqeta, Inc.
MQ
Shares Held
3.00M
Value
$12.24M
Fennec Pharmaceuticals Inc.
FENC
Shares Held
2.74M
Value
$16.88M
Zoetis Inc.
ZTS
Shares Held
2.20M
Value
$260.06M
Illumina, Inc.
ILMN
Shares Held
2.10M
Value
$258.85M
Netflix, Inc.
NFLX
Shares Held
2.00M
Value
$192.30M
Wealthfront Corporation
WLTH
Shares Held
1.40M
Value
$12.95M
U-Haul Holding Company
UHAL-B
Shares Held
1.14M
Value
$50.83M
Delta Air Lines, Inc.
DAL
Shares Held
1.00M
Value
$66.48M
Becton, Dickinson and Company
BDX
Shares Held
1.00M
Value
$157.23M
Atlanta Braves Holdings, Inc.
BATRK
Shares Held
900K
Value
$38.43M
Advanced Micro Devices, Inc.
AMD
Shares Held
900K
Value
$183.09M
Akamai Technologies, Inc.
AKAM
Shares Held
800K
Value
$91.88M
The Boeing Company
BA
Shares Held
700K
Value
$139.32M