Stock Taper 
SOUTHPOINT CAPITAL ADVISORS LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 40K | $90.95M |
 Novanta Inc. | NOVT | 130K | $21.09M |
 Madison Square Garden Sports Corp. | MSGS | 140K | $56.26M |
 Valmont Industries, Inc. | VMI | 150K | $86.64M |
 Ferguson plc | FERG | 250K | $59.33M |
 Equinix, Inc. | EQIX | 250K | $260.6M |
 Pool Corporation | POOL | 300K | $64.47M |
 SiteOne Landscape Supply, Inc. | SITE | 300K | $34.32M |
 Illumina, Inc. | ILMN | 400K | $70.33M |
 Bullish | BLSH | 400K | $9.37M |
 Akamai Technologies, Inc. | AKAM | 400K | $47.28M |
 Atlanta Braves Holdings, Inc. | BATRK | 450K | $23.36M |
 Thermo Fisher Scientific Inc. | TMO | 500K | $250.68M |
 Constellation Energy Corporation | CEG | 500K | $124.19M |
 Spotify Technology S.A. | SPOT | 500K | $229.56M |
 The Williams Companies, Inc. | WMB | 623.06K | $46.32M |
 Microsoft Corporation | MSFT | 700K | $261.11M |
 Liberty Media Corporation | FWONK | 700K | $66.6M |
 Advanced Micro Devices, Inc. | AMD | 850K | $493.77M |
 Coinbase Global, Inc. | COIN | 900K | $131.57M |