SEC Form 13F

Southpoint Capital Advisors LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$4,395,933,780
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ADVANCED MICRO DEVICES INCAMDCOM$493,773,500850,000
SCHEIN HENRY INCHSICCOM$275,616,0003,300,000
DANAHER CORP DELDHRCOM$266,672,0001,400,000
MICROSOFT CORPMSFTCOM$261,114,000700,000
EQUINIX INCEQIXCOM$260,597,500250,000
THERMO FISHER SCIENTIFIC INCTMOCOM$250,680,000500,000
SPOTIFY TECHNOLOGY S ASPOTSHS$229,565,000500,000
ALCON AGALCORD SHS$228,140,0003,400,000
UBER TECHNOLOGIES INCUBERCOM$194,832,0002,700,000
BOEING COBACOM$194,823,000900,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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