StockDriftsStockDriftsTop 41 Southpoint Capital Advisors Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRCL | CIRCLE INTERNET GROUP INC | 6.48% | 3.30M | $314.9M | +175.00%(+2.10M) | $94.11(+21.13%) | 2026-03-31 | |
| ZTS | ZOETIS INC | 5.35% | 2.20M | $260.1M | +340.00%(+1.70M) | $125.21(-40.72%) | 2026-03-31 | |
| ILMN | ILLUMINA INC | 5.33% | 2.10M | $258.8M | +19.97%(+349.54K) | $112.18(+27.06%) | 2026-03-31 | |
| ALC | ALCON AG | 5.27% | 3.40M | $256.2M | +70.00%(+1.40M) | $76.83(-17.17%) | 2026-03-31 | |
| EQIX | EQUINIX INC | 5.04% | 250.0K | $245.1M | new | $873.20(+21.33%) | 2026-03-31 | |
| HSIC | SCHEIN HENRY INC | 4.85% | 3.20M | $235.8M | +28.00%(+700.00K) | $72.60(+0.16%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 4.59% | 3.10M | $223.0M | new | $56.08(+33.89%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.57% | 600.0K | $222.1M | +20.00%(+100.00K) | $401.09(+5.19%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.05% | 400.0K | $196.6M | +300.00%(+300.00K) | $512.93(-14.54%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 3.99% | 400.0K | $194.0M | new | $532.81(-17.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.76% | +76.09% |
| Top 20 Holdings Unweighted | +21.27% | +78.36% |
Sign up free to track Southpoint Capital Advisors Lp, compare funds side by side, and get alerts the moment positions change.