John S. Clark II

Southpoint Capital Advisors Lp

Assets Managed

$4.859B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

12.95%(2Q avg: 12.89%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Southpoint Capital Advisors Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Southpoint Capital Advisors Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.859B in assets, with a quarterly growth rate of 12.95% and a 2-quarter average growth rate of 12.89%. The portfolio is managed by John S. Clark II, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CRCL Circle Internet Group Inc Recent Activity Increased 175%	6.49%	$314.853M 3.3M shares@ $95.41 avg price	Increased 175%
ZTS Zoetis Inc Recent Activity Increased 340%	5.36%	$260.062M 2.2M shares@ $118.21 avg price	Increased 340%
ILMN Illumina Inc Recent Activity Increased 19.97%	5.33%	$258.846M 2.1M shares@ $123.26 avg price	Increased 19.97%
ALC Alcon Inc Recent Activity Increased 70%	5.28%	$256.19M 3.4M shares@ $75.35 avg price	Increased 70%
EQIX Equinix Inc Recent Activity New Position	5.05%	$245.06M 250,000 shares@ $980.24 avg price	New Position
HSIC Henry Schein Inc Recent Activity Increased 28.01%	4.86%	$235.84M 3.2M shares@ $73.7 avg price	Increased 28.01%
UBER Uber Technologies Inc Recent Activity New Position	4.59%	$222.983M 3.1M shares@ $71.93 avg price	New Position
MSFT Microsoft Corp Recent Activity Increased 20%	4.58%	$222.102M 600,000 shares@ $370.17 avg price	Increased 20%
TMO Thermo Fisher Scientific Inc Recent Activity Increased 300%	4.05%	$196.612M 400,000 shares@ $491.53 avg price	Increased 300%
SPOT Spotify Technology Sa Recent Activity New Position	4%	$193.964M 400,000 shares@ $484.91 avg price	New Position

1-10 of 41