Long-term investor
Southpoint Capital Advisors LP @southpointcapitaladvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001319998).
Record
- Tracked since 2025-06-30 (446 days), 175 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -2.9% · all -2.9%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMD · 11.2% · long · since 2025-12-31
- HSIC · 6.3% · long · since 2025-06-30
- DHR · 6.1% · long · since 2026-03-31
- MSFT · 5.9% · long · since 2025-06-30
- EQIX · 5.9% · long · since 2026-03-31
- TMO · 5.7% · long · since 2025-09-30
- SPOT · 5.2% · long · since 2026-03-31
- ALC · 5.2% · long · since 2025-12-31
- 90353T100 · 4.4% · long · since 2026-03-31
- 097023105 · 4.4% · long · since 2026-03-31
- CRCL · 4.3% · long · since 2025-12-31
- DASH · 4.2% · long · since 2026-06-30