单一明星管理人的 13F-HR 档案页：最新季前十大持仓与季度调仓帧差，/institutions 分类目录的静态下钻页。法定强制披露、公共域、申报日 PIT、季度节奏；仅展示层，非研究 claim。
独立佐证 · 单一管理人 13F 档案
Southpoint Capital Advisors LP
宏观SEC EDGAR 13F-HR · 2026-10-19SEC 13F-HR · EDGAR · filed-date PIT · 季度 · 公共域 · 申报日 2026-08-14
EDGAR 13F-HR 申报历史持仓数
33
申报总市值
$4.4B
最新申报季
2026-06-30
| # | 发行人 | 市值 | 股数 | 占比 |
|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | $493.8M | 850K | 11.23% |
| 2 | SCHEIN HENRY INC | $275.6M | 3.3M | 6.27% |
| 3 | DANAHER CORP DEL | $266.7M | 1.4M | 6.07% |
| 4 | MICROSOFT CORP | $261.1M | 700K | 5.94% |
| 5 | EQUINIX INC | $260.6M | 250K | 5.93% |
| 6 | THERMO FISHER SCIENTIFIC INC | $250.7M | 500K | 5.70% |
| 7 | SPOTIFY TECHNOLOGY S A | $229.6M | 500K | 5.22% |
| 8 | ALCON AG | $228.1M | 3.4M | 5.19% |
| 9 | UBER TECHNOLOGIES INC | $194.8M | 2.7M | 4.43% |
| 10 | BOEING CO | $194.8M | 900K | 4.43% |
| 11 | CIRCLE INTERNET GROUP INC | $187.9M | 3.0M | 4.27% |
| 12 | DOORDASH INC | $184.5M | 1.0M | 4.20% |
| 13 | PRIMORIS SVCS CORP | $138.8M | 1.4M | 3.16% |
| 14 | COINBASE GLOBAL INC | $131.6M | 900K | 2.99% |
| 15 | CONSTELLATION ENERGY CORP | $124.2M | 500K | 2.82% |
| 16 | NETFLIX INC. | $107.1M | 1.5M | 2.44% |
| 17 | SANDISK CORP | $90.9M | 40K | 2.07% |
| 18 | VALMONT INDS INC | $86.6M | 150K | 1.97% |
| 19 | DENTSPLY SIRONA INC | $74.3M | 7.0M | 1.69% |
| 20 | ILLUMINA INC | $70.3M | 400K | 1.60% |
| 21 | LIBERTY MEDIA CORP DEL | $66.6M | 700K | 1.51% |
| 22 | POOL CORP | $64.5M | 300K | 1.47% |
| 23 | FERGUSON ENTERPRISES INC | $59.3M | 250K | 1.35% |
| 24 | MADISON SQUARE GRDN SPRT COR | $56.3M | 140K | 1.28% |
| 25 | KASPI KZ JSC | $52.0M | 600K | 1.18% |
| 26 | ELEMENT SOLUTIONS INC | $47.8M | 1.0M | 1.09% |
| 27 | AKAMAI TECHNOLOGIES INC | $47.3M | 400K | 1.08% |
| 28 | WILLIAMS COS INC | $46.3M | 623K | 1.05% |
| 29 | SITEONE LANDSCAPE SUPPLY INC | $34.3M | 300K | 0.78% |
| 30 | ATLANTA BRAVES HLDGS INC | $23.4M | 450K | 0.53% |
| 31 | NOVANTA INC | $21.1M | 130K | 0.48% |
| 32 | ROCKET COS INC | $15.8M | 1.0M | 0.36% |
| 33 | BULLISH | $9.4M | 400K | 0.21% |
前 6 大集中度 · 41%
占比按本页可见持仓（前 ≤50 大）市值合计计算。
SEC Form 13F-HR quarterly institutional holdings — the legally mandated public report (public domain, 17 U.S.C. §105) every institutional manager with >=US$100M discretion must file within 45 days of quarter-end. Panel shows a bounded curated subset of star managers (CIKs verified against EDGAR submissions JSON; registry re-verified on each admission, latest 2026-08-28; candidates not verifiable as actively filing — e.g. Scion, Greenlight, Omega Advisors, Pabrai — were honestly dropped), latest quarter top-10 holdings plus quarter-over-quarter frame diff (new/increased/reduced/exited on share counts, with a whole-USD value delta = current − prior quarter as-filed value; full position value on new/exited, and on increased/reduced the value sign may oppose the share move — price drift). Values are as filed in the EDGAR 2014+ information-table XML (whole USD — the 'expressed in thousands' note is the legacy HTML rendering); same-(CUSIP, class, option) tranches merged into one position; shares as filed (SH lines; option lines flagged PUT/CALL). Filing-date point-in-time; amendments supersede (latest filing per report quarter wins). Issuer→ticker links are exact normalized-name matches (case/punctuation/apostrophes/legal suffixes) against the terminal's US stock universe and the SEC company_tickers snapshot (current, not as-of-filing; ambiguous multi-entity names dropped) — EDGAR infotables carry CUSIPs, not tickers, and as-filed abbreviations stay unmatched plain text. The value/growth/activist/macro/quant/china_background/other category tags are HUMAN-CURATED editorial metadata written in the fetch registry — they do NOT exist in any SEC data source. Display-only, not a research claim; NOT part of any OOS pipeline.
分类标签为人工策展的编辑部元数据（写死在抓取清单里），非 SEC 数据源字段。