Hedge Fund - Southpoint Capital Advisors
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMD | 850,000 | $493,773,500 | -6% | 11.23% | ||
| 2. | HSIC | 3,300,000 | $275,616,000 | +4% | 6.27% | ||
| 3. | DHR | 1,400,000 | $266,672,000 | +134% | 6.07% | ||
| 4. | MSFT | 700,000 | $261,114,000 | +17% | 5.94% | ||
| 5. | EQIX | 250,000 | $260,597,500 | 5.93% |
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