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. | CRCL | 3,300,000 | $314,853,000 | +175% | 6.48% | ||
| 2. | ZTS | 2,200,000 | $260,062,000 | +340% | 5.35% | ||
| 3. | ILMN | 2,100,000 | $258,846,000 | +20% | 5.33% | ||
| 4. | ALC | 3,400,000 | $256,190,000 | +70% | 5.27% | ||
| 5. | EQIX | 250,000 | $245,060,000 | NEW | 5.04% |
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