13F Filings History of Southpoint Capital Advisors LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$4,301,923,214
Notable people
John S. Clark II
Signature - Title
John S. Clark II - Managing Member of the General Partner
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Southpoint Capital Advisors LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Southpoint Capital Advisors LP reported 38 stock holdings with total value $4,301,923,214 as of Q4 2025. Top holdings included BDX, AMZN, MSFT, ILMN, and AON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 38 $4,301,923,214 +$1,981,924,372 -$1,720,400,744 +$261,523,628 BDX, AMZN, MSFT, ILMN, AON 13F-HR 17 Feb 2026, 16:35
Q3 2025 41 $3,812,793,861 +$1,199,169,952 -$1,523,927,996 -$324,758,044 BDX, W, MSFT, CHRW, TMO 13F-HR 14 Nov 2025, 16:23
Q2 2025 38 $3,972,725,286 +$915,911,254 -$1,665,780,450 -$749,869,196 BDX, SYF, COF, HSIC, W 13F-HR 14 Aug 2025, 16:29
Q1 2025 40 $4,149,136,234 +$1,076,636,512 -$1,019,904,100 +$56,732,412 SYF, PGR, MSFT, COF, HUM 13F-HR 15 May 2025, 16:42
Q4 2024 38 $4,262,718,592 +$1,334,094,600 -$1,327,057,601 +$7,036,999 SYF, COF, WTW, LPLA, PGR 13F-HR 14 Feb 2025, 16:16
Q3 2024 42 $4,219,010,674 +$1,380,418,661 -$1,431,851,668 -$51,433,007 PGR, SYF, UBER, MSFT, DFS 13F-HR 14 Nov 2024, 16:53
Q2 2024 45 $4,019,174,933 +$883,780,917 -$1,661,696,347 -$777,915,430 DFS, UBER, CRL, PGR, WTW 13F-HR 14 Aug 2024, 16:18
Q1 2024 51 $5,053,806,583 +$1,164,392,353 -$1,267,744,975 -$103,352,622 FIS, DFS, UBER, WTW, PGR 13F-HR 15 May 2024, 16:24
Q4 2023 45 $4,655,038,055 +$919,342,892 -$1,445,978,311 -$526,635,419 DFS, FIS, MTN, CRL, BLDR 13F-HR 14 Feb 2024, 16:09
Q3 2023 48 $4,479,021,580 +$1,225,330,792 -$1,070,401,224 +$154,929,568 MTN, KVUE, CEG, DFS, FIS 13F-HR 14 Nov 2023, 16:06
Q2 2023 42 $4,608,523,311 +$1,127,042,130 -$1,427,595,076 -$300,552,946 DFS, CEG, MTN, LH, SYF 13F-HR 14 Aug 2023, 16:22
Q1 2023 51 $4,410,436,989 +$1,732,277,803 -$1,071,895,990 +$660,381,813 CEG, FERG, MTN, DFS, SYF 13F-HR 15 May 2023, 16:08
Q4 2022 51 $3,872,985,752 +$995,520,248 -$1,251,624,750 -$256,104,502 FERG, CEG, SYF, MTN, CNH 13F-HR 14 Feb 2023, 16:06
Q3 2022 40 $3,711,567,000 +$960,907,273 -$886,306,333 +$74,600,940 CEG, FERG, SYF, RJF, SCHW 13F-HR 14 Nov 2022, 16:09
Q2 2022 44 $3,525,310,000 +$1,135,187,836 -$1,578,998,787 -$443,810,951 FERG, LPLA, AES, RJF, CEG 13F-HR 15 Aug 2022, 16:16
Q1 2022 50 $5,154,423,000 +$1,277,439,358 -$1,032,785,087 +$244,654,271 EXPE, AMZN, LPLA, Z, AES 13F-HR 16 May 2022, 16:28
Q4 2021 48 $5,209,853,000 +$1,175,124,988 -$637,303,633 +$537,821,355 CNH, EXPE, SCHW, UBER, LAD 13F-HR 14 Feb 2022, 16:26
Q3 2021 47 $4,684,474,000 +$779,547,560 -$1,579,702,018 -$800,154,458 LAD, UBER, EXPE, LPLA, APP 13F-HR 15 Nov 2021, 16:29
Q2 2021 54 $5,771,953,000 +$1,212,884,106 -$1,882,038,178 -$669,154,072 EXPE, UBER, APP, CNC, LAD 13F-HR 16 Aug 2021, 16:22
Q1 2021 62 $6,234,930,000 $0 $0 $0 CARR, EXPE, LPLA, UBER, NUAN New Holdings 16 Aug 2021, 16:05
Q1 2021 62 $6,234,930,000 +$1,442,713,739 -$1,533,277,415 -$90,563,676 CARR, EXPE, LPLA, UBER, NUAN 13F-HR 17 May 2021, 16:28
Q4 2020 68 $5,733,632,000 +$1,319,847,553 -$822,740,322 +$497,107,231 CARR, SYF, NUAN, TWTR, UBER 13F-HR 16 Feb 2021, 16:52
Q3 2020 73 $4,393,684,000 +$866,949,862 -$1,041,659,271 -$174,709,409 CARR, SYF, NUAN, TWTR, UBER 13F-HR 16 Nov 2020, 16:31
Q2 2020 59 $4,103,854,000 +$1,518,298,216 -$1,383,817,322 +$134,480,894 CARR, SYF, LDOS, NUAN, ELV 13F-HR 14 Aug 2020, 16:18
Q1 2020 38 $3,422,611,000 +$1,960,603,906 -$789,969,933 +$1,170,633,973 LDOS, UBER, GOOGL, CNC, ELV 13F-HR 15 May 2020, 16:19
Q4 2019 28 $2,777,334,000 +$545,759,648 -$707,508,816 -$161,749,168 NXPI, LDOS, CMCSA, CNC, LKQ 13F-HR 14 Feb 2020, 16:22
Q3 2019 30 $2,646,647,000 +$356,992,949 -$318,486,610 +$38,506,339 NXPI, LKQ, CMCSA, SSNC, GOOGL 13F-HR 14 Nov 2019, 16:32
Q2 2019 29 $2,647,820,000 +$846,442,239 -$652,568,375 +$193,873,864 NXPI, LPLA, UBER, CMCSA, LDOS 13F-HR 14 Aug 2019, 16:34
Q1 2019 27 $2,356,929,000 +$843,595,413 -$809,685,572 +$33,909,841 SSNC, CMCSA, SYF, NXPI, LPLA 13F-HR 15 May 2019, 16:07
Q4 2018 26 $2,066,637,000 +$592,217,690 -$753,975,250 -$161,757,560 LPLA, LDOS, GIL, CMCSA, SSNC 13F-HR 14 Feb 2019, 16:07
Q3 2018 27 $2,588,888,000 +$610,348,636 -$484,968,463 +$125,380,173 PCG, CMCSA, LPLA, NXPI, LDOS Restatement 19 Dec 2018, 15:39
Q2 2018 24 $2,352,991,000 +$585,473,318 -$514,773,961 +$70,699,357 PCG, ADSK, SSNC, CNC, LPLA 13F-HR 14 Aug 2018, 16:13
Q1 2018 30 $2,255,474,000 +$632,963,668 -$532,387,232 +$100,576,436 PCG, ETFC, ADSK, SSNC, WTW 13F-HR 15 May 2018, 16:16
Q4 2017 30 $2,100,726,000 +$545,967,492 -$987,906,800 -$441,939,308 LDOS, ETFC, CMCSA, PCG, SSNC 13F-HR 14 Feb 2018, 17:59
Q3 2017 36 $2,435,543,000 +$241,959,017 -$510,969,432 -$269,010,415 ETFC, CMCSA, AVGO, CTSH, CDK 13F-HR 14 Nov 2017, 16:10
Q2 2017 39 $2,512,479,000 +$856,826,496 -$775,275,774 +$81,550,722 FDX, AVGO, ETFC, CDK, CTSH 13F-HR 14 Aug 2017, 16:16
Q1 2017 30 $2,303,378,000 +$473,178,487 -$481,201,477 -$8,022,990 SSNC, FDX, JCI, ETFC, LDOS 13F-HR 15 May 2017, 16:39
Q4 2016 31 $2,166,685,000 +$578,655,601 -$669,031,819 -$90,376,218 CDK, JCI, FDX, LDOS, WTW 13F-HR 14 Feb 2017, 16:19
Q3 2016 30 $2,238,322,000 +$863,983,298 -$620,346,799 +$243,636,499 JCI, MCK, FDX, ETFC, WTW 13F-HR 14 Nov 2016, 16:11
Q2 2016 27 $1,870,369,000 +$501,733,397 -$634,186,357 -$132,452,960 MCK, JCI, FDX, AVGO, SYF 13F-HR 15 Aug 2016, 16:05
Q1 2016 29 $2,021,738,000 +$699,812,173 -$717,604,022 -$17,791,849 JCI, SYF, MCK, DHR, ETFC 13F-HR 16 May 2016, 16:01
Q4 2015 29 $2,134,268,000 +$468,853,238 -$610,623,301 -$141,770,063 MCK, SYF, AGN, DHR, EPAM 13F-HR 16 Feb 2016, 16:34
Q3 2015 31 $2,194,386,000 +$711,800,160 -$722,245,553 -$10,445,393 MCK, DHR, CDK, EPAM, AGN 13F-HR 16 Nov 2015, 16:37
Q2 2015 34 $2,348,189,000 +$907,519,056 -$916,555,916 -$9,036,860 DHR, AIG, PPL, ADBE, CDK 13F-HR 14 Aug 2015, 16:15
Q1 2015 33 $2,312,262,000 +$887,718,236 -$660,362,302 +$227,355,934 KRFT, MLM, CDK, PPL, WBC 13F-HR 15 May 2015, 16:28
Q4 2014 35 $1,975,174,000 +$544,604,057 -$624,541,407 -$79,937,350 ETFC, QRTEA, CDK, AMAT, CF 13F-HR 17 Feb 2015, 16:12
Q3 2014 33 $1,959,496,000 +$953,546,694 -$527,059,836 +$426,486,858 ETFC, CRI, LBTYK, ADBE, CF 13F-HR 14 Nov 2014, 16:11
Q2 2014 32 $1,527,121,000 +$496,245,142 -$665,109,300 -$168,864,158 NRF, ETFC, MCO, LAMR, RCAPQ 13F-HR 14 Aug 2014, 16:28
Q1 2014 36 $1,668,578,000 +$641,488,152 -$838,844,172 -$197,356,020 ETFC, NRF, MEOH, LBTYK, ADBE 13F-HR 15 May 2014, 16:08
Q4 2013 37 $1,857,168,000 $0 $0 $0 ETFC, MEOH, ESRX, STT, ADBE 13F-HR 14 Feb 2014, 16:51