{
	"fund": "Southpoint Capital Advisors LP",
	"id": "US13F1319998",
	"url": "https://titelia.com/en/funds/US13F1319998",
	"manager": "",
	"filing": "13f",
	"currency": "USD",
	"net_assets": null,
	"as_of": "2026-03-31",
	"page": {
		"total": 36,
		"limit": 1000,
		"offset": 0,
		"more": false,
		"next": null,
		"previous": null
	},
	"holdings": [
		{
			"isin": "US1725731079",
			"company": "Circle Internet Group Inc",
			"company_url": "https://titelia.com/en/stocks/circle-internet-group-inc-US1725731079",
			"country": "US",
			"shares": 3300000,
			"value": 314853000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US98978V1035",
			"company": "Zoetis Inc",
			"company_url": "https://titelia.com/en/stocks/zoetis-inc-US98978V1035",
			"country": "US",
			"shares": 2200000,
			"value": 260062000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US4523271090",
			"company": "Illumina Inc",
			"company_url": "https://titelia.com/en/stocks/illumina-inc-US4523271090",
			"country": "US",
			"shares": 2100000,
			"value": 258846000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US29444U7000",
			"company": "Equinix Inc",
			"company_url": "https://titelia.com/en/stocks/equinix-inc-US29444U7000",
			"country": "US",
			"shares": 250000,
			"value": 245060000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US8064071025",
			"company": "Henry Schein Inc",
			"company_url": "https://titelia.com/en/stocks/henry-schein-inc-US8064071025",
			"country": "US",
			"shares": 3200000,
			"value": 235840000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US90353T1007",
			"company": "Uber Technologies Inc",
			"company_url": "https://titelia.com/en/stocks/uber-technologies-inc-US90353T1007",
			"country": "US",
			"shares": 3100000,
			"value": 222983000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5949181045",
			"company": "Microsoft Corp",
			"company_url": "https://titelia.com/en/stocks/microsoft-corp-US5949181045",
			"country": "US",
			"shares": 600000,
			"value": 222102000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US8835561023",
			"company": "Thermo Fisher Scientific Inc",
			"company_url": "https://titelia.com/en/stocks/thermo-fisher-scientific-inc-US8835561023",
			"country": "US",
			"shares": 400000,
			"value": 196612000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US64110L1061",
			"company": "Netflix Inc",
			"company_url": "https://titelia.com/en/stocks/netflix-inc-US64110L1061",
			"country": "US",
			"shares": 2000000,
			"value": 192300000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0079031078",
			"company": "Advanced Micro Devices Inc",
			"company_url": "https://titelia.com/en/stocks/advanced-micro-devices-inc-US0079031078",
			"country": "US",
			"shares": 900000,
			"value": 183087000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0758871091",
			"company": "Becton Dickinson & Co",
			"company_url": "https://titelia.com/en/stocks/becton-dickinson-co-US0758871091",
			"country": "US",
			"shares": 1000000,
			"value": 157230000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US31488V1070",
			"company": "Ferguson Enterprises Inc",
			"company_url": "https://titelia.com/en/stocks/ferguson-enterprises-inc-US31488V1070",
			"country": "US",
			"shares": 600000,
			"value": 139956000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0970231058",
			"company": "Boeing Co/The",
			"company_url": "https://titelia.com/en/stocks/boeing-co-the-US0970231058",
			"country": "US",
			"shares": 700000,
			"value": 139321000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0231351067",
			"company": "Amazon.com Inc",
			"company_url": "https://titelia.com/en/stocks/amazon-com-inc-US0231351067",
			"country": "US",
			"shares": 600000,
			"value": 124962000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US24906P1093",
			"company": "DENTSPLY SIRONA Inc",
			"company_url": "https://titelia.com/en/stocks/dentsply-sirona-inc-US24906P1093",
			"country": "US",
			"shares": 10000000,
			"value": 116000000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US2358511028",
			"company": "Danaher Corp",
			"company_url": "https://titelia.com/en/stocks/danaher-corp-US2358511028",
			"country": "US",
			"shares": 600000,
			"value": 113760000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US21037T1097",
			"company": "Constellation Energy Corp.",
			"company_url": "https://titelia.com/en/stocks/constellation-energy-corp-US21037T1097",
			"country": "US",
			"shares": 400000,
			"value": 111700000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US19260Q1076",
			"company": "Coinbase Global Inc",
			"company_url": "https://titelia.com/en/stocks/coinbase-global-inc-US19260Q1076",
			"country": "US",
			"shares": 600000,
			"value": 104766000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US73278L1052",
			"company": "Pool Corp",
			"company_url": "https://titelia.com/en/stocks/pool-corp-US73278L1052",
			"country": "US",
			"shares": 500000,
			"value": 101165000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US68404L2016",
			"company": "Option Care Health Inc",
			"company_url": "https://titelia.com/en/stocks/option-care-health-inc-US68404L2016",
			"country": "US",
			"shares": 3600000,
			"value": 96912000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US00971T1016",
			"company": "Akamai Technologies Inc",
			"company_url": "https://titelia.com/en/stocks/akamai-technologies-inc-US00971T1016",
			"country": "US",
			"shares": 800000,
			"value": 91880000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US48581R2058",
			"company": "Kaspi.KZ JSC",
			"company_url": "https://titelia.com/en/stocks/kaspi-kz-jsc-US48581R2058",
			"country": "KZ",
			"shares": 1000000,
			"value": 74070000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US2473617023",
			"company": "Delta Air Lines Inc",
			"company_url": "https://titelia.com/en/stocks/delta-air-lines-inc-US2473617023",
			"country": "US",
			"shares": 1000000,
			"value": 66480000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5312297550",
			"company": "Liberty Media Corp-Liberty Formula One",
			"company_url": "https://titelia.com/en/stocks/liberty-media-corp-liberty-formula-one-US5312297550",
			"country": "US",
			"shares": 600000,
			"value": 51012000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US5370081045",
			"company": "Littelfuse Inc",
			"company_url": "https://titelia.com/en/stocks/littelfuse-inc-US5370081045",
			"country": "US",
			"shares": 150000,
			"value": 50902500,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0235865062",
			"company": "U-Haul Holding Co",
			"company_url": "https://titelia.com/en/stocks/u-haul-holding-co-US0235865062",
			"country": "US",
			"shares": 1138000,
			"value": 50834460,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US94419L1017",
			"company": "Wayfair Inc",
			"company_url": "https://titelia.com/en/stocks/wayfair-inc-US94419L1017",
			"country": "US",
			"shares": 664286,
			"value": 49960950,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US55825T1034",
			"company": "Madison Square Garden Sports Corp",
			"company_url": "https://titelia.com/en/stocks/madison-square-garden-sports-corp-US55825T1034",
			"country": "US",
			"shares": 155000,
			"value": 49817000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US20464U1007",
			"company": "Compass Inc",
			"company_url": "https://titelia.com/en/stocks/compass-inc-US20464U1007",
			"country": "US",
			"shares": 6000000,
			"value": 43860000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0477263026",
			"company": "Atlanta Braves Holdings Inc",
			"company_url": "https://titelia.com/en/stocks/atlanta-braves-holdings-inc-US0477263026",
			"country": "US",
			"shares": 900000,
			"value": 38430000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US80004C2008",
			"company": "Sandisk Corp/DE",
			"company_url": "https://titelia.com/en/stocks/sandisk-corp-de-US80004C2008",
			"country": "US",
			"shares": 60000,
			"value": 38120400,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US35834F1049",
			"company": "T1 Energy Inc",
			"company_url": "https://titelia.com/en/stocks/t1-energy-inc-US35834F1049",
			"country": "US",
			"shares": 6000000,
			"value": 26340000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US0235861004",
			"company": "U-Haul Holding Co",
			"company_url": "https://titelia.com/en/stocks/u-haul-holding-co-US0235861004",
			"country": "US",
			"shares": 362000,
			"value": 17296360,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US9470021018",
			"company": "Wealthfront Corp",
			"company_url": "https://titelia.com/en/stocks/wealthfront-corp-US9470021018",
			"country": "US",
			"shares": 1400000,
			"value": 12950000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US57142B1044",
			"company": "Marqeta Inc",
			"company_url": "https://titelia.com/en/stocks/marqeta-inc-US57142B1044",
			"country": "US",
			"shares": 3000000,
			"value": 12240000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		},
		{
			"isin": "US4330001060",
			"company": "Hims & Hers Health Inc",
			"company_url": "https://titelia.com/en/stocks/hims-hers-health-inc-US4330001060",
			"country": "US",
			"shares": 500000,
			"value": 10380000,
			"currency": "USD",
			"weight": 0,
			"as_of": "2026-03-31"
		}
	],
	"source": "Public filings of the fund regulators, republished by titelia",
	"served_by": {
		"name": "titelia",
		"url": "https://titelia.com/en/api"
	},
	"terms": "https://titelia.com/en/mentions",
	"documentation": "https://titelia.com/en/api"
}