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. | BDX | 1,780,800 | $271,698,000 | 6.32% | |||
| 2. | AMZN | 1,100,000 | $253,902,000 | +47% | 5.9% | ||
| 3. | MSFT | 500,000 | $241,810,000 | +25% | 5.62% | ||
| 4. | ILMN | 1,750,464 | $229,590,858 | +17% | 5.34% | ||
| 5. | AON | 650,000 | $229,372,000 | NEW | 5.33% |
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