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Southpoint Capital Advisors LP
John Smith Clark II · Hedge Fund · Long/Short Equity
Southpoint Capital Advisors LP is a New York-based investment management firm founded in 2004 by John Smith Clark II. The firm primarily operates as a hedge fund, specializing in a value-oriented long/short equity strategy. It focuses on achieving high absolute investment returns while minimizing the risk of capital loss through rigorous fundamental research and deep-dive analysis of both U.S. and international equities. The firm manages assets for a variety of institutional clients and high-net-worth individuals, typically maintaining a concentrated portfolio of securities its team believes are mispriced by the market.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.2% |
| YTD return | +7.2% |
| Sharpe ratio | 2.40 |
| Win rate | 41% |
| AUM | $4.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.southpointcapital.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 9.4% | +58.0% |
| MSFT | Microsoft Corporation | 8.5% | +3.4% |
| TMO | Thermo Fisher Scientific Inc | 7.3% | +25.1% |
| DHR | Danaher Corporation | 7.2% | +0.7% |
| HSIC | Henry Schein Inc | 7.0% | +24.8% |
| SPOT | Spotify Technology SA | 6.5% | +3.4% |
| CRCL | Circle Internet Group, Inc. | 6.3% | +3.6% |
| EQIX | Equinix Inc | 6.2% | -3.9% |
| ALC | Alcon AG | 5.8% | -7.2% |
| DASH | DoorDash, Inc. Class A Common Stock | 5.6% | -10.4% |
| UBER | Uber Technologies Inc | 5.0% | +5.5% |
| BA | The Boeing Company | 4.4% | -1.8% |
| COIN | Coinbase Global Inc | 3.8% | +3.1% |
| CEG | Constellation Energy Corp | 3.3% | +7.8% |
| NFLX | Netflix Inc | 2.9% | -10.0% |
| SUNB | Sunbelt Rentals Holdings, Inc. | 2.5% | -6.5% |
| PRIM | Primoris Services Corporation | 2.4% | +1.8% |
| ILMN | Illumina Inc | 2.1% | +88.0% |
| XRAY | Dentsply Sirona Inc | 1.8% | -3.3% |
| FWONK | Liberty Media Corporation Series C Liberty Formula One Common Stock | 1.7% | -6.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | AMZN | 3.6% → 0.0% |
| Aug 31, 2026 | SELL | XRAY | 3.3% → 1.8% |
| Aug 31, 2026 | SELL | UBER | 5.4% → 5.0% |
| Aug 31, 2026 | SELL | BDX | 3.8% → 0.0% |
| Aug 31, 2026 | BUY | HSIC | 6.8% → 7.0% |
Investment Style Analysis
Southpoint Capital Advisors LP is widely recognized for employing a Long/Short Equity strategy. As of Sep 4, 2026, the firm oversees approximately $4.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Diagnostics & Research and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Southpoint Capital Advisors LP made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on the belief that capital markets are inefficient in the short to intermediate term. Southpoint seeks to exploit these inefficiencies by employing a fundamental, research-intensive approach to stock selection. They focus on purchasing securities that trade at a significant discount to their intrinsic value while simultaneously shorting instruments that they believe are overvalued. This value-oriented, long/short approach is designed to generate alpha and provide attractive risk-adjusted returns across various market cycles by identifying companies with strong fundamentals and attractive valuations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Southpoint Capital Advisors LP.
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Frequently asked questions
How is the simulated portfolio for Southpoint Capital Advisors LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Southpoint Capital Advisors LP's largest holding?
As of the latest filing, Southpoint Capital Advisors LP's top position is Advanced Micro Devices Inc (AMD), representing 9.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Southpoint Capital Advisors LP's historical performance and risk profile?
Our simulation indicates a total return of +15.2% with a win rate of 41%. Notably, the portfolio maintains a Sharpe Ratio of 2.40, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Southpoint Capital Advisors LP primarily invest in?
Southpoint Capital Advisors LP has a strong preference for the Diagnostics & Research sector, which makes up 16.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Southpoint Capital Advisors LP's portfolio concentrated or diversified?
Southpoint Capital Advisors LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Southpoint Capital Advisors LP performed in 2026?
Our AI-simulated model portfolio for Southpoint Capital Advisors LP tracks a Year-to-Date (YTD) return of +7.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John Smith Clark II manage Southpoint Capital Advisors LP directly?
Yes, John Smith Clark II serves as the key portfolio manager for Southpoint Capital Advisors LP, overseeing the investment strategy and final capital allocation decisions.