Southpoint Capital Advisors LP Buys Uber Technologies Inc, Alphabet Inc, Take-Two Interactive Software Inc, Sells Amazon.com Inc, Booking Holdings Inc, Autodesk Inc

• New Purchases: UBER, GOOGL, TTWO, DBX, IAA, BERY, CTVA, LK, LYFT, TLRY,
• Added Positions: CNC, FIS, FB, WLTW, BA, NXPI, TLND, JELD, LKQ,
• Reduced Positions: SYF, CMCSA, SSNC, V, ETFC, GIL, LPLA,
• Sold Out: AMZN, BKNG, ADSK, MAS, UPS, CMP, BECN, AIMT,

For the details of Southpoint Capital Advisors LP's stock buys and sells, go to https://www.gurufocus.com/guru/southpoint+capital+advisors+lp/current-portfolio/portfolio

1. NXP Semiconductors NV (NXPI) - 2,000,000 shares, 7.37% of the total portfolio. Shares added by 14.29%
2. LPL Financial Holdings Inc (LPLA) - 2,050,000 shares, 6.32% of the total portfolio. Shares reduced by 6.43%
3. Uber Technologies Inc (UBER) - 3,550,605 shares, 6.22% of the total portfolio. New Position
4. Comcast Corp (CMCSA) - 3,750,000 shares, 5.99% of the total portfolio. Shares reduced by 18.48%
5. Leidos Holdings Inc (LDOS) - 1,900,000 shares, 5.73% of the total portfolio.

Southpoint Capital Advisors LP initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.29. The impact to a portfolio due to this purchase was 6.22%. The holding were 3,550,605 shares as of .

Southpoint Capital Advisors LP initiated holding in Alphabet Inc. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1183.53. The impact to a portfolio due to this purchase was 5.11%. The holding were 125,000 shares as of .

Southpoint Capital Advisors LP initiated holding in Take-Two Interactive Software Inc. The purchase prices were between $89.74 and $113.83, with an estimated average price of $102.76. The stock is now traded at around $131.43. The impact to a portfolio due to this purchase was 3.86%. The holding were 900,000 shares as of .

Southpoint Capital Advisors LP initiated holding in Dropbox Inc. The purchase prices were between $21.15 and $25.05, with an estimated average price of $23.07. The stock is now traded at around $17.80. The impact to a portfolio due to this purchase was 2.22%. The holding were 2,350,000 shares as of .

Southpoint Capital Advisors LP initiated holding in IAA Inc. The purchase prices were between $36.57 and $40, with an estimated average price of $38.68. The stock is now traded at around $46.65. The impact to a portfolio due to this purchase was 1.54%. The holding were 1,050,000 shares as of .

Southpoint Capital Advisors LP initiated holding in Berry Global Group Inc. The purchase prices were between $47.02 and $58.83, with an estimated average price of $52.47. The stock is now traded at around $39.41. The impact to a portfolio due to this purchase was 1.39%. The holding were 700,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Centene Corp by 107.69%. The purchase prices were between $47.01 and $57.88, with an estimated average price of $53.96. The stock is now traded at around $46.54. The impact to a portfolio due to this purchase was 2.77%. The holding were 2,700,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Fidelity National Information Services Inc by 70.00%. The purchase prices were between $110.89 and $123.88, with an estimated average price of $117.36. The stock is now traded at around $139.62. The impact to a portfolio due to this purchase was 1.62%. The holding were 850,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Facebook Inc by 30.00%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $183.81. The impact to a portfolio due to this purchase was 1.09%. The holding were 650,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Willis Towers Watson PLC by 30.00%. The purchase prices were between $173.7 and $192.31, with an estimated average price of $180.97. The stock is now traded at around $193.37. The impact to a portfolio due to this purchase was 1.08%. The holding were 650,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Boeing Co by 50.00%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $331.75. The impact to a portfolio due to this purchase was 1.03%. The holding were 225,000 shares as of .

Southpoint Capital Advisors LP added to a holding in Talend SA by 52.01%. The purchase prices were between $37.19 and $52.17, with an estimated average price of $46.73. The stock is now traded at around $39.34. The impact to a portfolio due to this purchase was 0.65%. The holding were 1,300,000 shares as of .

Southpoint Capital Advisors LP sold out a holding in Amazon.com Inc. The sale prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37.

Southpoint Capital Advisors LP sold out a holding in Booking Holdings Inc. The sale prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29.

Southpoint Capital Advisors LP sold out a holding in Autodesk Inc. The sale prices were between $154.82 and $178.21, with an estimated average price of $168.04.

Southpoint Capital Advisors LP sold out a holding in Masco Corp. The sale prices were between $34.92 and $40.85, with an estimated average price of $38.56.

Southpoint Capital Advisors LP sold out a holding in United Parcel Service Inc. The sale prices were between $92.92 and $114.49, with an estimated average price of $104.04.

Southpoint Capital Advisors LP sold out a holding in Compass Minerals International Inc. The sale prices were between $51.01 and $58.51, with an estimated average price of $55.26.