SurgoCap Partners
Latest statistics and disclosures from SurgoCap Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, CRS, GOOG, LPLA, MDLN, and represent 57.97% of SurgoCap Partners's stock portfolio.
- Added to shares of these 7 stocks: INTC (+$258M), AGX (+$120M), V (+$95M), MDLN (+$56M), Dpc Holdings (+$31M), MCK (+$21M), LPLA (+$12M).
- Started 3 new stock positions in Dpc Holdings, INTC, AGX.
- Reduced shares in these 10 stocks: CRS (-$315M), GOOG (-$185M), NVDA (-$176M), TSM (-$96M), NIQ (-$67M), SHOP (-$61M), FIG (-$40M), ISRG (-$30M), NU (-$25M), GLW (-$16M).
- Sold out of its positions in FIG, NVDA, SHOP, NIQ.
- SurgoCap Partners was a net seller of stock by $-416M.
- SurgoCap Partners has $3.1B in assets under management (AUM), dropping by 3.29%.
- Central Index Key (CIK): 0001960830
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Portfolio Holdings for SurgoCap Partners
SurgoCap Partners holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 14.0 | $434M | -18% | 908k | 477.57 |
|
| Carpenter Technology Corporation (CRS) | 13.7 | $423M | -42% | 687k | 616.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 11.0 | $341M | -35% | 966k | 353.33 |
|
| Lpl Financial Holdings (LPLA) | 9.7 | $300M | +4% | 1.1M | 281.68 |
|
| Medline Com Cl A (MDLN) | 9.5 | $295M | +23% | 7.5M | 39.44 |
|
| McKesson Corporation (MCK) | 9.2 | $285M | +8% | 377k | 755.60 |
|
| Intel Corporation (INTC) | 8.3 | $258M | NEW | 1.8M | 139.63 |
|
| Corning Incorporated (GLW) | 6.6 | $204M | -7% | 797k | 255.43 |
|
| Visa Com Cl A (V) | 6.3 | $194M | +95% | 564k | 343.09 |
|
| Argan (AGX) | 3.9 | $120M | NEW | 150k | 798.55 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 3.5 | $107M | -18% | 8.0M | 13.36 |
|
| Intuitive Surgical Com New (ISRG) | 3.3 | $102M | -22% | 257k | 397.68 |
|
| Dpc Holdings Ordinary Shares | 1.0 | $31M | NEW | 639k | 49.06 |
|
Past Filings by SurgoCap Partners
SEC 13F filings are viewable for SurgoCap Partners going back to 2025
- SurgoCap Partners 2026 Q2 filed Aug. 14, 2026
- SurgoCap Partners 2026 Q1 filed May 15, 2026
- SurgoCap Partners 2025 Q4 filed Feb. 17, 2026
- SurgoCap Partners 2025 Q3 filed Nov. 13, 2025