SurgoCap Partners as of June 30, 2026
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 | 908k | 477.57 | |
| Carpenter Technology Corporation (CRS) | 13.7 | $423M | 687k | 616.84 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.0 | $341M | 966k | 353.33 | |
| Lpl Financial Holdings (LPLA) | 9.7 | $300M | 1.1M | 281.68 | |
| Medline Com Cl A (MDLN) | 9.5 | $295M | 7.5M | 39.44 | |
| McKesson Corporation (MCK) | 9.2 | $285M | 377k | 755.60 | |
| Intel Corporation (INTC) | 8.3 | $258M | 1.8M | 139.63 | |
| Corning Incorporated (GLW) | 6.6 | $204M | 797k | 255.43 | |
| Visa Com Cl A (V) | 6.3 | $194M | 564k | 343.09 | |
| Argan (AGX) | 3.9 | $120M | 150k | 798.55 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.5 | $107M | 8.0M | 13.36 | |
| Intuitive Surgical Com New (ISRG) | 3.3 | $102M | 257k | 397.68 | |
| Dpc Holdings Ordinary Shares | 1.0 | $31M | 639k | 49.06 |
