SurgoCap Partners LP
13F Reported Value
ⓘ$3.1B
Holdings
13
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SurgoCap Partners LP disclosed 13 positions worth $3.1B in its Form 13F-HR for Q2 2026, led by $TSM (TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD) at 14.0% of the equity portfolio, followed by $CRS and $GOOGL. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $INTC and a full exit from $NVDA. The portfolio is most concentrated in Technology (33.4% of disclosed assets). All figures are sourced directly from SurgoCap Partners LP’s Form 13F-HR filing with the SEC under CIK 1960830.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $433.7M908,064 sh
- 64.6#533
Quality
$423.4M686,473 sh - 78.2#57
Quality
$341.3M966,080 sh - 72.1
Quality
$299.5M1,063,218 sh - 62.5
Quality
$295.3M7,487,507 sh - 63.4
Quality
$284.8M376,870 sh - 45.6
Quality
$258.1M1,848,315 sh - 73.7
Quality
$203.6M797,181 sh - 82.9
Quality
$193.6M564,207 sh - 81.4
Quality
$119.8M149,983 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $433.7M | 908,064 |
 CARPENTER TECHNOLOGY CORP$CRS | 64.6#533 | $423.4M | 686,473 |
 Alphabet Inc.$GOOGL | 78.2#57 | $341.3M | 966,080 |
 LPL Financial Holdings Inc.$LPLA | 72.1 | $299.5M | 1,063,218 |
 Medline Inc.$MDLN | 62.5 | $295.3M | 7,487,507 |
 MCKESSON CORP$MCK | 63.4 | $284.8M | 376,870 |
 INTEL CORP$INTC | 45.6 | $258.1M | 1,848,315 |
 CORNING INC /NY$GLW | 73.7 | $203.6M | 797,181 |
 VISA INC.$V | 82.9 | $193.6M | 564,207 |
 ARGAN INC$AGX | 81.4 | $119.8M | 149,983 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SurgoCap Partners LP's 13 positions.
Showing top 10 of 13 holdings.
Sector Allocation
Technology
$1.0B
Materials
$658.4M
Financials
$600.0M
Healthcare
$397.5M
Consumer Staples
$284.8M
Industrials
$119.8M
Full Holdings — SurgoCap Partners LP (Q2 2026)
All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $433.7M | 14.0% | -18% | — |
| 2 | $CRS | CARPENTER TECHNOLOGY CORP | $423.4M | 13.7% | -43% | 64.6 |
| 3 | $GOOGL | Alphabet Inc. | $341.3M | 11.0% | -35% | 78.2 |
| 4 | $LPLA | LPL Financial Holdings Inc. | $299.5M | 9.7% | +4% | 72.1 |
| 5 | $MDLN | Medline Inc. | $295.3M | 9.6% | +23% | 62.5 |
| 6 | $MCK | MCKESSON CORP | $284.8M | 9.2% | +8% | 63.4 |
| 7 | $INTC | INTEL CORP | $258.1M | 8.3% | NEW | 45.6 |
| 8 | $GLW | CORNING INC /NY | $203.6M | 6.6% | -7% | 73.7 |
| 9 | $V | VISA INC. | $193.6M | 6.3% | +96% | 82.9 |
| 10 | $AGX | ARGAN INC | $119.8M | 3.9% | NEW | 81.4 |
| 11 |  $NU | Nu Holdings Ltd. | $106.9M | 3.5% | -19% | — |
| 12 |  $ISRG | INTUITIVE SURGICAL INC | $102.2M | 3.3% | -23% | 79.9 |
| 13 |  $DPC | DPC Holdings PLC | $31.3M | 1.0% | NEW | — |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for SurgoCap Partners LP including:
Track SurgoCap Partners LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for SurgoCap Partners LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: SurgoCap Partners LP
13F Pro is an AI hedge fund tracker and stock research platform. For SurgoCap Partners LP (SEC CIK: 1960830), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in SurgoCap Partners LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.