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SurgoCap Partners LP: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1960830) · Explore on the interactive board

SurgoCap Partners LP disclosed 13 US equity positions worth $3.1bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is TSM at 14.0% of the reported book, followed by CRS, GOOG. The top ten holdings are 92.2% of the book, and the portfolio behaves like about 10 equal-weight positions. Versus the prior filing it opened 3 new positions, added to 4, reduced 6 and exited 4. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$3.1bnreported US equity book
13positions
14.0%largest position
92.2%top 10 weight
10.35effective positions (1/HHI)
2quarters on file since Q1 2026

What does SurgoCap Partners LP own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 3 new, 4 added, 6 reduced, 4 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 14.0%$433.7m908,064 -18% reduced
2 CRS CARPENTER TECHNOLOGY CORP Industrials 13.7%$423.4m686,473 -43% reduced
3 GOOG ALPHABET INC Communication Services 11.0%$341.3m966,080 -35% reduced
4 LPLA LPL FINL HLDGS INC Financial Services 9.7%$299.5m1,063,218 4% added
5 MDLN MEDLINE INC Healthcare 9.5%$295.3m7,487,507 23% added
6 MCK MCKESSON CORP Healthcare 9.2%$284.8m376,870 8% added
7 INTC INTEL CORP Technology 8.3%$258.1m1,848,315 new
8 GLW CORNING INC Technology 6.6%$203.6m797,181 -7% reduced
9 V VISA INC Financial Services 6.3%$193.6m564,207 96% added
10 AGX ARGAN INC Industrials 3.9%$119.8m149,983 new
11 NU NU HLDGS LTD Financial Services 3.5%$106.9m8,000,728 -19% reduced
12 ISRG INTUITIVE SURGICAL INC Healthcare 3.3%$102.2m256,963 -23% reduced
13 DPC DPC HOLDINGS PLC Industrials 1.0%$31.3m638,725 new

What did SurgoCap Partners LP sell? Positions exited since the previous filing

StockPrior weightPrior value
NVDA NVIDIA CORPORATION51.2%$175.8m
NIQ NIQ GLOBAL INTELLIGENCE PLC19.4%$66.6m
SHOP SHOPIFY INC17.8%$61.2m
FIG FIGMA INC11.5%$39.5m

Sector mix

SectorWeight
Technology28.9%
Healthcare22.1%
Financial Services19.4%
Industrials18.6%
Communication Services11.0%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202613$3.1bn
Q1 202614$3.0bn

How concentrated is SurgoCap Partners LP's portfolio?

Across every quarter SurgoCap Partners LP has filed, its median largest position is 14.9% of the book and its median top-ten weight is 91.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 4.0 completed holding spells, the median lasted 1.0 quarters; 13.0 positions are still open and their final length is unknown.