SurgoCap Partners LP
CIK 1960830 · View on SEC EDGAR ↗
- Portfolio value
- $3.1B
- Positions
- 13
- As of
- June 30, 2026
Portfolio value QoQ: +3.3% 13F does not disclose cash
- Top 10 holdings weight
- 92.23%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 13
- Effective number of positions
- 10.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 19.47% Est. buys $592,724,101 · sells $1,008,995,501
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 39.4% still held
- New positions
- 3
- Increased
- 4
- Decreased
- 6
- Closed
- 4
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +15.8% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 1.9%
Sector breakdown
Full portfolio 13 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $433,664,124 | 14.02% | 908,064 | $59,190,854 | Down ×3 | ||
| CRS Carpenter Technology Corporation Common Stock | $423,444,005 | 13.69% | 686,473 | $-48,314,524 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $341,345,046 | 11.03% | 966,080 | $-85,752,202 | Down ×1 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $299,487,246 | 9.68% | 1,063,218 | $-7,611,750 | Up ×4 | ||
| MDLN Medline Inc. - Class A common stock | $295,307,276 | 9.55% | 7,487,507 | $24,962,433 | Up ×1 | ||
| MCK McKesson Corporation Common Stock | $284,762,972 | 9.21% | 376,870 | $-17,015,752 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $258,080,223 | 8.34% | 1,848,315 | Up ×1 | |||
| GLW Corning Incorporated Common Stock | $203,623,943 | 6.58% | 797,181 | $86,891,658 | Down ×1 | ||
| V Visa Inc. | $193,573,780 | 6.26% | 564,207 | $106,417,738 | Up ×1 | ||
| AGX Argan, Inc. Common Stock | $119,768,925 | 3.87% | 149,983 | Up ×1 | |||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $106,889,726 | 3.46% | 8,000,728 | $-34,885,556 | Down ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $102,189,046 | 3.30% | 256,963 | $-51,335,376 | Down ×1 | ||
| Unknown issuer (CUSIP: G2R11M108) | $31,335,849 | 1.01% | 638,725 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| LPLA | $299,487,246 | 9.68% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| V | Bought more | +276K | +$106.4M |
| GLW | Trimmed | -61K | +$86.9M |
| GOOG | Trimmed | -523K | -$85.8M |
| TSM | Trimmed | -200K | +$59.2M |
| ISRG | Trimmed | -76K | -$51.3M |
| CRS | Trimmed | -510K | -$48.3M |
| NU | Trimmed | -1.9M | -$34.9M |
| MDLN | Bought more | +1.4M | +$25.0M |
| MCK | Bought more | +28K | -$17.0M |
| LPLA | Bought more | +42K | -$7.6M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| BX | March 31, 2026 | 2,074,093 | $319,700,695 | 24.5% |
| BSX | March 31, 2026 | 2,559,210 | $244,020,674 | -18.0% |
| AVGO | March 31, 2026 | 669,969 | $231,876,271 | 17.7% |
| META | Dec. 31, 2025 | 310,584 | $228,086,678 | -17.2% |
| NFLX | Dec. 31, 2025 | 185,890 | $222,867,239 | -13.9% |
| INTU | Sept. 30, 2025 | 267,785 | $210,915,500 | -47.0% |
| NVDA | March 31, 2025 | 1,540,120 | $206,822,715 | 102.2% |
| NVDA | June 30, 2026 | 1,008,073 | $175,807,931 | 9.5% |
| GEHC | March 31, 2025 | 2,241,000 | $175,201,380 | -7.3% |
| HLT | March 31, 2026 | 503,719 | $144,693,283 | 9.4% |
| GWRE | March 31, 2026 | 719,573 | $144,641,369 | 22.3% |
| UNH | June 30, 2025 | 271,740 | $142,323,825 | 25.8% |
| JCI | Sept. 30, 2025 | 1,091,966 | $115,333,449 | 31.4% |
| AWI | March 31, 2026 | 376,869 | $72,019,666 | 6.9% |
| NIQ | June 30, 2026 | 5,858,000 | $66,605,460 | 98.3% |
| NOW | June 30, 2025 | 80,938 | $64,437,979 | -37.0% |
| SHOP | June 30, 2026 | 515,733 | $61,176,248 | 27.9% |
| FIG | June 30, 2026 | 1,867,515 | $39,479,267 | 52.9% |