SurgoCap Partners LP — 13F Holdings & Portfolio
CIK 1960830 · latest 13F-HR filed 2026-08-14
SurgoCap Partners LP manages $3.09B in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (14.02%), CRS (13.69%), GOOG (11.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 4, added to 4, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
8TH FLOOR
NEW YORK, NY 10011
$3.09B
Long-equity book
13
Distinct positions
2026-06-30
Filed 2026-08-14
+3 / −4 / ↑4 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VISA INC$106.4M +122.1%
- CORNING INC$86.9M +74.4%
- TAIWAN SEMICONDUCTOR MANUFAC$59.2M +15.8%
- MEDLINE INC$25.0M +9.2%
Top Trims
- ALPHABET INC-$85.8M -20.1%
- INTUITIVE SURGICAL INC-$51.3M -33.4%
- CARPENTER TECHNOLOGY CORP-$48.3M -10.2%
- NU HLDGS LTD-$34.9M -24.6%
- MCKESSON CORP-$17.0M -5.6%
Exited Positions
- NVIDIA CORPORATION$175.8M
- NIQ GLOBAL INTELLIGENCE PLC$66.6M
- SHOPIFY INC$61.2M
- FIGMA INC$39.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $433.7M | 14.02% | 908,064 | SH |
| 2 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $423.4M | 13.69% | 686,473 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $341.3M | 11.03% | 966,080 | SH |
| 4 | LPL FINL HLDGS INC | LPLA | 50212V100 | $299.5M | 9.68% | 1,063,218 | SH |
| 5 | MEDLINE INC | MDLN | 58507V107 | $295.3M | 9.55% | 7,487,507 | SH |
| 6 | MCKESSON CORP | MCK | 58155Q103 | $284.8M | 9.21% | 376,870 | SH |
| 7 | INTEL CORP | INTC | 458140100 | $258.1M | 8.34% | 1,848,315 | SH |
| 8 | CORNING INC | GLW | 219350105 | $203.6M | 6.58% | 797,181 | SH |
| 9 | VISA INC | V | 92826C839 | $193.6M | 6.26% | 564,207 | SH |
| 10 | ARGAN INC | AGX | 04010E109 | $119.8M | 3.87% | 149,983 | SH |
| 11 | NU HLDGS LTD | NU | G6683N103 | $106.9M | 3.46% | 8,000,728 | SH |
| 12 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $102.2M | 3.30% | 256,963 | SH |
| 13 | DPC HOLDINGS PLC | DPC | G2R11M108 | $31.3M | 1.01% | 638,725 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.09B | 13 | 0000919574-26-005191 |
| 2026-03-31 | 2026-05-15 | $2.99B | 14 | 0000919574-26-003167 |
| 2025-12-31 | 2026-02-17 | $3.61B | 17 | 0000919574-26-001016 |
| 2025-09-30 | 2025-11-13 | $3.60B | 16 | 0000919574-25-006748 |