SurgoCap Partners LP
NEW YORK, NY
$3.1bn in 13 US stocks at the end of 30 June 2026. The top 10 are 92.2% of the money. It changed about 21.3% of the portfolio this quarter.
Value
$3.1bn
Stocks
13
Top 10 share
92.2%
Turnover
21.3%
What changed this quarter
New
Bought for the first time this quarter.
Added
Bought more of a stock they already held.
- LPL Financial HoldingsLPLA9.7% of the fund+4%
- MedlineMDLN9.5% of the fund+23%
- MckessonMCK9.2% of the fund+8%
- VisaV6.3% of the fund+96%
Cut
Sold some of their stake.
- Taiwan Semiconductor ManufacturingTSM14.0% of the fund-18%
- Carpenter TechnologyCRS13.7% of the fund-43%
- AlphabetGOOG11.0% of the fund-35%
- CorningGLW6.6% of the fund-7%
- Nu HoldingsNU3.5% of the fund-19%
- Intuitive SurgicalISRG3.3% of the fund-23%
Sold out
Sold their entire stake.
- NvidiaNVDA-100%
- NIQ Global IntelligenceNIQ-100%
- ShopifySHOP-100%
- FigmaFIG-100%
Holdings
- DPC HoldingsDPC
- Share
- 1.0%
- Value
- $31m
- Shares
- 638,725
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 14.0% | $434m | 908,064 | -18% |
| Carpenter TechnologyCRS | 13.7% | $423m | 686,473 | -43% |
| AlphabetGOOG | 11.0% | $341m | 966,080 | -35% |
| LPL Financial HoldingsLPLA | 9.7% | $299m | 1,063,218 | +4% |
| MedlineMDLN | 9.5% | $295m | 7,487,507 | +23% |
| MckessonMCK | 9.2% | $285m | 376,870 | +8% |
| IntelINTC | 8.3% | $258m | 1,848,315 | New |
| CorningGLW | 6.6% | $204m | 797,181 | -7% |
| VisaV | 6.3% | $194m | 564,207 | +96% |
| ArganAGX | 3.9% | $120m | 149,983 | New |
| Nu HoldingsNU | 3.5% | $107m | 8,000,728 | -19% |
| Intuitive SurgicalISRG | 3.3% | $102m | 256,963 | -23% |
| DPC HoldingsDPC | 1.0% | $31m | 638,725 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.6% since 30 June 2025.
Where the money is
Technology28.9%
Health care22.1%
Financial services19.4%
Industrials17.6%
Media & telecom11.0%
Materials1.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.