SurgoCap Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
SurgoCap Partners reported a $3.1 bn portfolio of 13 positions to the SEC as of the end of Q2 2026. Its largest positions are TSM, CRS, GOOG. During the quarter it opened Intel and Argan and exited NVIDIA and NIQ Global Intelligence.
Sections with a free account
What changed this quarter
16 positions with a change (2 new, 4 added to, 6 trimmed, 4 sold); also, 1 entered through an IPO. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedDPC HoldingsDPC1.0% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Carpenter Technology−43%fewer sharesReduced15.8% → 13.7%
- Intel+8.3 ppof portfolioNew— → 8.3%
- Alphabet−35%fewer sharesReduced14.3% → 11.0%
- NVIDIA−5.7 ppof portfolioSold out5.9% → —
- Argan+3.9 ppof portfolioNew— → 3.9%
- Taiwan Semiconductor Manufacturing−18%fewer sharesReduced12.5% → 14.0%
- Visa+96%more sharesIncreased2.9% → 6.3%
- NIQ Global Intelligence−2.2 ppof portfolioSold out2.2% → —
- Shopify−2.0 ppof portfolioSold out2.0% → —
- Medline+23%more sharesIncreased9.0% → 9.5%
- Figma−1.3 ppof portfolioSold out1.3% → —
- Intuitive Surgical−23%fewer sharesReduced5.1% → 3.3%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Taiwan Semiconductor ManufacturingTSM14.0%
- Carpenter TechnologyCRS13.7%
- AlphabetGOOG11.0%
- LPL Financial HoldingsLPLA9.7%
- MedlineMDLN9.5%
- McKESSONMCK9.2%
- IntelINTC8.3%
- CorningGLW6.6%
- VisaV6.3%
- ArganAGX3.9%
- Nu HoldingsNU3.5%
- Intuitive SurgicalISRG3.3%
- DPC HoldingsDPC1.0%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 29%
- ● Health Care 22%
- ● Financials 19%
- ● Materials 15%
- ● Communication Services 11%
- ● Industrials 4%
How its portfolio changed (8 quarters)
Q2 2026: 13
Q2 2026: 92%
Q2 2026: 25.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jun 26, 2026 (high confidence).
The data, as reported: SURGOCAP PARTNERS LP (CRD 323078): 7.B private funds: 1 hedge, 1 pe (gross assets $7.4 bn); 5.D assets by client type: pooled vehicles 100% (of $7.4 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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