Holders — by stockHoldings — by fund
SurgoCap Partners LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001960830
$3.09B
disclosed book value
13
positions
14%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 908,064 | $433.7M | 14% |
| 2 | CRSCARPENTER TECHNOLOGY CORP | 686,473 | $423.4M | 13.7% |
| 3 | GOOGALPHABET INC | 966,080 | $341.3M | 11% |
| 4 | LPLALPL FINL HLDGS INC | 1.1M | $299.5M | 9.7% |
| 5 | MDLNMEDLINE INC | 7.5M | $295.3M | 9.5% |
| 6 | MCKMCKESSON CORP | 376,870 | $284.8M | 9.2% |
| 7 | INTCINTEL CORP | 1.8M | $258.1M | 8.3% |
| 8 | GLWCORNING INC | 797,181 | $203.6M | 6.6% |
| 9 | VVISA INC | 564,207 | $193.6M | 6.3% |
| 10 | AGXARGAN INC | 149,983 | $119.8M | 3.9% |
| 11 | NU HLDGS LTD | 8.0M | $106.9M | 3.5% |
| 12 | ISRGINTUITIVE SURGICAL INC | 256,963 | $102.2M | 3.3% |
| 13 | DPC HOLDINGS PLC | 638,725 | $31.3M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.