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NEW YORK, NY · CIK 0001960830
New positions
3
Added to
4
Trimmed
6
Exited
4
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $3.09B across 13 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 92.2% of the portfolio.
Top 13 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $433.66M | 14.02% | -18.1% |
| 2 | CRSCARPENTER TECHNOLOGY CORP | $423.44M | 13.69% | -42.6% |
| 3 | GOOGALPHABET INC | $341.35M | 11.03% | -35.1% |
| 4 | LPLALPL FINL HLDGS INC | $299.49M | 9.68% | +4.2% |
| 5 | MDLNMEDLINE INC | $295.31M | 9.55% | +23.2% |
| 6 | MCKMCKESSON CORP | $284.76M | 9.21% | +8.1% |
| 7 | INTCINTEL CORP | $258.08M | 8.34% | New |
| 8 | GLWCORNING INC | $203.62M | 6.58% | -7.1% |
| 9 | VVISA INC | $193.57M | 6.26% | +95.7% |
| 10 | AGXARGAN INC | $119.77M | 3.87% | New |
| Stock | Value | Shares |
|---|---|---|
| INTCINTEL CORP | $258.08M | 1,848,315 |
| AGXARGAN INC | $119.77M | 149,983 |
| DPC HOLDINGS PLC | $31.34M | 638,725 |
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