SurgoCap Partners LP reported 13 holdings worth US$3.09B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
SurgoCap Partners LP reported 13 holdings worth US$3.09B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Carpenter Technology Corporation and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$3.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 908K | US$434M | 14.0% |
| Carpenter Technology Corporation | 686K | US$423M | 13.7% |
| Alphabet Inc (google) Class C | 955K | US$341M | 11.0% |
| Lpl Financial Holdings Inc. | 1.06M | US$299M | 9.7% |
| Medline Inc. | 7.49M | US$295M | 9.5% |
| Mckesson Corporation | 377K | US$285M | 9.2% |
| Intel Corporation | 1.85M | US$258M | 8.3% |
| Corning Incorporated | 797K | US$204M | 6.6% |
| Visa Inc. | 564K | US$194M | 6.3% |
| Argan, Inc. | 150K | US$120M | 3.9% |
| Nu Holdings Ltd. | 8M | US$107M | 3.5% |
| Intuitive Surgical, Inc. | 257K | US$102M | 3.3% |
| Figma Inc | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Shopify Inc. | 0 | US$0 | 0.00% |