Holdings
SurgoCap Partners LP
As of Jun 30, 2026, SurgoCap Partners LP reported 12 positions worth US$3.06B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Carpenter Technology Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 908K | US$434M | −200K | Jun 30, 2026 |
| Carpenter Technology Corporation | 686K | US$423M | −510K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 955K | US$341M | −530K | Jun 30, 2026 |
| Lpl Financial Holdings Inc. | 1.06M | US$299M | +42,379 | Jun 30, 2026 |
| Medline Inc. | 7.49M | US$295M | +1.41M | Jun 30, 2026 |
| Mckesson Corporation | 377K | US$285M | +28,138 | Jun 30, 2026 |
| Intel Corporation | 1.85M | US$258M | new | Jun 30, 2026 |
| Corning Incorporated | 797K | US$204M | −61,334 | Jun 30, 2026 |
| Visa Inc. | 564K | US$194M | +276K | Jun 30, 2026 |
| Argan, Inc. | 150K | US$120M | new | Jun 30, 2026 |