2026 Q2 Portfolio Activity
In 2026 Q2, SurgoCap Partners LP maintained a portfolio of 17 distinct positions. The most significant new addition was INTEL CORP, now representing 8.34% of the total fund value. They heavily accumulated shares in VISA INC, increasing the position by 95.7%. Conversely, SurgoCap Partners LP completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
TSM (14.0%)
Top 10 Concentration
92.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
SurgoCap Partners LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TSM
TAIWAN SEMICOND...
|
Technology | 14.02% | 12.50% |
#1
2
Prev: #3
|
6.5 |
—
|
-200,009 | -18.1% |
P
S
|
908,064 | $433,664,124 |
$277.11
+51.9%
|
2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CRS
CARPENTER TECHN...
|
Industrials | 13.69% | 15.75% |
#2
1
Prev: #1
|
5.5 |
—
|
-510,428 | -42.6% |
P
S
|
686,473 | $423,444,005 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 11.03% | 14.26% |
#3
1
Prev: #2
|
5.0 |
—
|
-522,790 | -35.1% |
P
S
|
966,080 | $341,345,046 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 9.68% | 10.25% |
#4
Prev: #4
|
4.9 |
—
|
42,379 | 4.2% |
P
S
|
1,063,218 | $299,487,246 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 9.55% | 9.03% |
#5
1
Prev: #6
|
6.8 |
—
|
1,412,342 | 23.2% |
P
S
|
7,487,507 | $295,307,276 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 9.21% | 10.08% |
#6
1
Prev: #5
|
5.7 |
—
|
28,138 | 8.1% |
P
S
|
376,870 | $284,762,972 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
INTEL CORP
|
Technology | 8.34% | — |
#7
Prev: #—
|
6.8 |
—
|
1,848,315 | — |
NEW
|
1,848,315 | $258,080,223 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
CORNING INC
|
Technology | 6.58% | 3.90% |
#8
2
Prev: #10
|
3.1 |
—
|
-61,334 | -7.1% |
P
S
|
797,181 | $203,623,943 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 6.26% | 2.91% |
#9
2
Prev: #11
|
5.5 |
—
|
275,840 | 95.7% |
P
S
|
564,207 | $193,573,780 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGX
ARGAN INC
|
Industrials | 3.87% | — |
#10
Prev: #—
|
5.0 |
—
|
149,983 | — |
NEW
|
149,983 | $119,768,925 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 3.46% | 4.73% |
#11
2
Prev: #9
|
1.9 |
—
|
-1,865,332 | -18.9% |
P
S
|
8,000,728 | $106,889,726 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 3.30% | 5.13% |
#12
4
Prev: #8
|
1.3 |
—
|
-76,069 | -22.8% |
P
S
|
256,963 | $102,189,046 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
DPC HOLDINGS PL...
|
|
Unknown | 1.01% | — |
#13
Prev: #—
|
3.9 |
—
|
638,725 | — |
NEW
|
638,725 | $31,335,849 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
FIG
FIGMA INC
|
Technology | 0.00% | 1.32% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-1,867,515 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHOP
SHOPIFY INC
|
Technology | 0.00% | 2.04% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-515,733 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
NIQ GLOBAL INTE...
|
|
Unknown | 0.00% | 2.22% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-5,858,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.00% | 5.87% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-1,008,073 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-17 of 17 holdings