Latest SurgoCap Partners LP Stock Portfolio
$3.09Billion | No. of Holdings #13
SurgoCap Partners LP Performance
2026 Q2+13.15%
YTD+9.94%
2025+22.04%
About SurgoCap Partners LP and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SurgoCap Partners LP reported an equity portfolio of $3.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SurgoCap Partners LP are TSM, CRS, GOOG. The fund has invested 14% of it's portfolio in TAIWAN SEMICONDUCTOR MANUFAC and 13.7% of portfolio in CARPENTER TECHNOLOGY CORP. <br><br> The fund managers got completely rid off NVIDIA CORPORATION (NVDA), NIQ GLOBAL INTELLIGENCE PLC and SHOPIFY INC (SHOP) stocks. They significantly reduced their stock positions in CARPENTER TECHNOLOGY CORP (CRS), ALPHABET INC (GOOG) and INTUITIVE SURGICAL INC (ISRG). SurgoCap Partners LP opened new stock positions in INTEL CORP (INTC), ARGAN INC (AGX) and DPC HOLDINGS PLC. The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), MEDLINE INC and MCKESSON CORP (MCK).
SurgoCap Partners LP Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$3.09Billion
as of Aug 14, 2026SurgoCap Partners LP Annual Return Estimates Vs S&P 500
Our best estimate is that SurgoCap Partners LP made a return of 13.15% in the last quarter. In trailing 12 months, it's portfolio return was 13.51%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| intel corp | 258,080,000 |
| argan inc | 119,769,000 |
| dpc holdings plc | 31,335,800 |
New stocks bought by SurgoCap Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| visa inc | 95.66 |
| medline inc | 23.25 |
| mckesson corp | 8.07 |
| lpl finl hldgs inc | 4.15 |
Additions to existing portfolio by SurgoCap Partners LP
Reductions
| Ticker | % Reduced |
|---|---|
| carpenter technology corp | -42.65 |
| alphabet inc | -35.11 |
| intuitive surgical inc | -22.84 |
| nu hldgs ltd | -18.91 |
| taiwan semiconductor manufac | -18.05 |
| corning inc | -7.14 |
SurgoCap Partners LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| niq global intelligence plc | -66,605,500 |
| figma inc | -39,479,300 |
| nvidia corporation | -175,808,000 |
| shopify inc | -61,176,200 |
SurgoCap Partners LP got rid off the above stocks
Sector Distribution
SurgoCap Partners LP has about 28% of it's holdings in Others sector.
- Others
- Industrials
- Financial Services
- Technology
- Healthcare
- Communication Services
| Sector | % |
|---|---|
| Others | 28 |
| Industrials | 17.6 |
| Financial Services | 15.9 |
| Technology | 14.9 |
| Healthcare | 12.5 |
| Communication Services | 11 |
Market Cap. Distribution
SurgoCap Partners LP has about 68.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 42.5 |
| UNALLOCATED | 28 |
| MEGA-CAP | 25.6 |
| MID-CAP | 3.9 |
Stocks belong to which Index?
About 62.3% of the stocks held by SurgoCap Partners LP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 44.7 |
| Others | 37.7 |
| RUSSELL 2000 | 17.6 |
SurgoCap Partners LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SurgoCap Partners LP
SurgoCap Partners LP has 13 stocks in it's portfolio. About 92.2% of the portfolio is in top 10 stocks. MCK proved to be the most loss making stock for the portfolio. CRS was the most profitable stock for SurgoCap Partners LP last quarter.
$3.09BTotal Value
17.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.87% | 149,983 | $119.77M 3.87% | Newnew position | ||
 Carpenter Technology Corp SurgoCap Partners LP's holding in Carpenter Technology Corp over time | 13.69% | 686,473 | $423.44M 13.69% | 42.65%decreased 42.65 percentreduced | |
 Corning Inc Corning IncGLW SurgoCap Partners LP's holding in Corning Inc over time | 6.58% | 797,181 | $203.62M 6.58% | 7.14%decreased 7.14 percentreduced | |
 Alphabet Inc Alphabet IncGOOG SurgoCap Partners LP's holding in Alphabet Inc over time | 11.03% | 966,080 | $341.35M 11.03% | 35.11%decreased 35.11 percentreduced | |
 Intel Corp Intel CorpINTC SurgoCap Partners LP's holding in Intel Corp over time | 8.34% | 1,848,320 | $258.08M 8.34% | Newnew position | |
 Intuitive Surgical Inc SurgoCap Partners LP's holding in Intuitive Surgical Inc over time | 3.3% | 256,963 | $102.19M 3.3% | 22.84%decreased 22.84 percentreduced | |
 Lpl Finl Hldgs Inc SurgoCap Partners LP's holding in Lpl Finl Hldgs Inc over time | 9.68% | 1,063,220 | $299.49M 9.68% | 4.15%increased 4.15 percentadded | |
 Mckesson Corp SurgoCap Partners LP's holding in Mckesson Corp over time | 9.2% | 376,870 | $284.76M 9.2% | 8.07%increased 8.07 percentadded | |
 NU Nu Hldgs LtdNu Hldgs LtdNU | 3.46% | 8,000,730 | $106.89M 3.46% | 18.91%decreased 18.91 percentreduced | |
 Nvidia Corporation SurgoCap Partners LP's holding in Nvidia Corporation over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 SHOP Shopify IncShopify IncSHOP | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 TSM Taiwan Semiconductor ManufacTaiwan Semiconductor ManufacTSM | 14.02% | 908,064 | $433.66M 14.02% | 18.05%decreased 18.05 percentreduced | |
| 6.26% | 564,207 | $193.57M 6.26% | 95.66%increased 95.66 percentadded | ||
Com Cl A Medline IncMedline Inc | 9.55% | 7,487,510 | $295.31M 9.55% | 23.25%increased 23.25 percentadded | |
Ordinary Shares Dpc Holdings PlcDpc Holdings Plc | 1.01% | 638,725 | $31.34M 1.01% | Newnew position | |
Ordinary Shares Niq Global Intelligence PlcNiq Global Intelligence Plc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Class A Com Stk Figma IncFigma Inc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
