Q2 2026 13F · SEC CIK 1960830
SurgoCap Partners LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $3.1B
- Reported positions
- 13
- Top holdings a year, 3 yrs
- +20.6%
- Assets under management
- $7.4B
SurgoCap Partners LP is a hedge fund that reported 13 positions worth $3.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 14.0%), Carpenter Technology Corp (CRS, 13.7%), Alphabet Inc (GOOG, 11.0%). A portfolio copying its top holdings returned 20.6% a year over the last 3 years, against 18.8% for the S&P 500.
SurgoCap Partners LP holdings all 13 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | 14.0% | -18.1% | $433.7M |
| CRSCarpenter Technology Corp | 13.7% | -42.6% | $423.4M |
| GOOGAlphabet Inc | 11.0% | -35.1% | $341.3M |
| LPLALpl Financial Holdings Inc | 9.7% | +4.2% | $299.5M |
| MDLNMedline Inc | 9.5% | +23.2% | $295.3M |
| MCKMckesson Corp Com | 9.2% | +8.1% | $284.8M |
| INTCIntel Corp | 8.3% | — | $258.1M |
| GLWCorning Inc. | 6.6% | -7.1% | $203.6M |
| VVisa Inc Com Cl A | 6.3% | +95.7% | $193.6M |
| AGXArgan, Inc. | 3.9% | — | $119.8M |
| NUNu Hldgs Ltd | 3.5% | -18.9% | $106.9M |
| ISRGIntuitive Surgical Inc | 3.3% | -22.8% | $102.2M |
| DPCDpc Holdings PLC | 1.0% | — | $31.3M |
What SurgoCap Partners LP bought and sold in Q2 2026, against Q1 2026.
New positions
- INTC Intel Corp8.3% of 13F
- AGX Argan, Inc.3.9% of 13F
- DPC Dpc Holdings PLC1.0% of 13F
Added to
- V Visa Inc Com Cl A+95.7% shares
- MDLN Medline Inc+23.2% shares
- MCK Mckesson Corp Com+8.1% shares
Reduced
- CRS Carpenter Technology Corp-42.6% shares
- GOOG Alphabet Inc-35.1% shares
- ISRG Intuitive Surgical Inc-22.8% shares
- NU Nu Hldgs Ltd-18.9% shares
- TSM Taiwan Semiconductor Manufac-18.1% shares
- GLW Corning Inc.-7.1% shares
Sold out
- NVDA Nvidia Corporation Comwas 5.9%
- NIQ Niq Global Intelligence PLCwas 2.2%
- SHOP Shopify Incwas 2.0%
- FIG Figma Incwas 1.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +9.8% /yr
- S&P 500 +20.1%
- 3 years
- +20.6% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $3.1B | 13 |
| Q1 2026 | $3.0B | 14 |
| Q4 2025 | $3.6B | 17 |
| Q3 2025 | $3.5B | 15 |
| Q2 2025 | $2.6B | 12 |
| Q1 2025 | $2.0B | 12 |
| Q4 2024 | $1.7B | 10 |
| Q3 2024 | $1.9B | 11 |
| Q2 2024 | $1.7B | 13 |
| Q1 2024 | $1.9B | 14 |
| Q4 2023 | $1.4B | 14 |
Questions about SurgoCap Partners LP's portfolio
What stocks does SurgoCap Partners LP own?
SurgoCap Partners LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 13 positions worth $3.1B. The largest are Taiwan Semiconductor Manufac (TSM) at 14.0%, Carpenter Technology Corp (CRS) at 13.7%, Alphabet Inc (GOOG) at 11.0%, Lpl Financial Holdings Inc (LPLA) at 9.7% and Medline Inc (MDLN) at 9.5%.
What did SurgoCap Partners LP buy last quarter?
In Q2 2026, SurgoCap Partners LP added a new position in Intel Corp (INTC), a new position in Argan, Inc. (AGX), a new position in Dpc Holdings PLC (DPC), Visa Inc Com Cl A (V) (+95.7% shares), Medline Inc (MDLN) (+23.2% shares) and Mckesson Corp Com (MCK) (+8.1% shares), compared with its Q1 2026 filing.
What did SurgoCap Partners LP sell last quarter?
In Q2 2026, SurgoCap Partners LP sold all of Nvidia Corporation Com (NVDA), sold all of Niq Global Intelligence PLC (NIQ), sold all of Shopify Inc (SHOP), sold all of Figma Inc (FIG), Carpenter Technology Corp (CRS) (-42.6% shares), Alphabet Inc (GOOG) (-35.1% shares) and Intuitive Surgical Inc (ISRG) (-22.8% shares), compared with its Q1 2026 filing.
How has SurgoCap Partners LP's portfolio performed?
A portfolio copying SurgoCap Partners LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.6% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +9.8% against +20.1%.
When is SurgoCap Partners LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. SurgoCap Partners LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does SurgoCap Partners LP manage?
SurgoCap Partners LP reported $7.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.1B.