SurgoCap Partners LP
SurgoCap Partners LP reported 13 positions worth $3.09B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $433.7M | 14.02% | 908,064 | — | — | |
| ▸ 2 | CRS | SH | $423.4M | 13.69% | 686,473 | — | — | |
| ▸ 3 | GOOG | SH | $341.3M | 11.03% | 966,080 | — | — | |
| ▸ 4 | LPLA | SH | $299.5M | 9.68% | 1,063,218 | — | — | |
| ▸ 5 | MDLN | SH | $295.3M | 9.55% | 7,487,507 | — | — | |
| ▸ 6 | MCK | SH | $284.8M | 9.21% | 376,870 | — | — | |
| ▸ 7 | INTC | SH | $258.1M | 8.34% | 1,848,315 | — | — | |
| ▸ 8 | GLW | SH | $203.6M | 6.58% | 797,181 | — | — | |
| ▸ 9 | V | SH | $193.6M | 6.26% | 564,207 | — | — | |
| ▸ 10 | AGX | SH | $119.8M | 3.87% | 149,983 | — | — |
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Frequently Asked Questions
What stocks does SurgoCap Partners LP hold as of Q2 2026?
SurgoCap Partners LP reported 13 positions worth $3.09B in its Q2 2026 13F filing. Largest positions: TSM (14.0%), CRS (13.7%), GOOG (11.0%), LPLA (9.7%) and MDLN (9.5%).
What did SurgoCap Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SurgoCap Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.