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SurgoCap Partners LP 13F holdings

Filed 2026-08-14 · SurgoCap Partners LP · 13 positions · $3.1B

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MANUFAC908.1K$433.7M14.0%
CRSCARPENTER TECHNOLOGY CORP686.5K$423.4M13.7%
GOOGALPHABET INC966.1K$341.3M11.0%
LPLALPL FINL HLDGS INC1.1M$299.5M9.7%
MEDLMEDLINE INC7.5M$295.3M9.5%
MCKMCKESSON CORP376.9K$284.8M9.2%
INTCINTEL CORP1.8M$258.1M8.3%
GLWCORNING INC797.2K$203.6M6.6%
VVISA INC564.2K$193.6M6.3%
AGXARGAN INC150.0K$119.8M3.9%
NUNU HLDGS LTD8.0M$106.9M3.5%
ISRGINTUITIVE SURGICAL INC257.0K$102.2M3.3%
—DPC HOLDINGS PLC638.7K$31.3M1.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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