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SurgoCap Partners LP

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13F filer, CIK 1960830, NEW YORK, NY

SurgoCap Partners LP reported $3,093,472,161 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 92.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005191

Period
2026-06-30
Reported value
$3.09B
Holdings
13
Top 10 weight
92.23%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTCnew+1,848,315$258M
AGXnew+149,983$120M
Vadded+275,840$94.6M
MDLNadded+1,412,342$55.7M
DPCnew+638,725$31.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRSreduced-510,428-$315M
GOOGreduced-522,790-$185M
NVDAexited-1,008,073-$176M
TSMreduced-200,009-$95.5M
NIQexited-5,858,000-$66.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005191, largest first. % of portfolio is the value over $3,093,472,161, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290,570 shares; 2025Q4: 1,109,583 shares; 2026Q1: 1,108,073 shares; 2026Q2: 908,064 shares 908,064$434M14.02%-200,009Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662,712 shares; 2024Q4: 1,442,069 shares; 2025Q1: 1,612,000 shares; 2025Q2: 925,999 shares; 2025Q3: 1,198,895 shares; 2025Q4: 1,152,606 shares; 2026Q1: 1,196,901 shares; 2026Q2: 686,473 shares 686,473$423M13.69%-510,428Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880,411 shares; 2025Q4: 1,250,425 shares; 2026Q1: 1,488,870 shares; 2026Q2: 966,080 shares 966,080$341M11.03%-522,790Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780,721 shares; 2024Q4: 709,270 shares; 2025Q1: 906,442 shares; 2025Q2: 881,405 shares; 2025Q3: 994,278 shares; 2025Q4: 995,000 shares; 2026Q1: 1,020,839 shares; 2026Q2: 1,063,218 shares 1,063,218$299M9.68%+42,379Timeline
MDLNMEDLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,075,165 shares; 2026Q2: 7,487,507 shares 7,487,507$295M9.55%+1,412,342Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608,317 shares; 2024Q4: 508,881 shares; 2025Q1: 294,137 shares; 2025Q2: 268,155 shares; 2025Q3: 452,261 shares; 2025Q4: 419,166 shares; 2026Q1: 348,732 shares; 2026Q2: 376,870 shares 376,870$285M9.21%+28,138Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,848,315 shares 1,848,315$258M8.34%newTimeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 858,515 shares; 2026Q2: 797,181 shares 797,181$204M6.58%-61,334Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 288,367 shares; 2026Q2: 564,207 shares 564,207$194M6.26%+275,840Timeline
AGXARGAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,983 shares 149,983$120M3.87%newTimeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,004,177 shares; 2024Q4: 7,151,552 shares; 2025Q1: 5,701,787 shares; 2025Q2: 12,215,600 shares; 2025Q3: 14,005,429 shares; 2025Q4: 10,520,395 shares; 2026Q1: 9,866,060 shares; 2026Q2: 8,000,728 shares 8,000,728$107M3.46%-1,865,332Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 262,851 shares; 2026Q1: 333,032 shares; 2026Q2: 256,963 shares 256,963$102M3.3%-76,069Timeline
DPCDPC HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 638,725 shares 638,725$31.3M1.01%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION1,008,073$176Mshares
NIQNIQ GLOBAL INTELLIGENCE PLC5,858,000$66.6Mshares
SHOPSHOPIFY INC515,733$61.2Mshares
FIGFIGMA INC1,867,515$39.5Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005191 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000919574-26-005191 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000919574-26-003167 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000919574-26-001016 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000919574-25-006748 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0000919574-25-004655 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000919574-25-003084 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000919574-25-001210 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000919574-24-006446 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000919574-24-004550 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000919574-24-003006 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000919574-24-001147 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set