SurgoCap Partners LP: 13F holdings
CIK 19608302026Q2
| Positions | 13 |
|---|
| Reported value | $3.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (-1 vs prior quarter) |
|---|
| Reported value | $3.1bn (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 908,064 | $433.7m | 14.0% |
| CRS CARPENTER TECHNOLOGY CORP | 686,473 | $423.4m | 13.7% |
| GOOG ALPHABET INC | 966,080 | $341.3m | 11.0% |
| LPLA LPL FINL HLDGS INC | 1,063,218 | $299.5m | 9.7% |
| MDLN MEDLINE INC | 7,487,507 | $295.3m | 9.5% |
| MCK MCKESSON CORP | 376,870 | $284.8m | 9.2% |
| INTC INTEL CORP | 1,848,315 | $258.1m | 8.3% |
| GLW CORNING INC | 797,181 | $203.6m | 6.6% |
| V VISA INC | 564,207 | $193.6m | 6.3% |
| AGX ARGAN INC | 149,983 | $119.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1960830")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples