SurgoCap Partners LP
13 holdingsFiling period: 2026-06-30Current AUM: $2.59Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 908.1K | $433.7M | $392.1M | 15.15% | -200,009 | 2026-06-30 |
| 2 | CRS | Carpenter Technology Corp | 686.5K | $423.4M | $205.1M | 7.92% | -510,428 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 966.1K | $341.3M | $272.7M | 10.54% | -522,790 | 2026-06-30 |
| 4 | LPLA | LPL Finl Hldgs Inc | 1.06M | $299.5M | $297.2M | 11.48% | +42.4K | 2026-06-30 |
| 5 | MDLN | Medline Inc | 7.49M | $295.3M | $239.6M | 9.26% | +1.41M | 2026-06-30 |
| 6 | MCK | McKesson Corp | 376.9K | $284.8M | $369.7M | 14.28% | +28.1K | 2026-06-30 |
| 7 | INTC | Intel Corp | 1.85M | $258.1M | $170.2M | 6.58% | -- | 2026-06-30 |
| 8 | GLW | Corning Inc | 797.2K | $203.6M | $102.7M | 3.97% | -61,334 | 2026-06-30 |
| 9 | V | Visa Inc | 564.2K | $193.6M | $231.6M | 8.95% | +275.8K | 2026-06-30 |
| 10 | AGX | Argan Inc | 150.0K | $119.8M | $53.5M | 2.07% | -- | 2026-06-30 |
| 11 | — | NU Hldgs Ltd | 8.00M | $106.9M | $106.9M | 4.13% | -1,865,332 | 2026-06-30 |
| 12 | ISRG | Intuitive Surgical Inc | 257.0K | $102.2M | $115.3M | 4.46% | -76,069 | 2026-06-30 |
| 13 | — | Dpc Holdings PLC | 638.7K | $31.3M | $31.3M | 1.21% | -- | 2026-06-30 |
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