← Back to Discover
SurgoCap Partners LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $3,093,472,161
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $433,664,124
- CARPENTER TECHNOLOGY CORP · COM · 144285103 · shares: $423,444,005
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $341,345,046
- LPL FINL HLDGS INC · COM · 50212V100 · shares: $299,487,246
- MEDLINE INC · COM CL A · 58507V107 · shares: $295,307,276
- MCKESSON CORP · COM · 58155Q103 · shares: $284,762,972
- INTEL CORP · COM · 458140100 · shares: $258,080,223
- CORNING INC · COM · 219350105 · shares: $203,623,943
- VISA INC · COM CL A · 92826C839 · shares: $193,573,780
- ARGAN INC · COM · 04010E109 · shares: $119,768,925
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 908,064 shares | $433,664,124 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 686,473 shares | $423,444,005 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 966,080 shares | $341,345,046 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 1,063,218 shares | $299,487,246 |
| MEDLINE INC | COM CL A | 58507V107 | — | 7,487,507 shares | $295,307,276 |
| MCKESSON CORP | COM | 58155Q103 | — | 376,870 shares | $284,762,972 |
| INTEL CORP | COM | 458140100 | — | 1,848,315 shares | $258,080,223 |
| CORNING INC | COM | 219350105 | — | 797,181 shares | $203,623,943 |
| VISA INC | COM CL A | 92826C839 | — | 564,207 shares | $193,573,780 |
| ARGAN INC | COM | 04010E109 | — | 149,983 shares | $119,768,925 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 8,000,728 shares | $106,889,726 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 256,963 shares | $102,189,046 |
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | — | 638,725 shares | $31,335,849 |