1y return+7.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $187 against $157 in the S&P 500.2
SurgoCap Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | $433.7M | 14.0% | −18.1% |
| CRSCarpenter Technology Corp | $423.4M | 13.7% | −42.6% |
| GOOGAlphabet Inc | $341.3M | 11.0% | −35.1% |
| LPLALpl Finl Hldgs Inc | $299.5M | 9.7% | +4.2% |
| MDLNMedline Inc | $295.3M | 9.5% | +23.2% |
| MCKMckesson Corp | $284.8M | 9.2% | +8.1% |
| INTCIntel Corp | $258.1M | 8.3% | New |
| GLWCorning Inc | $203.6M | 6.6% | −7.1% |
| VVisa Inc | $193.6M | 6.3% | +95.7% |
| AGXArgan Inc | $119.8M | 3.9% | New |
| Nu Hldgs LtdCUSIP G6683N103 | $106.9M | 3.5% | −18.9% |
| ISRGIntuitive Surgical Inc | $102.2M | 3.3% | −22.8% |
| Dpc Holdings PLCCUSIP G2R11M108 | $31.3M | 1.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CRSCarpenter Technology Corp | September 30, 2024 | +286.5% | $423.4M |
| GLWCorning Inc | March 31, 2026 | +87.9% | $203.6M |
| TSMTaiwan Semiconductor Manufac | September 30, 2025 | +71.0% | $433.7M |
| MCKMckesson Corp | December 31, 2023 | +63.2% | $284.8M |
| Nu Hldgs LtdCUSIP G6683N103 | December 31, 2023 | +60.4% | $106.9M |
| GOOGAlphabet Inc | September 30, 2025 | +45.1% | $341.3M |
| LPLALpl Finl Hldgs Inc | December 31, 2023 | +23.8% | $299.5M |
| VVisa Inc | March 31, 2026 | +13.5% | $193.6M |
| MDLNMedline Inc | March 31, 2026 | −11.4% | $295.3M |
| ISRGIntuitive Surgical Inc | December 31, 2025 | −29.8% | $102.2M |
Sold off last quarter
- NVDANvidia Corporation was $175.8M
- Niq Global Intelligence PLCCUSIP G63755105 was $66.6M
- SHOPShopify Inc was $61.2M
- FIGFigma Inc was $39.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.4% | +14.8% |
| March 31, 2026 | −8.4% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | −2.9% | +7.8% |
| June 30, 2025 | +18.8% | +10.5% |
| March 31, 2025 | +1.2% | −4.6% |
| December 31, 2024 | +9.6% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +20.9% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SurgoCap Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1960830&type=13F-HR&dateb=&owner=include&count=40CIK 1960830
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1960830/000091957426005191/Filed August 14, 2026 · accession 0000919574-26-005191