← SurgoCap Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0000919574-26-005191
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 966,080 | $341.3 million |
| 2 | ARGAN INC | COM · 04010E109 | LONG | 149,983 | $119.8 million |
| 3 | CARPENTER TECHNOLOGY CORP | COM · 144285103 | LONG | 686,473 | $423.4 million |
| 4 | CORNING INC | COM · 219350105 | LONG | 797,181 | $203.6 million |
| 5 | DPC HOLDINGS PLC | ORDINARY SHARES · G2R11M108 | LONG | 638,725 | $31.3 million |
| 6 | INTEL CORP | COM · 458140100 | LONG | 1,848,315 | $258.1 million |
| 7 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 256,963 | $102.2 million |
| 8 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,063,218 | $299.5 million |
| 9 | MCKESSON CORP | COM · 58155Q103 | LONG | 376,870 | $284.8 million |
| 10 | MEDLINE INC | COM CL A · 58507V107 | LONG | 7,487,507 | $295.3 million |
| 11 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 8,000,728 | $106.9 million |
| 12 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 908,064 | $433.7 million |
| 13 | VISA INC | COM CL A · 92826C839 | LONG | 564,207 | $193.6 million |