SurgoCap Partners LP
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 98% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.9% | $895,368,289 |
| Healthcare | 22.1% | $682,259,293 |
| Financial Services | 19.4% | $599,950,751 |
| Industrials | 18.6% | $574,548,777 |
| Communication Services | 11.0% | $341,345,046 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NU | Nu Holdings Ltd. | −1,865,332 | 8,000,728 | $106,889,726 | |
| GOOGL | Alphabet Inc. | −522,790 | 966,080 | $341,345,046 | |
| CRS | Carpenter Technology Corp | −510,428 | 686,473 | $423,444,005 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −200,009 | 908,064 | $433,664,124 | |
| ISRG | Intuitive Surgical Inc | −76,069 | 256,963 | $102,189,045 | |
| GLW | Corning Inc /Ny | −61,334 | 797,181 | $203,623,942 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 908,064 | $433,664,124 | 14.02% | |
| CRS |
Carpenter Technology Corp
Industrials
|
Reduced | 686,473 | $423,444,005 | 13.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 966,080 | $341,345,046 | 11.03% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,063,218 | $299,487,246 | 9.68% | |
| MDLN |
Medline Inc.
Healthcare
|
Added | 7,487,507 | $295,307,276 | 9.55% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 376,870 | $284,762,972 | 9.21% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,848,315 | $258,080,223 | 8.34% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 797,181 | $203,623,942 | 6.58% | |
| V |
Visa Inc.
Financial Services
|
Added | 564,207 | $193,573,779 | 6.26% | |
| AGX |
Argan Inc
Industrials
|
NEW | 149,983 | $119,768,924 | 3.87% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 8,000,728 | $106,889,726 | 3.46% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 256,963 | $102,189,045 | 3.30% | |
| DPC |
DPC Holdings Ltd
Industrials
|
NEW | 638,725 | $31,335,848 | 1.01% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.