SurgoCap Partners LP
Top Portfolio Positions
13 positions ·
$2,567,711,295 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CRS |
Carpenter Technology Corp
Industrials
|
1,196,901 | $471,758,529 | 18.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,108,073 | $374,473,270 | 14.58% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
1,020,839 | $307,098,996 | 11.96% | |
| MCK |
Mckesson Corp
Healthcare
|
348,732 | $301,778,723 | 11.75% | |
| MDLN |
Medline Inc.
Healthcare
|
6,075,165 | $270,344,842 | 10.53% | |
| NVDA |
Nvidia Corp
Technology
|
1,008,073 | $175,807,931 | 6.85% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
333,032 | $153,524,421 | 5.98% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
9,866,060 | $141,775,282 | 5.52% | |
| GLW |
Corning Inc /Ny
Technology
|
858,515 | $116,732,284 | 4.55% | |
| V |
Visa Inc.
Financial Services
|
288,367 | $87,156,042 | 3.39% |
Portfolio Trend
10 quarters · across all stocks
Holdings in LPLA
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,098,996 | 1,020,839 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $355,384,150 | 995,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,786,347 | 994,278 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $330,500,432 | 881,405 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $296,533,435 | 906,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $231,583,747 | 709,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $181,619,126 | 780,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $152,732,691 | 546,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $137,894,170 | 521,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,250,016 | 576,619 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||