SurgoCap Partners LP holds a focused book of 13 reported positions worth $3.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter DPC Holdings PLC first appears in 13F filings, a listing rather than a purchase; they opened Intel Corp and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +59% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +62.9%, a 3.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning SurgoCap Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as SurgoCap Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Noked Israel Ltd | 2 / 13 | $638.6M |
| Himension Capital (Singapore) Pte. LTD. | 3 / 13 | $721.3M |
| Oriental Harbor Investment Master Fund | 3 / 13 | $694.7M |
| Atmos Capital Gestao De Recursos Ltda. | 2 / 13 | $344.1M |
| Headwater Capital Co Ltd | 3 / 13 | $199.6M |
| Fremen Capital Management LP | 5 / 13 | $43.1M |
| Crow's Nest Holdings LP | 2 / 13 | $118.2M |
| Keywise Capital Management (HK) Ltd | 2 / 13 | $253.3M |
Ranked by the share of each fund's own book sitting in the names it shares with SurgoCap Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $433.7M | 908.1K | 14.0% | ▼−18% Reduced · −200K sh | |
| 2 | Carpenter Technology Corp COM | $423.4M | 686.5K | 13.7% | ▼−43% Reduced · −510K sh | |
| 3 | Alphabet Inc CAP STK CL C | $341.3M | 966.1K | 11.0% | ▼−35% Reduced · −523K sh | |
| 4 | LPL Finl Hldgs Inc COM | $299.5M | 1.06M | 9.7% | ▲+4.2% Added · +42K sh | |
| 5 | Medline Inc COM CL A | $295.3M | 7.49M | 9.5% | ▲+23% Added · +1.4M sh | |
| 6 | McKesson Corp COM | $284.8M | 376.9K | 9.2% | ▲+8.1% Added · +28K sh | |
| 7 | Intel Corp COM | $258.1M | 1.85M | 8.3% | ▲New New position | |
| 8 | Corning Inc COM | $203.6M | 797.2K | 6.6% | ▼−7.1% Reduced · −61K sh | |
| 9 | Visa Inc COM CL A | $193.6M | 564.2K | 6.3% | ▲+96% Added · +276K sh | |
| 10 | Argan Inc COM | $119.8M | 150.0K | 3.9% | ▲New New position | |
| 11 | Nu Hldgs Ltd ORD SHS CL A | $106.9M | 8.00M | 3.5% | ▼−19% Reduced · −1.9M sh | |
| 12 | Intuitive Surgical Inc COM NEW | $102.2M | 257.0K | 3.3% | ▼−23% Reduced · −76K sh | |
| 13 | DPC Holdings PLC ORDINARY SHARES | $31.3M | 638.7K | 1.0% | →Listed Newly reportable |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1960830/holdings"
Use Arkolith to show SurgoCap Partners LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 13 | $3.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 14 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 17 | $3.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 16 | $3.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 13 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 12 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 12 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 12 | $2.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 13 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 14 | $1.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 15 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.