SurgoCap Partners LP

NEW YORK, NY · CIK 1960830 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited partnership

Assets managed$7.4bn
Staff28 · 12 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (1 hedge) · $7.4bn gross assets
Websitesurgocap.com
Form ADV · 2026-06-26SEC adviser record

Legal entitySurgoCap Partners LP (US)

Kindhedge funds, private equity
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1, private equity 1

US visa salary filings

Filings FY2025–20262
Median salary offered$250,000
Middle half$250,000 – $250,000
Job titles2
E-3 (Australians)1

Job title	Filings	Median	Range
Data Science & Analytics ResearcherNew York, NY	1	$250,000
Investment AnalystNew York, NY	1	$250,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: SurgoCap Partners LP.

$3.1bn reported value +3.3% vs Q1 2026

13positions

92.2%in top 10

3 new 4 added 6 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	908,064	$433.7m14.02%	14.02%	Reduced -200.0k	-200,009 -18.1%
2	CARPENTER TECHNOLOGY CORP COM CRS	CRS	686,473	$423.4m13.69%	13.69%	Reduced -510.4k	-510,428 -42.6%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	966,080	$341.3m11.03%	11.03%	Reduced -522.8k	-522,790 -35.1%
4	LPL FINL HLDGS INC COM LPLA	LPLA	1,063,218	$299.5m9.68%	9.68%	Added +42.4k	+42,379 4.2%
5	MEDLINE INC COM CL A MDLN	MDLN	7,487,507	$295.3m9.55%	9.55%	Added +1.4m	+1,412,342 23.2%
6	MCKESSON CORP COM MCK	MCK	376,870	$284.8m9.21%	9.21%	Added +28.1k	+28,138 8.1%
7	INTEL CORP COM INTC	INTC	1,848,315	$258.1m8.34%	8.34%	New
8	CORNING INC COM GLW	GLW	797,181	$203.6m6.58%	6.58%	Reduced -61.3k	-61,334 -7.1%
9	VISA INC COM CL A V	V	564,207	$193.6m6.26%	6.26%	Added +275.8k	+275,840 95.7%
10	ARGAN INC COM AGX	AGX	149,983	$119.8m3.87%	3.87%	New
11	NU HLDGS LTD ORD SHS CL A NU	NU	8,000,728	$106.9m3.46%	3.46%	Reduced -1.9m	-1,865,332 -18.9%
12	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	256,963	$102.2m3.30%	3.30%	Reduced -76.1k	-76,069 -22.8%
13	DPC HOLDINGS PLC ORDINARY SHARES DPC	DPC	638,725	$31.3m1.01%	1.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	1,008,073	$175.8m1.0m shares
NIQ GLOBAL INTELLIGENCE PLC NIQ	NIQ	5,858,000	$66.6m5.9m shares
SHOPIFY INC SHOP	SHOP	515,733	$61.2m515.7k shares
FIGMA INC FIG	FIG	1,867,515	$39.5m1.9m shares