SurgoCap Partners: Stock Portfolio, Performance and Latest Trades
13F portfolio value
$3.1B
13 holdings at Q2 2026
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SurgoCap Partners' portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 14.0% | $244.54 | +87.3% | $457.99 | Reduced −18% | |
| 13.7% | $187.74 | +106% | $387.10 | Reduced −43% | |
Alphabet Inc.GOOG | 11.0% | $245.80 | +40.3% | $344.86 | Reduced −35% |
| 9.68% | $268.51 | +22.2% | $328.00 | Added +4.2% | |
| 9.55% | $43.43 | −17.7% | $35.74 | Added +23% | |
| 9.21% | $593.19 | +56.8% | $930.25 | Added +8.1% | |
Intel Corp.INTC | 8.34% | $101.12 | +5.9% | $107.08 | New |
Corning Inc.GLW | 6.58% | $120.60 | +26.7% | $152.83 | Reduced −7.1% |
| 6.26% | $321.30 | +16.7% | $375.10 | Added +96% | |
Argan Inc.AGX | 3.87% | $665.30 | −40.1% | $398.66 | New |
| 3.46% | $10.83 | +42.0% | $15.38 | Reduced −19% | |
| 3.30% | $526.80 | −21.1% | $415.41 | Reduced −23% | |
| 1.01% | $49.06 | −20.8% | $38.84 | New |
SurgoCap Partners' buys and sells
Q4 2023 is the first report we have for this investor, so there is nothing to compare it with.
SurgoCap Partners' portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 22% |
| Health Care | 22% |
| Materials | 21% |
| Financials | 19% |
| Communication Services | 11% |
| Industrials | 3.9% |
Portfolio performance: SurgoCap Partners vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +59.5% | +19.3% |
| S&P 500 | +60.3% | +19.5% |
| Nasdaq-100 | +75.1% | +23.6% |
SurgoCap Partners' most traded stocks
Quarters with a buy or a sell, all reports since Q4 2023.
| Company | Quarters bought | Quarters sold |
|---|---|---|
| 7 | 3 | |
| 4 | 6 | |
| 4 | 6 | |
| 4 | 5 | |
Nvidia Corp.NVDA | 4 | 4 |
| 5 | 3 | |
| 5 | 3 | |
| 4 | 4 | |
| 2 | 5 | |
| 3 | 2 | |
| 3 | 2 | |
| 2 | 2 | |
Alphabet Inc.GOOG | 3 | 1 |
| 1 | 3 | |
Netflix Inc.NFLX | 2 | 2 |