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
| Company | Action | Shares change | Value now |
|---|---|---|---|
| New | +1,233,334 | $211.5M | |
| Sold out | −990,470 | — | |
| Sold out | −585,046 | — | |
Qualcomm Inc.QCOM | New | +624,110 | $124.3M |
| New | +2,075,233 | $101.6M | |
Apple Inc.AAPL | New | +477,178 | $100.5M |
| Reduced −45% | −922,896 | $89.6M | |
| Sold out | −267,397 | — | |
| Sold out | −898,268 | — | |
Nvidia Corp.NVDA | Reduced −54% | −1,003,074 | $105.9M |
PTC Inc.PTC | Sold out | −290,023 | — |
Synopsys Inc.SNPS | Reduced −34% | −103,160 | $117.6M |
Microsoft Corp.MSFT | Reduced −25% | −64,119 | $87.3M |
| Added +11% | +760,371 | $97.7M | |
| Reduced −2.9% | −14,261 | $281.3M | |
| Added +4.8% | +24,910 | $152.7M | |
| Reduced −2.6% | −21,829 | $111.6M |
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 |