SurgoCap Partners LP
NEW YORK NY · SEC CIK 0001960830
$30.93亿2026Q2 申报市值
13持仓数
92.2%前十大占比 · 第一大 14.0%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INTC 新建仓+$2.58亿
AGX 新建仓+$1.20亿
V 加仓+$9,463.79万
MDLN 加仓+$5,570.28万
DPC 新建仓+$3,133.58万
2026Q2 卖出最多 按季末市值估算
CRS 减仓-$3.15亿
GOOG 减仓-$1.85亿
NVDA 清仓-$1.76亿
TSM 减仓-$9,551.83万
NIQ 清仓-$6,660.55万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.34亿 | 14.02% | 908,064 | -200,009 | -18.1% | -$9,551.83万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $4.23亿 | 13.69% | 686,473 | -510,428 | -42.6% | -$3.15亿 | 减仓 |
| GOOG | ALPHABET INC | $3.41亿 | 11.03% | 966,080 | -522,790 | -35.1% | -$1.85亿 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2.99亿 | 9.68% | 1,063,218 | 42,379 | 4.2% | $1,193.73万 | 加仓 |
| MDLN | MEDLINE INC | $2.95亿 | 9.55% | 7,487,507 | 1,412,342 | 23.2% | $5,570.28万 | 加仓 |
| MCK | MCKESSON CORP | $2.85亿 | 9.21% | 376,870 | 28,138 | 8.1% | $2,126.11万 | 加仓 |
| INTC | INTEL CORP | $2.58亿 | 8.34% | 1,848,315 | 1,848,315 | — | $2.58亿 | 新建仓 |
| GLW | CORNING INC | $2.04亿 | 6.58% | 797,181 | -61,334 | -7.1% | -$1,566.65万 | 减仓 |
| V | VISA INC | $1.94亿 | 6.26% | 564,207 | 275,840 | 95.7% | $9,463.79万 | 加仓 |
| AGX | ARGAN INC | $1.20亿 | 3.87% | 149,983 | 149,983 | — | $1.20亿 | 新建仓 |
| NU | NU HLDGS LTD | $1.07亿 | 3.46% | 8,000,728 | -1,865,332 | -18.9% | -$2,492.08万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.02亿 | 3.30% | 256,963 | -76,069 | -22.8% | -$3,025.11万 | 减仓 |
| DPC | DPC HOLDINGS PLC | $3,133.58万 | 1.01% | 638,725 | 638,725 | — | $3,133.58万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,008,073 | -100.0% | -$1.76亿 | 清仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | -5,858,000 | -100.0% | -$6,660.55万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -515,733 | -100.0% | -$6,117.62万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -1,867,515 | -100.0% | -$3,947.93万 | 清仓 |