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SurgoCap Partners LP
správce aktiv · portfolio $3.09 mld. · 13 pozic · zpráva k 30.06.2026
Akciové Pozice zpráva za 30.06.2026, podána 14.08.2026; změna — oproti 31.03.2026 · 17
| Společnost | Akcie | Hodnota | % portfolia | Změna za Čtvrtletí |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac… US:TSM | 908 064 | $434 mil. | 14.02% | −200 009 |
| Carpenter Technology Corpora… US:CRS | 686 473 | $423 mil. | 13.69% | −510 428 |
| Alphabet Inc. US:GOOG | 966 080 | $341 mil. | 11.03% | −522 790 |
| LPL Financial Holdings Inc US:LPLA | 1 063 218 | $299 mil. | 9.68% | +42 379 |
| Medline Inc. Class A US:MDLN | 7 487 507 | $295 mil. | 9.55% | +1 412 342 |
| McKesson Corporation US:MCK | 376 870 | $285 mil. | 9.21% | +28 138 |
| Intel Corporation US:INTC | 1 848 315 | $258 mil. | 8.34% | nová |
| Corning Incorporated US:GLW | 797 181 | $204 mil. | 6.58% | −61 334 |
| Visa Inc. Class A US:V | 564 207 | $194 mil. | 6.26% | +275 840 |
| Argan Inc US:AGX | 149 983 | $120 mil. | 3.87% | nová |
| NU HLDGS LTD CUSIP G6683N103 | 8 000 728 | $107 mil. | 3.46% | −1 865 332 |
| Intuitive Surgical Inc US:ISRG | 256 963 | $102 mil. | 3.30% | −76 069 |
| DPC HOLDINGS PLC CUSIP G2R11M108 | 638 725 | $31.3 mil. | 1.01% | nová |
| Figma, Inc. US:FIG | 0 (bylo 1 867 515) | — | — | prodána |
| NVIDIA Corporation US:NVDA | 0 (bylo 1 008 073) | — | — | prodána |
| Shopify Inc US:SHOP | 0 (bylo 515 733) | — | — | prodána |
| NIQ GLOBAL INTELLIGENCE PLC CUSIP G63755105 | 0 (bylo 5 858 000) | — | — | prodána |
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