Long-term investor

Surgocap Partners LP @surgocappartnerslp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001960830).

Record

  • Tracked since 2025-06-30 (446 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +16.2% · all +16.2%
  • Max drawdown n/a · win rate 21% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TSM · 14.0% · long · since 2025-09-30
  • CRS · 13.7% · long · since 2025-06-30
  • 02079K107 · 11.0% · long · since 2025-09-30
  • LPLA · 9.7% · long · since 2025-06-30
  • MDLN · 9.5% · long · since 2026-03-31
  • MCK · 9.2% · long · since 2025-06-30
  • INTC · 8.3% · long · since 2026-06-30
  • GLW · 6.6% · long · since 2026-03-31
  • V · 6.3% · long · since 2026-03-31
  • AGX · 3.9% · long · since 2026-06-30
  • NU · 3.5% · long · since 2025-06-30
  • ISRG · 3.3% · long · since 2025-12-31

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