SurgoCap Partners LP — ALPHABET INC GOOG: Quarterly 13F Position History
SurgoCap Partners LP has reported ALPHABET INC (GOOG) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 1,488,870 shares ($427.1M market value, 14.26% of the equity book). Quarter-over-quarter share count change: + 238,445 (+19.1%) .
- 1,488,870Shares Held (Latest Filing)
- $427.1MReported Market Value (Latest Filing)
- 14.26%Portfolio Weight (% of 13F Equity Book)
- +238,445Quarter-over-Quarter Share Change
- +$34.7MQuarter-over-Quarter Value Change
- 1,488,870Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,488,870 | +238,445 | +19.1% | $427.1M | 14.26% | $286.86 |
| Q4 2025 | 1,250,425 | +370,014 | +42.0% | $392.4M | 10.86% | $313.80 |
| Q3 2025 | 880,411 | — | — | $214.4M | 6.09% | $243.55 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did SurgoCap Partners LP first disclose a GOOG position in 13F-HR filings?
SurgoCap Partners LP first reported ALPHABET INC (GOOG) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was SurgoCap Partners LP's most recent quarter-over-quarter share-count change in GOOG?
Between Q4 2025 and Q1 2026, SurgoCap Partners LP added 238,445 shares of GOOG (+19.1%), bringing the total reported position to 1,488,870 shares at a market value of $427.1M.
Does the implied price-per-share represent SurgoCap Partners LP's cost basis in GOOG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.