13F Portfolios

SurgoCap Partners LP: ALPHABET CL C (GOOG): Quarterly 13F Position History

As of Q1 2026, SurgoCap Partners LP reported 1,488,870 shares of ALPHABET CL C (GOOG), worth $427.1M and representing 14.3% of its 13F equity book. Quarter-over-quarter share count change: + 238,445 (+19.1%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

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 14.3% $286.9
Q4 2025 1,250,425 +370,014 +42.0% $392.4M 10.9% $313.8
Q3 2025 880,411 $214.4M 6.1% $243.6

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 CL C (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.