Period over period
SurgoCap Partners LP
2026 Q1 2025 Q4 3 new 6 exits 6 adds 3 reduces AUM −17.1%
Change periods
SurgoCap Partners LP · 2026 Q1 vs 2025 Q4
moves
New / Exit first · then largest |Δ port| · signal floor
| ticker | action | Δ port | Δ value | shares | issuer |
|---|---|---|---|---|---|
| MDLN | New | +9.03 pp 0.0% → 9.0% | +$270M | 6,075,165 | Medline Inc. |
| GLW | New | +3.90 pp 0.0% → 3.9% | +$117M | 858,515 | Corning Inc. |
| V | New | +2.91 pp 0.0% → 2.9% | +$87M | 288,367 | Visa Inc. |
| BX | Exit | −8.85 pp 8.9% → 0.0% | −$320M | 2,074,093 | Blackstone Inc. |
| BSX | Exit | −6.76 pp 6.8% → 0.0% | −$244M | 2,559,210 | Boston Scientific Corp. |
| AVGO | Exit | −6.42 pp 6.4% → 0.0% | −$232M | 669,969 | Broadcom Inc. |
| HLT | Exit | −4.01 pp 4.0% → 0.0% | −$145M | 503,719 | Hilton Worldwide Hldgs Inc. |
| GWRE | Exit | −4.00 pp 4.0% → 0.0% | −$145M | 719,573 | Guidewire Software Inc. |
| AWI | Exit | −1.99 pp 2.0% → 0.0% | −$72M | 376,869 | Armstrong World Inds Inc. New |
| CRS | Add | +5.71 pp 10.1% → 15.8% | +$109M | +3.8% | Carpenter Technology Corp. |
| GOOG | Add | +3.40 pp 10.9% → 14.3% | +$35M | +19.1% | Alphabet Inc. |
| NVDA | Add | +2.66 pp 3.2% → 5.9% | +$60M | +61.9% | Nvidia Corporation |
| ISRG | Add | +1.01 pp 4.1% → 5.1% | +$5M | +26.7% | Intuitive Surgical Inc. |
| SHOP | Add | +0.49 pp 1.6% → 2.0% | +$5M | +48.1% | Shopify Inc. |
| LPLA | Add | +0.42 pp 9.8% → 10.3% | −$48M | +2.6% | Lpl Finl Hldgs Inc. |
| TSM | Reduce | +3.17 pp 9.3% → 12.5% | +$37M | −0.1% | Taiwan Semiconductor Manufac |
| MCK | Reduce | +0.56 pp 9.5% → 10.1% | −$42M | −16.8% | Mckesson Corp. |
| NU | Reduce | −0.14 pp 4.9% → 4.7% | −$34M | −6.2% | Nu Hldgs Ltd |
No moves match this filter.
full holdings table
full book including unchanged · exportable
| Shares | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Issuer name | Class | Q1 2026 | Q4 2025 | Diff | Chg % | Q1 2026 | Q4 2025 | Diff | Chg % | ID |