SurgoCap Partners LP
Mala Gaonkar New York, NY 10 13Fs · since 2023 Q4
- AUM $3B
- positions 14
- period 2026 Q1
- QoQ −17.1%
- top 5 62.9%
- qoq N 3 E 6 A 6 R 3
- CARPENTER TECHNOLOGY CORP - CRS 15.7%
- ALPHABET INC - GOOG 14.3%
- TAIWAN SEMICONDUCTOR MANUFAC - TSM 12.5%
- LPL FINL HLDGS INC - LPLA 10.3%
- MCKESSON CORP - MCK 10.1%
- MEDLINE INC - MDLN 9.0%
- NVIDIA CORPORATION - NVDA 5.9%
- INTUITIVE SURGICAL INC - ISRG 5.1%
- NU HLDGS LTD - NU 4.7%
- CORNING INC - GLW 3.9%
- VISA INC - V 2.9%
- NIQ GLOBAL INTELLIGENCE PLC - NIQ 2.2%
- Other 3.4%
AUM over time
Holdings value
2026 Q1
$3B
−17.1% QoQ
max $3.6B
Latest book
- New 3
- Exit 6
- Add 6
- Reduce 3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value |
|---|---|---|---|---|---|
| CARPENTER TECHNOLOGY CORP - CRS | 15.75% | Add +3.8% | 1,196,901 | $394.15 | $472M |
| ALPHABET INC - GOOG | 14.26% | Add +19.1% | 1,488,870 | $286.86 | $427M |
| TAIWAN SEMICONDUCTOR MANUFAC - TSM | 12.50% | Reduce −0.1% | 1,108,073 | $337.95 | $374M |
| LPL FINL HLDGS INC - LPLA | 10.25% | Add +2.6% | 1,020,839 | $300.83 | $307M |
| MCKESSON CORP - MCK | 10.08% | Reduce −16.8% | 348,732 | $865.36 | $302M |
| MEDLINE INC - MDLN | 9.03% | New | 6,075,165 | $44.50 | $270M |
| NVIDIA CORPORATION - NVDA | 5.87% | Add +61.9% | 1,008,073 | $174.40 | $176M |
| INTUITIVE SURGICAL INC - ISRG | 5.13% | Add +26.7% | 333,032 | $460.99 | $154M |
| NU HLDGS LTD - NU | 4.73% | Reduce −6.2% | 9,866,060 | $14.37 | $142M |
| CORNING INC - GLW | 3.90% | New | 858,515 | $135.97 | $117M |
| VISA INC - V | 2.91% | New | 288,367 | $302.24 | $87M |
| NIQ GLOBAL INTELLIGENCE PLC - NIQ | 2.22% | 5,858,000 | $11.37 | $67M | |
| SHOPIFY INC - SHOP | 2.04% | Add +48.1% | 515,733 | $118.62 | $61M |
| FIGMA INC - FIG | 1.32% | 1,867,515 | $21.14 | $39M | |
| BLACKSTONE INC - BX | — | Exit −100% | 0 | $154.14 | — |
| BOSTON SCIENTIFIC CORP - BSX | — | Exit −100% | 0 | $95.35 | — |
| BROADCOM INC - AVGO | — | Exit −100% | 0 | $346.10 | — |
| HILTON WORLDWIDE HLDGS INC - HLT | — | Exit −100% | 0 | $287.25 | — |
| GUIDEWIRE SOFTWARE INC - GWRE | — | Exit −100% | 0 | $201.01 | — |
| ARMSTRONG WORLD INDS INC NEW - AWI | — | Exit −100% | 0 | $191.10 | — |
* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Exit rows sit at the bottom (sorted by prior value): name was held last quarter and is gone this quarter (−100% shares). Among managers we track.
this quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026 · 18 meaningful
| Action | Issuer | Δ Shares | Δ Value | Δ Port % |
|---|---|---|---|---|
| New | MDLN · Medline Inc. | +6,075,165 | +$270M | +9.03 pp |
| New | GLW · Corning Inc. | +858,515 | +$117M | +3.90 pp |
| New | V · Visa Inc. | +288,367 | +$87M | +2.91 pp |
| Exit | BX · Blackstone Inc. | −2,074,093 | −$320M | −8.85 pp |
| Exit | BSX · Boston Scientific Corp. | −2,559,210 | −$244M | −6.76 pp |
| Exit | AVGO · Broadcom Inc. | −669,969 | −$232M | −6.42 pp |
| Exit | HLT · Hilton Worldwide Hldgs Inc. | −503,719 | −$145M | −4.01 pp |
| Exit | GWRE · Guidewire Software Inc. | −719,573 | −$145M | −4.00 pp |
| Exit | AWI · Armstrong World Inds Inc. New | −376,869 | −$72M | −1.99 pp |
| Add | CRS · Carpenter Technology Corp. | +44,295 | +$109M | +5.71 pp |
| Add | GOOG · Alphabet Inc. | +238,445 | +$35M | +3.40 pp |
| Add | NVDA · Nvidia Corporation | +385,534 | +$60M | +2.66 pp |
| Add | ISRG · Intuitive Surgical Inc. | +70,181 | +$5M | +1.01 pp |
| Add | SHOP · Shopify Inc. | +167,602 | +$5M | +0.49 pp |
| Add | LPLA · Lpl Finl Hldgs Inc. | +25,839 | −$48M | +0.42 pp |
| Reduce | TSM · Taiwan Semiconductor Manufac | −1,510 | +$37M | +3.17 pp |
| Reduce | MCK · Mckesson Corp. | −70,434 | −$42M | +0.56 pp |
| Reduce | NU · Nu Hldgs Ltd | −654,335 | −$34M | −0.14 pp |
filings history
10 periods · normalized AUM · click period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q1 | 14 | $3B | −17.1% | 13F-HR | 5/15/2026 | 000091957426003167 |
| 2025 Q4 | 17 | $3.6B | +0.4% | 13F-HR | 2/17/2026 | 000091957426001016 |
| 2025 Q3 | 16 | $3.6B | +35.8% | 13F-HR | 11/13/2025 | 000091957425006748 |
| 2025 Q2 | 13 | $2.6B | +30.8% | 13F-HR | 8/14/2025 | 000091957425004655 |
| 2025 Q1 | 12 | $2B | +4.3% | 13F-HR | 5/15/2025 | 000091957425003084 |
| 2024 Q4 | 12 | $1.9B | −3.1% | 13F-HR | 2/14/2025 | 000091957425001210 |
| 2024 Q3 | 12 | $2B | +17.1% | 13F-HR | 11/14/2024 | 000091957424006446 |
| 2024 Q2 | 13 | $1.7B | −8.2% | 13F-HR | 8/14/2024 | 000091957424004550 |
| 2024 Q1 | 14 | $1.9B | +30.1% | 13F-HR | 5/15/2024 | 000091957424003006 |
| 2023 Q4 | 15 | $1.4B | — | 13F-HR | 2/14/2024 | 000091957424001147 |
About
SurgoCap Partners LP
10 processed 13Fs · since 2023 Q4