Manager activity
SurgoCap Partners LP
FollowMala Gaonkar
New
3
Add
6
Reduce
3
Exit
6
moves
18 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| MDLN | New | +9.03 pp | opened 9.0% | 2025Q4→2026Q1 |
| GLW | New | +3.90 pp | opened 3.9% | 2025Q4→2026Q1 |
| V | New | +2.91 pp | opened 2.9% | 2025Q4→2026Q1 |
| BX | Exit | −8.85 pp | was 8.9% | 2025Q4→2026Q1 |
| BSX | Exit | −6.76 pp | was 6.8% | 2025Q4→2026Q1 |
| AVGO | Exit | −6.42 pp | was 6.4% | 2025Q4→2026Q1 |
| HLT | Exit | −4.01 pp | was 4.0% | 2025Q4→2026Q1 |
| GWRE | Exit | −4.00 pp | was 4.0% | 2025Q4→2026Q1 |
| AWI | Exit | −1.99 pp | was 2.0% | 2025Q4→2026Q1 |
| CRS | Add | +5.71 pp | +3.8% sh | 2025Q4→2026Q1 |
| GOOG | Add | +3.40 pp | +19.1% sh | 2025Q4→2026Q1 |
| NVDA | Add | +2.66 pp | +61.9% sh | 2025Q4→2026Q1 |
| ISRG | Add | +1.01 pp | +26.7% sh | 2025Q4→2026Q1 |
| SHOP | Add | +0.49 pp | +48.1% sh | 2025Q4→2026Q1 |
| LPLA | Add | +0.42 pp | +2.6% sh | 2025Q4→2026Q1 |
| TSM | Reduce | +3.17 pp | −0.1% sh | 2025Q4→2026Q1 |
| MCK | Reduce | +0.56 pp | −16.8% sh | 2025Q4→2026Q1 |
| NU | Reduce | −0.14 pp | −6.2% sh | 2025Q4→2026Q1 |