Manager activity
SurgoCap Partners LP
Mala Gaonkar
New
3
Add
4
Reduce
6
Exit
4
17 shown
| ticker | action | Δ weight | detail | period |
|---|---|---|---|---|
| INTC | New | +8.34% | opened 8.3% | Q1→Q2 |
| AGX | New | +3.87% | opened 3.9% | Q1→Q2 |
| DPC | New | +1.01% | opened 1.0% | Q1→Q2 |
| NVDA | Exit | −5.87% | was 5.9% | Q1→Q2 |
| NIQ | Exit | −2.22% | was 2.2% | Q1→Q2 |
| SHOP | Exit | −2.04% | was 2.0% | Q1→Q2 |
| FIG | Exit | −1.32% | was 1.3% | Q1→Q2 |
| V | Add | +3.35% | +95.7% sh | Q1→Q2 |
| MCK | Add | −0.87% | +8.1% sh | Q1→Q2 |
| LPLA | Add | −0.57% | +4.2% sh | Q1→Q2 |
| MDLN | Add | +0.52% | +23.2% sh | Q1→Q2 |
| GOOG | Reduce | −3.23% | −35.1% sh | Q1→Q2 |
| GLW | Reduce | +2.68% | −7.1% sh | Q1→Q2 |
| CRS | Reduce | −2.06% | −42.6% sh | Q1→Q2 |
| ISRG | Reduce | −1.82% | −22.8% sh | Q1→Q2 |
| TSM | Reduce | +1.51% | −18.1% sh | Q1→Q2 |
| NU | Reduce | −1.28% | −18.9% sh | Q1→Q2 |