SurgoCap Partners LP activity
Every position Mala Gaonkar opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
3
Add
4
Reduce
6
Exit
4
17 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| INTC | New | 0% to 8.3% | $258M | Q1→Q2 |
| AGX | New | 0% to 3.9% | $120M | Q1→Q2 |
| DPC | New | 0% to 1.0% | $31M | Q1→Q2 |
| NVDA | Exit | 5.9% to 0% | $176M | Q1→Q2 |
| NIQ | Exit | 2.2% to 0% | $67M | Q1→Q2 |
| SHOP | Exit | 2.0% to 0% | $61M | Q1→Q2 |
| FIG | Exit | 1.3% to 0% | $39M | Q1→Q2 |
| V | Add | 2.9% to 6.3% | +95.7% sh | Q1→Q2 |
| MCK | Add | 10.1% to 9.2% | +8.1% sh | Q1→Q2 |
| LPLA | Add | 10.3% to 9.7% | +4.2% sh | Q1→Q2 |
| MDLN | Add | 9.0% to 9.6% | +23.2% sh | Q1→Q2 |
| GOOG | Reduce | 14.3% to 11.0% | −35.1% sh | Q1→Q2 |
| GLW | Reduce | 3.9% to 6.6% | −7.1% sh | Q1→Q2 |
| CRS | Reduce | 15.8% to 13.7% | −42.6% sh | Q1→Q2 |
| ISRG | Reduce | 5.1% to 3.3% | −22.8% sh | Q1→Q2 |
| TSM | Reduce | 12.5% to 14.0% | −18.1% sh | Q1→Q2 |
| NU | Reduce | 4.7% to 3.5% | −18.9% sh | Q1→Q2 |