SurgoCap Partners LP Mala Gaonkar
New York, NY 11 processed 13Fs on this site, 2023 Q4 to 2026 Q2
- $3.1B
- 13 holdings
- 2026 Q2
- +3.3% QoQ
- Top 5 57.9%
AUM over time
Book
| MSFT, Microsoft | Hold | 454,258 | $376.04 | $171M | |
| MCK, McKesson | Hold | 333,028 | $462.98 | $154M | |
| LPLA, LPL Financial | Hold | 576,619 | $227.62 | $131M | |
| BX, Blackstone | Hold | 927,596 | $130.92 | $121M | |
| GE, GE Aerospace | Hold | 923,096 | $127.63 | $118M | |
| META, Meta Platforms | Hold | 288,218 | $353.96 | $102M | |
| PTC, PTC Inc | Hold | 528,045 | $174.96 | $92M | |
| SNPS, Synopsys | Hold | 176,485 | $514.91 | $91M | |
| PANW, Palo Alto Networks | Hold | 298,944 | $294.88 | $88M | |
| NU, Nu Holdings | Hold | 9,950,708 | $8.33 | $83M | |
| NVDA, Nvidia | Hold | 158,364 | $495.22 | $78M | |
| GEHC, GE HealthCare | Hold | 925,554 | $77.32 | $72M | |
| HLT, Hilton | Hold | 316,863 | $182.09 | $58M | |
| ISRG, Intuitive Surgical | Hold | 166,338 | $337.36 | $56M |
Filings history
11 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 13 | $3.1B | +3.3% | 13F-HR | 8/13/2026 | 000091957426005191 |
| 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
11 processed 13Fs on this site, 2023 Q4 to 2026 Q2