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
| MCK, McKesson | Add +48.9% | 495,903 | $536.85 | $266M | +162,875 | +$112M | |
| GEHC, GE HealthCare | Add +124.0% | 2,073,349 | $90.91 | $188M | +1,147,795 | +$117M | |
| GE, GE Aerospace | Add +7.3% | 990,470 | $175.53 | $174M | +67,374 | +$56M | |
| SNPS, Synopsys | Add +70.4% | 300,762 | $571.50 | $172M | +124,277 | +$81M | |
| NVDA, Nvidia | Add +17.5% | 186,068 | $903.56 | $168M | +27,704 | +$90M | |
| LPLA, LPL Financial | Reduce −9.5% | 521,931 | $264.20 | $138M | −54,688 | +$6.6M | |
| BX, Blackstone | Add +11.3% | 1,032,660 | $131.37 | $136M | +105,064 | +$14M | |
| HLT, Hilton | Add +84.6% | 585,046 | $213.31 | $125M | +268,183 | +$67M | |
| MSFT, Microsoft | Reduce −42.9% | 259,553 | $420.72 | $109M | −194,705 | −$62M | |
| GWRE, Guidewire Software | New | 831,294 | $116.71 | $97M | +831,294 | +$97M | |
| NU, Nu Holdings | Reduce −31.5% | 6,819,893 | $11.93 | $81M | −3,130,815 | −$1.5M | |
| CRM, Salesforce | New | 267,397 | $301.18 | $81M | +267,397 | +$81M | |
| VRT, Vertiv | New | 898,268 | $81.67 | $73M | +898,268 | +$73M | |
| PTC, PTC Inc | Reduce −45.1% | 290,023 | $188.94 | $55M | −238,022 | −$38M |
Exits / last held
Gone since 2023 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META, Meta Platforms | Exit | 0 | $353.96 | $102M | −288,218 | −$102M | |
| PANW, Palo Alto Networks | Exit | 0 | $294.88 | $88M | −298,944 | −$88M | |
| ISRG, Intuitive Surgical | Exit | 0 | $337.36 | $56M | −166,338 | −$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