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 | Reduce −16.3% | 508,881 | $569.91 | $290M | −99,436 | −$11M | |
| CRS, Carpenter Technology | Add +117.6% | 1,442,069 | $169.71 | $245M | +779,357 | +$139M | |
| LPLA, LPL Financial | Reduce −9.2% | 709,270 | $326.51 | $232M | −71,451 | +$50M | |
| GEHC, GE HealthCare | Add +31.2% | 2,241,000 | $78.18 | $175M | +532,811 | +$15M | |
| BX, Blackstone | Add +20.1% | 961,828 | $172.42 | $166M | +161,284 | +$43M | |
| META, Meta Platforms | Reduce −10.1% | 273,047 | $585.51 | $160M | −30,797 | −$14M | |
| NVDA, Nvidia | New | 1,040,120 | $134.29 | $140M | +1,040,120 | +$140M | |
| GWRE, Guidewire Software | Add +18.0% | 810,942 | $168.58 | $137M | +123,656 | +$11M | |
| HLT, Hilton | New | 443,000 | $247.16 | $109M | +443,000 | +$109M | |
| NU, Nu Holdings | Add +2.1% | 7,151,552 | $10.36 | $74M | +147,375 | −$22M |
Exits / last held
Gone since 2024 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GEV, GE Vernova | Exit | 0 | $254.98 | $300M | −1,176,703 | −$300M | |
| AAPL, Apple | Exit | 0 | $233.00 | $166M | −711,707 | −$166M | |
| SNPS, Synopsys | Exit | 0 | $506.39 | $143M | −282,106 | −$143M |
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