Follow The Filings

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%

Portfolio

2026 Q2, filed 8/13/2026, top 12 of 13 holdings

Top 5 57.9%, top 10 92.2%

  1. TSM, Taiwan Semiconductor 14.0%
  2. CRS, Carpenter Technology 13.7%
  3. GOOG, Alphabet 11.0%
  4. LPLA, LPL Financial 9.7%
  5. MDLN, Medline 9.5%
  6. MCK, McKesson 9.2%
  7. INTC, Intel 8.3%
  8. GLW, Corning 6.6%
  9. V, Visa 6.3%
  10. AGX, Argan 3.9%
  11. NU, Nu Holdings 3.5%
  12. ISRG, Intuitive Surgical 3.3%
  13. Other 1.0%

AUM over time

2026 Q2 $3.1B +3.3% QoQ
2023 Q4: $1.4B 2023 Q4: $1.4B
Q4 2023
2024 Q1: $1.9B, +30.1% QoQ 2024 Q1: $1.9B, +30.1% QoQ
Q1 2024
2024 Q2: $1.7B, −8.2% QoQ 2024 Q2: $1.7B, −8.2% QoQ
Q2
2024 Q3: $2B, +17.1% QoQ 2024 Q3: $2B, +17.1% QoQ
Q3
2024 Q4: $1.9B, −3.1% QoQ 2024 Q4: $1.9B, −3.1% QoQ
Q4
2025 Q1: $2B, +4.3% QoQ 2025 Q1: $2B, +4.3% QoQ
Q1 2025
2025 Q2: $2.6B, +30.8% QoQ 2025 Q2: $2.6B, +30.8% QoQ
Q2
2025 Q3: $3.6B, +35.8% QoQ 2025 Q3: $3.6B, +35.8% QoQ
Q3
2025 Q4: $3.6B, +0.4% QoQ 2025 Q4: $3.6B, +0.4% QoQ
Q4
2026 Q1: $3B, −17.1% QoQ 2026 Q1: $3B, −17.1% QoQ
Q1 2026
2026 Q2: $3.1B, +3.3% QoQ 2026 Q2: $3.1B, +3.3% QoQ
Q2

Book

2025 Q1 2024 Q4, filed 15 May, long equity only

Download CSV Download Excel All activity
LPLA, LPL Financial 14.65%, was 11.93% Add +27.8% 906,442 $327.14 $297M +197,172 +$65M
CRS, Carpenter Technology 14.43%, was 12.61% Add +11.8% 1,612,000 $181.18 $292M +169,931 +$47M
BSX, Boston Scientific 13.21% New 2,649,969 $100.88 $267M +2,649,969 +$267M
MCK, McKesson 9.78%, was 14.94% Reduce −42.2% 294,137 $672.99 $198M −214,744 −$92M
BX, Blackstone 9.35%, was 8.55% Add +40.7% 1,353,240 $139.78 $189M +391,412 +$23M
NFLX, Netflix 7.82% New 169,777 $932.53 $158M +169,777 +$158M
UNH, UnitedHealth Group 7.03% New 271,740 $523.75 $142M +271,740 +$142M
GWRE, Guidewire Software 6.27%, was 7.04% Reduce −16.5% 677,459 $187.36 $127M −133,483 −$9.8M
META, Meta Platforms 5.98%, was 8.24% Reduce −23.1% 210,047 $576.36 $121M −63,000 −$39M
HLT, Hilton 5.41% Add +8.7% 481,651 $227.55 $110M +38,651 +$108K
NOW, ServiceNow 3.18% New 80,938 $796.14 $64M +80,938 +$64M
NU, Nu Holdings 2.88%, was 3.82% Reduce −20.3% 5,701,787 $10.24 $58M −1,449,765 −$16M

Exits / last held

Gone since 2024 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GEHC, GE HealthCare 9.03% Exit 0 $78.18 $175M −2,241,000 −$175M
NVDA, Nvidia 7.20% Exit 0 $134.29 $140M −1,040,120 −$140M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

11 periods, with AUM normalized

Newest 13Fs
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

Entity
SurgoCap Partners LP
Notable person
Mala Gaonkar
Location
New York, NY
All SEC filings
View on sec.gov