Featured 13F manager
SurgoCap Partners LP Mala Gaonkar
New York, NY 11 processed 13Fs on this site · 2023 Q4–2026 Q2
- $3.1B
- 13 Positions
- 2026 Q2
- +3.3% QoQ
- Top 5 57.9%
Mala Gaonkar files SurgoCap Partners LP as a Form 13F. The latest book is 2026 Q2 at $3.1B, up 3.3% QoQ, led by Taiwan Semiconductor, Carpenter Technology, and Alphabet.
Portfolio
top 5 57.9% · top 10 92.2%
- TSM - Taiwan Semiconductor 14.0%
- CRS - Carpenter Technology 13.7%
- GOOG - Alphabet · CL C 11.0%
- LPLA - Lpl Finl 9.7%
- MDLN - Medline · CL A 9.5%
- MCK - Mckesson 9.2%
- INTC - Intel 8.3%
- GLW - Corning 6.6%
- V - VISA · CL A 6.3%
- AGX - Argan 3.9%
- NU — · CL A 3.5%
- ISRG - Intuitive Surgical 3.3%
- Other 1.0%
AUM over time
Book
| LPLA - Lpl Finl | 12.48% | Reduce −2.8% | 881,405 | $374.97 | $331M | −25,037 | +$34M |
| BSX - Boston Scientific | 11.05% | Add +2.8% | 2,724,969 | $107.41 | $293M | +75,000 | +$25M |
| BX - Blackstone | 9.79% | Add +28.1% | 1,733,315 | $149.58 | $259M | +380,075 | +$70M |
| CRS - Carpenter Technology | 9.66% | Reduce −42.6% | 925,999 | $276.38 | $256M | −686,001 | −$36M |
| HLT - Hilton | 9.22% | Add +90.3% | 916,671 | $266.34 | $244M | +435,020 | +$135M |
| NFLX - Netflix | 8.49% | Reduce −1.1% | 167,836 | $1,339 | $225M | −1,941 | +$66M |
| INTU - Intuit | 7.96% | New | 267,785 | $787.63 | $211M | +267,785 | +$211M |
| MCK - Mckesson | 7.42% | Reduce −8.8% | 268,155 | $732.78 | $196M | −25,982 | −$1M |
| NU — · CL A | 6.33% | Add +114.2% | 12,215,600 | $13.72 | $168M | +6,513,813 | +$109M |
| GWRE - Guidewire Software | 6.25% | Add +3.8% | 703,535 | $235.45 | $166M | +26,076 | +$39M |
| META - Meta Platforms · CL A | 5.48% | Reduce −6.3% | 196,778 | $738.09 | $145M | −13,269 | +$24M |
| JCI - Johnson Ctls Intl | 4.35% | New | 1,091,966 | $105.62 | $115M | +1,091,966 | +$115M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UNH - Unitedhealth Group | 7.03% | Exit | 0 | $523.75 | $142M | −271,740 | −$142M |
| NOW - Servicenow | 3.18% | Exit | 0 | $796.14 | $64M | −80,938 | −$64M |
Filings history
11 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q4–2026 Q2