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
| TSM, Taiwan Semiconductor | New | 1,290,570 | $279.29 | $360M | +1,290,570 | +$360M | |
| MCK, McKesson | Add +68.7% | 452,261 | $772.54 | $349M | +184,106 | +$153M | |
| BSX, Boston Scientific | Add +25.7% | 3,424,947 | $97.63 | $334M | +699,978 | +$42M | |
| LPLA, LPL Financial | Add +12.8% | 994,278 | $332.69 | $331M | +112,873 | +$286K | |
| CRS, Carpenter Technology | Add +29.5% | 1,198,895 | $245.54 | $294M | +272,896 | +$38M | |
| BX, Blackstone | Reduce −8.7% | 1,582,815 | $170.85 | $270M | −150,500 | +$11M | |
| AVGO, Broadcom | New | 701,560 | $329.91 | $231M | +701,560 | +$231M | |
| NU, Nu Holdings | Add +14.7% | 14,005,429 | $16.01 | $224M | +1,789,829 | +$57M | |
| NFLX, Netflix | Add +10.8% | 185,890 | $1,199 | $223M | +18,054 | −$1.9M | |
| GOOG, Alphabet | New | 880,411 | $243.55 | $214M | +880,411 | +$214M | |
| GWRE, Guidewire Software | Add +6.6% | 750,174 | $229.86 | $172M | +46,639 | +$6.8M | |
| META, Meta Platforms | Add +7.0% | 210,584 | $734.38 | $155M | +13,806 | +$9.4M | |
| HLT, Hilton | Reduce −36.2% | 584,672 | $259.44 | $152M | −331,999 | −$92M | |
| FIG, Figma | New | 2,317,515 | $51.87 | $120M | +2,317,515 | +$120M | |
| NIQ, Niq Global Intelligence | New | 5,858,000 | $15.70 | $92M | +5,858,000 | +$92M |
Exits / last held
Gone since 2025 Q2, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INTU, Intuit | Exit | 0 | $787.63 | $211M | −267,785 | −$211M | |
| JCI, Johnson Controls | Exit | 0 | $105.62 | $115M | −1,091,966 | −$115M |
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