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
| GOOG, Alphabet | Add +42.0% | 1,250,425 | $313.80 | $392M | +370,014 | +$178M | |
| CRS, Carpenter Technology | Reduce −3.9% | 1,152,606 | $314.84 | $363M | −46,289 | +$69M | |
| LPLA, LPL Financial | Add +0.1% | 995,000 | $357.17 | $355M | +722 | +$25M | |
| MCK, McKesson | Reduce −7.3% | 419,166 | $820.29 | $344M | −33,095 | −$5.6M | |
| TSM, Taiwan Semiconductor | Reduce −14.0% | 1,109,583 | $303.89 | $337M | −180,987 | −$23M | |
| BX, Blackstone | Add +31.0% | 2,074,093 | $154.14 | $320M | +491,278 | +$49M | |
| BSX, Boston Scientific | Reduce −25.3% | 2,559,210 | $95.35 | $244M | −865,737 | −$90M | |
| AVGO, Broadcom | Reduce −4.5% | 669,969 | $346.10 | $232M | −31,591 | +$425K | |
| NU, Nu Holdings | Reduce −24.9% | 10,520,395 | $16.74 | $176M | −3,485,034 | −$48M | |
| ISRG, Intuitive Surgical | New | 262,851 | $566.36 | $149M | +262,851 | +$149M | |
| HLT, Hilton | Reduce −13.8% | 503,719 | $287.25 | $145M | −80,953 | −$7M | |
| GWRE, Guidewire Software | Reduce −4.1% | 719,573 | $201.01 | $145M | −30,601 | −$28M | |
| NVDA, Nvidia | New | 622,539 | $186.50 | $116M | +622,539 | +$116M | |
| NIQ, Niq Global Intelligence | Hold | 5,858,000 | $16.49 | $97M | — | — | |
| AWI | New | 376,869 | $191.10 | $72M | +376,869 | +$72M | |
| FIG, Figma | Reduce −19.4% | 1,867,515 | $37.37 | $70M | −450,000 | −$50M | |
| SHOP, Shopify | New | 348,131 | $160.97 | $56M | +348,131 | +$56M |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NFLX, Netflix | Exit | 0 | $1,199 | $223M | −185,890 | −$223M | |
| META, Meta Platforms | Exit | 0 | $734.38 | $155M | −210,584 | −$155M |
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