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
| CRS, Carpenter Technology | Add +3.8% | 1,196,901 | $394.15 | $472M | +44,295 | +$109M | |
| GOOG, Alphabet | Add +19.1% | 1,488,870 | $286.86 | $427M | +238,445 | +$35M | |
| TSM, Taiwan Semiconductor | Reduce −0.1% | 1,108,073 | $337.95 | $374M | −1,510 | +$37M | |
| LPLA, LPL Financial | Add +2.6% | 1,020,839 | $300.83 | $307M | +25,839 | −$48M | |
| MCK, McKesson | Reduce −16.8% | 348,732 | $865.36 | $302M | −70,434 | −$42M | |
| MDLN, Medline | New | 6,075,165 | $44.50 | $270M | +6,075,165 | +$270M | |
| NVDA, Nvidia | Add +61.9% | 1,008,073 | $174.40 | $176M | +385,534 | +$60M | |
| ISRG, Intuitive Surgical | Add +26.7% | 333,032 | $460.99 | $154M | +70,181 | +$4.7M | |
| NU, Nu Holdings | Reduce −6.2% | 9,866,060 | $14.37 | $142M | −654,335 | −$34M | |
| GLW, Corning | New | 858,515 | $135.97 | $117M | +858,515 | +$117M | |
| V, Visa | New | 288,367 | $302.24 | $87M | +288,367 | +$87M | |
| NIQ, Niq Global Intelligence | Hold | 5,858,000 | $11.37 | $67M | — | — | |
| SHOP, Shopify | Add +48.1% | 515,733 | $118.62 | $61M | +167,602 | +$5.1M | |
| FIG, Figma | Hold | 1,867,515 | $21.14 | $39M | — | — |
Exits / last held
Gone since 2025 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BX, Blackstone | Exit | 0 | $154.14 | $320M | −2,074,093 | −$320M | |
| BSX, Boston Scientific | Exit | 0 | $95.35 | $244M | −2,559,210 | −$244M | |
| AVGO, Broadcom | Exit | 0 | $346.10 | $232M | −669,969 | −$232M | |
| HLT, Hilton | Exit | 0 | $287.25 | $145M | −503,719 | −$145M | |
| GWRE, Guidewire Software | Exit | 0 | $201.01 | $145M | −719,573 | −$145M | |
| AWI | Exit | 0 | $191.10 | $72M | −376,869 | −$72M |
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