Follow-The-Filings

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

2026 Q2 · filed 8/13/2026 · 13 long · top 12 shown

top 5 57.9% · top 10 92.2%

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

2026 Q1 2025 Q4 · filed 15 May · long equity

CRS - Carpenter Technology 15.75% Add +3.8% 1,196,901 $394.15 $472M +44,295 +$109M
GOOG - Alphabet · CL C 14.26% Add +19.1% 1,488,870 $286.86 $427M +238,445 +$35M
TSM - Taiwan Semiconductor 12.50% Reduce −0.1% 1,108,073 $337.95 $374M −1,510 +$37M
LPLA - Lpl Finl 10.25% Add +2.6% 1,020,839 $300.83 $307M +25,839 −$48M
MCK - Mckesson 10.08% Reduce −16.8% 348,732 $865.36 $302M −70,434 −$42M
MDLN - Medline · CL A 9.03% New 6,075,165 $44.50 $270M +6,075,165 +$270M
NVDA - Nvidia 5.87% Add +61.9% 1,008,073 $174.40 $176M +385,534 +$60M
ISRG - Intuitive Surgical 5.13% Add +26.7% 333,032 $460.99 $154M +70,181 +$5M
NU — · CL A 4.73% Reduce −6.2% 9,866,060 $14.37 $142M −654,335 −$34M
GLW - Corning 3.90% New 858,515 $135.97 $117M +858,515 +$117M
V - VISA · CL A 2.91% New 288,367 $302.24 $87M +288,367 +$87M
NIQ - Niq Global Intelligence 2.22% Hold 5,858,000 $11.37 $67M
SHOP - Shopify · CL A 2.04% Add +48.1% 515,733 $118.62 $61M +167,602 +$5M
FIG - Figma · CLASS A 1.32% Hold 1,867,515 $21.14 $39M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BX - Blackstone 8.85% Exit 0 $154.14 $320M −2,074,093 −$320M
BSX - Boston Scientific 6.76% Exit 0 $95.35 $244M −2,559,210 −$244M
AVGO - Broadcom 6.42% Exit 0 $346.10 $232M −669,969 −$232M
HLT - Hilton 4.01% Exit 0 $287.25 $145M −503,719 −$145M
GWRE - Guidewire Software 4.00% Exit 0 $201.01 $145M −719,573 −$145M
AWI — 1.99% Exit 0 $191.10 $72M −376,869 −$72M

* 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 2025 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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

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