SurgoCap Partners
Latest statistics and disclosures from SurgoCap Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CRS, GOOG, TSM, LPLA, MCK, and represent 62.85% of SurgoCap Partners's stock portfolio.
- Added to shares of these 9 stocks: MDLN (+$270M), GLW (+$117M), V (+$87M), GOOG (+$68M), NVDA (+$67M), ISRG (+$32M), SHOP (+$20M), CRS (+$18M), LPLA (+$7.8M).
- Started 3 new stock positions in MDLN, V, GLW.
- Reduced shares in these 9 stocks: BX (-$320M), BSX (-$244M), AVGO (-$232M), HLT (-$145M), , , MCK (-$61M), NU (-$9.4M), TSM.
- Sold out of its positions in AWI, BX, BSX, AVGO, GWRE, HLT.
- SurgoCap Partners was a net seller of stock by $-541M.
- SurgoCap Partners has $3.0B in assets under management (AUM), dropping by -17.09%.
- Central Index Key (CIK): 0001960830
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Portfolio Holdings for SurgoCap Partners
SurgoCap Partners holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Carpenter Technology Corporation (CRS) | 15.8 | $472M | +3% | 1.2M | 394.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 14.3 | $427M | +19% | 1.5M | 286.86 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 12.5 | $375M | 1.1M | 337.95 |
|
|
| Lpl Financial Holdings (LPLA) | 10.3 | $307M | +2% | 1.0M | 300.83 |
|
| McKesson Corporation (MCK) | 10.1 | $302M | -16% | 349k | 865.36 |
|
| Medline Com Cl A (MDLN) | 9.0 | $270M | NEW | 6.1M | 44.50 |
|
| NVIDIA Corporation (NVDA) | 5.9 | $176M | +61% | 1.0M | 174.40 |
|
| Intuitive Surgical Com New (ISRG) | 5.1 | $154M | +26% | 333k | 460.99 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 4.7 | $142M | -6% | 9.9M | 14.37 |
|
| Corning Incorporated (GLW) | 3.9 | $117M | NEW | 859k | 135.97 |
|
| Visa Com Cl A (V) | 2.9 | $87M | NEW | 288k | 302.24 |
|
| Niq Global Intelligence Ordinary Shares (NIQ) | 2.2 | $67M | 5.9M | 11.37 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.0 | $61M | +48% | 516k | 118.62 |
|
| Figma Class A Com Stk (FIG) | 1.3 | $40M | 1.9M | 21.14 |
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Past Filings by SurgoCap Partners
SEC 13F filings are viewable for SurgoCap Partners going back to 2025
- SurgoCap Partners 2026 Q1 filed May 15, 2026
- SurgoCap Partners 2025 Q4 filed Feb. 17, 2026
- SurgoCap Partners 2025 Q3 filed Nov. 13, 2025