SurgoCap Partners as of March 31, 2026
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 | 1.2M | 394.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.3 | $427M | 1.5M | 286.86 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 12.5 | $375M | 1.1M | 337.95 | |
| Lpl Financial Holdings (LPLA) | 10.3 | $307M | 1.0M | 300.83 | |
| McKesson Corporation (MCK) | 10.1 | $302M | 349k | 865.36 | |
| Medline Com Cl A (MDLN) | 9.0 | $270M | 6.1M | 44.50 | |
| NVIDIA Corporation (NVDA) | 5.9 | $176M | 1.0M | 174.40 | |
| Intuitive Surgical Com New (ISRG) | 5.1 | $154M | 333k | 460.99 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.7 | $142M | 9.9M | 14.37 | |
| Corning Incorporated (GLW) | 3.9 | $117M | 859k | 135.97 | |
| Visa Com Cl A (V) | 2.9 | $87M | 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 | 516k | 118.62 | |
| Figma Class A Com Stk (FIG) | 1.3 | $40M | 1.9M | 21.14 |
