SurgoCap Partners LP — 13F Holdings & Portfolio
CIK 1960830 · latest 13F-HR filed 2026-05-15
SurgoCap Partners LP manages $2.99B in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CRS (15.75%), GOOG (14.26%), TSM (12.50%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 5, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.99B
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −6 / ↑5 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CARPENTER TECHNOLOGY CORP$108.9M +30.0%
- NVIDIA CORPORATION$59.7M +51.4%
- TAIWAN SEMICONDUCTOR MANUFAC$37.3M +11.1%
- ALPHABET INC$34.7M +8.8%
- SHOPIFY INC$5.1M +9.2%
Top Trims
- LPL FINL HLDGS INC-$48.3M -13.6%
- MCKESSON CORP-$42.1M -12.2%
- NU HLDGS LTD-$34.3M -19.5%
- FIGMA INC-$30.3M -43.4%
- NIQ GLOBAL INTELLIGENCE PLC-$30.0M -31.0%
Exited Positions
- BLACKSTONE INC$319.7M
- BOSTON SCIENTIFIC CORP$244.0M
- BROADCOM INC$231.9M
- HILTON WORLDWIDE HLDGS INC$144.7M
- GUIDEWIRE SOFTWARE INC$144.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $471.8M | 15.75% | 1,196,901 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $427.1M | 14.26% | 1,488,870 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $374.5M | 12.50% | 1,108,073 | SH |
| 4 | LPL FINL HLDGS INC | LPLA | 50212V100 | $307.1M | 10.25% | 1,020,839 | SH |
| 5 | MCKESSON CORP | MCK | 58155Q103 | $301.8M | 10.08% | 348,732 | SH |
| 6 | MEDLINE INC | MDLN | 58507V107 | $270.3M | 9.03% | 6,075,165 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $175.8M | 5.87% | 1,008,073 | SH |
| 8 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $153.5M | 5.13% | 333,032 | SH |
| 9 | NU HLDGS LTD | NU | G6683N103 | $141.8M | 4.73% | 9,866,060 | SH |
| 10 | CORNING INC | GLW | 219350105 | $116.7M | 3.90% | 858,515 | SH |
| 11 | VISA INC | V | 92826C839 | $87.2M | 2.91% | 288,367 | SH |
| 12 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | G63755105 | $66.6M | 2.22% | 5,858,000 | SH |
| 13 | SHOPIFY INC | SHOP | 82509L107 | $61.2M | 2.04% | 515,733 | SH |
| 14 | FIGMA INC | FIG | 316841105 | $39.5M | 1.32% | 1,867,515 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.99B | 14 | 0000919574-26-003167 |
| 2025-12-31 | 2026-02-17 | $3.61B | 17 | 0000919574-26-001016 |
| 2025-09-30 | 2025-11-13 | $3.60B | 16 | 0000919574-25-006748 |