SurgoCap Partners LP — 13F Holdings & Portfolio
CIK 1960830 · latest 13F-HR filed 2026-08-14
SurgoCap Partners LP manages $3.09B in 13F-reported U.S. long-equity assets across 13 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (14.02%), CRS (13.69%), GOOG (11.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 4; 4 existing positions rose in reported value and 5 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 92.2%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 26, 2026.
8TH FLOOR
NEW YORK, NY 10011
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| GAONKAR, MALA, GOPAL Control | CHIEF INVESTMENT OFFICER / LIMITED PARTNER since Feb 2022 | 75% or more | Individual |
| LANDROVE, GEORGE, CARLOS Control | CHIEF FINANCIAL OFFICER since Feb 2022 | Less than 5% | Individual |
| LYNCH, COLLEEN, KAY Control | CHIEF OPERATING OFFICER since Jun 2022 | Less than 5% | Individual |
| MCCRAY, ANGELA, DAWN Control | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL since Feb 2022 | Less than 5% | Individual |
| SURGOCAP GP LLC Control | GENERAL PARTNER since Nov 2021 | Less than 5% | Domestic Entity |
| GAONKAR, MALA, GOPAL Control Indirect owner via SURGOCAP GP LLC | MANAGING MEMBER since Feb 2022 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VISA INC$106.4M +122.1%
- CORNING INC$86.9M +74.4%
- TAIWAN SEMICONDUCTOR MANUFAC$59.2M +15.8%
- MEDLINE INC$25.0M +9.2%
Top Trims
- ALPHABET INC-$85.8M -20.1%
- INTUITIVE SURGICAL INC-$51.3M -33.4%
- CARPENTER TECHNOLOGY CORP-$48.3M -10.2%
- NU HLDGS LTD-$34.9M -24.6%
- MCKESSON CORP-$17.0M -5.6%
Exited Positions
- NVIDIA CORPORATION$175.8M
- NIQ GLOBAL INTELLIGENCE PLC$66.6M
- SHOPIFY INC$61.2M
- FIGMA INC$39.5M
SurgoCap Partners LP Holdings (2026-06-30)
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 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $433.7M | 14.02% | 908,064 | SH |
| 2 | CARPENTER TECHNOLOGY CORP | CRS | 144285103 | $423.4M | 13.69% | 686,473 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $341.3M | 11.03% | 966,080 | SH |
| 4 | LPL FINL HLDGS INC | LPLA | 50212V100 | $299.5M | 9.68% | 1,063,218 | SH |
| 5 | MEDLINE INC | MDLN | 58507V107 | $295.3M | 9.55% | 7,487,507 | SH |
| 6 | MCKESSON CORP | MCK | 58155Q103 | $284.8M | 9.21% | 376,870 | SH |
| 7 | INTEL CORP | INTC | 458140100 | $258.1M | 8.34% | 1,848,315 | SH |
| 8 | CORNING INC | GLW | 219350105 | $203.6M | 6.58% | 797,181 | SH |
| 9 | VISA INC | V | 92826C839 | $193.6M | 6.26% | 564,207 | SH |
| 10 | ARGAN INC | AGX | 04010E109 | $119.8M | 3.87% | 149,983 | SH |
| 11 | NU HLDGS LTD | NU | G6683N103 | $106.9M | 3.46% | 8,000,728 | SH |
| 12 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $102.2M | 3.30% | 256,963 | SH |
| 13 | DPC HOLDINGS PLC | DPC | G2R11M108 | $31.3M | 1.01% | 638,725 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.09B | 13 | 0000919574-26-005191 |
| 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 |
8TH FLOOR
NEW YORK, NY 10011