CIK: 0001960830
Total reported value
$3.0B
Reporting period: 2026-03-31 · Number of holdings: 14
SurgoCap Partners LP disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 62.6%.
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SurgoCap Partners LP's disclosed holdings carry a Herfindahl concentration index of 0.101 — mathematically equivalent to about 10 equally-sized positions, close to its 14 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.67), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add CRS
+3.8% $108.9M
Add GOOG
+19.1% $34.7M
Add TSM
-0.1% $37.3M
Add NVDA
+61.9% $59.7M
Add ISRG
+26.7% $4.7M
Trim FIG
0.0% -$30.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRS | Carpenter Technology | Stock-Industrials | 15.75% | +5.70% | +3.84% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 14.26% | +3.40% | +19.07% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 12.50% | +3.17% | -0.14% | |
| 4 | LPLA | Lpl Financial Holdings INC | Stock-Financials | 10.25% | +0.41% | +2.60% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 10.08% | +0.56% | -16.80% | |
| 6 | MDLN | Medline Inc-cl A | Stock-Other | 9.03% | +9.03% | NEW | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 5.87% | +2.66% | +61.93% | |
| 8 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 5.13% | +1.01% | +26.70% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 4.73% | -0.15% | -6.22% | |
| 10 | GLW | Corning INC | Stock-Tech | 3.90% | +3.90% | NEW | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.91% | +2.91% | NEW | |
| 12 | NIQ | NIQ Global Intelligence plc | Stock-Other | 2.22% | -0.45% | — | |
| 13 | SHOP | Shopify INC - Class A | Stock-Tech | 2.04% | +0.49% | +48.14% | |
| 14 | FIG | Figma Inc-cl A | Stock-Other | 1.32% | -0.61% | — |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+0.4%
Based on 62% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 14 | $3.0B | 63 | |
| 2025-12-31 | 17 | $3.6B | 39 | |
| 2025-09-30 | 16 | $3.6B | 64 | |
| 2025-06-30 | 13 | $2.6B | 0 | |
| 2025-03-31 | 12 | $2.0B | 0 | |
| 2024-12-31 | 12 | $1.9B | 0 | |
| 2024-09-30 | 12 | $2.0B | 0 | |
| 2024-06-30 | 13 | $1.7B | 0 | |
| 2024-03-31 | 14 | $1.9B | 0 | |
| 2023-12-31 | 15 | $1.4B | 0 |
SurgoCap Partners LP's most significant position changes for 2026-03-31: Sold out: Blackstone INC (BX); New buy: Medline Inc-cl A (MDLN); Sold out: Boston Scientific CORP (BSX); Sold out: Broadcom INC (AVGO); Sold out: Hilton Worldwide Holdings In (HLT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRS | Carpenter Technology | +5.7% | +3.84% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +3.4% | +19.07% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +3.2% | -0.14% | Trim |
| 4 | NVDA | Nvidia CORP | +2.7% | +61.93% | Add |
| 5 | ISRG | Intuitive Surgical INC | +1% | +26.70% | Add |
| 6 | MCK | Mckesson CORP | +0.6% | -16.80% | Trim |
| 7 | SHOP | Shopify INC - Class A | +0.5% | +48.14% | Add |
| 8 | LPLA | Lpl Financial Holdings INC | +0.4% | +2.60% | Add |
| 9 | NU | Nu Holdings Ltd. | -0.2% | -6.22% | Trim |
| 10 | NIQ | NIQ Global Intelligence plc | -0.5% | — | Unchanged |
| 11 | FIG | Figma Inc-cl A | -0.6% | — | Unchanged |
| 12 | BX | Blackstone INC | — | EXIT | Sold out |
| 13 | MDLN | Medline Inc-cl A | — | NEW | New buy |
| 14 | BSX | Boston Scientific CORP | — | EXIT | Sold out |
| 15 | AVGO | Broadcom INC | — | EXIT | Sold out |
| 16 | HLT | Hilton Worldwide Holdings In | — | EXIT | Sold out |
| 17 | GWRE | Guidewire Software INC | — | EXIT | Sold out |
| 18 | GLW | Corning INC | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | AWI | Armstrong World Industries | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
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