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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001960830
Total reported value
$3.1B
$3.1B
14 檔
60.8%
In Q1 2026, SurgoCap Partners LP's U.S. equity holdings reached a combined market value of $3.1B, distributed across 14 disclosed stock positions.
SurgoCap Partners LP executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 6 holdings and trimming 3 positions.
In terms of portfolio concentration, the top 5 core holdings (including CRS, GOOG, TSM) accounted for 60.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRS | Carpenter Technology | Stock-Industrials | 15.75% | -2.06% | +3.84% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 14.26% | -3.23% | +19.07% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 12.50% | +1.52% | -0.14% | |
| 4 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 10.25% | -0.57% | +2.60% | |
| 5 | MCK | Mckesson CORP | Stock-Healthcare | 10.08% | -0.87% | -16.80% | |
| 6 | MDLN | Medline Inc-cl A | Stock-Other | 9.03% | +0.52% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 5.87% | -5.87% | EXIT | |
| 8 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.13% | -1.83% | +26.70% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 4.73% | -1.27% | -6.22% | |
| 10 | GLW | Corning Inc | Stock-Tech | 3.90% | +2.68% | — | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.91% | +3.35% | — | |
| 12 | NIQ | NIQ Global Intelligence plc | Stock-Other | 2.22% | -2.22% | EXIT | |
| 13 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.04% | -2.04% | EXIT | |
| 14 | FIG | Figma Inc-cl A | Stock-Other | 1.32% | -1.32% | EXIT |
| # | 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 |
According to official SEC Form 13F filings, SurgoCap Partners LP reported a total U.S. public equity portfolio value of $3.1B across 14 disclosed positions in Q1 2026.
During Q1 2026, SurgoCap Partners LP's top holdings by market value included CRS (15.8%)、GOOG (14.3%)、TSM (12.5%). The largest single position, CRS, represented 15.8% of total portfolio value.
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Top New Position Initiated
MDLN
市值: $270.3M
Top Position Liquidated / Trimmed
BX
前期市值: $319.7M
In Q1 2026, SurgoCap Partners LP made 18 total portfolio adjustments, initiating 3 new buys, adding to 6 positions, trimming 3 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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