SP
SurgoCap Partners LP
Momentum followerQuality / disciplined sizingHigh-turnover trader
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%.
Personality snowflake
- Concentration
- 40.55
- Portfolio Stability
- 62.56
- Momentum/Contrarian
- 100
- Sector conviction
- 62.57
- Diversification
- 28
- Sizing Uniformity
- 93.28
Recent moves
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
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| 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 |
Holding changes this quarter
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 |
FAQ
What is SurgoCap Partners LP and what type of investor is it?
SurgoCap Partners LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.0B, spread across 14 disclosed positions.
What are SurgoCap Partners LP's largest equity positions?
Based on the latest 13F filing, SurgoCap Partners LP's top holdings by market value are:
1. Carpenter Technology (CRS) — $471.8M (15.8%)
2. Alphabet Inc-cl C (GOOG) — $427.1M (14.3%)
3. Taiwan Semiconductor-sp Adr (TSM) — $374.5M (12.5%)
4. Lpl Financial Holdings INC (LPLA) — $307.1M (10.3%)
5. Mckesson CORP (MCK) — $301.8M (10.1%)
What changes did SurgoCap Partners LP make in its most recent portfolio filing?
In the latest reported quarter, SurgoCap Partners LP made 18 notable position adjustments: 3 new positions were initiated, 6 existing holdings were added to, 3 positions were partially reduced, and 6 were completely exited. The largest of these moves: 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)
What sectors does SurgoCap Partners LP focus on?
SurgoCap Partners LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 27.8%
• Financials: 20.5%
• Industrials: 18.0%
• Health Care: 17.4%
• Communication Services: 16.3%