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Latest SurgoCap Partners LP Stock Portfolio

$2.99Billion | No. of Holdings #14

SurgoCap Partners LP Performance

2026 Q1-2.84%
YTD-2.84%
2025+22.04%

About SurgoCap Partners LP and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, SurgoCap Partners LP reported an equity portfolio of $3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of SurgoCap Partners LP are CRS, GOOG, TSM. The fund has invested 15.8% of it's portfolio in CARPENTER TECHNOLOGY CORP and 14.3% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off BLACKSTONE INC (BX), BOSTON SCIENTIFIC CORP (BSX) and BROADCOM INC (AVGO) stocks. They significantly reduced their stock positions in MCKESSON CORP (MCK), NU HLDGS LTD (NU) and TAIWAN SEMICONDUCTOR MANUFAC (TSM). SurgoCap Partners LP opened new stock positions in MEDLINE INC, CORNING INC (GLW) and VISA INC (V). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), SHOPIFY INC (SHOP) and INTUITIVE SURGICAL INC (ISRG).
SurgoCap Partners LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$2.99Billion
  as of May 15, 2026

SurgoCap Partners LP Annual Return Estimates Vs S&P 500

Our best estimate is that SurgoCap Partners LP made a return of -2.84% in the last quarter. In trailing 12 months, it's portfolio return was 17.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
medline inc270,345,000
corning inc116,732,000
visa inc87,156,000
New stocks bought by SurgoCap Partners LP

Additions

Ticker% Inc.
nvidia corporation61.93
shopify inc48.14
intuitive surgical inc26.7
alphabet inc19.07
carpenter technology corp3.84
lpl finl hldgs inc2.6
Additions to existing portfolio by SurgoCap Partners LP

Reductions

Ticker% Reduced
mckesson corp-16.8
nu hldgs ltd-6.22
taiwan semiconductor manufac-0.14
SurgoCap Partners LP reduced stake in above stock

Sold off

Ticker$ Sold
boston scientific corp-244,021,000
blackstone inc-319,701,000
guidewire software inc-144,641,000
broadcom inc-231,876,000
hilton worldwide hldgs inc-144,693,000
armstrong world inds inc new-72,019,700
SurgoCap Partners LP got rid off the above stocks

Sector Distribution

SurgoCap Partners LP has about 31.9% of it's holdings in Others sector.

  • Others
  • Industrials
  • Healthcare
  • Communication Services
  • Financial Services
  • Technology
Sector%
Others31.9
Industrials15.8
Healthcare15.2
Communication Services14.3
Financial Services13.2
Technology9.8

Market Cap. Distribution

SurgoCap Partners LP has about 68.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP45.1
UNALLOCATED31.9
MEGA-CAP23

Stocks belong to which Index?

About 57.9% of the stocks held by SurgoCap Partners LP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50042.1
Others42.1
RUSSELL 200015.8
Top 5 Winners (%)%
CRS
carpenter technology corp
24.6 %
TSM
taiwan semiconductor manufac
11.2 %
MCK
mckesson corp
5.0 %
Top 5 Winners ($)$
CRS
carpenter technology corp
93.2 M
TSM
taiwan semiconductor manufac
37.8 M
MCK
mckesson corp
17.3 M
Top 5 Losers (%)%
figma inc
-43.4 %
niq global intelligence plc
-31.1 %
SHOP
shopify inc
-23.0 %
ISRG
intuitive surgical inc
-17.0 %
LPLA
lpl finl hldgs inc
-15.6 %
Top 5 Losers ($)$
LPLA
lpl finl hldgs inc
-56.8 M
GOOG
alphabet inc
-36.9 M
ISRG
intuitive surgical inc
-31.4 M
figma inc
-30.3 M
niq global intelligence plc
-30.0 M

SurgoCap Partners LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SurgoCap Partners LP

SurgoCap Partners LP has 14 stocks in it's portfolio. About 91.5% of the portfolio is in top 10 stocks. LPLA proved to be the most loss making stock for the portfolio. CRS was the most profitable stock for SurgoCap Partners LP last quarter.

$2.99BTotal Value
20.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of SurgoCap Partners LP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
NU
Nu Hldgs Ltd

Nu Hldgs Ltd

NU
SurgoCap Partners LP's holding in Nu Hldgs Ltd over time
4.73%9,866,060
$141.78M
4.73%
decreased 6.22 percentreduced
SHOP
Shopify Inc

Shopify Inc

SHOP
SurgoCap Partners LP's holding in Shopify Inc over time
2.04%515,733
$61.18M
2.04%
increased 48.14 percentadded
TSM
Taiwan Semiconductor Manufac

Taiwan Semiconductor Manufac

TSM
SurgoCap Partners LP's holding in Taiwan Semiconductor Manufac over time
12.5%1,108,070
$374.47M
12.5%
decreased 0.14 percentreduced
Com Cl A
Medline Inc

Medline Inc

SurgoCap Partners LP's holding in Medline Inc over time
9.03%6,075,160
$270.35M
9.03%
new position
Ordinary Shares
Niq Global Intelligence Plc

Niq Global Intelligence Plc

SurgoCap Partners LP's holding in Niq Global Intelligence Plc over time
2.22%5,858,000
$66.61M
2.22%
unchanged 0 percentunchanged
Class A Com Stk
Figma Inc

Figma Inc

SurgoCap Partners LP's holding in Figma Inc over time
1.32%1,867,520
$39.48M
1.32%
unchanged 0 percentunchanged