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%
Performance for 2026 Q1 is -2.84%, and YTD is -2.84%, and 2025 is 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.
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.
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).
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.
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
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 inc | 270,345,000 |
| corning inc | 116,732,000 |
| visa inc | 87,156,000 |
New stocks bought by SurgoCap Partners LP
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 61.93 |
| shopify inc | 48.14 |
| intuitive surgical inc | 26.7 |
| alphabet inc | 19.07 |
| carpenter technology corp | 3.84 |
| lpl finl hldgs inc | 2.6 |
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 | % |
|---|---|
| Others | 31.9 |
| Industrials | 15.8 |
| Healthcare | 15.2 |
| Communication Services | 14.3 |
| Financial Services | 13.2 |
| Technology | 9.8 |
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-CAP | 45.1 |
| UNALLOCATED | 31.9 |
| MEGA-CAP | 23 |
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 500 | 42.1 |
| Others | 42.1 |
| RUSSELL 2000 | 15.8 |
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.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AWI | armstrong world inds inc new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BSX | boston scientific corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BX | blackstone inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRS | carpenter technology corp | 15.75 | 1,196,900 | 471,759,000 | added | 3.84 | ||
| GLW | corning inc | 3.90 | 858,515 | 116,732,000 | new | |||
| GOOG | alphabet inc | 14.26 | 1,488,870 | 427,097,000 | added | 19.07 | ||
| GWRE | guidewire software inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| HLT | hilton worldwide hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ISRG | intuitive surgical inc | 5.13 | 333,032 | 153,524,000 | added | 26.7 | ||
| LPLA | lpl finl hldgs inc | 10.25 | 1,020,840 | 307,099,000 | added | 2.6 | ||
| MCK | mckesson corp | 10.08 | 348,732 | 301,779,000 | reduced | -16.8 | ||
| NU | nu hldgs ltd | 4.73 | 9,866,060 | 141,775,000 | reduced | -6.22 | ||
| NVDA | nvidia corporation | 5.87 | 1,008,070 | 175,808,000 | added | 61.93 | ||
| SHOP | shopify inc | 2.04 | 515,733 | 61,176,200 | added | 48.14 | ||
| TSM | taiwan semiconductor manufac | 12.50 | 1,108,070 | 374,473,000 | reduced | -0.14 | ||
| V | visa inc | 2.91 | 288,367 | 87,156,000 | new | |||
| medline inc | 9.03 | 6,075,160 | 270,345,000 | new | ||||
| niq global intelligence plc | 2.22 | 5,858,000 | 66,605,500 | unchanged | 0.00 | |||
| figma inc | 1.32 | 1,867,520 | 39,479,300 | unchanged | 0.00 | |||