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NEW YORK, NY · CIK 0001960830
New positions
3
Added to
6
Trimmed
3
Exited
8
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 14 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CRSCARPENTER TECHNOLOGY CORP | $471.76M | 15.75% | +3.8% |
| 2 | GOOGALPHABET INC | $427.10M | 14.26% | +19.1% |
| 3 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $374.47M | 12.50% | -0.1% |
| 4 | LPLALPL FINL HLDGS INC | $307.10M | 10.25% | +2.6% |
| 5 | MCKMCKESSON CORP | $301.78M | 10.08% | -16.8% |
| 6 | MDLNMEDLINE INC | $270.34M | 9.03% | New |
| 7 | NVDANVIDIA CORPORATION | $175.81M | 5.87% | +61.9% |
| 8 | ISRGINTUITIVE SURGICAL INC | $153.52M | 5.13% | +26.7% |
| 9 | NUNU HLDGS LTD | $141.78M | 4.73% | -6.2% |
| 10 | GLWCORNING INC | $116.73M | 3.90% | New |
| Stock | Value | Shares |
|---|---|---|
| MDLNMEDLINE INC | $270.34M | 6,075,165 |
| GLWCORNING INC | $116.73M | 858,515 |
| VVISA INC | $87.16M | 288,367 |
As of Q1 2026, SurgoCap Partners LP reported a portfolio value of $2.99B across 14 positions in their 13F filing.
SurgoCap Partners LP's largest holding is CRS with a position worth $471.76M. Their top holdings include CRS, GOOG, TSM, LPLA, MCK.
In Q1 2026, SurgoCap Partners LP made the following changes to their portfolio: 3 new positions, 8 positions sold out, 6 positions increased, 3 positions reduced.
SurgoCap Partners LP files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.