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NEW YORK, NY · CIK 0001960830
New positions
3
Added to
6
Trimmed
3
Exited
8
SurgoCap Partners LP (NEW YORK, NY) reported a portfolio value of $2.99B across 14 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 91.5% of the portfolio.
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 |
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