2026 Q1 Portfolio Activity
In 2026 Q1, SurgoCap Partners LP maintained a portfolio of 20 distinct positions. The most significant new addition was MEDLINE INC, now representing 9.03% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 19.1%. Conversely, SurgoCap Partners LP completely exited their position in BLACKSTONE INC.
Position History
hover any row below to update
Loading…
Total Positions
20
Quarter
2026 Q1
Top Holding
CRS (15.8%)
Top 10 Concentration
91.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-20 of 20
SurgoCap Partners LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CRS
CARPENTER TECHN...
|
Industrials | 15.75% | 10.05% |
#1
1
Prev: #2
|
6.5 | 44,295 | 3.8% |
P
S
|
1,196,901 | $471,758,529 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 14.26% | 10.86% |
#2
1
Prev: #1
|
7.5 | 238,445 | 19.1% |
P
S
|
1,488,870 | $427,097,248 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 12.50% | 9.33% |
#3
2
Prev: #5
|
5.5 | -1,510 | -0.1% |
P
S
|
1,108,073 | $374,473,270 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LPLA
LPL FINL HLDGS ...
|
Financial Services | 10.25% | 9.84% |
#4
1
Prev: #3
|
5.0 | 25,839 | 2.6% |
P
S
|
1,020,839 | $307,098,996 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 10.08% | 9.52% |
#5
1
Prev: #4
|
5.0 | -70,434 | -16.8% |
P
S
|
348,732 | $301,778,724 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 9.03% | — |
#6
Prev: #—
|
7.1 | 6,075,165 | — |
NEW
|
6,075,165 | $270,344,843 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 5.87% | 3.21% |
#7
6
Prev: #13
|
5.3 | 385,534 | 61.9% |
P
S
|
1,008,073 | $175,807,931 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 5.13% | 4.12% |
#8
2
Prev: #10
|
4.6 | 70,181 | 26.7% |
P
S
|
333,032 | $153,524,422 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 4.73% | 4.88% |
#9
Prev: #9
|
2.4 | -654,335 | -6.2% |
P
S
|
9,866,060 | $141,775,282 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLW
CORNING INC
|
Technology | 3.90% | — |
#10
Prev: #—
|
5.1 | 858,515 | — |
NEW
|
858,515 | $116,732,285 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 2.91% | — |
#11
Prev: #—
|
4.7 | 288,367 | — |
NEW
|
288,367 | $87,156,042 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
NIQ GLOBAL INTE...
|
|
Unknown | 2.22% | 2.67% |
#12
2
Prev: #14
|
1.9 | no change | no change |
P
S
|
5,858,000 | $66,605,460 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SHOP
SHOPIFY INC
|
Technology | 2.04% | 1.55% |
#13
4
Prev: #17
|
3.3 | 167,602 | 48.1% |
P
S
|
515,733 | $61,176,248 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 1.32% | 1.93% |
#14
2
Prev: #16
|
1.5 | no change | no change |
P
S
|
1,867,515 | $39,479,267 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AWI
ARMSTRONG WORLD...
|
Industrials | 0.00% | 1.99% |
Sold All 😨
(Was: #15) |
0.0 | -376,869 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 0.00% | 4.00% |
Sold All 😨
(Was: #12) |
0.0 | -719,573 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 0.00% | 4.01% |
Sold All 😨
(Was: #11) |
0.0 | -503,719 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.00% | 6.42% |
Sold All 😨
(Was: #8) |
0.0 | -669,969 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.00% | 6.76% |
Sold All 😨
(Was: #7) |
0.0 | -2,559,210 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.00% | 8.85% |
Sold All 😨
(Was: #6) |
0.0 | -2,074,093 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-20 of 20 holdings