SurgoCap Partners LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), SurgoCap Partners LP reported 14 stock positions worth $3.0 billion. Its top holding was Carpenter Technology (CRS) at 15.8% of the portfolio, followed by Alphabet Class C (GOOG, 14.3%) and Taiwan Semiconductor-SP ADR (TSM, 12.5%). Compared with Q4 2025, it opened 3 new positions, sold out of 6, added to 6 and reduced 3. The biggest buy was a new position in Medline Class A (MDLN) and the biggest sale an exit from Blackstone (BX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001960830
- Portfolio Value
- $3.0B (Q1 2026)
- SEC Filing
- 0000919574-26-003167 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $3.0B
| CRS Carpenter Technology | 15.75% | 1,196,901 | $471.8M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 14.26% | 1,488,870 | $427.1M | Add +19.1% |
| TSM Taiwan Semiconductor-SP ADR | 12.50% | 1,108,073 | $374.5M | Reduce -0.1% |
| LPLA LPL Financial Holdings Inc. | 10.25% | 1,020,839 | $307.1M | Add +2.6% |
| MCK McKesson Corp. | 10.08% | 348,732 | $301.8M | Reduce -16.8% |
| MDLN Medline Inc. Class A | 9.03% | 6,075,165 | $270.3M | New |
| NVDA Nvidia Corp. | 5.87% | 1,008,073 | $175.8M | Add +61.9% |
| ISRG Intuitive Surgical Inc. | 5.13% | 333,032 | $153.5M | Add +26.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.73% | 9,866,060 | $141.8M | Reduce -6.2% |
| GLW Corning Inc. | 3.90% | 858,515 | $116.7M | New |
| V Visa Inc. Class A | 2.91% | 288,367 | $87.2M | New |
| NIQ Niq Global Intelligence PLC | 2.22% | 5,858,000 | $66.6M | No change |
| SHOP Shopify Inc. Class A | 2.04% | 515,733 | $61.2M | Add +48.1% |
| FIG Figma Inc. Class A | 1.32% | 1,867,515 | $39.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BX Blackstone Inc. | Sold out | 0.00% | −8.85 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −6.76 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −6.42 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −4.01 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −4.00 |
| AWI Armstrong World Industries | Sold out | 0.00% | −1.99 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -6.2% | 4.73% | −0.14 |
| MCK McKesson Corp. | Reduce -16.8% | 10.08% | +0.56 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 12.50% | +3.17 |
Portfolio Buys Q4 2025 → Q1 2026
| MDLN Medline Inc. Class A | New | 9.03% | +9.03 |
| CRS Carpenter Technology | Add +3.8% | 15.75% | +5.71 |
| GLW Corning Inc. | New | 3.90% | +3.90 |
| GOOG Alphabet Inc. Class C | Add +19.1% | 14.26% | +3.40 |
| V Visa Inc. Class A | New | 2.91% | +2.91 |
| NVDA Nvidia Corp. | Add +61.9% | 5.87% | +2.66 |
| ISRG Intuitive Surgical Inc. | Add +26.7% | 5.13% | +1.00 |
| SHOP Shopify Inc. Class A | Add +48.1% | 2.04% | +0.49 |
| LPLA LPL Financial Holdings Inc. | Add +2.6% | 10.25% | +0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $3.1B | TSM, CRS, GOOG, LPLA, MDLN |
| Q1 2026 | 14 | $3.0B | CRS, GOOG, TSM, LPLA, MCK |
| Q4 2025 | 17 | $3.6B | GOOG, CRS, LPLA, MCK, TSM |
| Q3 2025 | 15 | $3.5B | TSM, MCK, BSX, LPLA, CRS |
| Q2 2025 | 12 | $2.6B | LPLA, BSX, BX, CRS, HLT |
| Q1 2025 | 12 | $2.0B | LPLA, CRS, BSX, MCK, BX |
| Q4 2024 | 10 | $1.7B | MCK, CRS, LPLA, GEHC, BX |
| Q3 2024 | 11 | $1.9B | MCK, GEV, LPLA, META, AAPL |
| Q2 2024 | 13 | $1.7B | MCK, GEV, LPLA, BX, QCOM |
| Q1 2024 | 14 | $1.9B | MCK, GEHC, GE, SNPS, NVDA |