Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SurgoCap Partners LP (CIK 1960830) reported $2.99B across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRS ($471.8M, 15.75%), GOOG ($427.1M, 14.26%), TSM ($374.5M, 12.50%), LPLA ($307.1M, 10.25%), MCK ($301.8M, 10.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY CORP | $471.8M | 15.75% | 1.2M | Added |
| 2 | GOOG | ALPHABET INC | $427.1M | 14.26% | 1.5M | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.5M | 12.50% | 1.1M | Trimmed |
| 4 | LPLA | LPL FINL HLDGS INC | $307.1M | 10.25% | 1.0M | Added |
| 5 | MCK | MCKESSON CORP | $301.8M | 10.08% | 348,732 | Trimmed |
| 6 | MEDLINE INC | $270.3M | 9.03% | 6.1M | New | |
| 7 | NVDA | NVIDIA CORPORATION | $175.8M | 5.87% | 1.0M | Added |
| 8 | ISRG | INTUITIVE SURGICAL INC | $153.5M | 5.13% | 333,032 | Added |
| 9 | NU | NU HLDGS LTD | $141.8M | 4.73% | 9.9M | Trimmed |
| 10 | GLW | CORNING INC | $116.7M | 3.90% | 858,515 | New |
| 11 | V | VISA INC | $87.2M | 2.91% | 288,367 | New |
| 12 | NIQ GLOBAL INTELLIGENCE PLC | $66.6M | 2.22% | 5.9M | Hold | |
| 13 | SHOP | SHOPIFY INC | $61.2M | 2.04% | 515,733 | Added |
| 14 | FIG | FIGMA INC | $39.5M | 1.32% | 1.9M | Hold |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 16 | BX | BLACKSTONE INC | $0 | 0.00% | 0 | Exited |
| 17 | AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | Exited |
| 18 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 19 | GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | Exited |
| 20 | HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31