SurgoCap Partners LP Quant / Systematic

Name: SurgoCap Partners LP Q1 2026 13F Filing | 13F Explorer
Creator: SurgoCap Partners LP
Published: 2026-05-15

Location: New York, NY

CIK: 0001960830 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $2.995B (100.0% shares, 0.0% debt)

Holdings (14)

New Positions (3)

MDLN MEDLINE INC 9.0%

Value $270M Shares 6,075,165 Est. Cost $44.84 Unrealized 0.0%

GLW CORNING INC 3.9%

Value $117M Shares 858,515 Est. Cost $111.68 Unrealized 0.0%

V VISA INC 2.9%

Value $87.16M Shares 288,367 Est. Cost $329.17 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MDLN	MEDLINE INC	6,075,165	$270M	9.0%	$44.84	0.0%	COM CL A	58507V107
GLW	CORNING INC	858,515	$117M	3.9%	$111.68	0.0%	COM	219350105
V	VISA INC	288,367	$87.16M	2.9%	$329.17	0.0%	COM CL A	92826C839

Increased Positions (6)

CRS CARPENTER TECHNOLOGY CORP 15.8%

Value $472M (+30.0%) Shares 1,196,901 (+3.8%) Est. Cost $186.46 Unrealized +87.3%

NVDA NVIDIA CORPORATION 5.9%

Value $176M (+51.4%) Shares 1,008,073 (+61.9%) Est. Cost $186.32 Unrealized +0.2%

LPLA LPL FINL HLDGS INC 10.3%

Value $307M (-13.6%) Shares 1,020,839 (+2.6%) Est. Cost $267.68 Unrealized +33.3%

GOOG ALPHABET INC 14.3%

Value $427M (+8.8%) Shares 1,488,870 (+19.1%) Est. Cost $247.13 Unrealized +31.0%

SHOP SHOPIFY INC 2.0%

Value $61.18M (+9.2%) Shares 515,733 (+48.1%) Est. Cost $152.72 Unrealized -10.7%

ISRG INTUITIVE SURGICAL INC 5.1%

Value $154M (+3.1%) Shares 333,032 (+26.7%) Est. Cost $529.97 Unrealized -1.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRS	CARPENTER TECHNOLOGY CORP	1,196,901 (+3.8%)	$472M (+30.0%)	15.8%	$186.46	+87.3%	COM	144285103
NVDA	NVIDIA CORPORATION	1,008,073 (+61.9%)	$176M (+51.4%)	5.9%	$186.32	+0.2%	COM	67066G104
LPLA	LPL FINL HLDGS INC	1,020,839 (+2.6%)	$307M (-13.6%)	10.3%	$267.68	+33.3%	COM	50212V100
GOOG	ALPHABET INC	1,488,870 (+19.1%)	$427M (+8.8%)	14.3%	$247.13	+31.0%	CAP STK CL C	02079K107
SHOP	SHOPIFY INC	515,733 (+48.1%)	$61.18M (+9.2%)	2.0%	$152.72	-10.7%	CL A SUB VTG SHS	82509L107
ISRG	INTUITIVE SURGICAL INC	333,032 (+26.7%)	$154M (+3.1%)	5.1%	$529.97	-1.7%	COM NEW	46120E602

Exited Positions (6)

BX BLACKSTONE INC 10.7%

Value $320M Shares 2,074,093 Est. Cost $134.30 Unrealized +4.9%

BSX BOSTON SCIENTIFIC CORP 8.1%

Value $244M Shares 2,559,210 Est. Cost $101.29 Unrealized -15.3%

AVGO BROADCOM INC 7.7%

Value $232M Shares 669,969 Est. Cost $305.74 Unrealized +9.3%

HLT HILTON WORLDWIDE HLDGS INC 4.8%

Value $145M Shares 503,719 Est. Cost $241.26 Unrealized +26.5%

GWRE GUIDEWIRE SOFTWARE INC 4.8%

Value $145M Shares 719,573 Est. Cost $134.83 Unrealized +11.4%

AWI ARMSTRONG WORLD INDS INC NEW 2.4%

Value $72.02M Shares 376,869 Est. Cost $190.70 Unrealized +1.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BX	BLACKSTONE INC	2,074,093	$320M	10.7%	$134.30	+4.9%	—	09260D107
BSX	BOSTON SCIENTIFIC CORP	2,559,210	$244M	8.1%	$101.29	-15.3%	—	101137107
AVGO	BROADCOM INC	669,969	$232M	7.7%	$305.74	+9.3%	—	11135F101
HLT	HILTON WORLDWIDE HLDGS INC	503,719	$145M	4.8%	$241.26	+26.5%	—	43300A203
GWRE	GUIDEWIRE SOFTWARE INC	719,573	$145M	4.8%	$134.83	+11.4%	—	40171V100
AWI	ARMSTRONG WORLD INDS INC NEW	376,869	$72.02M	2.4%	$190.70	+1.1%	—	04247X102

Decreased Positions (2)

MCK MCKESSON CORP 10.1%

Value $302M (-12.2%) Shares 348,732 (-16.8%) Est. Cost $574.10 Unrealized +52.5%

NU NU HLDGS LTD 4.7%

Value $142M (-19.5%) Shares 9,866,060 (-6.2%) Est. Cost $10.83 Unrealized +60.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MCK	MCKESSON CORP	348,732 (-16.8%)	$302M (-12.2%)	10.1%	$574.10	+52.5%	COM	58155Q103
NU	NU HLDGS LTD	9,866,060 (-6.2%)	$142M (-19.5%)	4.7%	$10.83	+60.1%	ORD SHS CL A	G6683N103

Unchanged Positions (3)

TSM TAIWAN SEMICONDUCTOR MANUFAC 12.5%

Value $374M Shares 1,108,073 Est. Cost $279.29 Unrealized —

FIG FIGMA INC 1.3%

Value $39.48M Shares 1,867,515 Est. Cost $68.66 Unrealized -58.6%

NIQ NIQ GLOBAL INTELLIGENCE PLC 2.2%

Value $66.61M Shares 5,858,000 Est. Cost $17.40 Unrealized -16.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	1,108,073	$374M	12.5%	$279.29	—	SPONSORED ADS	874039100
FIG	FIGMA INC	1,867,515	$39.48M	1.3%	$68.66	-58.6%	CLASS A COM STK	316841105
NIQ	NIQ GLOBAL INTELLIGENCE PLC	5,858,000	$66.61M	2.2%	$17.40	-16.4%	ORDINARY SHARES	G63755105