SurgoCap Partners LP
15 holdingsFiling period: 2026-03-31Current AUM: $3.40Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CRS | CARPENTER TECHNOLOGY CORP | 1.20M | $471.8M | $622.0M | 18.28% | +44.3K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 1.49M | $427.1M | $531.0M | 15.60% | +238.4K | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.11M | $374.5M | $447.9M | 13.16% | -1,510 | 2026-03-31 |
| 4 | LPLA | LPL FINL HLDGS INC | 1.02M | $307.1M | $361.1M | 10.61% | +25.8K | 2026-03-31 |
| 5 | MCK | MCKESSON CORP | 348.7K | $301.8M | $298.6M | 8.77% | -70,434 | 2026-03-31 |
| 6 | MDLN | MEDLINE INC | 6.08M | $270.3M | $238.6M | 7.01% | -- | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 1.01M | $175.8M | $202.4M | 5.95% | +385.5K | 2026-03-31 |
| 8 | ISRG | INTUITIVE SURGICAL INC | 333.0K | $153.5M | $117.7M | 3.46% | +70.2K | 2026-03-31 |
| 9 | — | NU HLDGS LTD | 9.87M | $141.8M | $141.8M | 4.17% | -654,335 | 2026-03-31 |
| 10 | GLW | CORNING INC | 858.5K | $116.7M | $118.7M | 3.49% | -- | 2026-03-31 |
| 11 | V | VISA INC | 288.4K | $87.2M | $105.6M | 3.10% | -- | 2026-03-31 |
| 12 | — | NIQ GLOBAL INTELLIGENCE PLC | 5.86M | $66.6M | $66.6M | 1.96% | -- | 2026-03-31 |
| 13 | SHOP | SHOPIFY INC | 515.7K | $61.2M | $60.4M | 1.78% | +167.6K | 2026-03-31 |
| 14 | FIG | FIGMA INC | 1.87M | $39.5M | $45.4M | 1.33% | -- | 2026-03-31 |
| 15 | FIG | FIGMA INC | 1.87M | $39.5M | $45.4M | 1.33% | -- | 2026-03-31 |
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