SurgoCap Partners LP
Filing Date
Global Rank
#1,042
/ 8,603
▼ 144
· as of Mar 2026
Top Industry
Semiconductors
22.0%
3Y Alpha vs SPY
+2.0%
Period ended 3 months ago
Filed May 15, 2026 · 55d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.3%
SPY
+53.6%
Annualised alpha
+1.8%
Max drawdown
−21.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.4%
+7.1 pts
Top 5
67.2%
+13.8 pts
Top 10
93.5%
+10.7 pts
HHI
1,102
Diversified+295
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.9% | $767,669,000 |
| Healthcare | 28.3% | $725,647,986 |
| Financial Services | 20.9% | $536,030,320 |
| Industrials | 18.4% | $471,758,529 |
| Unclassified | 2.6% | $66,605,460 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +385,534 | 1,008,073 | $175,807,931 | |
| SHOP | Shopify Inc. | +167,602 | 515,733 | $61,176,248 | |
| ISRG | Intuitive Surgical Inc | +70,181 | 333,032 | $153,524,421 | |
| CRS | Carpenter Technology Corp | +44,295 | 1,196,901 | $471,758,529 | |
| LPLA | LPL Financial Holdings Inc. | +25,839 | 1,020,839 | $307,098,996 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
3 positions
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BX | Blackstone Inc. | 2,074,093 | $319,700,695 | |
| BSX | Boston Scientific Corp | 2,559,210 | $244,020,673 | |
| AVGO | Broadcom Inc. | 669,969 | $231,876,270 | |
| HLT | Hilton Worldwide Holdings Inc. | 503,719 | $144,693,282 | |
| GWRE | Guidewire Software, Inc. | 719,573 | $144,641,368 | |
| AWI | Armstrong World Industries Inc | 376,869 | $72,019,665 | |
| No positions match the current search. | ||||
13 positions ·
$2,567,711,295 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CRS |
Carpenter Technology Corp
Industrials
|
Added | 1,196,901 | $471,758,529 | 18.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,108,073 | $374,473,270 | 14.58% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Added | 1,020,839 | $307,098,996 | 11.96% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 348,732 | $301,778,723 | 11.75% | |
| MDLN |
Medline Inc.
Healthcare
|
NEW | 6,075,165 | $270,344,842 | 10.53% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,008,073 | $175,807,931 | 6.85% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 333,032 | $153,524,421 | 5.98% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Reduced | 9,866,060 | $141,775,282 | 5.52% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 858,515 | $116,732,284 | 4.55% | |
| V |
Visa Inc.
Financial Services
|
NEW | 288,367 | $87,156,042 | 3.39% | |
| NIQ |
NIQ Global Intelligence plc
|
Held | 5,858,000 | $66,605,460 | 2.59% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 515,733 | $61,176,248 | 2.38% | |
| FIG |
Figma, Inc.
Technology
|
Held | 1,867,515 | $39,479,267 | 1.54% |