SurgoCap Partners LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$2,994,809
Net value change ($000)
-617,335 (-17.1%)
New positions
3
Sold out positions
6
Turnover %
54.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDLN 270,345 NEW
GLW 116,732 NEW
CRS 108,873 30.0%
V 87,156 NEW
NVDA 59,704 51.4%
TSM 37,282 11.1%
GOOGL 34,714 8.8%
SHOP 5,137 9.2%
ISRG 4,656 3.1%
Top Reduces (Value $000, Stocks/ETFs)
BX -319,701 -100.0%
BSX -244,021 -100.0%
AVGO -231,876 -100.0%
HLT -144,693 -100.0%
GWRE -144,641 -100.0%
AWI -72,020 -100.0%
LPLA -48,285 -13.6%
MCK -42,059 -12.2%
NU -34,336 -19.5%
FIG -30,310 -43.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type