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SurgoCap Partners portfolio · 2026-03-31

Form 13F reports holdings as of 2026-03-31 and was filed on 2026-05-15. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$2.99 billion

Long positions

14

Calls / puts

0 / 0

Top 5 concentration

62.8%

Longs with AI data

3 / 14

Average AI 1Y

+26.2%

13F filing comparison

Quarter-over-quarter changes

2025-12-31 to 2026-03-31

Newly reported

3

No longer reported

6

Increased

6

Reduced

3

Newly reported this quarter

Present now and absent from the immediately preceding comparable filing.

PositionKindSharesValue

MEDLINE INC

MEDLINE INC

LONG6,075,165$270.3 million

CORNING INC

CORNING INC

LONG858,515$116.7 million

V

VISA INC

LONG288,367$87.2 million

No longer reported this quarter

Present in the prior comparable filing and absent from this one.

PositionKindPrior sharesPrior value

ARMSTRONG WORLD INDS INC NEW

ARMSTRONG WORLD INDS INC NEW · COM

LONG376,869$72.0 million

BLACKSTONE INC

BLACKSTONE INC · COM

LONG2,074,093$319.7 million

BOSTON SCIENTIFIC CORP

BOSTON SCIENTIFIC CORP · COM

LONG2,559,210$244.0 million

BROADCOM INC

BROADCOM INC · COM

LONG669,969$231.9 million

GUIDEWIRE SOFTWARE INC

GUIDEWIRE SOFTWARE INC · COM

LONG719,573$144.6 million

HILTON WORLDWIDE HLDGS INC

HILTON WORLDWIDE HLDGS INC · COM

LONG503,719$144.7 million

“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

CARPENTER TECHNOLOGY CORP

CARPENTER TECHNOLOGY CORP · COM · 144285103

LONG1,196,901$471.8 million15.8%INCREASED

1Y —

5Y —

ALPHABET INC

ALPHABET INC · CAP STK CL C · 02079K107

LONG1,488,870$427.1 million14.3%INCREASED

1Y —

5Y —

TSM

Taiwan Semiconductor Manufacturing Co.

LONG1,108,073$374.5 million12.5%REDUCED24.7%

1Y +24.4%

5Y +142.1% · 24 models

LPL FINL HLDGS INC

LPL FINL HLDGS INC · COM · 50212V100

LONG1,020,839$307.1 million10.3%INCREASED

1Y —

5Y —

MCKESSON CORP

MCKESSON CORP · COM · 58155Q103

LONG348,732$301.8 million10.1%REDUCED

1Y —

5Y —

MEDLINE INC

MEDLINE INC · COM CL A · 58507V107

LONG6,075,165$270.3 million9.0%NEWLY REPORTED

1Y —

5Y —

NVDA

NVIDIA Corporation

LONG1,008,073$175.8 million5.9%INCREASED36.7%

1Y +35.5%

5Y +209.6% · 25 models

INTUITIVE SURGICAL INC

INTUITIVE SURGICAL INC · COM NEW · 46120E602

LONG333,032$153.5 million5.1%INCREASED

1Y —

5Y —

NU HLDGS LTD

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG9,866,060$141.8 million4.7%REDUCED

1Y —

5Y —

CORNING INC

CORNING INC · COM · 219350105

LONG858,515$116.7 million3.9%NEWLY REPORTED

1Y —

5Y —

V

Visa Inc.

LONG288,367$87.2 million2.9%NEWLY REPORTED

1Y —

5Y —

NIQ GLOBAL INTELLIGENCE PLC

NIQ GLOBAL INTELLIGENCE PLC · ORDINARY SHARES · G63755105

LONG5,858,000$66.6 million2.2%UNCHANGED

1Y —

5Y —

SHOPIFY INC

SHOPIFY INC · CL A SUB VTG SHS · 82509L107

LONG515,733$61.2 million2.0%INCREASED

1Y —

5Y —

FIG

Figma Inc

LONG1,867,515$39.5 million1.3%UNCHANGED

1Y +18.8%

5Y +116.1% · 9 models

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 22.6%of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.