← SurgoCap Partners portfolio
13F-HR filing
VALIDATEDHoldings period 2026-03-31 · Filed 2026-05-15 · Accession 0000919574-26-003167
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | CAP STK CL C · 02079K107 | LONG | 1,488,870 | $427.1 million |
| 2 | CARPENTER TECHNOLOGY CORP | COM · 144285103 | LONG | 1,196,901 | $471.8 million |
| 3 | CORNING INC | COM · 219350105 | LONG | 858,515 | $116.7 million |
| 4 | FIGMA INC | CLASS A COM STK · 316841105 | LONG | 1,867,515 | $39.5 million |
| 5 | INTUITIVE SURGICAL INC | COM NEW · 46120E602 | LONG | 333,032 | $153.5 million |
| 6 | LPL FINL HLDGS INC | COM · 50212V100 | LONG | 1,020,839 | $307.1 million |
| 7 | MCKESSON CORP | COM · 58155Q103 | LONG | 348,732 | $301.8 million |
| 8 | MEDLINE INC | COM CL A · 58507V107 | LONG | 6,075,165 | $270.3 million |
| 9 | NIQ GLOBAL INTELLIGENCE PLC | ORDINARY SHARES · G63755105 | LONG | 5,858,000 | $66.6 million |
| 10 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 9,866,060 | $141.8 million |
| 11 | NVIDIA CORP | COM · 67066G104 | LONG | 1,008,073 | $175.8 million |
| 12 | SHOPIFY INC | CL A SUB VTG SHS · 82509L107 | LONG | 515,733 | $61.2 million |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS · 874039100 | LONG | 1,108,073 | $374.5 million |
| 14 | VISA INC | COM CL A · 92826C839 | LONG | 288,367 | $87.2 million |